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이더넷 컨트롤러 시장 : 성장, 동향, COVID-19의 영향, 예측(2021-2026년)

Ethernet Controller Market - Growth, Trends, COVID-19 Impact, and Forecasts (2022 - 2027)

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발행일 2022년 01월 상품코드 989449
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이더넷 컨트롤러 시장 : 성장, 동향, COVID-19의 영향, 예측(2021-2026년) Ethernet Controller Market - Growth, Trends, COVID-19 Impact, and Forecasts (2022 - 2027)
발행일 : 2022년 01월 페이지 정보 : 영문

본 상품은 영문 자료로 한글과 영문 목차에 불일치하는 내용이 있을 경우 영문을 우선합니다. 정확한 검토를 위해 영문목차를 참고해주시기 바랍니다.

이더넷 컨트롤러 시장 규모는 2021-2026년 예측기간 중 6.1%의 CAGR로 성장할 것으로 예상됩니다. 이더넷 컨트롤러는 이더넷 통신을 제어하고, 데이터 통합, 동기, 엣지 접속 및 시스템 상호운용성을 둘러싼 주요 인더스트리 4.0 및 스마트 팩토리 통신 과제에 대처하는 제조업체를 지원하는 업무용 이더넷 물리층(PHY) 제품으로의 경향이 강하게 채용되고 있습니다. 예를 들어 ADIN1300은 기가비트 속도까지 타임 크리티컬 업무용 이더넷 애플리케이션용으로 설계된 저전력 싱글 포트 이더넷 트랜시버이며, 확장된 주위 온도 범위에 걸친 가혹한 업무 조건에서 확실히 동작하도록 설계되고 있습니다. 이것은 기업의 업무용 이더넷 솔루션 ADI Chronous 포트폴리오용으로 개발된 최신 테크놀러지입니다.

  • 기계 제어용 실시간 네트워크에 EtherCat을 채용하여 시장이 견인됩니다. EtherCAT은 다이렉트 메모리 액세스(DMA)를 통해 통합된 온보드 이더넷 컨트롤러 구현을 사용하기 때문에 마스터 디바이스와 네트워크간 데이터 전송에 CPU 용량은 필요없고, Profibus, DeviceNet 및 ModbusTCP보다 빠른 속도를 제공합니다. 자동화 기기 제조업체는 독자적인 디바이스 구현에서 EtherCAT을 사용해 퍼포먼스와 유연성을 향상시킬 수 있고, 최종사용자와 자동화 시스템 설계자는 독자적인 EtherCAT 준거 디바이스를 구현할 수 있습니다. 또한 EtherCAT은 몇 가지 IEC 규격(61158, 61784, 61800), ISO 15745의 일부이며, SEMI 규격(E54.20)이기도 합니다.
  • 2020년 4월 Renesas Electronics Corporation은 32비트 마이크로컨트롤러(MCU) RX72N 그룹과 RX66N 그룹을 발표했습니다. 이것은 싱글칩상 기기 제어와 네트워크 기능이 EtherCAT 서포트와 조합한 RX 패밀리에 새롭게 추가된 것입니다.
  • USB 이더넷 컨트롤러 채용이 시장을 견인하고 있습니다. USB를 통한 이더넷 스타일 네트워크에는 다양한 프로토콜이 있습니다. 이러한 프로토콜의 주요 기능은 비디오나 MTP 등의 특수한 프로토콜이 아니라 애플리케이션에 의존하지 않는 USB 디바이스와의 데이터 교환을 가능하게 하는 것입니다. USB는 물리 이더넷은 아니지만, 모든 주요 운영체제의 네트워크 스택은 IEEE 802.3 프레임을 전송하도록 설정되어 있습니다.
  • 예를 들어 KL5KUSB121 10/100 Base-T USB-이더넷 컨트롤러를 구현하면, 고도로 통합된 16비트 RISC CPU, 마스크 ROM 및 RAM 버퍼가 시리얼, 외부 메모리 및 SPORT 인터페이스와 결합되어 제공됩니다. 이것은 USB를 이더넷으로 간단하게 변환합니다. 칩의 내부 프로세서는 차세대 운영체제와의 호환성과 보다 고속의 데이터 전송을 제공하는 리모트 네트워크 디바이스 인터페이스 사양을 가능하게 하고, LAN, 홈 에어리어 네트워크, 케이블 모뎀, 셋톱박스 또는 모바일 네트워크 애플리케이션에 최적입니다.
  • COVID-19의 영향은 시장 성장을 억제했습니다. 2020년에는 세계의 반도체 매출이 크게 축소될 가능성이 약 80%입니다. 이것은 공급망의 현저한 감속에 의해 이더넷 컨트롤러 시장에도 영향을 미칩니다. 400GbE 생태계의 Arista, Cisco, Juniper 등 많은 기업이 OFC(Optical Fiber Communication Conference and Exhibition) 2020에서 상호운용성과 400GbE Wares 증가를 실증하는 것을 계획하고 있고, 400GbE에 대처하고 있는 주요 네트워크 벤더는 어느 정도의 400G 구현을 보고했지만, 기업은 2021년 전반에 제조하는 것을 결정해 현재 제조는 정지되고 있습니다.
  • 또한 COVID-19의 영향에 의해 제조업이 감속하고 있기 때문에 업계의 EtherCAT 요건은 실시간, 결정론적, 고성능 및 개방적인 산업용 이더넷 네트워크 프로토콜을 제공하고, 데이터 송신 확실성과 실시간을 보증할 수 있기 때문에 가장 중요합니다. 2020년 4월 ASIX Electronics Corporation은 중국 및 세계 기타 지역에서 EtherCAT 슬레이브 컨트롤러 SoC를 공급하는 것을 발표했습니다. 이것은 시장 성장에 크게 기여합니다. 그러나 전체적으로 모든 부문으로부터의 수요가 극히 적기 때문에 성장은 억제되고 있습니다.

