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市场调查报告书
商品编码
1951270
乙太网路储存架构市场 - 全球产业规模、份额、趋势、机会及预测(按设备、交换埠、储存类型、应用、地区和竞争格局划分),2021-2031年Ethernet Storage Fabric Market - Global Industry Size, Share, Trends, Opportunity, and Forecast, Segmented, By Device, By Switching Port, By Storage Type, By Applications, By Region & Competition, 2021-2031F |
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全球乙太网路储存架构市场预计将从 2025 年的 31.1 亿美元大幅成长至 2031 年的 72.7 亿美元,复合年增长率达 15.21%。
这种架构利用广泛采用的乙太网路标准连接伺服器和储存系统,建立高效能网络,确保快速资料存取和极低延迟。推动这一成长的关键因素包括非结构化企业资料的爆炸性成长,以及对经济高效的连接方式的需求,这种连接方式能够将储存和运算流量整合到统一的平台上。此外,产业向分散式储存环境的转型也促使人们选择这种可扩展的技术,而非传统的专有网路解决方案。
| 市场概览 | |
|---|---|
| 预测期 | 2027-2031 |
| 市场规模:2025年 | 31.1亿美元 |
| 市场规模:2031年 | 72.7亿美元 |
| 复合年增长率:2026-2031年 | 15.21% |
| 成长最快的细分市场 | 适配器 |
| 最大的市场 | 北美洲 |
然而,部署乙太网路储存架构面临与网路拥塞管理相关的重大挑战,因为需要复杂的流控制通讯协定配置才能维持无损资料传输。近期行业趋势也凸显了对卓越频宽和可靠性的迫切需求。正如乙太网路联盟在2025年所指出的,对人工智慧 (AI) 和机器学习 (ML) 工作负载日益增长的需求正在推动乙太蓝图支援高达每秒1.6Terabit的连接埠速度,以处理不断增长的资料量。
人工智慧 (AI) 和机器学习 (ML) 工作负载的快速成长是全球乙太网路储存架构市场的主要驱动力,这要求网路效能超越传统标准。为了支援生成式 AI 模型所必需的大规模平行处理,业界正越来越多地采用专用乙太网路架构,以消除拥塞并确保无损资料传输。这一转变得到了具体指标的支持。在 NVIDIA 于 2025 年 10 月发布的题为「NVIDIA Spectrum-X乙太网路切换器加速 Meta 和 Oracle 网路」的新闻稿中,该公司透露,其优化的乙太网路平台使 AI超级电脑能够实现 95% 的有效资料吞吐量,相比标准乙太网路约 60% 的 AI超级电脑能够实现 95% 的有效资料吞吐量,相比标准乙太网路约 60% 的吞吐量有了显着提升。这种效率对于寻求优化昂贵 GPU丛集投资报酬率的超超大规模资料中心业者和企业至关重要,也使乙太网路成为高效能 AI 基础架构的首选架构。
同样重要的是全球数据量的指数级增长。满足此需求需要兼具极高可扩充性和成本效益的储存网路解决方案。随着企业累积Petabyte非结构化资料用于训练和分析,传统的专有网路已无法提供必要的柔软性,从而推动了向高频宽乙太网路架构的转型。目前基础设施的不足凸显了这项转型的迫切性。思科于2025年10月发布的「第三届年度人工智慧就绪指数」显示,54%的企业表示其现有网路缺乏扩充性来应对现代工作负载的复杂性和资料量。基础设施的大规模扩展正在显着推动市场收入成长。 Arista Networks于2025年2月发布的「2024年第四季及全年业绩」预测,其年营收将达到70亿美元(年成长19.5%),这项成长主要得益于云端和人工智慧网路的普及应用。
乙太网路储存架构普及的一大障碍在于管理网路拥塞和精确配置流量控制机制的复杂性。虽然这种架构性能卓越,但要确保无损资料传输,管理员需要实施诸如优先级流控制 (PFC) 和明确拥塞通知 (ECN) 等复杂配置。如果调优不当,在流量高峰期可能会出现丢包和延迟增加的情况,从而抵消该架构的优势。这种维运挑战为缺乏专业工程技术的公司设置了很高的进入门槛,导致市场犹豫不决,与更简单的即插即用型专有解决方案相比,其普及速度也较慢。
资料需求的快速成长加剧了这项挑战,使得手动或静态配置变得不切实际。资料密集型应用的激增给标准流量控制通讯协定带来了巨大压力,并增加了因拥塞导致效能下降的风险。根据储存网路产业协会 (SNIA) 预测,到 2024 年,专用于人工智慧工作负载的储存容量需求将以 36% 的复合年增长率成长。资料量的指数级增长给乙太网路架构带来了前所未有的压力,导致潜在买家推迟投资,直到拥塞管理解决方案在如此高负载下变得更加可靠且更省力。
市场正经历一场由智慧网路卡 (NIC) 和资料处理单元 (DPU) 整合所驱动的变革。这些元件将繁重的储存操作从主机 CPU 直接卸载到网路介面。这种架构演进对于维持高速网路架构的效率至关重要,并确保伺服器资源专用于应用程式处理而非网路管理任务。随着企业寻求优化其基础设施的价值,这些专用组件正经历着强劲的市场成长势头。例如,AMD 于 2025 年 2 月发布的 2024 年年度报告预测,其资料中心部门(包括 DPU 和智慧网卡产品线)的年收入将达到 126 亿美元,比前一年增长 94%。这项快速成长凸显了业界正向智慧硬体转型,以满足现代储存环境日益增长的处理容量要求。
同时,软体定义乙太网路储存解决方案正成为一种明显的趋势,它以灵活统一的架构取代了僵化的硬体孤岛。这种策略使企业能够在混合环境中动态分配储存资源,消除传统专有网路带来的碎片化问题,并简化资料存取。这种融合的策略意义正在影响IT领导者的关键投资决策。正如NetApp在2024年12月发布的《2024年资料复杂度报告》中所指出的,79%的全球技术主管认为资料整合对于实现最佳人工智慧(AI)效果至关重要。因此,各组织正在加速采用开放式乙太网路架构,以确保资料传输的无缝性,并简化复杂分散式储存架构的管理。
