KEY SMARTNICS MARKET RESEARCH STATISTICS
Current markets:Actual SmartNICs market in 2020: $50 million (Gartner)
Actual SmartNICs market in 2020: $600 million (Dell’Oro Group)
SmartNIC market revenue from Amazon and Microsoft in Q2 2021: 80% by revenue (Dell’Oro)
SmartNIC market revenue from Amazon and Microsoft in 2020: >80% by revenue (Dell’Oro) – note that Amazon and Microsoft both build their own SmartNICs for their own data centers
SmartNIC market revenue from Hyperscaler customers in 2020: >90% by revenue (Dell’Oro)
SmartNIC market revenue from non-Hyperscale customers in 2025: <10% (Dell’Oro)
Future markets:
Percentage of NICs market going to SmartNICs by 2023: 33% (Gartner)
Percentage of NICs market going to SmartNICs by 2024: 23% (Dell’Oro)
Percentage of NICs market going to SmartNICs by 2025: 36% (Dell’Oro)
Projected SmartNICs market in 2024: $600 M (Dell’Oro)
Projected SmartNICs market in 2025: $1.2 billion (Dell’Oro)
Projected SmartNICs market in 2026: $1.6 billion (Gartner)
SmartNIC market revenue from non-Hyperscale customers in 2025: >20% (Dell’Oro)
SmartNICs premium price over standard NICs: 5 to 10X (Dell’Oro)
Percentage of SmartNIC ports going to top 4 US cloud service providers in 2020: >90% (Dell’Oro)
Service providers’ main reasons for deploying SmartNICs: (Heavy Reading)
Accelerating network functions: 30%
Digital services transformation; 22%
Scaling cloud-native transition: 21%
When service providers will deploy SmartNICs: (Heavy Reading)
Already deploying: 23%
Within a year: 24%
1-2 years: 31%
Key considerations for service providers in selecting SmartNICs: (Heavy Reading)
Performance: 71%
Cost: 61%
Power Consumption: 37%
Major organizations reported as buying SmartNICs: Airbus, BT, Cisco, Dell, Facebook, IBM, Lenovo, Nokia, US Army, and Vodafone (Napatech, 2020)
BACKGROUND STATISTICS USEFUL IN EVALUATING SMARTNICS
Typical percentage of server CPU cycles spent managing networking: 30% (Facebook)
Typical SmartNICs power draw: 20 to 80 watts (Dell’Oro)
(Compiled by Baron Fung, Research Director at Dell’Oro Group. This version dated 12/1/21. For more information on Dell’Oro Group’s industry-leading market research, email us at [email protected].)