세계의 이더넷 컨트롤러(Ethernet Controller) 시장을 조사했으며, 시장 개요, 시장 성장 촉진요인 및 저해요인 분석, 시장 기회, Covid-19의 영향, 대역폭 종류·기능·최종사용자·지역별 시장 규모 추정과 예측, 경쟁 상황, 주요 기업 개요 등 체계적인 정보를 제공합니다.

목차

제1장 서론

제2장 조사 방법

제3장 주요 요약

제4장 시장 역학

  • 시장 개요
  • 시장 추진력
    • 기계 제어용 실시간 네트워크의 EtherCat 채용
    • USB 이더넷 컨트롤러 채용
  • 시장 성장 억제요인
    • COVID-19의 영향에 의한 낮은 수요
    • 견고한 이익률로 이어지는 경쟁력 있는 가격
  • 업계의 밸류체인 분석
  • 업계의 매력 - Porter's Five Forces 분석
    • 신규 참여업체의 위협
    • 구매자/소비자의 협상력
    • 공급 기업의 협상력
    • 대체 제품의 위협
    • 경쟁 기업간 경쟁 관계

제5장 시장 세분화

  • 대역폭 종류별
    • 고속 이더넷
    • 기가비트 이더넷
    • 스위치 이더넷
  • 기능별
    • PHY(물리층)
    • 통합
  • 최종사용자별
    • 서버
    • 라우터와 스위치
    • 기타
  • 지역별
    • 북미
    • 유럽
    • 아시아태평양
    • 기타 지역

제6장 경쟁 상황

  • 기업 개요
    • Intel Corporation
    • Broadcom Inc.
    • Microchip Technology Inc.
    • Cirrus Logic Inc.
    • Texas Instruments Incorporated
    • Silicon Laboratories, Inc.
    • Marvell Technology Group
    • Realtek Semiconductor Corp.
    • Cadence Design Systems, Inc.
    • Futurlec Inc.

