“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.