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2024年全球以太网交换芯片市场竞争格局
2024年全球以太网交换芯片市场竞争格局
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通信行业交换芯片:AI超节点驱动二次成长-260522(36页).pdf
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产业格局:博通为全球市场龙头,盛科通信等积极提升国内份额 全球格局:2024年全球以太网交换芯片市场 CR3达 77.14%,博通占据龙头地位,未来商用厂商占比或进一步提升。据 QYResearch 数据,全球范围内以太网交换芯片市场高度集中,2024 年博通、Marvell、思科的市占率分别为 54.59%、12.95%、9.60%,CR3 达到77.14%,此外英伟达(Mellanox)市场份额约 7-8%,Microchip和盛科的市场份额稳定但较为有限,合计约占 5%,上述企业中,博通、Marvell、盛科为商用交换芯片厂商,思科和英伟达为自用交换芯片厂商。展望未来,我们认为商用交换芯片的占比或将逐渐提高,原因在于:1)自研交换芯片需要高额研发投入和快速迭代,较难实现经济效益;2)以太网交换芯片的主要增量来自于数据中心市场,而商用厂商在此布局更早,具备先发优势;3)由于国际贸易摩擦引起的产业链震荡,商用交换芯片厂商对于产业链协调和产能紧缺的风险抵御能力更强。
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通信行业交换芯片:AI超节点驱动二次成长-260522(36页).pdf
2026年交换芯片行业报告:AI超节点开启二次成长
Scaleup需要更高的带宽和更低的时延
Scaleup和Scaleout组网示意
数据中心交换机与园区交换机对比
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