제7장 투자 분석

제8장 시장 기회와 동향

KSM 21.03.04

The ethernet controller market is expected to register a CAGR of 6.1% during the forecast period 2021 - 2026. As Ethernet controller controls Ethernet communications, the trend towards industrial Ethernet physical layer (PHY) products to help manufacturers addressing key Industry 4.0 and smart factory communication challenges surrounding data integration, synchronization, edge connectivity, and system interoperability is highly being adopted. The ADIN1300, for example, is a low-power, single-port Ethernet transceiver designed for time-critical industrial Ethernet applications up to Gigabit speeds and designed to operate reliably in harsh industrial conditions over extended ambient temperature ranges. It is the latest technology developed for the company's ADI Chronous portfolio of industrial Ethernet solutions.

Key Highlights

  • Adoption of EtherCat for the real-time network for machine control drives the market. EtherCAT uses the implementation of on-board Ethernet controller integrated via Direct Memory Access (DMA), so no CPU capacity is required for the data transfer between the master device and the network providing higher orders of magnitude faster than Profibus, DeviceNet, and ModbusTCP. Automation equipment manufacturers can use EtherCAT on their own device implementations to improve performance and flexibility, while end-users and automation system designers can implement their own EtherCAT-compliant devices. Further, EtherCAT is part of several IEC Standards (61158, 61784, 61800), ISO 15745, and is also a SEMI standard (E54.20).
  • In April 2020, Renesas Electronics Corporation announced the RX72N Group and RX66N Group of 32-bit microcontrollers (MCUs), new additions to the RX Family that combines equipment control and networking function on a single chip with EtherCAT support.
  • The adoption of USB Ethernet controllers drives the market. There are various protocols for Ethernet-style networking over USB. The main function of these protocols is to allow the application-independent exchange of data with USB devices, instead of specialized protocols such as video or MTP. Even though USB is not a physical Ethernet, the networking stacks of all major operating systems are set up to transport IEEE 802.3 frames.
  • For instance, implementing the KL5KUSB121 10/100 Base-T USB-Ethernet controller provides highly integrated 16-bit RISC CPU, mask ROM, and RAM buffer coupled with serial, external memory, and SPORT interfaces. It easily converts USB to Ethernet. The chip's internal processor enables a remote network device interface specification that provides compatibility with next-generation operating systems and faster data transfers and is well suited for LAN, Home Area Network, cable modem, set-top boxes, or mobile networking applications.
  • The impact of COVID-19 has provided the restraints to market growth. There is nearly an 80% chance for significant contraction in worldwide semiconductor revenues in 2020, which also affects the market of ethernet controllers due to the massive slowdown of the supply chain. A player such as Arista, Cisco, Juniper, and many others in the 400GbE ecosystem planned to demonstrate interoperability and the growing volume of 400GbE wares at OFC (Optical Fiber Communication Conference and Exhibition) 2020 and the major networking vendors working on 400GbE were reported some degree of 400G implementation, but the players have decided to manufacture in the first half of 2021, and currently, the production has been stopped.
  • Further, as the epidemic has caused the manufacturing industry to slow down, the requirement of EtherCAT in the industry is most vital as it provides real-time, deterministic, high performance, and open industrial Ethernet network protocol and can ensure the data transmission certainty and real-time. In April 2020, ASIX Electronics Corporation announced to supply EtherCAT Slave Controller SoC in China and other parts of the world, which caters to the significant assistance in the market growth. But overall, the growth is restrained due to negligible demand from all the sectors.

