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> Are you saying that "data center" includes a lot of networking equipment that isn't filed under "enterprise networking"? Yes, exactly. "Enterprise" and "data
by wtallis 2y ago
> Are you saying that "data center" includes a lot of networking equipment that isn't filed under "enterprise networking"?
Yes, exactly. "Enterprise" and "data center" are treated as disjoint segments by many tech companies, even though both tend to refer to rackmount hardware. That's why I linked to Marvell's own page describing their data center products, so you could see for yourself that they are indeed networking products: switches, PHYs, NICs, etc.
All of the categories under the "Net revenue by end market" table are comprised primarily of networking products: "Data center" is mostly networking stuff, "Enterprise networking" is obviously networking stuff, "Carrier infrastructure" is where you find networking stuff with the now-passé "5G" buzzword, "Consumer" is probably mostly networking but might actually be the segment with the lowest proportion of networking products (though Marvell's SSD controllers aren't too common these days in consumer SSDs. Also, Realtek has recently started eating away at Marvell's Aquantia revenue for 2.5Gb and 5Gb Ethernet in consumer products.) "Automotive/industrial" is primarily about automotive Ethernet.
- bgnn 2y agoAs an industry insider I can attest to Marvell being a 90% networking company. Most of their revenue increase is from data center expansion due to AI. Though their enterprise has grown in recent years quite a bit.