Dell'Oro: Data center switch sales grew 16% YoY in Q1 of 2022

June 13, 2022
Cloud service providers drove 70 percent of the growth, noted that market information about the telecommunications, networks, and data center IT industries.

According to recently published research from Dell’Oro Group, global data center switch sales grew robustly in 1Q 2022, "reaching the second-highest revenue ever captured in the market, just 2 percent below the record sales level achieved in the prior quarter," according to a press release issued by the industry research firm.

“Despite ongoing supply challenges, the data center switch market continues to perform remarkably well across all major market segments [including] cloud service providers (SPs) [and] telco SPs, as well as large enterprises, with cloud SPs contributing about 70 percent of the Y/Y increase in sales,” revealed Sameh Boujelbene, senior research director at Dell’Oro Group.

Per Dell'Oro, for 1Q 2022, Arista, H3C, Juniper, Star-net Ruijie, and white box vendors captured most of the growth in the market. The new report notes that Arista grew the fastest and was able to gain more than two points of revenue share during the quarter.

Dell'Oro's Boujelbene added, “What was also interesting during the quarter is that despite these supply issues which are impacting all components, all industries, all regions, and all manufacturers, some vendors were somehow able to outperform the market. We would like to note, however, that given elongated lead times that are now exceeding six months on several products, sales and vendors’ performance reported in 1Q 2022 are a reflection of orders, and in some cases, competitive displacements that happened in the second half of last year."

Dell'Oro's 1Q 2022 Ethernet Switch – Data Center report also notes that 25 Gbps, 100 Gbps, 200 Gbps, and 400 Gbps ports comprised nearly 70 percent of the shipments in 1Q 2022 -- "and 80 percent of the revenues as the pandemic has been favoring the new speeds in terms of supply as well as demand."

The researcher noted that 400 Gbps shipments exceeded 800K ports during the quarter, "despite some deferred revenues at certain cloud SPs."

"We expect the 400 Gbps ramp to continue to accelerate this year," concluded Boujelbene.

For more news, projects, and profiles in the ICT cabling and connectivity industry, subscribe to CI&M’s newsletter and follow us on LinkedInTwitter, and Facebook.

About the Author

Cabling Installation & Maintenance Staff

Cabling Installation & Maintenance publishes news and technical information for information and communications technology (ICT) professionals.

Sponsored Recommendations

imVision® - Industry's Leading Automated Infrastructure Management (AIM) Solution

May 29, 2024
It's hard to manage what you can't see. Read more about how you can get visiability into your connected environment.

Global support of Copper networks

May 29, 2024
CommScope designs, manufactures, installs and supports networks around the world. Take a look at CommScope’s copper operations, the products we support, our manufacturing locations...

Adapt to higher fiber counts

May 29, 2024
Learn more on how new innovations help Data Centers adapt to higher fiber counts.

Going the Distance with Copper

May 29, 2024
CommScopes newest SYSTIMAX 2.0 copper solution is ready to run the distanceand then some.