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市場調查報告書
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1445594

乙太網路控制器：市場佔有率分析、產業趨勢與統計、成長預測（2024-2029）

Ethernet Controller - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2024 - 2029)
出版日期: | 出版商: Mordor Intelligence | 英文 139 Pages | 商品交期: 2-3個工作天內

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簡介目錄

乙太網路控制器市場規模預計2024年為116.2億美元，預計到2029年將達到166.3億美元，在預測期內（2024-2029年）成長7.42%，以年複合成長率成長。

研究的市場是由現代數位經濟中資料中心和雲端運算的日益採用所推動的。從科學發現到人工智慧 (AI)，現代資料中心對於解決世界上一些最大的挑戰至關重要。這些現代資料中心正在經歷轉型，以增加網路頻寬、最佳化工作負載以及人工智慧。

主要亮點

  • 整個商業生態系中的巨量資料量不斷增加且日趨成熟。根據埃森哲的一項研究，大約 79% 的企業主管認為，不實施巨量資料的公司可能會失去競爭地位並面臨滅絕。隨著企業走向巨量資料，資料流量預計將增加，對乙太網路控制器的需求也會增加。
  • 控制自動化技術乙太網路 (EtherCAT) 是基於 CANopen通訊協定和乙太網路。儘管如此，它與網際網路和網路通訊的不同之處在於它明確地針對工業自動化控制進行了最佳化。透過利用 OSI 網路模型，乙太網路和 EtherCAT 依賴相同的實體層和資料鏈結層。此外，這兩個網路在設計上也有所不同，因為它們針對不同的任務進行了最佳化。
  • USB 轉乙太網路轉換器在多種情況下都很有用。例如，使用者筆記型電腦的 Wi-Fi 選項可能會遇到技術問題，或者使用者需要網路訪問，但出於安全原因在特定位置停用了 Wi-Fi。您可能會注意到在這種情況下，一個乙太網路連接埠和一個簡單的適配器就足夠了。電纜提供更快、更穩定的連接。
  • 預計市場將為更快的技術更新製造障礙，因為帶有延期的長期合約將使市場飽和並影響市場成長。如果產業趨勢引導解決方案和服務供應商使用新技術乙太網路控制器，那麼長期合約可能會在市場上產生反作用。此外，市場競爭的加劇將影響現有供應商的報酬率和成長。供應商之間的競爭如此激烈，以至於乙太網路控制器產品在全球範圍內變得商品化。
  • 在家工作(WFH) 政策已將資訊安全的重點從企業基礎設施轉移到雲端和虛擬基礎設施。根據去年的 IBM 安全報告，大約 54% 的組織在 COVID-19 爆發期間對遠距工作做出了積極回應。這些市場發展促進了對雲端基礎的解決方案的需求不斷成長，這也將增加對乙太網路控制器的需求。

乙太網路控制器市場趨勢

佔據最大市場佔有率的伺服器

  • 大多數企業都需要資料存儲，例如電子郵件、網站、線上交易等，而這可能發生在伺服器上。伺服器是連接到公司本地網路（大多數情況下是 Internet）的特殊電腦。如果您的公司足夠小，您可能會決定將伺服器保留在內部並自行運行。然而，隨著您的組織及其需求的成長，它會產生更多資料，因此需要更多伺服器和儲存空間。典型的資料中心基礎設施包括許多伺服器，這些伺服器都是功能強大的電腦。據愛立信稱，未來四年，全球每台行動 PC 的每月流量預計將達到每台活動裝置 25.88 GB。
  • 隨著伺服器為資料中心提供動力並支援雲端環境，伺服器產業已成為無數關鍵任務和客戶端企業運算業務的支柱。隨著企業尋求滿足巨量資料和進階工作負載要求，對更高效能伺服器的需求持續成長。隨著雲端運算、人工智慧、巨量資料、資料中心的興起，對伺服器的需求也將大幅增加。隨著對伺服器的需求增加，對乙太網路控制器的需求也增加。
  • 底板管理控制器 (BMC) 監控大多數現代伺服器中的溫度、電壓和風扇。 BMC 通常可以設定為在系統內發生需要管理員注意的情況（例如 CPU 過熱）時發送通知（以電子郵件和 SNMP 警報的形式）。
  • 英特爾乙太網路 800 系列控制器包括應用程式裝置佇列 (ADQ)、動態裝置個人化 (DDP)，並支援 iWARP 和 RoCEv2 遠端直接記憶體存取 (RDMA)。提供工作負載最佳化的效能和彈性，以滿足不斷變化的網路需求。對於 NFV、儲存、HPC-AI 和混合雲端等高效能伺服器應用，800 系列控制器可提供高達 100GbE 的速度。
  • NetXtreme-E系列BCM57414 50G PCIe 3.0乙太網路控制器基於Broadcom的可擴充10/25/50/100/200G。乙太網路控制器架構旨在為企業和雲端規模網路和儲存應用（例如高效能運算、通訊、機器學習、儲存分解和資料分析）在伺服器內創建可擴充性功能豐富的網路解決方案。 。

