Data Center Switching Records Strongest Growth; Campus Switching Records Third Straight Quarter of Y/Y Growth
 
INCLINE VILLAGE, Nev. – June 2, 2021 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, indicates that the Ethernet Switch Market grew nearly 10% for 1Q’21 to approximately $7.5 B.  The report also revealed significant regional differences, with China showing robust growth in 2020 and with Europe, Japan, and the United States all contracting.

"The Ethernet Switch market continued to perform robustly, despite supply constraints and an uneven recovery from COVID-19," said Alan Weckel, Founder and Technology Analyst at 650 Group. "400 Gbps set another record as T2 Cloud performance was inconsistent, but hyperscaler and telco cloud growth remained robust.   In Campus switching, mid-market began to grow again, and verticals hit by COVID-19 such as retail began their recovery.  2021 will see significant market share shifts as vendors have different exposure to verticals and regional theatres.”
The Quarterly Ethernet Switch report also indicates that the top four campus switch vendors after Cisco in North America were HPE Aruba, Extreme, Ubiquiti, and Juniper.  The top three data center switch branded vendors after Cisco in North America were Arista, Juniper, and Dell.  The report highlights how business size, vertical exposure, and hyperscaler adoption drove vendor performance in 1Q’21.  Future reports will include Network-as-a-Service and 1.6 Tbps.
About the Ethernet Switch Quarterly Report
The Ethernet Switch Quarterly Report offers a market assessment of vendor performance and market share in the Ethernet Switch market.  The report covers Modular, Fixed Managed, Smart Switching, White Box, Disaggregation, and other segmentation as well as the following port speeds: 100 Mbps, 1 Gbps, 2.5 Gbps, 5.0 Gbps, 10 Gbps, 25 Gbps, 40 Gbps, 50 Gbps, 100 Gbps, 200 Gbps, 400 Gbps, 800 Gbps, and 1.6 Tbps.  650 Group publishes additional segment-specific reports in Campus / Enterprise Switching and Data Center Switching.  For more information about the report, contact the sales department at 650 Group at +1 650 600 7104 or val@650group.com or www.650group.com.
About 650 Group
650 Group is a leading Market Intelligence Research firm for communications, data center, and cloud markets.  ​Our team has decades of research experience, has worked in the technology industry, and is actively involved in standards bodies.
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Hardware and Software Markets to Evolve Differently as SONiC Support Increases in the Ecosystem

INCLINE VILLAGE, Nev., May 10, 2021 - According to a new report published by 650 Group, titled SONiC Market Forecast 2020-2025, the worldwide market for SONiC in Data Center Switching will exceed $4 Billion in revenue by 2025.  SONiC‘s role outside of hyperscalers will increase during the forecast period.

The SONiC market is very different for hardware and software, and vendors are looking to create a broader support ecosystem. The research report looks at the various end-markets and consumption models for SONiC software and hardware, as well as the differences between SONiC capable and networks actually running SONiC.

"Open Networking has always been a topic of interest in data center networking. The trend started almost 20 years ago with OpenFlow and the interest in the broader ecosystem of emulating the rapid innovation in the cloud," said Alan Weckel, Technology Analyst at 650 Group. "Most end-users expressed interest in being agile like a Hyperscaler, and SONiC is increasing in popularity to fulfill this role. SONiC finds its roots in the very early days of Open Networking."

To purchase the report, we offer this report for $1,995 to a single user at a single company and $2,995 to a group of five users at a single company and have additional options for redistribution and external use of the data.  To purchase the report, visit: https://www.650group.com/sonic-report.html  

Vendors mentioned in the report include Arista Networks, Broadcom, Cisco Systems, Dell, Innovium, Intel, Juniper Networks, Marvell, Nokia, Nvidia, and many white box manufacturers.

The report also discusses the impact of SONiC in China, in Tier-2 Cloud providers, and enterprises.

About 650 Group
650 Group is a leading Market Intelligence Research firm for communications, data center, and cloud markets.  Our team has decades of research experience, has worked in the technology industry, and is actively involved in standards bodies.  650 Group focuses on leading-edge market trends and research and prides itself on first to market research with numerous research programs focused on Cloud and technology trends. Visit: http://www.650group.com

800 Gbps to Start the Transition to Co-packaging and Onboard Optics as Ethernet Switch ASICs race to 51.2 Tbps and 102.4 Tbps

INCLINE VILLAGE, Nevada, April 26, 2021 - According to a new report published by 650 Group, titled 800 Gbps Forecast 2020-2025, the worldwide market for 800 Gbps Switching and Routing, including the DCI use case, will exceed $10 Billion in revenue by 2025.  800 Gbps allows Ethernet Switches and Routers to take on additional DCI use cases with pluggable markets increasing the revenue opportunity compared to previous speeds.

ASIC vendors, OEMs, ODMs, and pluggable module companies need to find their niche in a market that the hyperscalers will increasingly dominate.  The 2025 Cloud market will see a fight in demand for speed and power and at the same time, a battle for the edge between hyperscalers, traditional telco providers, colocations operators, and enterprises.  While 400 Gbps will start some of these trends, 800 Gbps will have a higher revenue opportunity over the long term.

"800 Gbps will be a critical technology and drive a robust ecosystem of suppliers in the Ethernet Switch and Routing markets," said Alan Weckel, Founding Technology Analyst at 650 Group. "ASICs continue to push the technology envelope to meet the needs for bandwidth from the hyperscalers and support the applications we use each day.  800 Gbps saves a tremendous amount of power per bit of traffic, and the newer technologies that go into this speed have widespread application for the remainder of the decade."

To purchase the report, we offer this report for $995 to a single user at a single company and $1,995 to a group of five users at a single company and have additional options for redistribution and external use of the data.  To purchase:  www.650group.com/800-gbps-report.html

Vendors mentioned in the report include Arista Networks, Broadcom, Cisco Systems, Dell, Huawei, Innovium, Intel, Juniper Networks, Marvell, Nokia, Nvidia, and many white box manufacturers.

The report also discusses the impact of ZR/ZR+, 112 Gbps/224 Gbps SERDES, and different optical speeds and the impacts those technologies will have on the migration to higher speeds and their potential applications for co-packaging, onboard optics, and photonics.

About 650 Group
650 Group is a leading Market Intelligence Research firm for communications, data center, and cloud markets.  Our team has decades of research experience, has worked in the technology industry, and is actively involved in standards bodies.  650 Group focuses on leading-edge market trends and research and prides itself on first to market research with numerous research programs focused on Cloud and technology trends.

4Q’20 Results Mixed; Data Center Switching Hits New Record While Campus Switching Contracts Y/Y
INCLINE VILLAGE, Nev. – March 3, 2021 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, indicates that the Ethernet Switch Market declined nearly 2% for 2020, to $32B.  The report also reveals significant regional differences globally, with China showing robust growth in 2020, and with Europe, Japan, and the United States all contracting.
"The Ethernet Switch market contracted in the expected regions and verticals in 2020.  COVID-19 constraints, consequent factory shutdowns, and rapid shifts in economic contraction and expansion were the key themes to last year's results," said Alan Weckel, Founding Technology Analyst at 650 Group. "Semiconductor shortages, increased lead times for data center products, and timing of workers returning to the office will shape the rebound for 2021. Our vertical analysis of the campus and data center switching markets indicates a different recovery rate and technology use as the market begins to rebound in 2021.  2021 will see a significant ramp in multigig in campus, 400 Gbps in the data center, and the first shipments of 800 Gbps based switches."
The Quarterly Ethernet Switch report also indicates that the top three campus switch vendors after Cisco in North America were HPE Aruba, Juniper, and Extreme.  The top three data center switch branded vendors after Cisco in North America were Arista, Juniper, and Dell.  The report highlight how business size, vertical exposure, and hyperscaler adoption drove vendor performance throughout 2020.
About the Ethernet Switch Quarterly Report
The Ethernet Switch Quarterly Report offers a market assessment of vendor performance and market share in the Ethernet Switch market.  The report covers Modular, Fixed Managed, Smart Switching, White Box, Disaggregation, and other segmentation as well as the following port speeds: 100 Mbps, 1 Gbps, 2.5 Gbps, 5.0 Gbps, 10 Gbps, 25 Gbps, 40 Gbps, 50 Gbps, 100 Gbps, 200 Gbps, 400 Gbps, and 800 Gbps.  650 Group publishes additional segment-specific reports in Campus / Enterprise Switching and Data Center Switching. 
For more information about the report, contact the sales department at 650 Group at +1 650 600 7104 or val@650group.com or www.650group.com.
About 650 Group
650 Group is a leading Market Intelligence Research firm for communications, data center, and cloud markets.  ​Our team has decades of research experience, has worked in the technology industry, and is actively involved in standards bodies. For more information, visit: http://www.650group.com
 
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Profits Remain Elusive as Cloud Providers Target Revenue Growth over Profitability

INCLINE VILLAGE, NV, Feb. 22, 2021 - According to a new report published by 650 Group, titled: IaaS Hyperscaler SWOT Report 2020-2025, IaaS revenue grew to over $100 B in 2020 and $50 B in Capital Expenditures for data center equipment (servers, storage, networking) and other compute and IT equipment.  Amazon AWS, Microsoft Azure, and Google GCP made up over 60% of the revenue with Alibaba being the largest non-US provider.

AWS brought in $86,000 per minute in revenue and made $26,000 per minute in profit dollars.  While GCP, in third place, brought in $3,300 per minute in revenue while losing $1,400 per minute in 2020.  Additionally, 2020 saw Alibaba record its first profitable quarter.

"While revenue continues to surge for IaaS as many businesses rely on it as a foundational building block for their data, profit dollars remain challenging as companies look to grow and expand instead of relying solely of profit to make investment decisions," said Alan Weckel, Founding Technology Analyst at 650 Group.

Continued Weckel: "2021 is shaping up as an important battle of US IaaS hyperscalers as they invest to their strengths to continuing expanding.  The battle for Artificial Intelligence (AI/ML) with IaaS providers is presently in its infancy with many suppliers vying for position for the underlying technology."

Purchase the Report:
650 Group offers this report for $995 to a single user at a single company and $1,995 to a group of five users at a single company and have additional options for redistribution and external use of the data.  To purchase:  https://650group.com/IaaS-Hyperscaler-SWOT-report.html

Companies covered in the report include hyperscale cloud providers Amazon Web Services (AWS), Microsoft Azure, Google GCP in addition to IaaS comparisons with IBM, Oracle, and Alibaba. The report also discusses the strengths, weaknesses, opportunities, and threats of the US Top-3 IaaS hyperscalers.

About 650 Group
650 Group is a leading Market Intelligence Research firm for communications, data center, and cloud markets.  Our team has decades of research experience, has worked in the technology industry, and is actively involved in standards bodies.  650 Group focuses on leading-edge market trends and research and prides itself on first to market research with numerous research programs focused on Cloud and technology trends. For more information, visit: http://www.650group.com
 
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650 Group Media Relations:
Greg Cross
greg@650group.com