20230614_Plenary_Fung.pdf

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1、Smart NICs Market UpdateBaron FungSenior Research DirectorDellOro Group Covered Areas 2023*New ReportSubscription ResearchTelecommunicationsEnterprise NetworksData Center InfrastructureSecurityBroadband Access&Home NetworkingEthernet SwitchCampusData Center IT CapexNetwork SecurityMicrowave Transmis

2、sion&Mobile BackhaulEthernet SwitchL2+L3 Overall Data Center Physical InfrastructureSASE&SD-WANMobile Core Network(MCN)&Multi-Access Edge Computing(MEC)Wireless LANEthernet Adapter&Smart NICMobile Radio Access Network(RAN)Ethernet SwitchData CenterOptical TransportService Provider Router&SwitchAdvan

3、ced Research ReportsTelecommunicationsEnterprise NetworksData Center InfrastructureSecurity5G Workloads Moving to the Public CloudAI Workloads*Data Center IT Semiconductors&Components*Cloud Workload SecurityCampus NaaS&Public Cloud-Managed LAN*Cable Outside Plant*KVM Switches&Serial Console ServersC

4、oherent Optics*Distributed Cloud Networking*Telecom ServerFixed Wireless Infrastructure&CPEOpen RANPrivate WirelessRAN 2030Bi-Annual ReportsTelecommunicationsTelecom Capex3Ethernet Adapter Market Opportunity4$0.0$5.0$10.0Revenue in$BillionsSmart NICStandard NICSmart NIC Target Applications5Networkin

5、g and Security OffloadsStorage Offload and AccelerationAccelerated Computing(AI)Smart NIC Opportunity for AI6$0.0$5.0$10.0Revenue in$BillionsSmart NIC(AI)Smart NICStandard NICSmart NIC Vendor Model7Chip VendorsAdapter VendorsEnd-usersClosed VendorsAmazon(Annapurna)Alibaba(X-Dragon,CIPU)Microsoft(Fun

6、gible?)Closed Vendors(Chip)Amazon(Annapurna)Alibaba(X-Dragon,CIPU)Microsoft(Fungible?)AmazonAlibabaMicrosoft(Fungible?)Open VendorsAMD(Pensando DSC)Intel(IPU)Marvell(Liquid IO DPU)NVIDIA(Bluefield DPU)Closed Vendors(Chip)Google(Intel IPU)Microsoft(Intel IPU,NV