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

Portola Valley, California – Sept. 17, 2018 – A newly released market report from the 650 Group indicates that 100 Gbps revenue has exceed 10 Gbps revenue for the first time, as Data Center Ethernet Switching hit an all-time record high in 2Q18.  
 
“The Data Center Ethernet Switch market hit a significant milestone in the market and 10 Gbps is no longer the dominant speed in terms of revenue,” said Alan Weckel, Founder and Technology Analyst at 650 Group.  “This is quite an accomplishment, something 40 Gbps could never achieve and is primarily driven by strong demand of Cloud providers throughout the world. DC Equipment CAPEX is growing at such a rapid pace that future records breaking when 400 Gbps starts shipping are likely.” 
 
The report also indicates strong 25 Gbps native and 100 Gbps port shipments from Arista, Cisco, Dell, H3C, Huawei, and Juniper.
 
Additionally, 650 Group published its Merchant Silicon report that indicates record 25 Gbps SERDES shipments with the technology representing over half the lanes in Data Center switching for the first time.  The start of shipments based on 50 Gbps SERDES solutions also occurred during the quarter.  Quarterly reports on this subject include market share for Broadcom, the market leader, as well as emerging vendors, including Barefoot, Innovium, Marvell, Mellanox, and Nephos.  
 
The Ethernet Switching report family, which includes several unique reports ranging from the overall market to Data Center, SMB, and Enterprise/Campus looks closely at the technology and speed transitions amongst the different markets within switching and for data center switching looks closely at vendor market positioning in the installed base and amongst unique vertical splits such as the Cloud, Telco SP, and enterprise space.  
 
About the Data Center Ethernet Switch Quarterly Report
The Data Center 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, 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, and 100 Gbps.  For more information about the report, contact the sales department a

Portola Valley, California – September 7, 2017 – A newly released market leading report by 650 Group indicates that Data Center Ethernet Switch market revenue and port shipments hit a record in 2Q17.  Arista, Dell, H3C, Juniper, and White Box all achieve all time record revenue results.  New platforms and strong demand drove growth.

“The Data Center Ethernet Switch market grew robustly in 2Q17 as many vendors, segments, and regions all reached new record highs,” said Alan Weckel, Founder and Technology Analyst at 650 Group.  “40 Gbps rebounded strongly in the enterprise segment while Cloud providers drove record shipments of 25/100 Gbps products.  The market also saw data center interconnect and open networking contribute significantly to the market growth”

The Quarterly Data Center Ethernet Switch report related to this segment indicates that Arista, Cisco, Dell, and Juniper are the largest US branded vendors in this space while Huawei and H3C remain the largest vendors in China.
 
About the Ethernet Switch Quarterly Report
The Data Center 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, 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, and 100 Gbps.  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.

PORTOLA VALLEY, Calif., Sept. 05, 2017 (GLOBE NEWSWIRE) -- A newly released report by 650 Group indicates that the Ethernet Switch Market surged to set a new all-time record for port shipments in 2Q17. The first to market and industry leading report also indicated that the growth was driven by MultiGig (2.5/5.0 Gbps) in the campus and 25/100 Gbps in the data center.

“The Ethernet Switch market remained robust in 2Q17 with growth coming from campus and data center switching during the quarter,” said Alan Weckel, Founder and Technology Analyst at 650 Group. “Cloud demand in data center switching remained the primary driver for overall market growth with data center interconnect ramping aggressively amongst several vendor in the quarter. Demand was also robust beyond the data center as SMB and enterprise class products grew strongly despite some economic and product refresh headwinds.”

The Quarterly Ethernet Switch report also looks at regional differences in the market as results indicate significant share differences in China, Europe, and North America amongst the largest vendors such as Arista, Cisco, Dell, Extreme, H3C, HPE, Huawei, and Juniper. Additional reports published by 650 Group indicate that open networking based switch offerings, Ethernet data center interconnect, and Internet of Things (IoT) are all significant growth markets in the networking space.

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, 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, and 100 Gbps. 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.