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

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.


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Campus Switching, North America, and China Drive Robust Y/Y Growth

Portola Valley, California – May 22, 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 nearly 10% Y/Y on strong campus and data center growth in 1Q19 to approximately $7.5 Billion.  The report also indicated significant regional differences amongst vendors as well as aggressive ASP fluctuations in the market.

“Despite an ongoing trade war, tariffs, and a slowdown in Cloud CAPEX, 1Q19 was a robust and record setting quarter for the Ethernet Switch market,” said Alan Weckel, Founder and Technology Analyst at 650 Group.  “The campus upgrade cycle remained robust with Cisco’s Catalyst 9K portfolio ramping and merger activity like Juniper acquiring Mist.  Significant regional and vertical mix shifts are expected throughout 2019 which will cause the market to move out of equilibrium compared to historical patterns and trends having an adverse effect on market share for the rest of 2019.”

The Quarterly Ethernet Switch report also indicates that China was the strongest performing region with H3C surpassing Huawei in revenue during 1Q19 with western vendors losing market share.  The report also indicates that campus switching outperformed data center switching for the second straight quarter with Cisco gaining share in campus switching and having its strongest market share results in North America since 2016.

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.
 

Portola Valley, California – May 23, 2018 – 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 over 10% Y/Y on strong campus and data center growth in 1Q18 to slightly below $7 Billion.  The report also indicated that 100 Gbps revenues account for over a quarter of all Ethernet Switch Revenue in the data center.

“100 Gbps set a record in revenue and port shipments during 1Q18 as the market was driven by both merchant silicon and custom ASIC solutions.  100 Gbps adoption is also spreading beyond the data center with many vendor announcements in the campus market,” said Alan Weckel, Founder and Technology Analyst at 650 Group.  “The Data Center market for 100 Gbps will remain robust for several years despite Cloud Providers beginning to implement 200 Gbps and/or 400 Gbps based on next generation silicon in the next eighteen months.”

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 1Q18 in the United States while H3C, Huawei, and Ruijie are the market leaders in China.

Additionally, 650 Group also published its Merchant Silicon report that indicates record 25 Gbps SERDES shipments with an expected strong ramp in 2H18 of 50 Gbps SERDES-based solutions.

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.

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.