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.

Portola Valley, California – January 16, 2017 – A newly released market leading report by 650 Group indicates that 200 Gbps, 400 Gbps, and 800 Gbps will all ship in the next five years resulting in robust growth for the Ethernet Switch Market. 
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“The first wave of 200 Gbps and 400 Gbps will hit the market in early 2018 as the Ethernet Switch market expands the number of port speeds just three years since the last major set of technology advances. Both 200 Gbps and 400 Gbps will emerge off of 50 Gbps SERDES technology announced in 2017,” said Alan Weckel, Founder and Technology Analyst at 650 Group.  “The rapid pace of innovation is led not only by impressive technology improvements, but by Software Defined Networks (SDN) which is enabling the Cloud to better utilize the compute and networking resources at their disposal.”

650 Group authored several forecast reports on the subject of 200 Gbps and 400 Gbps as well as 25 and 50 Gbps SERDES speeds.

Merchant Silicon looks at the transition in the market amongst silicon vendors and how the market will transition.  Quarterly reports on this subject include market share for Broadcom, the market leader, as well as emerging vendors like Barefoot, Cavium, Innovium, 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.  This report indicates that Arista, Cisco, Dell, H3C, HPE, Huawei, and Juniper all have significantly different market share in each vertical within data center switching.

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.