STOCK TITAN

Marvell Announces Immediate Availability of Open Ecosystem Software for Teralynx 10 51.2T Switch

Rhea-AI Impact
(Low)
Rhea-AI Sentiment
(Positive)
Tags

Marvell Technology (NASDAQ: MRVL) has announced the immediate availability of its Teralynx 10 51.2 Tbps Ethernet switch in the Linux Foundation's open-source SONiC network operating system. The Teralynx 10 is a programmable switch with the industry's lowest published latency, designed for diverse workloads like cloud data center accelerated infrastructure. This move aligns with the market's shift towards open-network platforms, enabling tailored networking systems and faster development times. SONiC's popularity is growing rapidly, with deployment by seven of the top ten cloud service providers and a projected CAGR of 25%.

Marvell Technology (NASDAQ: MRVL) ha annunciato la disponibilità immediata del suo switch Ethernet Teralynx 10 da 51,2 Tbps nel sistema operativo di rete open-source SONiC della Linux Foundation. Il Teralynx 10 è uno switch programmabile con la latenza più bassa pubblicata nel settore, progettato per carichi di lavoro diversificati come le infrastrutture accelerate dei data center cloud. Questa mossa è in linea con il cambiamento del mercato verso piattaforme di rete aperte, consentendo sistemi di rete personalizzati e tempi di sviluppo più rapidi. La popolarità di SONiC sta crescendo rapidamente, con l’implementazione da parte di sette dei dieci principali fornitori di servizi cloud e una CAGR prevista del 25%.

Marvell Technology (NASDAQ: MRVL) ha anunciado la disponibilidad inmediata de su conmutador Ethernet Teralynx 10 de 51,2 Tbps en el sistema operativo de red de código abierto SONiC de la Fundación Linux. El Teralynx 10 es un conmutador programable con la latencia publicada más baja de la industria, diseñado para cargas de trabajo diversas como la infraestructura acelerada de centros de datos en la nube. Este movimiento se alinea con el cambio del mercado hacia plataformas de red abiertas, permitiendo sistemas de red personalizados y tiempos de desarrollo más rápidos. La popularidad de SONiC está creciendo rápidamente, con la implementación por parte de siete de los diez principales proveedores de servicios en la nube y una CAGR proyectada del 25%.

Marvell Technology (NASDAQ: MRVL)는 Linux Foundation의 오픈 소스 SONiC 네트워크 운영 체제에서 51.2 Tbps 이더넷 스위치인 Teralynx 10의 즉시 사용 가능성을 발표했습니다. Teralynx 10은 클라우드 데이터 센터 가속 인프라와 같은 다양한 작업 부하를 위해 설계된 업계에서 발표된 가장 낮은 지연 시간을 가진 프로그래머블 스위치입니다. 이 움직임은 맞춤형 네트워킹 시스템과 더 빠른 개발 시간을 가능하게 하면서 오픈 네트워크 플랫폼으로의 시장 변화에 부합합니다. SONiC의 인기는 빠르게 성장하고 있으며, 상위 10개 클라우드 서비스 제공업체 중 7개가 배포하고 있으며, 25%의 연평균 성장률(CAGR)이 예상됩니다.

Marvell Technology (NASDAQ: MRVL) a annoncé la disponibilité immédiate de son commutateur Ethernet Teralynx 10 de 51,2 Tbps dans le système d'exploitation réseau open-source SONiC de la Linux Foundation. Le Teralynx 10 est un commutateur programmable avec la latence la plus basse publiée dans l'industrie, conçu pour des charges de travail diverses comme l'infrastructure accélérée des centres de données cloud. Ce mouvement s'inscrit dans la tendance du marché vers des plateformes de réseau ouvertes, permettant des systèmes de mise en réseau sur mesure et des temps de développement plus rapides. La popularité de SONiC augmente rapidement, avec le déploiement par sept des dix principaux fournisseurs de services cloud et un taux de croissance annuel composé (CAGR) prévu de 25%.

Marvell Technology (NASDAQ: MRVL) hat die sofortige Verfügbarkeit seines 51,2 Tbps Ethernet-Switch Teralynx 10 im offenen Netzwerkbetriebssystem SONiC der Linux Foundation angekündigt. Der Teralynx 10 ist ein programmierbarer Switch mit der niedrigsten veröffentlichten Latenz der Branche und wurde für unterschiedliche Arbeitslasten wie beschleunigte Infrastruktur in Cloud-Rechenzentren entwickelt. Dieser Schritt steht im Einklang mit dem Trend des Marktes zu offenen Netzwerkplattformen, die maßgeschneiderte Netzwerksysteme und schnellere Entwicklungszeiten ermöglichen. Die Beliebtheit von SONiC wächst rasant, mit Implementierungen bei sieben der zehn größten Cloud-Service-Anbieter und einer prognostizierten CAGR von 25%.

