This report offers analysis and a forecast for the most interesting segment of the switching ASIC market – high bandwidth (3.2T and above), low latency chips deployed in Cloud datacenters. It excludes products developed for enterprise and telecom networks as well as switch ASICs developed for routers.
Demand for Ethernet switches from Cloud companies created a new market segment for very high bandwidth switches and switch ASICs. It also transformed the industry supply chain as Cloud companies started using internally designed Ethernet switches and opening these “white box” designs to a broader community.
The report offers brief profiles of the leading suppliers of merchant switch ASIC and system integrators, offering products to Cloud companies, and includes a forecast for sales of 25.6T and 51.2T switch ASICs with co-packaged optics (CPO).
LightCounting is a market research company focused on the in-depth study of high-speed interconnects for the datacom, telecom, and consumer communications markets. Our research covers the whole supply chain from wireless to optical and semiconductor components, to modules, sub-systems, and their applications in telecom, datacom and AI clusters.
Our industry reputation was built by providing solid market data and objective analysis to help industry executives in making tactical and strategic business decisions and to see past all the market hype, rumors, press reports, blogs and other distortions that so often complicate and confuse many decision-making processes.
Vladimir Kozlov is the founder and CEO of LIGHTCOUNTING, an optical communications market research company.
LightCounting was established in 2004 with an objective of providing in-depth coverage of market and technologies for high speed optoelectronic interfaces employed in communications. By now, the company employs a team of industry experts and offers comprehensive coverage of optical communications supply chain.
Dr. Kozlov has more than 20 years of experience in optoelectronics, optical communications and market research. Dr. Kozlov held market analyst, product development and research staff positions at RHK Inc., Lucent Technologies and Princeton University.
Dr. Kozlov holds several US patents and has numerous publications in the area of optoelectronics. He received M. Sc. at Moscow State University in Russia and Ph. D in Physics at Brown University in the United States.