10 GbE technology seems to be a bright spot in an overall flat Ethernet market, according to the latest IDC research. And even though Ethernet sales are dominated by a handful of top vendors, the 10 GbE market is roiling with small-scale suppliers looking to tap into an emerging industry.
IDC identifies Broadcom, Marvel, Realtek and Intel as leaders in both the fast Ethernet (FE) and gigabit Ethernet (GE) markets, although year-over-year sales of Ethernet semiconductors barely budged from 2006 to 2007. And although the group did not release any numbers, it claimed 10 GbE is off to a good start, with some start-ups drawing larger market shares than established players.
Still, analyst Aileen Arcilla was quick to note that the 10 GbE industry is still in its infancy and that a true market leader probably won't emerge for some time. Most likely that will happen after a period of consolidation.
This is the first time that IDC has split its Ethernet analysis according to speed. Also new are profiles of some of the leading up-and-comers in the Ethernet semiconductor market, including Aquantia, Cortina Systems, EZChip and T-PACK.
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