1Plenary_Smart NIC Market Update-Dell Oro Group.PDF

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1、Smart NIC Market UpdateBaron FungResearch DDellOro Groupwww.SmartNICsS San Jose,CA April 26-28,20222Subscription ResearchTelecommunications InfrastructureEnterprise Networks InfrastructureData Center IT InfrastructureBroadband Access&Home NetworkingEthernet SwitchCampusData Center IT CapexMicrowave

2、Transmission&Mobile BackhaulEthernet SwitchL2+L3 Overall Data Center Physical InfrastructureMobile Core Network(MCN)&Multi-Access Edge Computing(MEC)Network SecurityEthernet Adapter&Smart NICMobile Radio Access Network(RAN)SASE&SD-WAN*Ethernet SwitchData CenterOptical TransportWireless LANService Pr

3、ovider Router&SwitchAdvanced Research ReportsTelecommunications InfrastructureEnterprise Networks Infrastructure5GCloud Workload Security*CBRS(last report:Jan 2022)5G Workloads on the Public Cloud*Open RANPrivate WirelessRAN 2030*DellOro Group Covered Areas 2022 Bi-Annual ReportsTelecommunications I

4、nfrastructureTelecom Capex*New Reportwww.SmartNICsS San Jose,CA April 26-28,2022301224Server Unit Shipments in MillionsTop 4 US CloudTop 3 China CloudRest-of-CloudTelcoEnterpriseServer Market Opportunity10%CAGRwww.SmartNICsS San Jose,CA April 26-28,20224Smart NIC DefinitionAKA:DPU,IPU,DSC,etc.Fully

5、programmable processorIntegrated DRAM and storage,O/S,I/O fabricProvides network,storage,and security servicesSmart NICPerformance NICAKA:Offload NICUser configurableHardware offload enginesTraditional NICAKA:Foundation NICsServer-network connectivityStandard NICwww.SmartNICsS San Jose,CA April 26-2

6、8,20225Ethernet Adapter Market OutlookSmart NIC40%Standard NIC60%2026 Revenue Share%$0.0$2.1$4.2Revenue in$BillionsSmart NIC(26%CAGR)Standard NIC(2%CAGR)www.SmartNICsS San Jose,CA April 26-28,20226Networking OffloadsMulti-tenant IsolationSecurityStorage AccelerationVirtualization