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市場調查報告書
商品編碼
1951270
乙太網路儲存架構市場 - 全球產業規模、佔有率、趨勢、機會及預測(按設備、交換埠、儲存類型、應用、地區和競爭格局分類),2021-2031年Ethernet Storage Fabric Market - Global Industry Size, Share, Trends, Opportunity, and Forecast, Segmented, By Device, By Switching Port, By Storage Type, By Applications, By Region & Competition, 2021-2031F |
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全球乙太網路儲存架構市場預計將從 2025 年的 31.1 億美元大幅成長至 2031 年的 72.7 億美元,複合年成長率達 15.21%。
這種架構利用廣泛採用的乙太網路標準連接伺服器和儲存系統,建立高效能網路,確保快速資料存取和極低延遲。推動這一成長的關鍵因素包括非結構化企業資料的爆炸性成長,以及對經濟高效的連接方式的需求,這種連接方式能夠將儲存和運算流量整合到統一的平台上。此外,產業向分散式儲存環境的轉型也促使人們選擇這種可擴展的技術,而非傳統的專有網路解決方案。
| 市場概覽 | |
|---|---|
| 預測期 | 2027-2031 |
| 市場規模:2025年 | 31.1億美元 |
| 市場規模:2031年 | 72.7億美元 |
| 複合年成長率:2026-2031年 | 15.21% |
| 成長最快的細分市場 | 適配器 |
| 最大的市場 | 北美洲 |
然而,部署乙太網路儲存架構面臨與網路擁塞管理相關的重大挑戰,因為需要複雜的流控制通訊協定配置才能維持無損資料傳輸。近期行業趨勢也凸顯了對卓越頻寬和可靠性的迫切需求。正如乙太網路聯盟在2025年所指出的,對人工智慧 (AI) 和機器學習 (ML) 工作負載日益成長的需求正在推動乙太藍圖支援高達每秒1.6Terabit的連接埠速度,以處理不斷成長的資料量。
人工智慧 (AI) 和機器學習 (ML) 工作負載的快速成長是全球乙太網路儲存架構市場的主要驅動力,這要求網路效能超越傳統標準。為了支援生成式 AI 模型所必需的大規模平行處理,業界正擴大採用專用乙太網路架構,以消除擁塞並確保無損資料傳輸。這一轉變得到了具體指標的支持。在 NVIDIA 於 2025 年 10 月發布的題為「NVIDIA Spectrum-X乙太網路切換器加速 Meta 和 Oracle 網路」的新聞稿中,該公司透露,其最佳化的乙太網路平台使 AI超級電腦能夠實現 95% 的有效資料吞吐量,相比標準乙太網路約 60% 的 AI超級電腦能夠實現 95% 的有效資料吞吐量,相比標準乙太網路約 60% 的吞吐量有了顯著提升。這種效率對於尋求最佳化昂貴 GPU叢集投資報酬率的超超大規模資料中心業者和企業至關重要,也使乙太網路成為高效能 AI 基礎架構的首選架構。
同樣重要的是全球數據量的指數級成長。滿足此需求需要兼具極高可擴充性和成本效益的儲存網路解決方案。隨著企業累積Petabyte非結構化資料用於訓練和分析,傳統的專有網路已無法提供必要的柔軟性,從而推動了向高頻寬乙太網路架構的轉型。目前基礎設施的不足凸顯了這項轉型的迫切性。思科於2025年10月發布的「第三屆年度人工智慧就緒指數」顯示,54%的企業表示其現有網路缺乏擴充性來應對現代工作負載的複雜性和資料量。基礎設施的大規模擴展正在顯著推動市場收入成長。 Arista Networks於2025年2月發布的「2024年第四季及全年業績」預測,其年營收將達到70億美元(年成長19.5%),這項成長主要得益於雲端和人工智慧網路的普及應用。
乙太網路儲存架構普及的一大障礙在於管理網路擁塞和精確配置流量控制機制的複雜性。雖然這種架構性能卓越,但要確保無損資料傳輸,管理員需要實施諸如優先級流控制 (PFC) 和明確擁塞通知 (ECN) 等複雜配置。如果調優不當,在流量高峰期可能會出現丟包和延遲增加的情況,從而抵消該架構的優勢。這種維運挑戰為缺乏專業工程技術的公司設置了很高的進入門檻,導致市場猶豫不決,與更簡單的即插即用型專有解決方案相比,其普及速度也較慢。
資料需求的快速成長加劇了這項挑戰,使得手動或靜態配置變得不切實際。資料密集型應用的激增給標準流量控制通訊協定帶來了巨大壓力,並增加了因擁塞導致效能下降的風險。根據儲存網路產業協會 (SNIA) 預測,到 2024 年,專用於人工智慧工作負載的儲存容量需求將以 36% 的複合年成長率成長。資料量的指數級成長給乙太網路架構帶來了前所未有的壓力,導致潛在買家推遲投資,直到擁塞管理解決方案在如此高負載下變得更加可靠且更省力。
市場正經歷一場由智慧網路卡 (NIC) 和資料處理單元 (DPU) 整合所驅動的變革。這些元件將繁重的儲存操作從主機 CPU 直接卸載到網路介面。這種架構演進對於維持高速網路架構的效率至關重要,並確保伺服器資源專用於應用程式處理而非網路管理任務。隨著企業尋求最佳化其基礎設施的價值,這些專用組件正經歷著強勁的市場成長勢頭。例如,AMD 於 2025 年 2 月發布的 2024 年年度報告預測,其資料中心部門(包括 DPU 和智慧網卡產品線)的年收入將達到 126 億美元,比前一年成長 94%。這項快速成長凸顯了業界正向智慧硬體轉型,以滿足現代儲存環境日益成長的處理容量要求。
同時,軟體定義乙太網路儲存解決方案正成為一種明顯的趨勢,它以靈活統一的架構取代了僵化的硬體孤島。這種策略使企業能夠在混合環境中動態分配儲存資源,消除傳統專有網路帶來的碎片化問題,並簡化資料存取。這種融合的策略意義正在影響IT領導者的關鍵投資決策。正如NetApp在2024年12月發布的《2024年資料複雜度報告》中所指出的,79%的全球技術主管認為資料整合對於實現最佳人工智慧(AI)效果至關重要。因此,各組織正在加速採用開放式乙太網路架構,以確保資料傳輸的無縫性,並簡化複雜分散式儲存架構的管理。
