A Guide to Ethernet Switch and PHY Chips, Twelfth Edition
|乙太網路切換器及PHY晶片的指南 A Guide to Ethernet Switch and PHY Chips, Twelfth Edition|
|出版日期: 2016年05月31日||內容資訊: 英文||
The Ethernet market is marked by technology transitions, which often result in large shifts in vendor share. Over the past several years, large data-center operators have increased the pace of technology innovation, creating markets for new speeds and new physical layers. These dynamics are behind the introduction of high-density 100G Ethernet switch chips and the emerging 25G and 50G Ethernet standards. The same operators also have a huge appetite for inter-data-center bandwidth, creating early demand for 400G Ethernet.
In Ethernet switches, Broadcom, Cavium, Centec, Intel, Marvell, and Mellanox are competing to win market share in data centers. These vendors are adding 100G Ethernet support along with new features for SDN and NFV. For data centers, most PHY development now focuses on 100GbE gearbox or retime chips using 25Gbps serdes technology, with 50Gbps PAM4 on the horizon. Enterprises are instead embracing new 2.5Gbps and 5Gbps speeds that make use of installed UTP cabling.
Ethernet is the interconnect of choice in the enterprise and data centers, while service providers are mixing circuit-switched optical-transport networks with Carrier Ethernet for access and aggregation. Due to the varied demands of access, aggregation, and transport designs, vendors such as Broadcom, Centec, Marvell, and Microsemi (Vitesse) have introduced a variety of switch chips tailored to specific segments.
The large size of the Ethernet switch and PHY market continues to keep it a competitive environment. "A Guide to Ethernet Switch and PHY Chips" breaks this market into several key segments:
Unlike typical market research, this report provides technology analysis and head-to-head product comparisons. Which chips will win designs and why? How will these vendors be positioned as 100GbE ramps? Only The Linley Group's unique technology analysis can provide this forward-looking view.
"A Guide to Ethernet Switch and PHY Chips" begins with an extensive overview of this dynamic market. The report provides tutorials that help you decipher the myriad of acronyms and Ethernet standards. We explore the target markets and applications for Ethernet silicon, followed by an explanation of the common attributes of these products.
Following these introductory chapters, the report delivers a complete chapter on four major vendors: Broadcom, Intel, Marvell, and Microsemi (Vitesse). Each major-vendor chapter includes company background information, full details of announced products, a discussion of the vendor's roadmap, and our conclusions about the vendor and its products. Then, for each product segment, we include a chapter covering other vendors and a chapter comparing the products in the segment.
Product-segment chapters include coverage of switch chips and PHY chips. We cover switch chips from Cavium (Xpliant), Centec, and Mellanox, while we provide brief coverage of stealth-mode Barefoot Networks. For the physical layer, we focus on 10Gbps Ethernet-over-copper chips, 40GbE optical PHYs, and 100Gbps gearbox PHYs and retimers. Covered PHY vendors include AppliedMicro, Aquantia, Inphi, and MoSys. Finally, we offer our outlook for the leading vendors in each segment and for the overall market.
As the leading vendor of technology analysis for networking silicon, The Linley Group has the expertise to deliver a comprehensive look at the full range of chips designed for GbE/10GbE/40GbE/100GbE applications. Principal analyst Bob Wheeler and Senior Analyst Loring Wirbel use their broad experience to deliver the deep technical analysis and strategic information you need to make informed business decisions.
Whether you are looking for the right Ethernet chip for your application or seeking to partner with or invest in a chip vendor, this report will cut your research time and save you money. Make the intelligent decision, order "A Guide to Ethernet Switch and PHY Chips" today.
Principal Analyst Bob Wheeler and Senior Analyst Loring Wirbel detail the new products, changing vendor landscape, market trends, and forecasts.
Updates to the Twelfth Edition of "A Guide to Ethernet Switch and PHY Chips" incorporate new announcements made since the release of the previous edition.
This report examines Ethernet switch chips and physical-layer (PHY) chips for a range of applications. We look at 10G Ethernet (10GbE), 40G Ethernet (40GbE), and 100G Ethernet (100GbE) switch chips for data centers; Carrier Ethernet switch chips; and Gigabit Ethernet (GbE) switch chips for enterprise designs. The 100GbE switch chips also serve pre-standard 25G Ethernet and 50G Ethernet rates. We cover 10GBase-T (copper) PHYs, 40GbE optical PHYs, and 100GbE gearbox PHYs and retimers. The newest 10GBase-T chips also handle pre-standard 2.5Gbps and 5Gbps rates over twisted-pair cabling.
