10-GbE grows while overall Ethernet shipments decline
While GbE was sliding 6.5 percent, 10-GbE jumped 21 percent.
In-Stat's most recent quarterly report on the shipment of Ethernet ports says 10-GbE gained in early 2011 while overall Ethernet port shipments receded. The year-over-year (first quarter 2011 vs. first quarter 2010) growth for 10-Gbit Ethernet was 21 percent. Otherwise, In-Stat released Q1 numbers for Ethernet as a whole. Or, perhaps we should say, as a hole. Port shipments fell 7 percent in Q1 compared to Q4 and revenues were down 12 percent. Gigabit Ethernet was a key subset, with port shipments falling 6.5 percent and revenues down 15.6 percent from Q4-2010 to Q1-2011.
In-Stat noted a shift in consumption by geographic region, with Asia-Pacific and "rest of world" (including Latin America) gaining share in the first quarter of this year. APAC consumed 31.7 percent of shipments, gaining a full point from the 30.7-percent share it held in Q4. And In-Stat analyst Brad Shaffer pointed to Latin America as the primary reason the ROW region climbed to 7.5 percent of all shipments in the first quarter.
The report, which is available for $3,495, also breaks down port shipments by form factor and market share by manufacturer (see table below).