The Global Ethernet Storage Fabric Market is projected to expand significantly, rising from USD 3.11 Billion in 2025 to USD 7.27 Billion by 2031, reflecting a compound annual growth rate of 15.21%. This architecture utilizes widely accepted Ethernet standards to link servers with storage systems, creating a high-performance network that ensures rapid data access and minimal latency. Key factors fueling this growth include the explosive increase in unstructured enterprise data and the demand for cost-effective connectivity that merges storage and compute traffic onto a unified platform. Furthermore, the industry move toward disaggregated storage environments promotes the selection of this scalable technology over older, proprietary network solutions.
| Market Overview | |
|---|---|
| Forecast Period | 2027-2031 |
| Market Size 2025 | USD 3.11 Billion |
| Market Size 2031 | USD 7.27 Billion |
| CAGR 2026-2031 | 15.21% |
| Fastest Growing Segment | Adapters |
| Largest Market | North America |
However, implementing Ethernet Storage Fabric presents substantial hurdles related to managing network congestion, as maintaining lossless data transmission necessitates the complex configuration of flow control protocols. The urgent requirement for exceptional bandwidth and reliability is highlighted by recent industry trends. As noted by the Ethernet Alliance in 2025, the intensifying demands of Artificial Intelligence and Machine Learning workloads are pushing the Ethernet roadmap to support port speeds of up to 1.6 Terabits per second to handle escalating data volumes.
Market Driver
The rapid escalation of Artificial Intelligence and Machine Learning workloads serves as a major catalyst for the Global Ethernet Storage Fabric Market, requiring network performance capabilities that surpass traditional standards. To accommodate the massive parallel processing essential for generative AI models, the industry is adopting specialized Ethernet architectures designed to eradicate congestion and guarantee lossless data delivery. This shift is supported by tangible metrics; a press release from NVIDIA in October 2025, titled 'NVIDIA Spectrum-X Ethernet Switches Speed Up Networks for Meta and Oracle,' revealed that their optimized Ethernet platform allows AI supercomputers to reach 95% effective data throughput, a significant improvement over the approximate 60% achieved by standard Ethernet. Such efficiency is vital for hyperscalers and enterprises seeking to optimize the return on expensive GPU clusters, establishing Ethernet as the preferred fabric for high-performance AI infrastructure.