The market for Ethernet chips was once dominated by enterprise applications but now relies on cloud data centers and service providers for growth. In data centers, Cisco's ASIC-based Nexus designs hold majority revenue share, but virtually every other OEM and ODM system design uses ASSPs. The rising white-box movement also threatens to loosen OEMs' hold and shift the market toward bare-metal systems built by ODMs. Hyperscale-data-center operators are driving the early ramp in 100G Ethernet switch chips, which enable 25G and 50G Ethernet for server access.
In 2015, however, 10GbE dominated data-center switch shipments. We estimate combined 10GbE/40GbE switch- and PHY-chip revenue reached $1.0 billion in that year, driven by fixed-configuration switches for top-of-rack (ToR) and leaf/spine use.
Although we refer to them as optical PHYs, 10Gbps serdes components also serve in SFP+ direct-attach cabling. Because most new ASSP and ASIC designs integrate these serdes, the market for standalone optical PHYs has begun to decline. By contrast, switch chips won't integrate 10GBase-T PHYs for the foreseeable future. As a result, 10GBase-T PHY revenue exceeded $100 million for the first time in 2015. An emerging opportunity exists in 100GbE PHYs based on 25Gbps serdes technology. Owing to signal-integrity challenges, we expect an increasing portion of switch designs will require retimers between switch ASSPs/ASICs and optical modules.
Carrier Ethernet is another bright spot, as service providers increasingly use Ethernet and TCP/IP to replace legacy protocols. Backhaul and aggregation networks, particularly in China, are driving demand for GbE and 10GbE components. These networks have unique requirements, such as timing synchronization, that help support higher chip prices.
The vendor landscape for Ethernet chips comprises only two suppliers that have broad product portfolios as well as many suppliers with narrower offerings. Following several years of consolidation through acquisitions, the vendor base is once again expanding as new entrants target emerging opportunities in data centers and software-defined networking (SDN).
Broadcom has remarkably managed to transfer its leading share in Gigabit Ethernet to newer markets such as Carrier Ethernet switch chips, 10GbE/40GbE switch chips for data centers, and 10GbE/40GbE optical PHYs. In fact, its Trident family dominates among ASSP-based data-center switch designs. In 2015, the company shipped several new 28nm chips for 10GbE, 40GbE, and 100GbE designs, the latter including its Tomahawk switch. Avago's recent acquisition of Broadcom has had little impact on the Ethernet switch and PHY products.
Marvell is Broadcom's biggest Ethernet competitor. After falling behind its archrival in several segments, Marvell refreshed its portfolio by introducing a series of 28nm products over the past several years. Although the company has yet to match the breadth of Broadcom's line, it offers competitive products across several important segments. Financial problems and management changes cloud its future, however, raising questions about Marvell's roadmap.
Intel offers Ethernet switch chips that derive from its 2011 acquisition of Fulcrum Microsystems. Before 2015, it shipped conventional 10GbE/40GbE switch chips that compete with those from Broadcom and others. Intel's most recent product, however, is a unique chip that combines an Ethernet switch with multiple host controllers. This product works with the company's Xeon server processors in new rack architectures and in network appliances.
InfiniBand leader Mellanox is a relatively recent entrant in Ethernet switch chips and is shipping 40GbE and 100GbE products. The company has strong technology and an excellent record of product execution. It primarily sells system-level switch products, however, limiting its impact in the chip market.
Microsemi , which acquired Vitesse in April 2015, is the other established vendor offering Ethernet switch chips. It addresses Carrier Ethernet access, industrial networking, and SMB designs using low-power GbE switches. Cavium , through its spin-in of Xpliant, is the newest entrant in data-center switching. It offers a 100GbE switch chip with a uniquely flexible design. Based in China, startup Centec initially targeted Carrier Ethernet designs, but its newest products also address enterprise and data-center designs.
Many vendors serve the PHY market, but because PHY technologies vary widely, most target only one or two standards. Inphi was first to market with a 100GbE gearbox chip developed in CMOS technology; it expanded its portfolio by acquiring Cortina, a vendor of 10GbE/40GbE optical PHYs. Startup Aquantia emerged as one of the early 10GBase-T leaders and pioneered the NBase-T specification for 2.5G/5G Ethernet.