北美佔最大市場佔有率

  • 為了充分發揮 5G 的潛力，需要靈活的網路和交通基礎設施。隨著乙太網路成為最高效的傳輸技術，營運商路由器和交換器負責支援共用基礎架構上的各種用例，從而導致乙太網路設備安裝量的增加。
  • 隨著5G網路的發展及其應用的擴展，5G基礎設施對乙太網路控制器的需求也將增加。與美國類似，只有部分公司開始提供5G網路服務。例如，在推出新無線技術出現嚴重延誤後，通訊巨頭 AT&T 和 Verizon 於 2022 年 1 月在美國推出了 5G 服務，航班並未出現嚴重延誤。
  • 乙太網路控制器允許有線連接到電腦網路，因此任何需要高速網際網路連接的設備都應使用乙太網路控制器來實現高速網際網路連接。雲端基礎設施網路也是如此。隨著雲端能力的發展以及企業將業務轉移到雲端，美國對雲端應用程式的需求正在迅速成長。未來幾年，越來越多的企業將選擇雲端儲存解決方案，因為其成本低、維護量少、資料安全以及近乎無限的擴充性。因此，雲端運算和儲存的成長也將帶動乙太網路控制器市場的激增。
  • 據愛立信消費者實驗室稱，5G 無線技術已經正在改變加拿大人使用智慧型手機的方式。與 4G 用戶相比，5G採用者每週花在雲端遊戲上的時間為 2 小時，在擴增實境(AR) 應用程式上的時間超過 90 分鐘。升級後，15% 的人表示家中的 Wi-Fi 使用量減少了。這意味著 5G 最終將提供消費者一直在等待的高頻寬應用體驗。此外，用戶期望 5G 覆蓋汽車內部，這被認為比速度或電池壽命更重要。
  • 電信業者在 3500 MHz頻譜上的巨額支出（比預期多三倍）進一步證明了他們對 5G 的承諾。羅傑斯斥資 33 億加元（24.3 億美元）購買 5G 頻譜，覆蓋加拿大 99.4% 的人口，使其成為該國該技術最大的單一投資者。

乙太網路控制器產業概況

由於競爭激烈，乙太網路控制器市場本質上是分散的。儘管分散，但市場主要與建立和營運方面的監管要求相關。此外，由於創新、收購和合作夥伴關係的增加，未來市場的競爭可能會變得更加激烈。該市場的主要企業包括英特爾公司、博通公司、Microchip Technology Inc.、Cirrus Logic Inc.、德州儀器公司等。

  • 2022 年 12 月 -資料基礎設施半導體解決方案的領導者之一Marvell Technology, Inc. 推出全新5nm 1.6T 乙太網路PHY，具有100G I/O 功能、內建媒體存取控制安全(MACsec) 和整體功能。我們推出了Alaska CX9340P 。精確時間協定（PTP）支援通訊網路應用和雲端資料中心。 PTP 使乙太網路能夠以高可靠性處理時序關鍵型服務。另一方面，MACsec 允許資料中心營運商啟用基於硬體的鏈路層安全性。 X9340P 與先前發布的 Alaska C X93160 PHY 相結合，為重定時、齒輪箱、加密和定時應用提供了一個多功能、引腳相容的平台，速度高達 800 GbE。
  • 2022 年 4 月 - Cadence Design Systems Inc. 推出 Cadence 高速乙太網路控制器 IP 系列，支援高達 800G 的完整乙太網路子系統解決方案。該公司還推出了採用 7 nm、5 nm 和 3 nm 製程節點的 Cadence SerDes PHY IP，這些節點針對功耗、效能和麵積 (PPA) 進行了最佳化。低延遲、高速控制器 IP 擴展了 Cadence 的乙太網路控制器 IP 產品組合，非常適合新時代人工智慧和機器學習 (AI/ML)、雲端和 5G 基礎設施中的各種乙太網路應用。新的控制器系列支援 100G、200G、400G 和 800G 乙太網路的各種集中頻寬。

