400 Gbps Based Router Platforms Projected to Triple in 2022
 
Incline Village, NV.  February 24, 2022 —  According to a newly released report issued by the 650 Group, the Service Provider (SP) Routing market will continue to grow through 2026, led by 400 Gbps port growth and continued robust demand for 100 Gbps in Telco, Cable, and Cloud deployments.
 
650 Group’s latest report indicates that 400 Gbps Router platforms based on 56 Gbps SERDES make up less than 10% of the market's revenue in 2021.  Still, by 2023, those platforms will make up almost 33% of revenue, and next-generation 800 Gbps Router platforms based on 112 Gbps SERDES will begin ramping. 
 
The SP Routing market report also indicates the regional trends impacting China, North America, and Europe, where vendor performance remains very different in each region based on  such factors as the supply chain, a trade war, and project timing.
 
"The SP Routing market is going through back-to-back upgrade cycles to 400 Gbps, and 800 Gbps as cloud and service provider demand for bandwidth drives a rapid pace of innovation," said Alan Weckel, founding analyst for 650 Group.  "Cisco, Juniper, and Nokia all have next-generation 800 Gbps announcements that will help drive adoption in higher speeds and DCI with the use of ZR/ZR+ optics."
 
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 over ten research programs focused on SP and Cloud trends. Learn more at http://www.650group.com

SD-WAN Architectures Becoming Critical to Enterprise Multi-Cloud Deployments, Quarterly revenues for overall market now approaching $1B
 
Incline Village, NV.  Feb. 14, 2022 —  According to a newly released report issued by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, the SD-WAN market will grow more than 30% in 4Q21 and will grow to double in size by 2026.

Unlike other enterprise markets where physical hardware remains dominant, the SD-WAN market gets a significant portion of its revenue from subscriptions. As a result, the top 5 five vendors: Cisco, Fortinet, HPE Aruba, Versa, and VMware (listed in alphabetical order) continue to increase market share. In addition, each vendor has unique strengths in their offerings that customers find attractive.
 
The SD-WAN reports include vendor market shares and long-term forecasts for the SD-WAN market. The report also includes regional market shares and projections to look at the regional differences in adoption in China, Europe, and North America.
 
“The SD-WAN market continues to surge as customers look towards the technology to help support their ever-changing, multi-cloud worlds,” said Alan Weckel, founding analyst for 650 Group. “Since the COVID-19 pandemic started, the need to support application and employees at different locations became even more critical to most enterprises. In addition, the market saw increased adoption of SD-WAN to support the more rapid pace of digitization. By the end of 2022, the market should be on pace to be on a $1B quarterly run-rate.”
 
Visit http://www.650group.com for more information.
 
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 over 15 research programs focused on Enterprise trends.

2022 Build-Outs to Set Records as Cloud Looks to Metaverse and AI for Growth

Incline Village, NV.  February 4, 2022 —  According to a newly released report issued by 650 Group, US Hyperscaler Cloud market revenue grew 30% Y/Y in 4Q21 while the supply chain for Data Center Equipment into Hyperscalers performed unevenly due to continued semiconductor and component shortages.
 
650 Group’s Cloud Report covers Colocation, IaaS, SaaS, and Search & Social.
 
4Q21 Highlights:

• Different approaches to Social significantly impact Google and Meta (Facebook) performance
• Hyperscaler IaaS revenue growth outpaces Search and Social Revenue in 4Q21; Growth was even for full-year 2021
• US Hyperscaler made over $60M in Cloud revenue every hour during 2Q21
• Apple continues to lag the rest of the Hyperscalers in data center investment
• Network and compute utilization and expertise cause each hyperscaler to spend differently to get the same level of output from their equipment
• CAPEX guidance remains robust for 2022 despite lingering supply constraints and trade war events
• AWS, Azure, and GCP stay dominant in IaaS; Oracle and OVH invest in catching up while others fall behind
• Hyperscalers are poised to ramp next-generation server and networking architectures over the next two years focused on AI/ML, and a new class of metaverse focused hardware

 
The Cloud reports include CAPEX studies for the Colocation, IaaS, SaaS, and Search and Social Media markets, including a unique look at spending specifically for data center equipment.  In addition, going beyond just Cloud revenue provides a unique look into where and how the largest Cloud providers deploy equipment.  Finally, the report shows the trend towards more CAPEX spending occurring in IaaS as many SaaS providers choose IaaS instead of building their own infrastructure.
 
“4Q21 and 2021 IaaS revenue hit a record, far exceeding previous records,” said Alan Weckel, founding analyst for 650 Group.  “Many Cloud providers made significant and company changing bets during the second half of 2022, which will change the Cloud market and the way compute, networking, and storage get deployed in the future. As a result, CAPEX and investment are set to soar as the Cloud moves towards the metaverse and AI/ML in IaaS start to take off.”
 
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 over 12 research programs focused on Cloud trends.