The Global Ethernet Storage Fabric Market is projected to expand significantly, rising from USD 3.11 Billion in 2025 to USD 7.27 Billion by 2031, reflecting a compound annual growth rate of 15.21%. This architecture utilizes widely accepted Ethernet standards to link servers with storage systems, creating a high-performance network that ensures rapid data access and minimal latency. Key factors fueling this growth include the explosive increase in unstructured enterprise data and the demand for cost-effective connectivity that merges storage and compute traffic onto a unified platform. Furthermore, the industry move toward disaggregated storage environments promotes the selection of this scalable technology over older, proprietary network solutions.
| Market Overview | |
|---|---|
| Forecast Period | 2027-2031 |
| Market Size 2025 | USD 3.11 Billion |
| Market Size 2031 | USD 7.27 Billion |
| CAGR 2026-2031 | 15.21% |
| Fastest Growing Segment | Adapters |
| Largest Market | North America |
However, implementing Ethernet Storage Fabric presents substantial hurdles related to managing network congestion, as maintaining lossless data transmission necessitates the complex configuration of flow control protocols. The urgent requirement for exceptional bandwidth and reliability is highlighted by recent industry trends. As noted by the Ethernet Alliance in 2025, the intensifying demands of Artificial Intelligence and Machine Learning workloads are pushing the Ethernet roadmap to support port speeds of up to 1.6 Terabits per second to handle escalating data volumes.
Market Driver
The rapid escalation of Artificial Intelligence and Machine Learning workloads serves as a major catalyst for the Global Ethernet Storage Fabric Market, requiring network performance capabilities that surpass traditional standards. To accommodate the massive parallel processing essential for generative AI models, the industry is adopting specialized Ethernet architectures designed to eradicate congestion and guarantee lossless data delivery. This shift is supported by tangible metrics; a press release from NVIDIA in October 2025, titled 'NVIDIA Spectrum-X Ethernet Switches Speed Up Networks for Meta and Oracle,' revealed that their optimized Ethernet platform allows AI supercomputers to reach 95% effective data throughput, a significant improvement over the approximate 60% achieved by standard Ethernet. Such efficiency is vital for hyperscalers and enterprises seeking to optimize the return on expensive GPU clusters, establishing Ethernet as the preferred fabric for high-performance AI infrastructure.