Positive
  • Immediate availability of Marvell's Teralynx 10 switch in SONiC, enabling broad adoption.
  • Teralynx 10 offers the industry's lowest published latency and high programmability.
  • SONiC's growing adoption rate of 25% CAGR with projected hardware and software revenue from $4.5B in 2024 to $8.0B in 2028.
  • Marvell holds a significant role within SONiC, including board positions and technical committee participation.
Negative
  • None.

Insights

Marvell's announcement of SONiC support for their Teralynx 10 51.2 Tbps Ethernet switch is a significant development in the cloud networking space. This move aligns with the industry's shift towards open network platforms, which is reshaping the data center infrastructure landscape.

The integration of Teralynx 10 with SONiC offers several key advantages:

  • Flexibility and Customization: Cloud operators can now tailor Teralynx 10-based systems to their specific needs, potentially accelerating innovation and deployment of new capabilities.
  • Performance: With its 51.2 Tbps capacity and low latency, Teralynx 10 is well-positioned to handle demanding workloads like AI training and inference.
  • Ecosystem Growth: This move strengthens the SONiC ecosystem, which is already adopted by 7 out of 10 top cloud service providers.

The projected growth of SONiC systems from $4.5 billion in 2024 to $8.0 billion in 2028 (25% CAGR) underscores the importance of this development. Marvell's active involvement in SONiC governance and technical committees further cements its position in this growing market.

However, it's worth noting that while this move strengthens Marvell's competitive position, the open nature of SONiC means that competitors can also leverage this platform, potentially intensifying competition in the high-performance switch market.

Marvell's integration of Teralynx 10 with SONiC represents a strategic move to capitalize on the growing demand for open network platforms in cloud data centers. This development has several financial implications:

  • Market Opportunity: With SONiC systems projected to grow from $4.5 billion in 2024 to $8.0 billion in 2028, Marvell is positioning itself to capture a significant share of this expanding market.
  • Competitive Advantage: By offering a high-performance switch (51.2 Tbps) compatible with the increasingly popular SONiC platform, Marvell could potentially increase its market share in the cloud infrastructure segment.
  • Customer Base Expansion: The adoption of SONiC by major cloud service providers opens doors for Marvell to potentially secure contracts with these high-value customers.

However, investors should consider that while this move aligns Marvell with market trends, it also operates in a highly competitive space. The open nature of SONiC means that differentiation will be important and Marvell will need to continue innovating to maintain any competitive edge gained from this integration.

Additionally, the company's investment in SONiC development and governance positions (e.g., chairing the platform working group) could lead to increased R&D expenses in the short term, but may pay off in the long run through increased influence in the ecosystem.

Overall, this development positions Marvell favorably in the evolving cloud infrastructure market, but investors should monitor how this translates into tangible financial results in upcoming quarters.

Marvell ® Teralynx ® 10 switch now available in Linux Foundation's open-source SONiC, capitalizing on market shift to open network platforms

SANTA CLARA, Calif., July 25, 2024 /PRNewswire/ -- Marvell Technology, Inc. (NASDAQ: MRVL), a leader in data infrastructure semiconductor solutions, today announced the immediate availability of the Marvell® Teralynx® 10 51.2 Tbps Ethernet switch device in the Linux Foundation's SONiC (Software for Open Networking in the Cloud) network operating system. With this public release, leading networking vendors can now use and deploy Teralynx 10-based systems in SONiC environments.

The Teralynx 10 device is a programmable 51.2 Tbps switch with the industry's lowest published latency, providing customers with leading performance for training, inference, general-purpose compute and other workloads to scale cloud data center accelerated infrastructure. (See today's related announcement on the production release of the Teralynx 10 switch.)

Cloud data center operators have shifted to open-network software platforms as it enables them to tailor their networking systems for their specific use cases, accelerate their development times for new capabilities and deploy a diverse set of silicon vendors. They are mandating open-network software for their platforms, and SONiC provides for this requirement in a single common programming model that can run on different types of hardware.