Equally critical is the exponential rise in global data volumes, which necessitates storage networking solutions capable of delivering extreme scalability alongside cost efficiency. As organizations amass petabytes of unstructured data for training and analytics, legacy proprietary networks often fail to provide the required flexibility, prompting a shift toward high-bandwidth Ethernet fabrics. The pressing nature of this transition is underscored by current infrastructure gaps; in the 'Third Annual AI Readiness Index' published by Cisco in October 2025, 54% of organizations indicated that their existing networks lack the scalability needed to handle the complexity and volume of modern workloads. This broad expansion of infrastructure is driving substantial market revenue, as evidenced by Arista Networks' 'Fourth Quarter and Year End 2024 Financial Results' from February 2025, which reported annual revenue of $7.0 billion, a 19.5% increase attributed largely to the adoption of cloud and AI networking.
Market Challenge
A primary obstacle hindering the deployment of Ethernet Storage Fabric is the intricacy involved in managing network congestion and precisely configuring flow control mechanisms. Although the architecture offers high performance, ensuring lossless data transmission requires administrators to implement complex settings for Priority Flow Control (PFC) and Explicit Congestion Notification (ECN). Without perfect tuning, the network remains vulnerable to packet loss and increased latency during traffic surges, which effectively negates the fabric's benefits. This operational difficulty poses a high barrier to entry for companies without specialized engineering expertise, resulting in market hesitation and slower adoption rates when compared to simpler, plug-and-play proprietary alternatives.
The challenge is further intensified by the rapid pace at which data requirements are growing, rendering manual or static configurations impractical. The surge of data-intensive applications overloads standard flow control protocols, heightening the risk of performance degradation due to congestion. According to the Storage Networking Industry Association, the demand for storage capacity specifically dedicated to AI workloads was projected in 2024 to grow at a compound annual rate of 36 percent. This swift increase in data volume exerts unprecedented strain on Ethernet fabrics, causing prospective buyers to postpone investments until congestion management solutions become more reliable and less labor-intensive under such demanding loads.
Market Trends
The market is being transformed by the integration of SmartNICs and Data Processing Units (DPUs), which offload intensive storage operations from host CPUs directly to the network interface. This architectural evolution is crucial for preserving efficiency within high-speed fabrics, ensuring that server resources are dedicated to application processing rather than network management tasks. There is significant market momentum for these specialized components as enterprises aim to optimize their infrastructure value. For instance, in its '2024 Annual Report' released in February 2025, AMD reported that its Data Center segment, which includes its DPU and SmartNIC portfolio, generated $12.6 billion in annual revenue, marking a 94% year-over-year increase. This surge underscores the industry's shift toward intelligent hardware capable of supporting the rising throughput requirements of modern storage environments.
Simultaneously, there is a distinct movement toward software-defined Ethernet storage solutions, replacing rigid hardware silos with flexible, unified fabrics. This strategy enables enterprises to dynamically distribute storage resources across hybrid environments, removing the fragmentation associated with legacy proprietary networks and streamlining data access. The strategic importance of this unification is influencing major investment decisions among IT leaders. As highlighted in NetApp's '2024 Data Complexity Report' from December 2024, 79% of global technology executives believe that unifying data is critical for achieving optimal Artificial Intelligence results. Consequently, organizations are increasingly standardizing on open Ethernet fabrics to ensure seamless data mobility and simplify the management of complex, distributed storage architectures.
Report Scope
In this report, the Global Ethernet Storage Fabric Market has been segmented into the following categories, in addition to the industry trends which have also been detailed below:
Company Profiles: Detailed analysis of the major companies present in the Global Ethernet Storage Fabric Market.
Global Ethernet Storage Fabric Market report with the given market data, TechSci Research offers customizations according to a company's specific needs. The following customization options are available for the report: