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Worldwide Semiconductor Market Shares, 4Q22: Networking and Communications Infrastructure

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IDC Market Share Figure

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ksm 24.08.08

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."

IDC Market Share Figure

Executive Summary

Advice for Technology Suppliers

Market Share

Who Shaped the Quarter

Market Context

  • Significant Market Developments

Methodology

Market Definition

  • Networking and Communications Infrastructure
    • Edge Infrastructure
      • Heavy Edge Infrastructure
      • Light Edge Infrastructure
    • Datacenter/Cloud

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