Marvell Cloud Data Center Ethernet Switch Port Shipments Grow Greater than 100% Year over Year

Rhea-AI Summary

Marvell (NASDAQ: MRVL) reported a significant year-over-year growth in cloud data center Ethernet switch port shipments, doubling its number with over 3 million 400G switch ports shipped to date. Marvell's market share in the data center switch sector increased from 6% to 10%, and it achieved a record 31% share in the 50G SerDes segment. This growth is attributed to the increasing demand for low-latency, high-performance networking solutions driven by AI, ML, and HPC applications. Marvell's Teralynx switch portfolio is noted for its efficiency and scalability, making it a preferred choice in tier-1 cloud data centers.

Positive

• Year-over-year growth in cloud data center Ethernet switch port shipments doubled, exceeding 3 million 400G ports.
• Market share in the data center switch market increased from 6% to 10% YOY.
• Achieved a record 31% share in the 50G SerDes segment.
• The Ethernet switch market reached $9 billion in Q4'21, indicating strong demand in cloud infrastructure.

Negative

• None.

Over 3 Million Marvell 400G Switch Ports Shipped to Date Based on 650 Group's Latest Quarterly Switch Report

SANTA CLARA, Calif., April 13, 2022 /PRNewswire/ -- Marvell (NASDAQ: MRVL) today announced that it has more than doubled its growth year-over-year (YOY) in cloud data center Ethernet switch port shipments, based on 650 Group's quarterly switch report for Q4'21 released last month. Marvell's share of the overall data center switch market grew from 6% to 10% YOY and specifically within the 50G SerDes segment of switches, deployed by the fast-growing cloud infrastructure market, the company attained a record high of 31% share in Q4'21. To date, Marvell has shipped more than 3 million 400G switch ports, marking the company's strong growth momentum in cloud networking. Marvell's cloud-optimized Teralynx^® switch portfolio delivers the industry's lowest latency with a highly scalable solution to meet the ever-increasing networking demands that artificial intelligence (AI), machine learning (ML) and high-performance computing (HPC) applications are driving in the cloud.

As the key building blocks for communications in networks, switches provide the means to move data within data centers. The fastest growing segment of the switch market is the cloud, which brings unique and mission-critical requirements that can be met with cloud-optimized, high-performance silicon solutions. Marvell's Teralynx product line, added to the company's switch portfolio through the acquisition of Innovium, delivers the ultra-low latency, optimized power, programmability, and innovative telemetry essential to the cloud data center. The Teralynx switches, together with Marvell's Inphi^® electro-optics offerings, provide a comprehensive suite of networking solutions inside and between data centers.

"The continued, and growing, traction of Marvell's Teralynx switch family in tier-1 cloud data centers demonstrates its compelling value proposition for customers requiring the best possible application performance," said Guy Azrad, senior vice president and general manager, Switch Business Unit at Marvell. "Our Teralynx switches are built upon a highly efficient and scalable architecture which delivers the power efficiency and roadmap for 51.2 Tbps and beyond. Further, the Teralynx family is uniquely positioned for integration with Marvell's high-speed electro-optics offerings to bring a complete and better-together, end-to-end cloud solution."

"The Ethernet switch market reached a new all-time high in 4Q'21, exceeding a $9 billion per quarter run-rate for the first time, driven by cloud data centers," said Alan Weckel, founding analyst for 650 Group. "This past quarter, our research found that Marvell's market share reached 31% for 50G SerDes shipments, achieving the highest to date, with growth YoY at 104%."

"Our leading cloud data center customers have been ramping their volume deployments with Marvell's Teralynx switches and our optical modules to optimize their infrastructure," said Osa Mok, chief marketing officer at Innolight Technology. "Marvell brings a comprehensive switch and PAM4 electro-optics platform solution that complements our module capabilities to help our customers meet the bandwidth-intensive requirements of 400G connectivity."

"The surge in cloud infrastructure build-out is driving the demand for low-latency and high-performance networking solutions that can meet the exacting requirements for 400G and beyond connectivity," said Supriyo Dey, VP of Business Development at Eoptolink. "Marvell's cloud-optimized Teralynx switches along with our optical transceivers are addressing the increasing ramp from cloud data customers as they scale to volume deployments."

The future architecture of the cloud data center will be more connected than ever – with optics forming the interconnect fabric. With the broadest technology platform in the industry, Marvell is positioned as the semiconductor solutions partner of choice for the cloud. Marvell's comprehensive portfolio of offerings includes cloud-optimized Ethernet switches; high-speed PAM4 and coherent electro-optics; pluggable COLORZ^® DCI modules; OCTEON^®-based DPUs for security, offload, and acceleration; custom Arm^®-based server CPUs; full custom ASICs; and Bravera™ Flash and HDD-based storage.

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.

For further information, contact:
Kim Markle
pr@marvell.com

 

View original content to download multimedia:https://www.prnewswire.com/news-releases/marvell-cloud-data-center-ethernet-switch-port-shipments-grow-greater-than-100-year-over-year-301524577.html

SOURCE Marvell

FAQ

What recent growth did Marvell (MRVL) announce in Ethernet switch port shipments?

Marvell announced that it has more than doubled its growth in cloud data center Ethernet switch port shipments, shipping over 3 million 400G switch ports to date.

How much did Marvell's market share increase in the data center switch market?

Marvell's market share in the overall data center switch market grew from 6% to 10% year-over-year.

What is the significance of Marvell's Teralynx switch portfolio?

The Teralynx switch portfolio offers ultra-low latency and scalability, meeting the demands of applications like AI and high-performance computing.

What record did Marvell achieve in the 50G SerDes segment?

In the 50G SerDes segment, Marvell attained a record high of 31% market share in Q4'21.

What was the size of the Ethernet switch market in Q4'21?

The Ethernet switch market exceeded a $9 billion quarterly run-rate for the first time in Q4'21.