SONiC is becoming the global network operating system (NOS) of choice, with deployment by seven out of the top 10 cloud service providers. SONiC is growing at a 25% CAGR according to 650 Group, which projects hardware and software revenue from SONiC systems to grow from $4.5 billion in 2024 to $8.0 billion in 2028.

Marvell has been an active member of SONiC, holding a governing board position and seats on multiple technical committees including chairing the platform working group. In addition to the Teralynx switch, other contributions from Marvell include SONiC running on Arm®-based systems, lowering customer TCO by eliminating expensive hardware components and reducing power requirements.

"SONiC has emerged as the clear solution to enable open switch platform interoperability as well as silicon vendor diversity for the world's largest cloud hyperscalers," said Nick Kucharewski, senior vice president and GM, Network Switching Business Unit, at Marvell. "Marvell is pleased to deliver support for the latest generation of SONiC on its cloud scale 51.2T switching platform." 

Strong SONiC Ecosystem Enables Innovation
By working with a broad spectrum of hardware and software developers, Marvell is accelerating innovation and giving customers more choice.

"The Teralynx 10 switch represents a significant advancement in our technology offerings and is a strong contribution to the SONiC community," said Vishal Shukla, CEO of Aviz Networks.

"PLVision is pleased to see the adoption of SONiC continuing to grow. We have been offering our support and software development services for SONiC along with Marvell Teralynx solutions and are excited to add the Teralynx 10 chip to our toolkit," said Leonid Khedyk, Chief Technology Officer at PLVision.

About Marvell
To deliver the data infrastructure technology that connects the world, we're building solutions on the most powerful foundation: our partnerships with our customers. Trusted by the world's leading technology companies for over 25 years, we move, store, process and secure the world's data with semiconductor solutions designed for our customers' current needs and future ambitions. Through a process of deep collaboration and transparency, we're ultimately changing the way tomorrow's enterprise, cloud, automotive, and carrier architectures transform—for the better.

Marvell and the M logo are trademarks of Marvell or its affiliates. Please visit www.marvell.com for a complete list of Marvell trademarks. Other names and brands may be claimed as the property of others.

This press release contains forward-looking statements within the meaning of the federal securities laws that involve risks and uncertainties. Forward-looking statements include, without limitation, any statement that may predict, forecast, indicate or imply future events or achievements. Actual events or results may differ materially from those contemplated in this press release. Forward-looking statements are only predictions and are subject to risks, uncertainties and assumptions that are difficult to predict, including those described in the "Risk Factors" section of our Annual Reports on Form 10-K, Quarterly Reports on Form 10-Q and other documents filed by us from time to time with the SEC. Forward-looking statements speak only as of the date they are made. Readers are cautioned not to put undue reliance on forward-looking statements, and no person assumes any obligation to update or revise any such forward-looking statements, whether as a result of new information, future events or otherwise.

For further information, contact:
Michael Kanellos
pr@marvell.com

Marvell is a leading provider of infrastructure semiconductor solutions. (PRNewsfoto/Marvell Technology Group Ltd.)

Cision View original content to download multimedia:https://www.prnewswire.com/news-releases/marvell-announces-immediate-availability-of-open-ecosystem-software-for-teralynx-10-51-2t-switch-302206405.html

SOURCE Marvell

FAQ

What is the key feature of Marvell's Teralynx 10 switch?

The Teralynx 10 switch is a programmable 51.2 Tbps Ethernet switch with the industry's lowest published latency.

When did Marvell announce the availability of the Teralynx 10 switch in SONiC?

Marvell announced the availability of the Teralynx 10 switch in SONiC on July 25, 2024.

What is the significance of Marvell's Teralynx 10 switch in SONiC?

The integration of Teralynx 10 in SONiC allows for greater flexibility, tailored networking systems, and faster development times for cloud data centers.

How is SONiC performing in the market?

SONiC is experiencing rapid growth, with a 25% CAGR and projected hardware and software revenue growth from $4.5 billion in 2024 to $8.0 billion in 2028.

Who are some of the key adopters of SONiC?

Seven out of the top ten cloud service providers have deployed SONiC.

Marvell Technology, Inc.

NASDAQ:MRVL

MRVL Rankings

MRVL Latest News

MRVL Stock Data

97.14B
860.31M
0.48%
89.39%
2.35%
Semiconductors
Semiconductors & Related Devices
Link
United States of America
WILMINGTON