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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Semiconductor and Supply Chain Shortages Limit Data Center Buildouts

Incline Village, NV.  August 23, 2021 —  According to a newly released report issued by the 650 Group, US hyperscaler cloud market revenue grew 43% Y/Y in 2Q21 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, Infrastructure as a Service (IaaS), SaaS, and Search & Social for companies such as Amazon, Apple, Facebook, Google and Microsoft.

“2Q21 IaaS revenue hit a record, far exceeding 4Q20’s previous revenue record,” said Alan Weckel, founding analyst for 650 Group. “IaaS continues to increase in influence throughout the entire component and semiconductor supply chain.  The number of applications that enterprises and consumers use each day continues to increase, and the majority of those applications exist in hyperscalers IaaS data centers.  Many critical components for cloud data center build-outs during the quarter remain constrained.”

2Q’21 Highlights:
o    Search and Social revenue surges.  Google and Facebook remain dominant, but the rest of the market shows signs of gaining ground
o    IaaS revenue growth was robust as many enterprises rely on the cloud to support their new-normal hybrid workforce and environments
o    US Hyperscaler made approximately $1M in cloud revenue every minute during 2Q21
o    Supply Constraints remain in 2Q21 related to COVID-19 and trade war events
o    Hyperscalers are poised to ramp next-generation server and networking architectures over the next two years
o    US Hyperscaler Revenue is Nearly 10X the size of Chinese Hyperscaler Revenue in 1H21
o    US Hyperscaler influence on the supply chain is increasing

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.  Going beyond just cloud revenue provides a unique look into where and how the largest cloud providers deploy equipment.  In the report, you can see the trend towards more CAPEX spending occurring in IaaS as many SaaS providers choose IaaS instead of building out their own infrastructure.

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.

Enterprise WLAN Market Rebounded with 25% growth in 1Q’21, Driven by 197% Y/Y Wi-Fi 6 Revenue Growth

INCLINE VILLAGE, Nevada – June 17, 2021 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, indicates that the Enterprise Wireless LAN (WLAN) Infrastructure Market grew 25% Y/Y in 1Q21 to approximately $1.8 B.  The report also highlights that Cloud-Managed WLAN Services experienced 38% Y/Y revenue growth, a notable acceleration versus the previous five quarters. 

"Cloud-Managed WLAN Services are growing faster than they have the past several quarters as a larger group of vendors embrace this exciting technology,” said Chris DePuy, Founder and Technology Analyst at 650 Group.  “Our quarterly Cloud-Managed Services publication shows that some leading vendors like Commscope, Extreme Networks, HPE Aruba, and Juniper are growing more rapidly than the overall market.  As these companies improve and promote their cloud-managed services to their customers, it has expanded the size of the market."

The Cloud-Managed Network Services publication indicates that the top five vendors are Cisco Systems, Extreme Networks, HPE Aruba, Commscope, and Juniper.  In the Enterprise WLAN report, Cisco Systems, HPE Aruba, Ubiquiti, Commscope, and Extreme Networks rounded out the top five players by revenue.  Additionally, the report shows that Wi-Fi 6 market revenues nearly doubled Y/Y and forecasts that the highest growth Access Point types next year will be Wi-Fi 6 and Wi-Fi 6E systems. 

About the Enterprise WLAN and Cloud-Managed Network Services Quarterly Reports
The Enterprise Wireless LAN Quarterly Report offers a market assessment of vendor performance and market share, and forecasts.  The report covers Enterprise Indoor Access Points, Enterprise Outdoor Access Points, Controllers for the following speeds:  802.11n, 802.11ac Wave 1, 802.11ac Wave 2, Wi-Fi 6, Wi-Fi 6E, Wi-Fi 7.  The Cloud-Managed Network Services Report entails Cloud-Managed Services Cloud-Managed Network Products for Enterprise WLAN and Campus Ethernet Switching. 650 Group publishes additional segment-specific reports in WLAN, such as customer size, vertical markets, and distribution channels. 
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.
 
 

Data Center Switching Records Strongest Growth; Campus Switching Records Third Straight Quarter of Y/Y Growth
 
INCLINE VILLAGE, Nev. – June 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 10% for 1Q’21 to approximately $7.5 B.  The report also revealed significant regional differences, with China showing robust growth in 2020 and with Europe, Japan, and the United States all contracting.

"The Ethernet Switch market continued to perform robustly, despite supply constraints and an uneven recovery from COVID-19," said Alan Weckel, Founder and Technology Analyst at 650 Group. "400 Gbps set another record as T2 Cloud performance was inconsistent, but hyperscaler and telco cloud growth remained robust.   In Campus switching, mid-market began to grow again, and verticals hit by COVID-19 such as retail began their recovery.  2021 will see significant market share shifts as vendors have different exposure to verticals and regional theatres.”
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 data center switch branded 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 1Q’21.  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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