Our quarterly Ethernet Switch — Data Center reports offer a detailed view of this important segment of the Ethernet Switch L2+3 overall market, as distinct from the Ethernet Switch Campus market. In addition, our Ethernet Switch — Data Center reports contain in-depth market-level and vendor-level information on manufacturers’ revenue, ports shipped and average selling prices for the physical switches as listed below. Separately, we also report topline revenue attributed to the Software segment. The report addressed software-based Ethernet Switch functionality that is not included in the physical switch.
Types of products within the Software segment are:
Custom end user based software that is designed and built by the end user for its own purposes and not for resale (for example, a controller built by Google for Google).
Vendor-based software that is built by a vendor for resale to multiple companies (for example, a Cumulus Operating system or Cisco’s APIC controller).
The research focuses on Ethernet switches for:
Server access and aggregation
Storage systems aggregation
Data Center core
We report on:
Modular and Fixed by Port Speed (combined and separately)
1/10/25/40/50/100/200/400/800≥1600 Gbps
Fixed Managed and Unmanaged by Port Speed (combined and separately)
1/10/25/40/50/100/200/400/800≥1600 Gbps
Customer Segments:
Cloud Service Providers
Telecom Service Providers
Large Enterprises or Private Cloud
Rest of Enterprises
Ethernet Switch Market – Data Center by region – Mfg. Revenue only, including North America, EMEA (Europe, Middle East, and Africa), China only, Asia Pacific excluding China, CALA (Caribbean and Latin America)
Data Center Switch Sales Hit Record High in 3Q 2024, Bolstered by AI Infrastructure Buildouts, According to Dell’Oro Group
Arista Continues to Lead the Market While Celestica Secured Largest Share Gain
REDWOOD CITY, Calif. December 10, 2024
According to a recently published report from Dell’Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, Ethernet Data Center Switch sales recorded strong-double digit growth in the third quarter, reaching an all-time high. Arista, H3C, Nvidia, Ruijie, Celestica, and other white box suppliers captured the majority of the revenue growth.
“While we are encouraged by the early sign of spending recovery on traditional front-end networks for general purpose servers, the bulk of sales increase during the quarter was propelled by AI infrastructure buildouts,” said Sameh Boujelbene, Vice President at Dell’Oro Group. “Majority of the sales increase was contributed by Cloud Service Providers. In the meantime, AI-related investments in other segments of the market remain insufficient to counter the ongoing slowdown in front-end network spending,” added Boujelbene.
Additional highlights from the 3Q 2024 Ethernet Switch–Data Center Report:
Arista continues to lead the market and Celestica captured the largest share gain for the second quarter in a row.
More than 20 million of 200 Gbps, 400 Gbps, and 800 Gbps Ethernet switch ports shipped year-to-date in the market.
Data Center Switch revenues in 2024 are on track to achieve double-digit growth, with further acceleration anticipated in 2025. This growth will be fueled by sustained strength in AI investments and a projected recovery in spending on front-end networks.
About the Report
The Dell’Oro Group Ethernet Switch – Data Center Quarterly Report offers a detailed view of the market, including Ethernet switches for server access, server aggregation, and data center core. (Software is addressed separately.) The report contains in-depth market and vendor-level information on manufacturers’ revenue; ports shipped; average selling prices for both Modular and Fixed Managed and Unmanaged Ethernet Switches (1, 10, 25, 40, 50, 100, 200, 400, ≥800 Gbps); revenue split by market segments as well as regional breakouts.
