Ethernity Networks Ltd. · LSE:ENET
Ethernity Networks — Investor Presentation (September 2021)
12 slides from Ethernity Networks's investor presentation, September 2021
Slide 1: Ethernity Networks Ltd. Company Presentation
Ethernity Networks Ltd. (AIM: ENET) Company Presentation September 2021
Slide 2: About Ethernity Networks
About Ethernity Networks • Semiconductor networking technology company with innovative ACE-NIC Network network processing technology FPGA SmartNIC Appliances • Over 700K systems deployed with ENET System-on-a-Chip • Strategy refocused on delivery of advanced Programmable Networking Solutions to grow
Slide 3: Server CPUs Cannot Keep Up; FPGA SmartNIC Solves the Performance Gap
The Problem: The Solution: Server CPUs Cannot Keep Up FPGA SmartNIC Solves the Performance Gap Computer Server Frees up CPU resources to be used for Application VNF VNF … CPU VNF Services speed & processing requirements CPU SW Forwarding CPU Cores Cores FPGA Acceleration Offload User Plane traffic i
Slide 4: The Opportunity
The Opportunity • Cloud 5G network is planned for huge growth • The need for functional acceleration – “By 2023, 30% of NIC cards will come with functionality delivered by Ethernity today.” – Vendor To Watch: Gartner, February 2020 • Network Disaggregation • Operators are now insisting on a disaggre
Slide 5: Competitive Landscape
Competitive Landscape Amount of CPU Router Price for In-House FPGA Programmable/ Virtual Router Cores per ASIC/FPGA Functionality FPGA NIC Code Customisable and Software 100Gbps on Card Card Forwarding Pay-as-you-grow Ethernity FPGA licenses 1 $ N/A Mellanox ASIC 20 N/A * $$$ (FPGA Intel ASIC/FPGA 2
Slide 6: Evolution: Growth from Licensing to Product
Evolution Growth from Licensing to Product Product DU/UEP Supply Contracts Software Stack IPO June 2017 Engagements DU/UEP PoC License ACE-NIC FPGA Development deals Introduced Post Trial signed SoC ACE-NIC development for deployment R&D Investment to meet Product and Software Stack development R&D
Slide 7: 5G Router Progress with Customers/Partners
5G Router Progress with Customers/Partners Opportunities: 5G Core Wireless 5GConnectivity Core Fixed 5GWireless Core 5G Core 5G Core Data Plane Offload DataVendor Plane Offload DataAccess Plane Offload Indian OEM Data Plane Offload Tier-1 Server Data Plane Offload Vendors UEP for Router with UEP 5G
Slide 8: 5G Routing Platform Growth from Current Engagements
5G Routing Platform Growth from Current Engagements 5G Router Projection from Current Engagements 5G Router system growth • Fixed Wireless FPGA SoC: Ethernity’s FPGA SoC ported on a Wireless Access Provider wireless base station – $2m orders received • 60G/300G Router system: contract with Indian OE
Slide 9: Virtual Router Market to Reach $700M
Virtual Router Market to Reach $700M • Mandatory requirement for cloud native 5G connectivity – 5G DU and CU require vRouter offering with acceleration – Currently, we believe Ethernity are well placed to deliver this to the market • Decreasing total cost of ownership • Adoption of cloud services by
Slide 10: Why should customers choose Ethernity?
Why should customers choose Ethernity ? Key product offering • The only vendor that offers Routing function on FPGA NIC • Wireless Bonding allows better utilisation of the network • Higher port count resulting in additional saving for customers • Faster innovation to adopt the latest technologies •
Slide 11: Summary
Summary • New focus on strategy of complete system and software solutions • Growth already implemented with significant contract wins • Multiple design wins for 5G offering and additional engagements – healthy pipeline • Ethernity is the only SmartNIC vendor with a proven vRouter offload technology
Slide 12: Disclaimer
Disclaimer This document comprises a presentation (this “Presentation”) which is being supplied to you solely for your information and may not be reproduced, redistributed or passed to any other person or published in whole or in part for any purpose. This Presentation has been prepared by and is th
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