Summary
Dell’Oro Group publishes Ethernet Adapter & Smart NIC 5-year forecasts offering a complete overview of the market with historical data from 2006 to present. The forecasts provide a comprehensive overview of market trends and include tables covering revenue, port shipment, and average selling price forecasts for the following:
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Worldwide Ethernet Controller and Adapter Market by Speed and Platform Type
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1 Gbps Ethernet Controller and Adapter
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10 Gbps Ethernet Controller and Adapter — Total and Fiber / Copper Split
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25 Gbps Ethernet Controller and Adapter — Total and Fiber / Copper Split
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40 Gbps Ethernet Controller and Adapter — Total and Fiber / Copper Split
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50 Gbps Ethernet Controller and Adapter — Total and Fiber / Copper Split
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100 Gbps Ethernet Controller and Adapter — Total and Fiber / Copper Split
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200 Gbps Ethernet Controller and Adapter — Total and Fiber / Copper Split
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400 Gbps Ethernet Controller and Adapter — Total and Fiber / Copper Split
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Standard NIC vs Smart NIC Ethernet Controller & Adapter
Press Release
August 1, 2024 | Press Release
Ethernet Adapter and Smart NIC Market to Exceed $16 Billion by 2028, According to Dell’Oro Group
Back-end Ethernet Server Connectivity for AI Will Become Dominant Market Driver
REDWOOD CITY, Calif. – August 1, 2024 – According to a recently published report from Dell’Oro Group, the trusted source for market information about the telecommunications, networks, and data center industries, we project the Ethernet Adapter and Smart NIC market to exceed $16 billion by 2028. We raised our market outlook significantly because of strong requirements for back-end Ethernet server connectivity to support the scale out of AI server clusters.
“The advent of generative AI applications is driving the demand to interconnect accelerated servers with a back-end Ethernet network necessary for the training of large language models. This is a new market opportunity for Ethernet adapters, with significantly higher growth compared to the traditional front-end Ethernet adapter market”, said Baron Fung, Senior Research Director at Dell’Oro Group. “While the back-end network market today is predominantly InfiniBand-based today, Ethernet-based solutions are forecast for broad adoption as customers seek a multi-vendor solution,” added Fung.
Additional highlights from the Ethernet Adapter and Smart NIC 5-Year July 2024 Forecast Report:
The total Ethernet Adapter and Smart NIC market, which includes server connectivity for both front-end and back-end networks, is projected to grow at a 27 percent compound annual growth rate by 2028.
Server access speed for back-end networks will be at least one generation ahead compared to that of front-end networks to maintain pace with compressed GPU accelerator roadmaps.
Smart NICs, which include DPUs and IPUs, are positioned for high growth to support the strong demands of back-end Ethernet-based networks.
About the Reports
The Dell’Oro Group Ethernet Adapter & Smart NIC 5-Year Forecast report provides a complete, in-depth analysis of the market with tables covering manufacturers’ revenue; average selling prices; and unit and port shipments by speed (1/10/25/40/50/100/200/400/800 Gbps) for Ethernet controllers and adapters. The report also covers Smart NIC controllers and adapters.