其他福利

  • Excel 格式的市場預測 (ME) 表
  • 3 個月分析師支持

目錄

第1章簡介

  • 研究假設和市場定義
  • 調查範圍

第2章調查方法

第3章執行摘要

第4章市場動態

  • 市場概況
  • 市場促進因素
    • 採用 EtherCat 進行機器控制的即時網路
    • 採用USB乙太網路控制器
  • 市場限制因素
    • 受新冠肺炎 (COVID-19) 影響，需求低迷
    • 價格競爭導致報酬率較低
  • 產業價值鏈分析
  • 產業吸引力－波特五力分析
    • 供應商的議價能力
    • 買方議價能力
    • 新進入者的威脅
    • 替代產品的威脅
    • 競爭公司之間的敵意強度
  • 評估 COVID-19 對市場的影響

第5章市場區隔

  • 頻寬類型
    • 快速以太網
    • Gigabit以太網
    • 交換器以太網
  • 功能
    • PHY（物理層）
    • 融合的
  • 最終用戶
    • 伺服器
    • 路由器交換機
    • 消費性應用
    • 其他
  • 地區
    • 北美洲
      • 美國
      • 加拿大
    • 歐洲
      • 德國
      • 英國
      • 法國
      • 其他歐洲國家
    • 亞太地區
      • 印度
      • 中國
      • 日本
      • 其他亞太地區
    • 拉丁美洲
    • 中東和非洲

第6章 競爭形勢

  • 公司簡介
    • Intel Corporation
    • Broadcom Inc.
    • Microchip Technology Inc.
    • Cirrus Logic Inc.
    • Texas Instruments Incorporated
    • Silicon Laboratories, Inc.
    • Marvell Technology Group
    • Realtek Semiconductor Corp.
    • Cadence Design Systems, Inc.
    • Futurlec Inc.

第7章 投資分析

第8章市場機會與未來趨勢

簡介目錄
Product Code: 69646

The Ethernet Controller Market size is estimated at USD 11.62 billion in 2024, and is expected to reach USD 16.63 billion by 2029, growing at a CAGR of 7.42% during the forecast period (2024-2029).

Ethernet Controller - Market

The market studied is driven by the increasing adoption of data centers and cloud computing in the modern digital economy. From scientific discoveries to Artificial Intelligence (AI), modern data centers are crucial to solving some of the critical global challenges. These current data centers, like Artificial Intelligence, are transforming to increase networking bandwidth and optimize workloads.

Key Highlights

  • The growing volume of Big Data across the business ecosystem is gaining maturity. A study by Accenture indicates that about 79% of enterprise executives agreed that companies that do not embrace Big Data would lose their competitive position and are expected to face extinction. With enterprises transitioning to Big Data, the data traffic is expected to increase, fueling the demand for Ethernet controllers.
  • Ethernet for Control Automation Technology (EtherCAT) is based on the CANopen protocol and Ethernet. Still, it differs from the internet or network communications in optimized explicitly for industrial automation control. Utilizing the OSI network model, Ethernet and EtherCAT rely on the same physical and data link layers. Beyond that, the two networks diverge by design as they are optimized for different tasks.
  • A USB-to-Ethernet converter is helpful in a variety of circumstances. For example, a user's laptop's Wi-Fi option may be experiencing technical difficulties, or the user may discover that the Wi-Fi is disabled for security reasons in specific locations, even though users require internet access. In the circumstances like these, an Ethernet port and a simple adapter should suffice. Using a cable will provide a faster and more consistent connection.
  • The market is expected to create a roadblock for itself to update faster on technology, as long-duration contracts with extensions saturate the market, thus impacting its growth. When the industry trends indicate to the solution and services providers to use new and emerging technology Ethernet controllers, long-term contracts can be counterproductive in the market. Moreover, the growing competition in the market impacts the profit margins and existing vendors' growth. The competition level between suppliers is so high that Ethernet controller products are transitioning to commoditized worldwide.
  • The Work-From-Home (WFH) policies shifted information security's focus from enterprise infrastructure to cloud and virtualized infrastructure. As per IBM Security Report from the previous year, about 54% of the organizations responded positively to remote working amid the COVID-19 outbreak. Such developments in the market have contributed to the rising demand for cloud-based solutions, which will increase the need for ethernet controllers.

