White box switch vendors losing share in 100 GE data center switch market: Analyst

According to a recent report by Dell’Oro Group, a market analyst for the telecommunications, networks, and data center IT industries, white box vendors have been losing share in 100 Gigabit Ethernet data center switching market during 2018. In contrast, branded vendors H3C, Cisco and Huawei gained share, reports Dell'Oro. “During 2018, sales of 100 GE Ethernet Switching has underpinned the entire strength of the Data Center market. As users other than the Top 4 US Cloud Providers deploy 100 Gbps, such as Enterprises and smaller Cloud Providers, they are sticking with branded vendors,” said Sameh Boujelbene, Senior Director at Dell’Oro Group. “We expect ongoing strength in 100 GE through 2019. The vendors have certainly priced it attractively compared to 40 GE. We are seeing price levels in 2018 that we expected a year from now,” added Boujelbene. Additional highlights from the firm's 3Q 2018 Ethernet Switch – Data Center Report include the following: 25 and 100 GE switch ports contributed more than 40 percent of revenue and more than one third of shipments during the quarter. 100 GE ports are expected to double in 2018 and again in 2019 while 400 GE refresh cycle is not expected to materialize until the 400 GE optics are available in 2020.   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, data center core, and campus core. Software is also addressed separately. The report contains in-depth market and vendor-level information on manufacturers’ revenue, ports shipped and average selling prices for both Modular and Fixed, and Fixed Managed and Unmanaged Ethernet Switches (1000 Mbps, 10, 25, 40, 50, 100, 200, and 400 Gbps), plus regional breakouts.

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According to a recent report by Dell’Oro Group, a market analyst for the telecommunications, networks, and data center IT industries, white box vendors have been losing share in 100 Gigabit Ethernet data center switching market during 2018. In contrast, branded vendors H3C, Cisco and Huawei gained share, reports Dell'Oro.

“During 2018, sales of 100 GE Ethernet Switching has underpinned the entire strength of the Data Center market. As users other than the Top 4 US Cloud Providers deploy 100 Gbps, such as Enterprises and smaller Cloud Providers, they are sticking with branded vendors,” said Sameh Boujelbene, Senior Director at Dell’Oro Group. “We expect ongoing strength in 100 GE through 2019. The vendors have certainly priced it attractively compared to 40 GE. We are seeing price levels in 2018 that we expected a year from now,” added Boujelbene.

Additional highlights from the firm's 3Q 2018 Ethernet Switch – Data Center Report include the following:

  • 25 and 100 GE switch ports contributed more than 40 percent of revenue and more than one third of shipments during the quarter.
  • 100 GE ports are expected to double in 2018 and again in 2019 while 400 GE refresh cycle is not expected to materialize until the 400 GE optics are available in 2020.
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, data center core, and campus core. Software is also addressed separately. The report contains in-depth market and vendor-level information on manufacturers’ revenue, ports shipped and average selling prices for both Modular and Fixed, and Fixed Managed and Unmanaged Ethernet Switches (1000 Mbps, 10, 25, 40, 50, 100, 200, and 400 Gbps), plus regional breakouts.

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