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¼¼°èÀÇ ¹ÝµµÃ¼ ½ÃÀå Á¡À¯À²(2022³â 4ºÐ±â) : ³×Æ®¿öÅ· ¹× Åë½Å ÀÎÇÁ¶óWorldwide Semiconductor Market Shares, 4Q22: Networking and Communications Infrastructure |
ÀÌ Á¶»ç´Â 2022³â 4ºÐ±â ¼¼°è ³×Æ®¿öÅ· ¹× Åë½Å ÀÎÇÁ¶ó ¹ÝµµÃ¼ ½ÃÀå¿¡¼ °¢ º¥´õÀÇ ½ÃÀå Á¡À¯À²À» º¸¿©ÁÖ°í ÀÖ½À´Ï´Ù. IDC Enabling TechnologiesÀÇ ¸®¼Ä¡ µð·ºÅÍÀÎ Brandon Hoff´Â ´ÙÀ½°ú °°ÀÌ ¸»Çß½À´Ï´Ù. "AI/ML ó¸®, ƯÈ÷ LLMÀº µ¥ÀÌÅͼ¾ÅÍ ³×Æ®¿öÅ·ÀÇ »õ·Î¿î ¼ö¿ä¿Í ¼ºÀåÀ» ÁÖµµÇϰí ÀÖÀ¸¸ç, AI/ML ¿öÅ©·Îµå´Â ³×Æ®¿öÅ©¿¡¼ ÃÖ´ë 60%ÀÇ ½Ã°£À» ¼ÒºñÇÒ ¼ö ÀÖÀ¸¸ç, °í°¡ÀÇ AI ÇÁ·Î¼¼¼´Â µ¥ÀÌÅ͸¦ ´ë±âÇϱâ À§ÇØ À¯ÈÞ »óÅ·Π³²¾ÆÀÖÀ» ¼ö ÀÖ½À´Ï´Ù. AI Ä¿³ØÆ¼ºñƼ´Â ÀÌ´õ³Ý ½ºÀ§Ä¡, ÀÌ´õ³Ý ¶ó¿ìÅÍ, IPU, InfiniBandÀÇ °·ÂÇÑ ¼ºÀåÀ» ÁÖµµÇÏ´Â »õ·Î¿î ºÎ¹®ÀÔ´Ï´Ù. °í¼º´É AI Ä¿³ØÆ¼ºñƼ¿¡ ´ëÇÑ ÀÛÀº ÅõÀÚ·Î ¼ö½Ê¾ï ´Þ·¯ÀÇ ºñ¿ë Àý°¨ È¿°ú¸¦ ¾òÀ» ¼ö ÀÖ½À´Ï´Ù."
This IDC study provides vendor market shares for the worldwide semiconductor for networking and communications infrastructure market for 4Q22."AI/ML processing, specifically LLMs, is driving new demand and growth for datacenter networking," said analyst Brandon Hoff, research director, Enabling Technologies: Networking and Comm at IDC. "AI/ML workloads can spend up to 60% of their time in the network, leaving expensive AI processors idle, waiting for data. AI connectivity is a new segment that is driving strong growth in Ethernet switches, Ethernet routers, IPUs, and InfiniBand. A small investment in high-performance AI connectivity can equate to billions of dollars in cost savings."