Ethernet Controller Market Trends

Servers to Hold the Largest Market Share

  • Most businesses require data storage, whether for their email, website, or online transactions, and this may be done on a server. Servers are specialized computers linked to a company's local network and, in most cases, the Internet. If a company is small enough, it may decide to keep its servers in-house and run them own. However, as organizations and their demands expand, more servers and storage space are required as more data is generated. A typical data center infrastructure includes many servers, which are powerful computers. According to Ericsson, by the next four years, global monthly traffic per mobile PC is projected to amount to 25.88 GB per active device.
  • As servers power data centers and support cloud environments, the server industry is the backbone of innumerable mission-critical and client-side corporate computing operations. As businesses seek to power big data and advanced workload requirements, demand for higher-performing servers continues to climb. With the increasing cloud computation, AI, Big Data, and Data Centers, the need for servers will also grow significantly. With this growing demand for servers, Ethernet Controller demand will also increase.
  • A Baseboard Management Controller (BMC) monitors most modern servers' temperature, voltages, and fans. When something in the system requires an administrator's attention (such as the CPU overheating), the BMC may generally be set to send out notifications (in the form of emails and SNMP alerts).
  • Application Device Queues (ADQ), Dynamic Device Personalization (DDP), and support for both iWARP and RoCEv2 Remote Direct Memory Access (RDMA) are included in Intel Ethernet 800 Series controllers. It provides workload-optimized performance and the flexibility to meet changing network requirements. For high-performance server applications, including NFV, storage, HPC-AI, and hybrid cloud, the 800 Series controllers provide speeds up to 100GbE.
  • The NetXtreme-E Series BCM57414 50G PCIe 3.0 Ethernet controller is based on Broadcom's scalable 10/25/50/100/200G. Ethernet controller architecture is designed to build highly scalable, feature-rich networking solutions in servers for enterprise and cloud-scale networking and storage applications, such as high-performance computing, telco, machine learning, storage disaggregation, and data analytics.

North America Holds Largest Market Share

  • 5G requires a flexible networking and transportation infrastructure to reach its full potential. As Ethernet becomes the most efficient transport technology, carrier routers and switches are charged with supporting a range of use cases over shared infrastructure, increasing Ethernet gear installations.
  • With the 5G network growth and their growing applications, the need for ethernet controllers for 5G infrastructure will also be in demand. As in the United States, only some companies have started to provide 5G network services. For instance, after the deployment of the new wireless technology was scale delayed, telecom giants AT&T and Verizon debuted 5G service in the United States in January 2022 without significant flight delays.
  • As Ethernet Controller allows wired connection to the computer network, any device requiring a high-speed internet connection will have to use Ethernet Controllers for fast internet connections. Such is the case with Cloud Infrastructure networks. With developing cloud capabilities and enterprises shifting their work to the cloud, the demand for cloud applications is increasing rapidly in the United States. In the coming years, more and more businesses will opt for Cloud storage solutions due to their low costs, less maintenance, data security, and almost unlimited scalability. Therefore this rise in cloud computing and storage will also surge in the Ethernet Controller Market.
  • According to Ericsson ConsumerLab, 5G wireless technology is already transforming how Canadians use their smartphones. Compared to 4G users, early 5G adopters spend two hours per week on cloud gaming and 90 minutes more on augmented reality (AR) apps. After upgrading, 15% said they had reduced their Wi-Fi usage, even at home. It means that 5G will finally deliver the experience consumers have been waiting for in high-bandwidth apps. Furthermore, users expect 5G to provide interior coverage, which is considered more significant than speed or battery life.
  • Telecommunications companies' enormous spending in the 3500 MHz spectrum (three times more than projected) further proves their commitment to 5G. Rogers spent CAD 3.3 billion (USD 2.43 billion) on the 5G spectrum, which covers 99.4% of the Canadian population, making it the country's largest single investor in the technology.

