ASIC Diversity at the Leaf/Spine and DCI Core Key to 400 Gbps at Apple, AWS, Facebook, Google and Microsoft Azure


PORTOLA VALLEY, Calif.– June 22, 2020 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, indicates that the ASIC segment of the data center switching market is rapidly migrating to 12.8 Tbps and 56 Gbps SERDES based products.  The report also showed significant evaluations occurring at each of the hyperscalers at the ASIC and system level for both Top-of-Rack (Leaf / Spine) L2 ASICs and L3+ ASICs for the Core (DCI, Metro Spine).

“1Q20 recorded record shipments in 400 Gbps and strong 100 Gbps demand in the hysperscalers,” said Alan Weckel, Founder and Technology Analyst at 650 Group.  “ASIC diversity is critical to hyperscalers goal of a diversified supply chain. Historically Cloud providers would pick the same ASIC and have multiply vendors manufacture a switch platform. With current-generation products, hyperscalers are pushing towards additional ASIC diversity.”'

The 650 Group Quarterly Merchant Silicon report also indicates what impact the industry standards bodies efforts on 224 Gbps SERDES and co-packaging on the Ethernet Switch and Router markets.  The report highlights the migration away from 10 Gbps ports to 25 Gbps ports in the enterprise and the Cloud migration towards 100 Gbps and 400 Gbps.

About the Merchant Silicon Quarterly Report
The Merchant Silicon Quarterly Report offers a market assessment of vendor performance and market share in the ASICs that sell into the Ethernet Switch market.  The report covers ASICs by SERDES speed and tracks companies like Broadcom, Innovium, Intel (Barefoot), Nvidia(Mellanox) as well as other ASICs sold into the data center.  For more information about the report, contact the sales department at 650 Group at +1 650 600 7104 or val@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

New Enterprise WLAN Forecast Consistent with Previous Projections for 2020


PORTOLA VALLEY, Calif.  June 1, 2020 —  According to a newly released WLAN market report issued by 650 Group, revenues of the Enterprise Plus Outdoor Wireless LAN market declined 3%.  650 Group expects full-year 2020 revenues to decline, and following that, the market will rebound.  In the next year, Wi-Fi 6E Enterprise Plus Outdoor WLAN Access Points will begin shipping to enterprises.

“While the pandemic has negatively impacted the Enterprise WLAN market, we expect a rebound beginning in the second half of 2020. 650 Group quantitative studies of end-markets, verticals, including hospitality, retailing, and education have seen reductions in demand, while logistics and shipping have seen increases.  We are encouraged that the US FCC has rapidly moved forward with plans to allow indoor 6 GHz unlicensed wireless, which will lead to Enterprise Wi-Fi 6E shipments in the next year,” said Chris DePuy, Technology Analyst and Founder of 650 Group.  

Additionally, we have made the first and market-leading Enterprise-class Wi-Fi 7 Access Point forecast, which leverages the same new spectrum, and builds upon the expected progress of Wi-Fi 6E.  We expect these new Wi-Fi Access Points will see increased demand as companies leverage the new 6 GHz, first in the US, and then in other countries over the coming years, ” continued DePuy.

Cloud-managed Wireless LAN revenues associated with Enterprises experienced significant growth in 2019 and is forecast to continue its growth during the forecast period ending 2024.  The recently published report’s forecast includes the impact of new cloud-managed services that address the health crisis, including proximity tracing and hot zone alerting.  The report includes market share analysis on vendors including Adtran, Alcatel-Lucent Enterprise, Allied Telesis, Arista Networks, Cambium Networks, Cisco Systems, Commscope, DasanZhone, Engenius, Everest Networks, Extreme Networks, Fortinet, H3C, Huawei, HPE Aruba, Juniper Networks, Lancom, Samsung, Ubiquiti and others.

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.  650 Group focuses on leading-edge market trends and research and prides itself on first to market research.