Hyperscalers Need for Bandwidth will Transition the Cable Market Away from DAC and Towards AEC

Incline Village, Nevada – March 7, 2021 – An upcoming report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, indicates that the AEC market will quickly replace the DAC market as Hyperscalers and quickly expand into the rest-of-cloud, enterprise, and SPs. The report also reveals that the semiconductor content of each cable could be different.

"AEC cables will play a pivotal role in server to Top-of-Rack switching in the data center as server speeds increase to 100 Gbps and beyond," said Alan Weckel, Founder and Technology Analyst at 650 Group.  "AI/ML-based servers are already pushing the limits of current cable technology, and AEC will play a key role in connectivity in the future.  We are excited to expand our research to create a new report focused on this exciting, billion-dollar part of the Ethernet Switch, server, and data center market."

The Quarterly Active Electrical Cable (AEC) report includes segmentation on the different types of AEC cables and the different go-to-markets that semiconductor vendors have chosen.  Forecast projections include semiconductors, cables, revenue, and quarterly market share as additional vendors enter the market with cables and semiconductors.

About the Active Electrical Cable (AEC) Quarterly and Forecast Report
The AEC Report offers a market assessment of vendor performance and market share in the AEC market.  The report includes vendor performance and a long-term forecast.  In addition, the report looks at the different types of AEC cables and the semiconductors and different go-to-market strategies in the market.  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. To learn more, visit http://www.650group.com
 

Data Center Switching Records from Cloud and Hyperscalers; Campus Switching Records From Strong Cloud Managed Growth

INCLINE VILLAGE NV– March 2, 2022 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, reveals that the Ethernet Switch Market grew over 5% Y/Y in 4Q21 to over $9 B.  The report also revealed significant regional differences in vendor performance with many records set.
Highlights for the quarter include:

• Ethernet Switch Market exceeds $9B per quarter run-rate for the first time
• 2021 Full-year revenue records for Arista, Fortinet, H3C, HPE Aruba, Huawei, Ruijie, Ubiquiti, and White Box
• Over 100K Branded 400 Gbps ports for the first time in 4Q21
• A significant transition towards Cloud Managed and Subscription revenue in campus switching

"The Ethernet Switch market hit record levels in 4Q’21 as vendors could increase shipments into broad-based demand amongst campus deployments for enterprises and expanded data center demand," said Alan Weckel, Founder and Technology Analyst at 650 Group.  "2022 results will depend on the ability of the supply chain to continue to heal as the campus switch market continues to transition to subscription revenue and Hyperscalers ramp 400 Gbps and begin to trial 800 Gbps."

The Quarterly Ethernet Switch report indicates that the top four campus switch vendors after Cisco in North America were HPE Aruba, Extreme Networks, Ubiquiti, and Juniper.  The top three branded data center switch vendors after Cisco in North America were Arista, Juniper, and Dell.  In addition, the report highlights how business size, vertical exposure, and hyperscaler adoption drove vendor performance in 4Q21. 

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. To learn more visit: http://www.650group.com
 

Enterprise WLAN Market Rebounded 20% in 4Q21, Driven by Significant Price Increases

Incline Village, Nevada – March 2, 2022 – 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 20% Y/Y in 4Q21 to approximately $2.3 B. The report also highlighted that Cloud-Managed WLAN Services experienced 37% Y/Y revenue growth, an acceleration versus the previous quarter. 

"Cloud-Managed WLAN Services are growing faster than hardware sales as a larger group of vendors embrace this exciting technology. 650 Group’s quarterly Cloud-Managed Services publication shows that some leading vendors: Commscope, Extreme Networks, HPE Aruba, and Juniper Networks are growing more rapidly than the overall Cloud-Managed WLAN services market," said Chris DePuy, Founder and Technology Analyst at 650 Group. "Another major factor driving revenue growth is mix shifts towards higher-end products and price hikes to factor in supply challenges. This has driven average selling prices higher. We anticipate that the Enterprise WLAN market will stay at elevated pricing for the foreseeable future, reversing price erosion trends seen in years past.

DePuy continued, "As prices trend higher and subscriptions become mandatory, we anticipate that customers will demand more from vendors, who are offering innovative cloud services like location services, advanced network troubleshooting, and deployment acceleration systems. We think there will be an increasing focus on these services and will be as influential in vendor selection as vendor selection of radio technology offered in access points."

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 rounded out the top five players by revenue. 

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. Learn more at http://www.650group.com

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400 Gbps Based Router Platforms Projected to Triple in 2022
 
Incline Village, NV.  February 24, 2022 —  According to a newly released report issued by the 650 Group, the Service Provider (SP) Routing market will continue to grow through 2026, led by 400 Gbps port growth and continued robust demand for 100 Gbps in Telco, Cable, and Cloud deployments.
 
650 Group’s latest report indicates that 400 Gbps Router platforms based on 56 Gbps SERDES make up less than 10% of the market's revenue in 2021.  Still, by 2023, those platforms will make up almost 33% of revenue, and next-generation 800 Gbps Router platforms based on 112 Gbps SERDES will begin ramping. 
 
The SP Routing market report also indicates the regional trends impacting China, North America, and Europe, where vendor performance remains very different in each region based on  such factors as the supply chain, a trade war, and project timing.
 
"The SP Routing market is going through back-to-back upgrade cycles to 400 Gbps, and 800 Gbps as cloud and service provider demand for bandwidth drives a rapid pace of innovation," said Alan Weckel, founding analyst for 650 Group.  "Cisco, Juniper, and Nokia all have next-generation 800 Gbps announcements that will help drive adoption in higher speeds and DCI with the use of ZR/ZR+ optics."
 
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 ten research programs focused on SP and Cloud trends. Learn more at http://www.650group.com

SD-WAN Architectures Becoming Critical to Enterprise Multi-Cloud Deployments, Quarterly revenues for overall market now approaching $1B
 
Incline Village, NV.  Feb. 14, 2022 —  According to a newly released report issued by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, the SD-WAN market will grow more than 30% in 4Q21 and will grow to double in size by 2026.

Unlike other enterprise markets where physical hardware remains dominant, the SD-WAN market gets a significant portion of its revenue from subscriptions. As a result, the top 5 five vendors: Cisco, Fortinet, HPE Aruba, Versa, and VMware (listed in alphabetical order) continue to increase market share. In addition, each vendor has unique strengths in their offerings that customers find attractive.
 
The SD-WAN reports include vendor market shares and long-term forecasts for the SD-WAN market. The report also includes regional market shares and projections to look at the regional differences in adoption in China, Europe, and North America.
 
“The SD-WAN market continues to surge as customers look towards the technology to help support their ever-changing, multi-cloud worlds,” said Alan Weckel, founding analyst for 650 Group. “Since the COVID-19 pandemic started, the need to support application and employees at different locations became even more critical to most enterprises. In addition, the market saw increased adoption of SD-WAN to support the more rapid pace of digitization. By the end of 2022, the market should be on pace to be on a $1B quarterly run-rate.”
 
Visit http://www.650group.com for more information.
 
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 15 research programs focused on Enterprise trends.