Ethernet Controller Industry Overview

The Ethernet Controller Market is fragmented in nature due to high competition. Despite the fragmentation, the market is primarily tied to the regulatory requirements for establishment and operation. Further, with increasing innovation, acquisitions, and partnerships, market rivalry tends to rise in the future. The major players in the market are Intel Corporation, Broadcom Inc., Microchip Technology Inc, Cirrus Logic Inc., and Texas Instruments Incorporated, among others.

  • December 2022 - Marvell Technology, Inc., one of the leaders in data infrastructure semiconductor solutions, announced the Alaska CX9340P, a new 5nm 1.6T Ethernet PHY with 100G I/O capability, built-in Media Access Control security (MACsec) and total Precision Time Protocol (PTP) support communications network applications and for the cloud data center. PTP enables Ethernet networks to handle ultra-reliable timing-critical services, whereas MACsec allows data center operators to enable hardware-based link-layer security. The combination of the X9340P and the previously announced Alaska C X93160 PHY provides a pin-compatible, versatile platform for retiming, gear boxing, encryption, and timing applications at speeds up to 800 GbE.
  • April 2022 - Cadence Design Systems Inc. announced the Cadence High-Speed Ethernet Controller IP family, enabling complete Ethernet subsystem solutions up to 800G. The company also introduced Cadence SerDes PHY IP in 7 nm, 5 nm, and 3 nm process nodes, optimized for power, performance, and area (PPA). The low-latency, high-speed controller IP expands Cadence's Ethernet Controller IP portfolio and is well suited for vast applications of Ethernet in new-age artificial intelligence and machine learning (AI/ML), cloud, and 5G infrastructures. The new controller family supports different aggregated bandwidths for 100G, 200G, 400G, and 800G Ethernet.

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Study Assumptions and Market Definition
  • 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET DYNAMICS

  • 4.1 Market Overview
  • 4.2 Market Drivers
    • 4.2.1 Adoption of EtherCat for Realtime Network for Machine Control
    • 4.2.2 Adoption of USB Ethernet Controllers
  • 4.3 Market Restraints
    • 4.3.1 Low Demand Due to Impact of COVID-19
    • 4.3.2 Competitive Prices Led to Stiff Profit Margins
  • 4.4 Industry Value Chain Analysis
  • 4.5 Industry Attractiveness - Porter's Five Forces Analysis
    • 4.5.1 Bargaining Power of Suppliers
    • 4.5.2 Bargaining Power of Buyers
    • 4.5.3 Threat of New Entrants
    • 4.5.4 Threat of Substitute Products
    • 4.5.5 Intensity of Competitive Rivalry
  • 4.6 Assessment of the Impact of COVID-19 on the Market

5 MARKET SEGMENTATION

  • 5.1 Bandwidth Type
    • 5.1.1 Fast Ethernet
    • 5.1.2 Gigabit Ethernet
    • 5.1.3 Switch Ethernet
  • 5.2 Function
    • 5.2.1 PHY (Physical Layer)
    • 5.2.2 Integrated
  • 5.3 End User
    • 5.3.1 Servers
    • 5.3.2 Routers and Switches
    • 5.3.3 Consumer Applications
    • 5.3.4 Other End Users
  • 5.4 Geography
    • 5.4.1 North America
      • 5.4.1.1 United States
      • 5.4.1.2 Canada
    • 5.4.2 Europe
      • 5.4.2.1 Germany
      • 5.4.2.2 United Kingdom
      • 5.4.2.3 France
      • 5.4.2.4 Rest of Europe
    • 5.4.3 Asia Pacific
      • 5.4.3.1 India
      • 5.4.3.2 China
      • 5.4.3.3 Japan
      • 5.4.3.4 Rest of Asia Pacific
    • 5.4.4 Latin America
    • 5.4.5 Middle East and Africa

6 COMPETITIVE LANDSCAPE

  • 6.1 Company Profiles
    • 6.1.1 Intel Corporation
    • 6.1.2 Broadcom Inc.
    • 6.1.3 Microchip Technology Inc.
    • 6.1.4 Cirrus Logic Inc.
    • 6.1.5 Texas Instruments Incorporated
    • 6.1.6 Silicon Laboratories, Inc.
    • 6.1.7 Marvell Technology Group
    • 6.1.8 Realtek Semiconductor Corp.
    • 6.1.9 Cadence Design Systems, Inc.
    • 6.1.10 Futurlec Inc.

7 INVESTMENT ANALYSIS

8 MARKET OPPORTUNITIES AND FUTURE TRENDS