650 Group
  • Home
  • Programs
    • WLAN Infrastructure
    • Telecom Core Networks
    • Ethernet Switch Programs >
      • Ethernet Switch - Total
      • Ethernet Switch - Data Center
      • Ethernet Switch - Campus
      • Ethernet Switch - Carrier Ethernet
      • Campus Networks
      • Ethernet Switch - SMB
    • Application Delivery Controller (ADC)
    • Merchant Silicon in the Data Center
    • Market Intelligence Reports
    • Consumer IoT
    • Disaggregated Routing Report
    • Industrial Switching Report
    • Multi-Cloud Workloads Forecast and Research Report
    • Secure Access Service Edge (SASE) Forecast and Research Report
    • 800 Gbps Report
    • Infrastructure as a Service (IaaS) Hyperscaler SWOT Report
    • SONiC Report
    • Single Pair Ethernet Forecast Report
  • News
    • Press Releases
  • Blog
  • About
  • Employment
  • Contact
  • Clients
  • Infrastructure as a Service (IaaS) Hyperscaler SWOT Report

650 Group Blog

Ethernet Data Center Interconnect (DCI) to Drive Significant Growth in the Ethernet Switch and Next-Generation Router Market

10/1/2020

0 Comments

 
Picture
Juniper led the Market in 1H20 and 2019

DCI has a different meaning for different customers and vendors.  Ethernet DCI is a critical technology and enabler for Cloud customers to build data centers and transport data between them with lower-cost high-density router/switch platforms with pluggable modules.  While DCI has been around for a long time (The Optical Transport Market), Ethernet DCI is different. It uses Ethernet-based Routers and Switches for connectivity between data centers.  As we look forward in time, Ethernet DCI will also embrace ZR/ZR+ optics to increase distances in the 400 Gbps and 800 Gbps upgrade cycles. Historically DCI meant routing traffic through Telco SPs.

Today, the Cloud uses its own network and fiber for the majority of traffic until the last-mile to the consumer or enterprise.  As an enabler technology, Ethernet DCI is not only the movement of Ethernet platforms into adjacent markets, like Metro Optical Transport, but also new greenfield installations. The ability to move into adjacent markets and new opportunities creates a multi-billion dollar opportunity.  It is one of the main drivers for Ethernet-based Switch and Router revenue growth in the Cloud with the 400 and 800 Gbps upgrade cycle. Without this class of system and new optics, the Cloud could not scale, and edge-computing, IoT, and other more modern applications like AI and ML would not be possible.

When we look at 1H20 and 2019 results for Ethernet DCI, Juniper held the number one position in the market with Cisco and Arista rounding out the top three vendors in this segment.  Our reporting of Ethernet DCI looks at five different use cases, ranging from Cloud to Colocation to Telco SP.  In addition to leading the overall market, our report indicates Juniper also leads in the Cloud/Metro, Colocation/Long Haul, and Telco Cloud use cases  with the company’s MX, PTX, and QFX 10K platforms.

In 650 Group's market projections, we expect both next-generation high-density routing platforms and Ethernet Switch platforms to have robust growth.  Short-term growth will be driven by strong trends in Content Delivery Networks (CDN) and increased capacity to support Work-From-Home (WFH).  As we get into 2021, ZR optics availability will drive additional capacity growth with entering the market in the later half of our forecast.  ZR+ allowing Ethernet-based platforms breaking the 1000 km distance.  ZR+, under the right conditions (data rate, modulation, and fiber), has the potential to fulfill most connections on each continent.  As Telco SPs look towards Cloud architectures and machine-to-machine traffic rapidly goes from inside the data center to spanning multiple facilities, Ethernet DCI will remain a robust market for edge-computing connectivity and the transport of data sets for processing for AI.



0 Comments

Your comment will be posted after it is approved.


Leave a Reply.