Equally critical is the exponential rise in global data volumes, which necessitates storage networking solutions capable of delivering extreme scalability alongside cost efficiency. As organizations amass petabytes of unstructured data for training and analytics, legacy proprietary networks often fail to provide the required flexibility, prompting a shift toward high-bandwidth Ethernet fabrics. The pressing nature of this transition is underscored by current infrastructure gaps; in the 'Third Annual AI Readiness Index' published by Cisco in October 2025, 54% of organizations indicated that their existing networks lack the scalability needed to handle the complexity and volume of modern workloads. This broad expansion of infrastructure is driving substantial market revenue, as evidenced by Arista Networks' 'Fourth Quarter and Year End 2024 Financial Results' from February 2025, which reported annual revenue of $7.0 billion, a 19.5% increase attributed largely to the adoption of cloud and AI networking.
Market Challenge
A primary obstacle hindering the deployment of Ethernet Storage Fabric is the intricacy involved in managing network congestion and precisely configuring flow control mechanisms. Although the architecture offers high performance, ensuring lossless data transmission requires administrators to implement complex settings for Priority Flow Control (PFC) and Explicit Congestion Notification (ECN). Without perfect tuning, the network remains vulnerable to packet loss and increased latency during traffic surges, which effectively negates the fabric's benefits. This operational difficulty poses a high barrier to entry for companies without specialized engineering expertise, resulting in market hesitation and slower adoption rates when compared to simpler, plug-and-play proprietary alternatives.
The challenge is further intensified by the rapid pace at which data requirements are growing, rendering manual or static configurations impractical. The surge of data-intensive applications overloads standard flow control protocols, heightening the risk of performance degradation due to congestion. According to the Storage Networking Industry Association, the demand for storage capacity specifically dedicated to AI workloads was projected in 2024 to grow at a compound annual rate of 36 percent. This swift increase in data volume exerts unprecedented strain on Ethernet fabrics, causing prospective buyers to postpone investments until congestion management solutions become more reliable and less labor-intensive under such demanding loads.
Market Trends
The market is being transformed by the integration of SmartNICs and Data Processing Units (DPUs), which offload intensive storage operations from host CPUs directly to the network interface. This architectural evolution is crucial for preserving efficiency within high-speed fabrics, ensuring that server resources are dedicated to application processing rather than network management tasks. There is significant market momentum for these specialized components as enterprises aim to optimize their infrastructure value. For instance, in its '2024 Annual Report' released in February 2025, AMD reported that its Data Center segment, which includes its DPU and SmartNIC portfolio, generated $12.6 billion in annual revenue, marking a 94% year-over-year increase. This surge underscores the industry's shift toward intelligent hardware capable of supporting the rising throughput requirements of modern storage environments.
Simultaneously, there is a distinct movement toward software-defined Ethernet storage solutions, replacing rigid hardware silos with flexible, unified fabrics. This strategy enables enterprises to dynamically distribute storage resources across hybrid environments, removing the fragmentation associated with legacy proprietary networks and streamlining data access. The strategic importance of this unification is influencing major investment decisions among IT leaders. As highlighted in NetApp's '2024 Data Complexity Report' from December 2024, 79% of global technology executives believe that unifying data is critical for achieving optimal Artificial Intelligence results. Consequently, organizations are increasingly standardizing on open Ethernet fabrics to ensure seamless data mobility and simplify the management of complex, distributed storage architectures.
Report Scope
In this report, the Global Ethernet Storage Fabric Market has been segmented into the following categories, in addition to the industry trends which have also been detailed below:
Company Profiles: Detailed analysis of the major companies present in the Global Ethernet Storage Fabric Market.
Global Ethernet Storage Fabric Market report with the given market data, TechSci Research offers customizations according to a company's specific needs. The following customization options are available for the report: