ZR and Cloud expansion Drive 400 Gbps to a Record; Data Center Switching Expands Into Strong 400 Gbps Upgrade Cycle; 800 Gbps in Optical Transport Remains Key to Overall Growth

Incline Village, Nevada – Dec. 15, 2021 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, indicates that the Data Center Interconnect (DCI) Market grew over 10% Y/Y in 3Q21 to over $1.5 B.  The report also revealed significant regional differences in vendor performance with many records set.

“Ethernet-based Routers and Switch continue to make up an increasing portion of the DCI market as ZR modules and 400 Gbps platforms begin to ramp in volume,” said Alan Weckel, Founder and Technology Analyst at 650 Group. “Cloud service provider network topologies favor the use of Ethernet systems.  As these operators continue to carry a growing proportion of Internet traffic, Ethernet based systems are transporting a growing amount of all Internet and 5G traffic.  ZR and ZR+ will play an important role in defining boundaries between edge and core data centers as well as the backhaul of 5G traffic.”

The Quarterly DCI report indicates that the top four western Ethernet DCI vendors were Juniper, Cisco, Arista, and Nokia.  The top four Optical Transport DCI vendors were Ciena, Cisco, Infinera, and Nokia. In addition, the report highlights how Cloud providers, especially Hyperscalers, adopt technology differently than traditional SPs.

About the Ethernet Switch Quarterly Report
The Data Center Interconnect (DCI) Report offers a market assessment of vendor performance and market share across Routers, Switches, and Optical Transport gear used for DCI.  The report covers Modular, Fixed, regional data, and segmentation for Cloud, Telco, and Colocation based deployments.  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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Data Center Switching Expands Into Strong 400 Gbps Upgrade Cycle; Campus Switching Records Record Quarter

Incline Village, Nevada – December 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 5% Y/Y in 3Q21 to nearly $9.0 B.  The report also revealed significant regional differences in vendor performance with many records set.

"The Ethernet Switch market hit record levels in 3Q21 as vendors were able to overcome supply constraints and pass on costs to customers," said Alan Weckel, Founder and Technology Analyst at 650 Group. "Supply chain control remains key to 2022 results as Hyperscalers ramp 400 Gbps and the market braces for record CAPEX growth from the Cloud.  In campus switching, price increases implemented in early 2021 helped the market reach new record highs.  For 2022, we expect continued strength across almost all segments of Ethernet Switching.”

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 branded data center switch 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 2Q21.  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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New SaaS-based Entrant, WiteSand, Joined Existing Vendors That Experienced Growth Including Cisco and HPE Aruba

Incline Village, Nevada – Sept. 9, 2021 – In a recently published report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, it was revealed that the Enhanced Network Access Control (ENAC) market has experienced 17% Y/Y revenue growth during 2Q21.  The most recent quarter’s result, 2Q21, is the second quarter in a row that had double-digit annual growth and was preceded by modest declines coincident with the initial period of lockdowns.  Additionally, a new vendor, WiteSand, entered the market, and an existing vendor, Cisco Systems, updated its technology.

In June 2021, a new entrant, WiteSand, entered the ENAC market with a Cloud-based Software as a Service (SaaS) ENAC offering.  Also, in June, Cisco began offering its Identity Service Engine (ISE) 3.1 software that can operate on AWS and Azure, making it a cloud-delivered, customer-operated solution.

“Despite the volatile revenue growth results we observed during the pandemic, there has been a surprising amount of innovation in the ENAC market.  ENAC’s move to the cloud is exciting and presents an opportunity for customers to manage their device control systems in multiple modes,” said Chris DePuy, Founder and Technology Analyst at 650 Group.  “Furthermore, vendors are responding to changes in the marketplace by leveraging cloud-services, colocation, and other delivery mechanisms to address changes to the workforce since the emergence of the pandemic as well as the prevalence of IoT devices.  Additionally, we expect that new Cloud-hosted SaaS ENAC may increase the appeal of ENAC to a broader set of customers.”

The ENAC market is considered part of 650 Group’s security-focused research practice, which includes Cloud Firewall, SASE, SD-WAN, Security Appliances, and more.  Additionally, 650 Group has research reports that show market share and forecasts for Cloud-Managed Services for both Wireless LAN (WLAN) and Campus Ethernet Switches.

About the ENAC (Enhanced Network Access Control) Market and Long-Term Forecast Report The ENAC (Enhanced Network Access Control) Market and Long-Term Forecast Report includes segmentation on a regional and worldwide basis and provides delineation between physical, virtual, subscription, services revenue streams, as well as a breakout of Cloud-based SaaS market participation.  Vendors covered in the report include Cisco Systems, Commscope Ruckus, Forescout, Fortinet, HPE Aruba, Portnox, Ruijie, WiteSand, and others.  For more information about the report, contact the sales department at 650 Group at +1 650 600 7104, email val@650group.com or visit 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. Learn more at http://www.650Group.com

Arista, Cisco, Juniper, White Box, and SONiC Market Shares Differ Materially Between the Enterprise Market and the Cloud Market

INCLINE VILLAGE, NEV. – Aug. 26, 2021 – An upcoming report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, provides unique insight into the differences of Ethernet Switches deployed into Enterprises networks compared to Cloud data centers.  

15 years ago, the Ethernet Switch market began a fundamental change when vendors began engineering purpose-built switches expressly for data center market and others for the campus network market instead of using just one platform for both. For Cisco, it was the creation of its branded Nexus product family, Juniper the QFX, Arista and a class of “white box” switch companies entered the market soon after, leveraging Broadcom merchant silicon sourcing strategies. 650 Group’s new report reflects the fact that the data center Ethernet Switch market today has further split into two unique areas, cloud and enterprise.  This new report reflects the idea that the needs of the enterprises are different than that of the cloud hyperscalers.

"Today, there is specific demand for different kinds of Data Center Ethernet Switches – one set for enterprises and another for cloud. As the two product sets diverged, vendors have specialized on one or the other.  For instance, the Enterprise market is focused on 25 Gbps and 100 Gbps speeds, while the Cloud market has moved to 400 Gbps and beyond," said Alan Weckel, Founder and Technology Analyst at 650 Group. "Enterprise vendors now use specialized switch semiconductors that are unique to the Enterprise segment.  The vendors also offer Enterprise-specific software features that support multi-cloud strategies spanning the premise, colocation, and cloud facilities.  

Switches built for the enterprises now have unique specifications compared to those built for the Cloud, and the market share that vendors have in each market differs between Enterprise and Cloud. For instance, Cisco's market share in the Enterprise is over 30 points higher than its Cloud market share.   We are excited to expand our research to create a new report focused on this exciting, multi-billion part of the Ethernet Switch market."

The Quarterly Ethernet Switch – Data Center – Enterprise report includes segmentation on a regional and worldwide basis and provides market data for the China and non-China markets.  The report contains the difference in market shares in China and its three leading vendors: H3C, Huawei, and Ruijie.  The report also focuses on the non-China market and its four prominent vendors: Arista, Cisco, Dell, and Juniper. White box remains minimal in the enterprise segment.  Future reports will include subscription, Network-as-a-Service, and hybrid-cloud segmentation.

About the Ethernet Switch – Data Center – Enterprise Quarterly Report
The Ethernet Switch – Data Center – Enterprise Quarterly Report offers a market assessment of vendor performance and market share in the enterprise portion of the data center switching market.  The report covers Modular, Fixed Managed, White Box, Disaggregation, and other segmentation and the following port speeds: 1 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 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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