    CHRIS DePUY
    &
    Alan weckel

    Technology Analysts

    Archives

    March 2022
    February 2022
    December 2021
    November 2021
    October 2021
    September 2021
    August 2021
    July 2021
    June 2021
    May 2021
    April 2021
    March 2021
    February 2021
    January 2021
    December 2020
    November 2020
    October 2020
    September 2020
    August 2020
    July 2020
    June 2020
    May 2020
    April 2020
    March 2020
    February 2020
    December 2019
    November 2019
    September 2019
    August 2019
    July 2019
    June 2019
    May 2019
    April 2019
    March 2019
    February 2019
    December 2018
    November 2018
    October 2018
    September 2018
    August 2018
    July 2018
    June 2018
    May 2018
    April 2018
    March 2018
    January 2018
    December 2017
    November 2017
    September 2017
    August 2017
    July 2017
    June 2017
    May 2017
    April 2017
    March 2017
    February 2017
    January 2017

    Categories

    All
    100 Gbps
    10 Gbps Ethernet
    1&1
    112 Gbps SERDES
    12.8 Tbps
    14.4 Tbps
    200 Gbps
    2.4 GHz
    25G PON
    25GS PON
    25GS-PON
    28 Ghz
    3.5 GHz
    3GPP
    400 Gbps
    50 Gbps
    50 Gbps SERDES
    50G PON
    5.5G
    56 Gbps SERDES
    5.925
    5G
    5G Americas
    5G Core
    5G Fixed Wireless Access
    5 Ghz
    5G SA
    5G Taxi
    600 Mhz
    60 GHz
    6G
    6 GHz
    7.125
    800 G
    800 Gbps
    802.11ac
    802.11ad
    802.11ah
    802.11ax
    802.11ay
    900 MHz
    A3
    Acacia
    Accelleran
    Accton
    Actility
    ACX6360
    Adam Selipsky
    ADC
    Aerohive
    AFA
    AFC
    AFF A800
    Affirmed Networks
    AI
    AI-on-5G
    AIops
    Airframe
    Air Pass
    Airspan
    Alan Weckel
    Alcatel
    Alcatel Lucent Enterprise
    Alcatel-Lucent Enterprise
    Alibaba
    All Flash Array
    Altiostar
    Amazon
    AMD
    AMIT Wireless
    Amplifi
    Analytics
    Anthos
    AOI
    AP530
    AP550
    AppDynamics
    Apple
    Application Performance Management
    AppScope
    Apstra
    Aptilo
    Aquto
    Arista
    ARM
    Arris
    Artificial Intelligence
    Aruba Central
    Ascend 310
    Asic
    Asics
    Askey
    ASR 9000
    Asset Tracking
    ASUS
    Atlas 200
    ATM19
    ATMDigital
    Atmosphere
    AT&T
    Automation
    Avaya
    AWS
    Azure
    Backhaul
    Baicells
    Bai Cells
    Baidu
    Balong
    BEC Technologies
    BELL
    Benu
    BGP
    Big Switch
    BIS
    BLE
    BLE5
    BLE Beacon
    BLINQ
    Bluetooth
    Boingo
    Borje Ekholm
    British Telecom
    Broadband
    Broadcom
    BT
    Bureau Of Industry And Security
    Cable Modem
    Cambium
    Campus Switch
    Campus Switching
    Capex
    Capital Light
    Carrier
    Cat 6500
    Catalyst 9000
    C-Band
    CBRS
    CDN
    Celeno
    Centralized Unit
    Centurytel
    CEOS
    Charter Communications
    Chatbot
    Check Point Software
    Chef
    China Mobile
    China Telecom
    China Unicom
    Chungwa Telecom
    Ciena
    Cisco
    Cisco ICE
    Cisco Live
    Clearpass
    Cloud
    Cloud Managed
    Cloud-managed
    Cloud RAN
    Cloud Volumes
    Cognitive Wi-Fi
    Coherent Pluggable
    Comba
    Comcast
    Common Networks
    Commscope
    Consolidation
    Consumer Mesh
    Contact Tracing
    Contrail
    Co-packaged Optics
    Corning
    Coronavirus
    Corvid-19
    CoSP