Key Market Trends

Gigabit Ethernet to Witness Growth in Data Centers

  • Data-intensive applications such as big data and cloud computing continue to grow at an accelerating rate. Multiple terabits of data travel to and from the data center each second. Moving such massive data around the data center requires a robust infrastructure that is capable of handling high bandwidth data delivery having high IP traffic to and from storage endpoints, servers, top-of-rack (TOR) switches, and core switches. This penetrates the demand of an ethernet controller, which connects devices using media access control (MAC) addresses.
  • Players such as Marvell Ethernet Network Adapters and Controllers are purpose-built to accelerate and simplify data center, PC and workstation networking. Marvell Ethernet controllers deliver Ethernet connectivity speeds ranging from NBASE-T for Workstations to data center-class 10/25/50/100GbE for high-volume software-defined datacenters.
  • Further, rising power consumption and costs related to continuous growth in data are bringing data centers to face the challenges of delivering greater storage bandwidth and capacity. To address such issues, in April 2020, Marvell's MRVL QLogic Fibre Channel and FastLinQ Ethernet adapter solutions will now enable NVMe over Fabrics (NVMe-oF) technology in VMwarevSphere 7.0, displaying its continued efforts to strengthen its end-to-end Ethernet storage and bandwidth capabilities.
  • Further, with an increasing demand for networking speed and throughput performance within the data center and high-performance computing clusters, in April 2020, the newly rebranded Ethernet Technology Consortium has announced a new 800 Gigabit Ethernet technology for data center replacing the 400 Gigabit Ethernet. The 800 B base-R specification (or 800 GbE) will need new definitions for media access control (MAC) and physical coding sublayer (PCS). This further benefits hyperscale datacenter networks that span a large number of nodes and require multiple hops.
  • Furthermore, in April 2020, Tyan has officially announced its support for the new chips on selecting models of their Transport HX barebones servers, which are designed for high-performance computing and server data-driven workflows. It includes Transport HX TN83-B8251, TS75A-B8252, and the TS75-B8252, where on the motherboard, there is an Intel X550-AT2 dual 10 G Ethernet controller, with a dedicated Realtek IPMI Ethernet port, and an Aspeed AST2500 BMC. Each model has offered its own benefits for the server, data center, and high-frequency trading systems.
  • Moreover, as the demand for public cloud services continues to grow, hyper-scale data centers and cloud providers increasingly rely on multicore SmartNIC solutions to offload infrastructure services and workloads to maximize server utilization. In March 2020, Broadcom Inc. announced that its Stingray adapter, the industry's first 100G SmartNIC (integrated NetXtreme Ethernet Controller), is powering Baidu Cloud with unprecedented levels of performance. The Stingray adapter's exceptional levels of integration, includes eight ARM A72 CPU cores running at 3GHz, 300G of memory bandwidth.

North America Accounts for Significant Share

  • North America accounts for a significant share. With the increase in the development of technology along with the adoption of a high rate of consumer electronics such as gaming consoles, etc., the demand for the ethernet controller is growing in this region.
  • For instance, in April 2020, Killer announced the Killer E3100 Ethernet controller is improving the internet performance by prioritizing gaming and rescuing up CPU power and PC memory. It reaches speeds up to 2.5Gbps and can combine with Killer Wi-Fi products to reach up to 4.9 Gbps of theoretical throughput. The Killer 3100 is available in systems from Acer and MSI, including the newly announced MSI Creator 17 and MSI GE66 Raider.
  • Further, as the automotive industry increasingly adopts Ethernet in-vehicle networks for mainstream models, the number of related ports is expected to grow at a 62% annualized growth trajectory, from 53 million in 2018 to 367 million by 2022, according to Marvell Technology Group. Moreover, in September 2019, Marvell Technology Group completed the acquisition of Aquantia Corporation to expand the market in automotive solutions.
  • The acquisition of Aquantia complements Marvell's portfolio of copper and optical, physical layer product offerings, and extends its position in the Multi-Gig 2.5G/5G/10G Ethernet segments. In particular, Aquantia's innovative Multi-gig automotive PHYs, coupled with Marvell's gigabit PHY and secure switch products, creates a broad range of high-speed in-car networking solutions.
  • Further, in November 2019, Astronics Ballard announced to embed an open architecture with a 64-bit processing foundation and Ethernet backbone across its next generation of NG avionics input/output (I/O) computers. Inside the next generation, boxes are simple converters capable of supporting Ethernet, MIL-STD-1553 and ARINC 429 among other data bus protocols, and the processing is capable of enabling advanced distributed control and mission computing on fighter jets, drones, and helicopters.
  • To support the instance, in January 2019, U.S. Air Force, Army, and Navy officials signed a memorandum agreeing that future acquisitions of new aircraft technologies will focus on using the Modular Open Systems Approach (MOSA). In addition to MOSA, the NG computers also meet the design requirements for DoD's Open Mission Systems (OMS) standard. This enhances the demand for the market in this sector.

