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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,NVIDIA controller)Other Cloud SPs(Intel IP
7、U)GoogleMicrosoftOther Cloud SPsOpen VendorsAMD,Intel,Marvell,Napatech,NVIDIAServer OEMsCloudEnterpriseTelcoSmart NIC Adoption80%50%100%Smart NIC Server Attach Rate 20220%50%100%Smart NIC Server Attach Rate 2027Smart NIC Market Opportunity9$0.0$2.5$5.0Revenue in$BillionsTop 4 US CloudTop 4 China Clo
8、udTop 3 Tier 2Rest of MarketSmart NIC Market Opportunity10$0.0$2.5$5.0Revenue in$BillionsTop 4 US CloudTop 4 China CloudTop 3 Tier 2Rest of MarketOpen VendorsClosed VendorsKey TakeawaysSmart NIC market isnt huge today but growingAI applications such as generative AI are potential growth driversSmart NICs could reduce total cost of ownership for hyperscalersSmart NICs remain difficult to deploy,limiting usage by smaller organizationsCaptive market is hard for vendors to penetrate but progress has been made11