Inphi should be able to capture ≈40%-60% of the ≈$900 SAM in 2020 for their intra- and inter-data center business going forward, because they are leading the way for data center connectivity with their ColorZ and PAM products. Inphi specializes in moving data fast within and between data centers, as well as distances up to thousands of kilometers for long haul/metro (service providers) with 25G-600G solutions. The need for 100G per second ports to improve speed is becoming a necessity for data center and service provider communications, as lower gigabyte ports become obsolete. Inphi is a leader in connectivity solutions for optical and networking semiconductors, which are vital to the infrastructure of data centers and service providers that need to move data quickly and efficiently. The amount of data will continue to intensify computational workloads. The amount of big data is expected to grow by a multiple of 10x by 2020. The success of fast data movement relies on the rollout of 100G+ interconnectivity between networks and data centers. Service providers, data centers, and cloud computing are in a transitional period of moving towards workloads that require a greater demand for data transmission speeds. They conduct the majority of their business in North America and Asia, and utilize a first-mover strategy that allows them to be the leader in their markets.Īs data centers and service providers do their 100G+ infrastructure build-outs to meet data transportation needs as big data grows we will see demand for Inphi Corporation's data interconnect platform. Inphi's solutions provide a vital high-speed interface between analog signals and digital information in high-performance systems such as telecommunications transport systems, enterprise networking equipment, and data centers. Their semiconductor solutions are designed to address bandwidth bottlenecks in networks, maximize throughput and minimize latency in computing environments and enable the rollout of next-generation communications and data center infrastructures. Inphi ( NASDAQ: IPHI) is a fabless semiconductor company that provides leading analog and mixed-signal connectivity solutions for the communication and computing end markets. Data centers and service providers continue to expand their infrastructure in order to handle the growing amount of data.
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