Competitive Landscape

The ethernet controller market is fragmented in nature due to high competition. Despite the fragmentation, the market is largely tied by the regulatory requirements for establishment and operation. Further, with increasing innovation, acquisitions, and partnerships, the rivalry in the market tends to be increasing in the future. Key players are Intel Corporation and Broadcom Inc.

Recent developments in the market are -

  • March 2020 - Ethernity Networks introduced its ENET-D, an add-on Ethernet Controller technology to its ACE-NIC100 SmartNIC that efficiently processes millions of data flows and offers performance acceleration for networking and security appliances. ENET-D is an Ethernet adapter and DMA (direct memory access) engine that eliminates the need for proprietary hardware on a network interface card. By fitting into various FPGAs and enabling customers to further avoid ASIC-based components, ENET-D advances complete disaggregation at the edge of the network.

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Study Deliverables
  • 1.2 Study Assumptions
  • 1.3 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET DYNAMICS

  • 4.1 Market Overview
  • 4.2 Market Drivers
    • 4.2.1 Adoption of EtherCat for Realtime Network for Machine Control
    • 4.2.2 Adoption of USB Ethernet Controllers
  • 4.3 Market Restraints
    • 4.3.1 Low Demand Due to Impact of COVID-19
    • 4.3.2 Competitive Prices Led to Stiff Profit Margins
  • 4.4 Industry Value Chain Analysis​
  • 4.5 Industry Attractiveness - Porter's Five Forces Analysis​
    • 4.5.1 Threat of New Entrants
    • 4.5.2 Bargaining Power of Buyers/Consumers
    • 4.5.3 Bargaining Power of Suppliers
    • 4.5.4 Threat of Substitute Products
    • 4.5.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

  • 5.1 Bandwidth Type
    • 5.1.1 Fast Ethernet
    • 5.1.2 Gigabit Ethernet
    • 5.1.3 Switch Ethernet
  • 5.2 Function
    • 5.2.1 PHY (Physical Layer)
    • 5.2.2 Integrated
  • 5.3 End-User
    • 5.3.1 Servers
    • 5.3.2 Routers and Switches
    • 5.3.3 Other End-Users
  • 5.4 Geography
    • 5.4.1 North America
      • 5.4.1.1 United States
      • 5.4.1.2 Canada
    • 5.4.2 Europe
      • 5.4.2.1 Germany
      • 5.4.2.2 United Kingdom
      • 5.4.2.3 France
      • 5.4.2.4 Rest of Europe
    • 5.4.3 Asia-Pacific
      • 5.4.3.1 India
      • 5.4.3.2 China
      • 5.4.3.3 Japan
      • 5.4.3.4 Rest of Asia-Pacific
    • 5.4.4 Rest of the World
      • 5.4.4.1 Latin America
      • 5.4.4.2 Middle East and Africa

6 COMPETITIVE LANDSCAPE

  • 6.1 Company Profiles
    • 6.1.1 Intel Corporation
    • 6.1.2 Broadcom Inc.
    • 6.1.3 Microchip Technology Inc.
    • 6.1.4 Cirrus Logic Inc.
    • 6.1.5 Texas Instruments Incorporated
    • 6.1.6 Silicon Laboratories, Inc.
    • 6.1.7 Marvell Technology Group
    • 6.1.8 Realtek Semiconductor Corp.
    • 6.1.9 Cadence Design Systems, Inc.
    • 6.1.10 Futurlec Inc.

7 INVESTMENT ANALYSIS

8 MARKET OPPORTUNITIES AND FUTURE TRENDS

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