    COVID-19
    CPaaS
    CPE
    CPRI
    Cradlepoint
    Cribl
    Crosswork
    Crowdstrike
    CSCF
    CSP
    Cumulus
    CUPS
    CX 6200
    CyberX
    Dan Rabinovitsj
    Dark Reading
    Dartmouth
    DAS
    Data Center
    DataDog
    David Hughes
    DCI
    DD QSFP
    DD-QSFP
    DDR4
    DELL
    Delta
    Deutsche Bank
    Deutsche Telekom
    DISH
    Distributed Unit
    D-Link
    DOCOMO
    DOCSIS
    DPDK
    DPU
    DRAM
    Dritan Bitincka
    Dropbox
    ECI Telecom
    EdgeConnect
    Edgecore
    EdgeQ
    Eero
    Elasticsearch
    EMC
    ENAC
    Encore
    Entity List
    EPC
    EPON
    Ericsson
    Ericsson Router 6000
    Eric Xu
    ESP
    Etheric
    Ethernet
    Ethernet Switch
    ETSI
    Europe
    Extreme
    Extreme Networks
    F5
    F5G
    Facebook
    FBOSS
    FCC
    Federated Wireless
    Fibre Channel
    Firewall
    Fixed Wireless Access
    Flash
    FMS
    Forescout
    Fortinet
    FP-4
    FPGA
    Fronthaul
    Fujitsu
    FWA
    FWaaS
    GAA
    Gainspeed
    GCP
    GENBAND
    Geofencing
    GeoLinks
    German Edge Cloud
    Google
    Google Orion
    GPON
    GPU
    Graviton
    Greenlake
    H3C
    HAS2018
    HAS2019
    HAS2020
    Hashicorp
    HDD
    Hong Kong Broadband
    Hotspot Tracking
    HPE
    HPE Aruba
    Huawei
    Huawei Analyst Summit 2021
    HWMBBF
    Hyperconverged
    Hyperscaler
    IaaS
    IBM
    IBrowse
    ICD
    IMS
    Infinera
    Infovista
    Innoeye
    Intel
    Intersight
    IoT
    IoT Control Center
    Ip Access
    Ipanema
    Italtel
    ITU-T SG 15
    Ixia
    JMA Wireless
    John Roy
    Juniper
    Junos
    Kandy
    KDDI
    Keerti Melkote
    Keysight
    Kloudspot
    Koch Brothers
    KT
    Kubernetes
    KUIPER
    Kungpeng
    LAA
    Las Vegas
    Layer123
    LEO
    LG Electronics
    LG UPlus
    Linux
    LMDS
    Location Based Service
    LogStream
    Logstream 3.2.0
    LoRa
    LTE
    LTE-U
    Lucent
    Machine Learning
    MACSec
    Managed Service Provider
    Managed Services
    MANO
    Marco Rubio
    Marvell
    Massive MIMO
    Mavenir
    MaxLinear
    MEC
    Mediatek
    Megafon
    Meraki
    Mesh WiFi
    Metro Optical
    Michael P. O'Reilly
    Microsoft
    Midband
    Mid-market
    Millimeter Wave
    Millimeter-wave
    Mist
    Mist Systems
    Mixing Bauds
    MmWave
    Mobile
    Mobile Edge Computing
    Mobile RAN
    Modem-E
    Mojo Networks
    Motorola
    Motorola Solutions
    MPLS
    MSO
    MSP
    MTN
    Multefire
    MultiGig
    Multi Gig
    MultiTech
    MU MIMO
    MU-MIMO
    MWC
    MWC18
    MWC19
    MWC20
    MWC21
    MWCa
    MX
    NaaS
    NBASE T
    NBASE-T
    Nbn
    NCS 5700
    NEC
    NEC 540
    NetApp
    Netcracker
    NetExperience
    Netgear
    NetInsight
    Netskope
    Network Services Orchestrator
    Network Slicing
    Neville Ray
    Newracomm
    New Radio
    New Relic
    NFV
    Node-H
    Nokia
    Nortel
    NPU
    NTT
    NUWAVE
    NVidia
    NVMe
    NVMeoFC
    Observability
    Observability Lake
    OCP
    Ocp2019
    Ocpsummit
    OFC
    #OFC18
    Ofcom
    OFDMA
    OIF
    OLT
    OmniXtend
    ONAP
    ONFConnect
    OnGo
    On Semiconductor
    ONT
    Ooka
    Open19
    OpenRAN
    Open RAN
    Open Source Wi-Fi
    OpenTelemetry
    OpenWiFi
    OpenWRT
    OPPO
    Optical
    Optical LAN
    OptiXtreme H6
    Optus
    Oracle
    ORAN
