COVID-19 Hits Supply Chain; Demand Varies Based on Vertical and Geography
PORTOLA VALLEY, Calif – May 27, 2020 – 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 declined nearly 10% Y/Y on weak campus and data center results in 1Q20, declining to approximately $7B. The report also indicated significant regional differences amongst vendors, as well as aggressive ASP fluctuations in the market. “The Ethernet Switch market contracted in the expected regions and verticals in 1Q20,” said Alan Weckel, Founder and Technology Analyst at 650 Group. “Supply chain constraints in factories and components remain entering the last month of 2Q20. Certain component shortages will remain well into 2021 as vendors prioritize customers and products throughout the year. Our vertical analysis of the campus and data center Ethernet switching markets indicates a different recovery rate and use of technology as the market begins to rebound in 2H20. Digital transformation and the use of cloud platforms will be critical to companies going forward, especially as the digital divide increases across regions and customers.” The 650 Group Quarterly Ethernet Switch report also indicates what impact the trade war is having on campus suppliers and the surge in 25 Gbps port shipments from H3C and Huawei. The report highlights how campus Ethernet switching outperformed data center switching with new products from Arista, Cisco, Extreme Networks, and Juniper all ramping during the quarter. 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, and 800 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. ### 1Q19 Results and 2Q19 Forecast Very Different in the Cloud, Enterprise, and Telco Service Provider Markets
Portola Valley, California – June 18, 2019 – Newly released reports by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, indicates that the supply chain is not being impacted the same way by the war with system and component suppliers having different exposure in the enterprise, cloud, and service provider supply chain. “Some markets, like the Enterprise WLAN market, saw an immediate negative impact coincident with the escalation of the trade war,” said Chris DePuy, Founder and Technology Analyst at 650 Group. “For instance, in 1Q19, Enterprise WLAN revenues in China were down year-over-year. Additionally, the WLAN semiconductor industry is undergoing significant changes in part due to disruption in the supply chain.” “In late 2018 and early 2019, North American vendors with exposure to Enterprise and Cloud markets experienced relatively stronger year-over-year results than Chinese competitors,” said Alan Weckel, Founder and Technology Analyst at 650 Group. “As a result of short buying cycles and robust competition, we expect the markets serving Enterprise and Cloud service providers will experience a relatively smaller percentage hit from the impact of the trade war compared to that of the telecom industry. However, the impact may not be uniform because multi-vendor projects that involve suppliers caught up in the trade war may be put on hold until substitute vendors are named.” The newly released research also indicates that certain market categories, such as telecom equipment, may decline during the trade war and will gradually rebound over the long term, while other markets, such as Ethernet Switching or servers will more rapidly recover after vendor swap-outs by the end of 2019. About the Ethernet Switch Quarterly Report 650 Group offer detailed forecast and quarterly details across enterprise, service provider, and cloud infrastructure markets. For more information about the reports, 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. ### Enterprise and Data Center Switching markets shatter old records
Portola Valley, California – Feb. 26, 2019 – 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 10% Y/Y on strong campus and data center growth in 2018 to slightly over $31 Billion. The report also indicated China revenue reached an all-time high in the year on robust campus and data center growth. “The Data Center market continued to surge despite some concerns of Cloud CAPEX growth rates slowing. There is a disconnect in Cloud CAPEX and networking CAPEX; we note that networking CAPEX continues to be robust, despite overall CAPEX growth rate contractions amongst the largest Cloud providers,” said Alan Weckel, Founder and Technology Analyst at 650 Group. “Overall CAPEX growth rate slowdown is being driven by Compute and Storage. 400G seems to have pushed out about one full quarter as well from both a system and optics view with the market anticipated second generation 400 Gbps product announcements by the end of the calendar year.” The Quarterly Ethernet Switch report also indicates the Cisco and HPE Aruba were responsible for over half the revenue growth in the Enterprise market while Arista and White Box were responsible for over half the revenue growth in the Data Center Market. The Quarterly Ethernet Switch report related to this segment indicates that Arista, Cisco, HPE, and Juniper are the market leaders in the Ethernet Switch Market in 2018 in the United States while H3C, Huawei, and Ruijie are the market leaders in China. 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, and 400 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. ### Cloud-Managed Wi-Fi and Ethernet Switch Services Revenue Grew Over 60% Y/Y, According to 650 Group9/6/2017
Portola Valley, California – September 6, 2017 – A newly released report by 650 Group indicates that revenues for Cloud-Managed Services of the combined market of WLAN Infrastructure and Campus Ethernet switches grew over 60% year-over-year. Campus Ethernet Switch and Wireless LAN combined revenues accelerated to 10% Y/Y. On a Y/Y basis, vendors that took revenue share in the of Unified Access, which consists of Campus Ethernet Switches and Enterprise-class Wireless LAN, were Extreme, Huawei and Ubiquiti Networks.
“Cloud-managed services revenue grew faster on a Y/Y basis than the prior quarter’s rate due to several factors. First, revenue growth for Unified Access products, which consist of Campus Ethernet switches and Enterprise-class Wireless LAN, grew at its fastest rate in years,” said Chris DePuy, Founder and Technology Analyst at 650 Group. “Second, the trend towards cloud-managed is as strong as ever as enterprise customers move away from hardware-based Wireless LAN Controller systems that were invented over 15 years ago. Third, and much more recently, some vendors have incorporated cloud-managed services to manage their Campus Ethernet Switch products in addition to their Wireless LAN products.” Vendors included in this report include Aerohive, Alcatel-Lucent Enterprise, Cisco, DELL, Extreme, H3C, HPE Aruba, Huawei, Juniper, Ruckus Wireless, Ubiquiti Networks and Riverbed Xirrus. Top revenue share vendors in the Unified Access market include Cisco, HPE Aruba and Huawei. Top revenues in the cloud-managed Unified Access market include Cisco, Aerohive and HPE Aruba. About the Unified Access and Cloud-Services Quarterly Report The Unified Access and Cloud-Services Quarterly Report offers a market assessment of vendor performance and market share in the combined market of Campus Ethernet Switches and Enterprise-class WLAN infrastructure devices, as for cloud-managed Wi-Fi and switch services and related product revenues. 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. Cloud Continues to Deploy 40 Gbps While 100 Gbps Ramps Aggressively
Portola Valley, California – August 15, 2017 – An upcoming report by 650 Group will indicate that the Ethernet Switch Market will grow robustly in 2Q17. The report will also indicate that 100 Gbps revenues continued to expand, and also that 40 Gbps revenues grew strongly on a quarter-over-quarter basis on robust Cloud, Telco, and Enterprise demand. “Bandwidth demand in the Cloud was so significant in 2Q17 that Cloud providers adopted significant quantities of both 40 Gbps and 100 Gbps solutions. Demand was robust in all Cloud verticals. Typically at this point in an upgrade cycle, customers would have moved away from the previous technology at a more rapid pace then what we have seen so far in 2017,” said Alan Weckel, Founder and Technology Analyst at 650 Group. “However, demand from the Cloud has been so robust that both 40 and 100 Gbps Ethernet have both been strong. Additionally, we anticipate volumes of 40 Gbps and 100 Gbps in the enterprise campus market will pick up as vendors such as Cisco and HPE Aruba have both had significant new product introductions.” The Quarterly Ethernet Switch report will also look at regional differences in the market as preliminary 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. 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. |
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