Vendors Reported Initial Shipments of Adapters Based on 56 Gbps PAM-4 SerDes

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Update time : 2021-11-03 10:15:00
“In 4Q 2020, the market decline was attributed to several cases of inventory correction,” said Baron Fung, Research Director at Dell’Oro Group. “First, the market’s sequential decline was attributed to a large non-reoccurring purchase by Huawei in the prior quarter ahead of the US-imposed sanctions. Second, the Cloud service providers’ high inventory levels compounded by a digestion cycle led to further market contraction. However, we project Cloud spending to return to higher growth this year, which would drive the demand for products 25 Gbps and higher,” added Fung.

Additional highlights from the 4Q 2020 Ethernet Controller and Adapter report include:

Total Ethernet controller and adapter port shipments declined 20 percent quarter-over-quarter.
Shipments of 100 and 200 Gbps ports forecast to grow 67 percent in 2021, to support the growing demands of accelerated computing and all-flash array storage. Some of these ports will be based on 56 Gbps PAM-4 SerDes.
Amazon commanded 60 percent revenue share of the Smart NIC market in 2020. Broadcom led the adapter vendors in Smart NIC revenue, followed by Marvell, Napatech, and Nvidia.