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.
 
###

Data Center Summit, technical sessions, plenary speakers and exhibitor announcements will focus on data center network innovations 

SAN DIEGO — As data center traffic grows exponentially from cloud computing and applications including Artificial Intelligence (AI), data science and Internet of Things (IoT), the data center landscape is changing rapidly. 
 
OFC 2019, 3-7 March 2019 in San Diego, California, encompasses the entire ecosystem for data center networking and connectivity, addressing the needs of service and content providers as well as network operators, co-location and cloud providers from around the globe.
 
Optical innovations and optoelectronic integration enable high-speed and low-cost solutions for data center environments. OFC 2019 will feature the latest technological advancements that support the drive for increased efficiency in achieving an optimal user experience.  
 
“For the past several years, OFC has become an increasingly important show for the data center networking community,” said Alan Weckel, Founder and Technology Analyst at 650 Group. “Being the first major show of the year where vendors update their cloud and next-generation platform strategies, OFC helps set the stage for the rest of 2019. We expect to see many exciting vendor announcements at this year’s show.”
 
OFC 2019 will feature world-renowned speakers from top data center operators presenting on the latest networking architectures, leading technical experts reporting on advancements and hundreds of exhibitors demonstrating the latest innovations necessary to meet bandwidth demands. Organizers have aggregated the more than 60 technical and business sessions, workshops and short courses that offer content and training related to data center networks. A comprehensive schedule-at-a-glance is here.
 
“Optical technology remains a critical component of data center networks,” said Gabriella Bosco, Politecnico di Torino, Italy and OFC General Co-Chair. “Recent advances explore ways for these architectures to operate more cost-effectively, efficiently, and rapidly and the OFC program draws out emerging opportunities for operators, and content and service providers.”
 
Business-focused Sessions
This year’s Data Center Summit, Tuesday, 5 March, will feature a keynote from Dave Temkin, Vice President of Networks, Netflix, USA, who will discuss the evolution of content delivery. Another session will debate the adoption and main similarities and differences in open transport architectures for inter-data center, metro and long-haul optical networks, and review the most important related innovations that enable the “open” optical transport evolution.  
 
Three theaters on the show floor will feature technical and business presentations from industry organizations, including COBO, TIP, OpenConfig, Ethernet Alliance, OIF and more.
 
Exhibitors
Of the 700+ exhibiting companies at OFC 2019, more than 100 companies will showcase innovations in all levels of the infrastructure that impacts the network, including: transceivers, routers, switches and intra- and inter- data center equipment.
 
Additionally, several multivendor interoperability demonstrations will be featured on the show floor: OIF will demo Common Electrical I/O(CEI)-112G, FlexE (Flex Ethernet) and 400ZR; and Ethernet Alliance will demo 10 Gigabit Ethernet (10GbE), 25GbE, 50GbE, 100GbE and 400GbE technologies and solutions. Other demonstrations include the Open ROADM MSA SDN and 100G Coherent Transceivers.
 
Technical Sessions
A variety of technical sessions will dig deeper into next-gen technologies such as switching, optical interconnects, coherent systems, direct detection, architecture, machine learning and more. Register here for OFC’s premier technical conference.
 
Training Courses in Data Center Optics
OFC short courses will provide training in data center optics. Topics range from “New Developments in High-speed Optical Networking: OTN beyond 100G, 100G/200G/400G Ethernet, Flex Ethernet” to “Inside and In Between Data Centers” to “High-capacity Data Center Interconnects” and “Photonic Technologies in the Data Center.”
 
ATTENDEE REGISTRATION: 
Attendees may register by visiting ofcconference.org. Admittance to the exhibit hall is free with Exhibits Pass Plus Registration. Learn more. 
 
MEDIA REGISTRATION: 
Media/analyst registration for OFC 2019 can be accessed online. Further information is available on the event website at OFC, including travel details.
 
About OFC
The Optical Fiber Conference and Exhibition (OFC) is the largest global conference and exhibition for optical communications and networking professionals. For more than 40 years, OFC has drawn attendees from all corners of the globe to meet and greet, teach and learn, make connections and move business forward.
 
OFC includes dynamic business programming, an exhibition of more than 700 companies, and high impact peer-reviewed research that, combined, showcase the trends and pulse of the entire optical networking and communications industry. OFC is managed by The Optical Society (OSA) and co-sponsored by OSA, the IEEE Communications Society (IEEE/ComSoc), and the IEEE Photonics Society. OFC 2019 will be held from 3-7 March 2019 at the San Diego Convention Center, California, USA. Follow @OFCConference, learn more OFC Community LinkedIn, and watch highlights OFC YouTube.

— Cloud market revenue expected to exceed $700B in 2022 as 650 Group First To Provide Comprehensive Analysis of Cloud Infrastructure + Services

PORTOLA VALLEY, Calif.  August 20, 2018 —  According to a newly released report issued by founding analysts of 650 Group, Cloud market revenue grew 36% Y/Y in 1Q18 to make for an $84B market. IaaS experienced the strong growth with 53% Y/Y growth. 2Q18 results are indicating significant sequential growth. 

Found in its first Cloud Report, 650 Group covers Colocation, IaaS, SaaS, and Search & Social.

1Q18 Highlights:

• Capital Equipment Expenditures (CAPEX) grew 62% Y/Y to $30 B, including total company CAPEX, Cloud CAPEX, and DC Equipment CAPEX separately. Spending was led by Amazon, Apple, Facebook, Google and Microsoft
• Search and Social revenue grew 31% Y/Y while CAPEX grew 128%
• SaaS revenue grew 41% Y/Y while CAPEX grew 16% Y/Y . The top four SaaS vendors are Microsoft, Salesforce, Oracle, and SAP.

The 650 Group Cloud Report includes CAPEX studies for the Colocation, IaaS, SaaS, and Search and Social Media markets including 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.

“The biggest Tech players define the cloud market, and considering its already robust size ($52B by just four companies), coupled with rapidly increasing adoption, it will continue to grow at a blistering pace up to 2022,” said Alan Weckel, founding analyst for 650 Group.  “The emphasis is on helping consumers, governments and businesses access resources, communications and entertainment, in addition to critical services, ranging from finance/insurance and retail, to manufacturing and healthcare. With CAPEX reaching 62% growth stemming from the largest providers, the cloud market represents a strong growth opportunity for network, storage, component, and optical vendors supplying data center compute and connectivity.”

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.
 
 
 

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.

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.