    Orange
    Orange Business Services
    Oreedoo
    OSFP
    OSS/BSS
    OTAC
    P2P
    P4
    Packet Optical
    PAL
    Parallel Wireless
    Passpoint
    Password-less
    Plumeria
    PON
    Posture Assessment
    Private 5G
    Private LTE
    Project Denali
    PSE 3
    PSE-3
    PTX
    Puppet
    Pure Storage
    Quad Level Cell
    Qualcomm
    Quanta
    Quantenna
    Quillion
    Radio Resource Management
    Rakuten
    Rakuten Symphony
    RAN
    RBBN
    RCP
    RCP Symphony
    RCS
    Realtek
    Reefshark
    Ribbon
    RIC
    RISC
    Riverbed
    Rivet Networks
    ROADM
    Robin.io
    Rostelecom
    Routed Optical
    Router
    RRU
    Ruckus
    S3
    Samsung
    Sandisk
    SAS
    SASE
    Satellite
    SBC
    SD Branch
    SD-Branch
    SDN
    SD-RAN
    SDWAN
    SD WAN
    SD-WAN
    Security
    Semiconductor
    Semtech
    Sequans
    Sercomm
    Serdes
    Server
    Shaw Communications
    Siemens
    Sierra Wireless
    Silicon One
    Silicon Valley
    Silver Peak
    Single-pane
    SingleRAN
    SingleRAN Pro
    SIP Trunking
    SK Telecom
    Skype
    Small Cell
    Smartphone
    Snapdragon 865
    Softbank
    Sonus
    Sourcing
    Spark
    Spectrum
    Splunk
    Sprint
    Sp Router
    SRX
    SSD
    StandAlone
    Starlink
    STC
    Stellar
    Swisscom
    Symworld
    Tago.io
    Tanzu
    Tareq Amin
    Technicolor
    Telco Cloud
    Telecom Infra Project
    Telefonica
    Telia
    Telit
    Telus
    Tencent
    Terragraph
    Thousand Eyes
    Tiangang
    TIP
    T-Mobile
    TMUS
    Tomahawk 3
    TP Link
    TP-Link
    T&W
    Twilio
    Twitter
    TWT
    Ubiquiti
    UCaaS
    UCPE
    UI
    UltraSAW
    UniFi
    Unified Domain Center
    Unlicensed
    UTM
    UXI-6
    VaporIO
    VBLE
    VDSL
    VEPC
    Verilog
    Verizon
    Versa Networks
    VICTOR
    Virtualization
    VMWare
    VNF
    Vodacom
    Vodafone
    VoLTE
    VRAN
    VSBC
    Walt Disney
    Wan Optimization
    Water Tower Research
    Way Finder
    WBA
    WDC
    Westell
    Western Digital
    Western Digital Corporation
    WFH
    White Box
    White Paper
    Wi-F 6E
    WiFi
    Wi-Fi
    Wi-Fi 6
    WiFi 6
    WiFi-6
    Wi-Fi 6E
    WiFi Alliance
    WiFiNOW
    WiGig
    Wind River
    WISP
    WLAN
    Xiaomi
    Xilinx
    Xirrus
    XRAN
    Zebra
    Zero-Rating
    Zero Trust
    Zigbee
    Zipline
    ZR
    ZR+
    ZScaler
    ZTE
    Zyxel

    RSS Feed

Proudly powered by Weebly
  • Home
  • Programs
    • WLAN Infrastructure
    • Telecom Core Networks
    • Ethernet Switch Programs >
      • Ethernet Switch - Total
      • Ethernet Switch - Data Center
      • Ethernet Switch - Campus
      • Ethernet Switch - Carrier Ethernet
      • Campus Networks
      • Ethernet Switch - SMB
    • Application Delivery Controller (ADC)
    • Merchant Silicon in the Data Center
    • Market Intelligence Reports
    • Consumer IoT
    • Disaggregated Routing Report
    • Industrial Switching Report
    • Multi-Cloud Workloads Forecast and Research Report
    • Secure Access Service Edge (SASE) Forecast and Research Report
    • 800 Gbps Report
    • Infrastructure as a Service (IaaS) Hyperscaler SWOT Report
    • SONiC Report
    • Single Pair Ethernet Forecast Report
  • News
    • Press Releases
  • Blog
  • About
  • Employment
  • Contact
  • Clients
  • Infrastructure as a Service (IaaS) Hyperscaler SWOT Report