データセンタ向けイーサネットスイッチ - デローログループの四半期レポート

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この調査レポートは、一年を通してデータセンタ向けイーサネット市場に関する情報を提供する、米国調査会社デローログループ（Dell’Oro Group）の「データセンタ向けイーサネットスイッチ (デローログループの年間サービス)」の四半期レポートです。サーバーアクセス、サーバー集約、データセンターコア、キャンパスコア向けイーサネットスイッチに注目しています。

主な掲載内容（目次より抜粋）

• 世界市場データ - 収益、ポート、平均販売価格
• ベンダデータ
• 世界のイーサネットスイッチ市場 - データセンタ - 総計
• 世界のイーサネットスイッチ市場 - データセンタ - ソフトウェア
• 世界のイーサネットスイッチ市場 - ポート速度毎のモジュラースイッチと固定スイッチ
• 世界のイーサネットスイッチ市場 - データセンタ  - モジュラー
• 世界のイーサネットスイッチ市場 - データセンタ  - 固定
• 世界のイーサネットスイッチ市場 - データセンタ - 固定 - 管理型
• 世界のイーサネットスイッチ市場 - データセンタ - 固定 - 非管理型
• 世界のイーサネットスイッチ市場 - データセンタ  - 地域（合計、北米、EMEA、中国、アジア太平洋地域、その他の国）

米国調査会社デローログループ（Dell’Oro Group）は、通信市場の17以上の分野について継続的に調査を行い、 年間購読サービス、四半期レポート、予測レポートなどの形態で販売しています。 デローログループの提供する年間購読サービス/調査レポートについては、こちらをご参照ください。

Our quarterly Ethernet Switch — Data Center reports offer a detailed view of this important segment of the Ethernet Switch market, as distinct from the Campus Edge Ethernet Switch market. The research focuses on Ethernet switches for:

• Server access
• Server aggregation
• Data center core
• Campus core

Our Ethernet Switch — Data Center report also addresses Software. Software includes 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).

Our Quarterly 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.

We report on:

• Modular and Fixed by Port Speed (combined and separately)

• • 1000 Mbps
  • 10 Gbps
  • 25 Gbps
  • 40 Gbps
  • 50 Gbps
  • 100 Gbps

• Fixed Managed and Unmanaged by Port Speed (combined and separately)

• • 1000 Mbps
  • 10 Gbps
  • 25 Gbps
  • 40 Gbps
  • 50 Gbps
  • 100 Gbps

• Regional Ethernet Switch Market – Data Center – Mfg. Revenue only, including North America, EMEA, China, Asia Pacific, Rest of World

• Worldwide Fibre Channel over Ethernet Switch Market – Enabled

目次

Table of Contents

Executive Summary

Significant Changes .......................... 1
Overview .............................. 2
Definitions ............................ 7
Vendor Product Maps .......................... 8
Methodology ............................ 9

Worldwide Tables (Mfg. Revenue, Ports, Mfg. ASP)

Table 1: Worldwide Ethernet Switch Market - Data Center - Total ............... 1
Table 2: Worldwide Ethernet Switch Market - Data Center - Modular and Fixed ........... 2
Table 3 Worldwide Ethernet Switch Market - Data Center - Modular .............. 4
Table 4: Worldwide Ethernet Switch Market - Data Center - Fixed ............... 6
Table 5 Worldwide Ethernet Switch Market - Data Center - Fixed - Managed ............ 8
Table 6: Worldwide Ethernet Switch Market - Data Center - Fixed - Unmanaged ........... 10
Table 7: Regional Ethernet Switch Market - Data Center - Mfg. Revenue Only ........... 12
Appendix 1: Worldwide Fibre Channel over Ethernet Switch Market - Enabled............ 13

Vendor Tables

Worldwide Ethernet Switch Market - Data Center - Total

Worldwide - Total - Mfg. Revenue ....................... 14

Worldwide Ethernet Switch Market - Data Center - Software

Worldwide - Total - Mfg. Revenue ....................... 15

Worldwide Ethernet Switch Market - Data Center - Modular and Fixed

Worldwide - Total - Mfg. Revenue, Ports, Mfg. ASP ................... 16
Worldwide - 1000 Mbps - Mfg. Revenue, Ports, Mfg. ASP ................ 19
Worldwide - 10 Gbps - Mfg. Revenue, Ports, Mfg. ASP ................. 22
Worldwide - 25 Gbps - Mfg. Revenue, Ports, Mfg. ASP ................. 25
Worldwide - 40 Gbps - Mfg. Revenue, Ports, Mfg. ASP ................. 28
Worldwide - 50 Gbps - Mfg. Revenue, Ports, Mfg. ASP ................. 31
Worldwide - 100 Gbps - Mfg. Revenue, Ports, Mfg. ASP .................. 34
Worldwide - 200 Gbps - Mfg. Revenue, Ports, Mfg. ASP .................. 37
Worldwide - 400 Gbps - Mfg. Revenue, Ports, Mfg. ASP .................. 40

Worldwide Ethernet Switch Market - Data Center - Modular

Worldwide - Total - Mfg. Revenue, Ports, Mfg. ASP ................... 43
Worldwide - 1000 Mbps - Mfg. Revenue, Ports, Mfg. ASP ................ 46
Worldwide - 10 Gbps - Mfg. Revenue, Ports, Mfg. ASP ................. 49
Worldwide - 25 Gbps - Mfg. Revenue, Ports, Mfg. ASP ................. 52
Worldwide - 40 Gbps - Mfg. Revenue, Ports, Mfg. ASP ................. 55
Worldwide - 50 Gbps - Mfg. Revenue, Ports, Mfg. ASP ................. 58
Worldwide - 100 Gbps - Mfg. Revenue, Ports, Mfg. ASP .................. 61
Worldwide - 200 Gbps - Mfg. Revenue, Ports, Mfg. ASP .................. 64
Worldwide - 400 Gbps - Mfg. Revenue, Ports, Mfg. ASP .................. 67

Worldwide Ethernet Switch Market - Data Center - Fixed - Total

Worldwide - Total - Mfg. Revenue, Ports, Mfg. ASP ................... 70
Worldwide - 1000 Mbps - Mfg. Revenue, Ports, Mfg. ASP ................ 73
Worldwide - 10 Gbps - Mfg. Revenue, Ports, Mfg. ASP ................. 76
Worldwide - 25 Gbps - Mfg. Revenue, Ports, Mfg. ASP ................. 79
Worldwide - 40 Gbps - Mfg. Revenue, Ports, Mfg. ASP ................. 82
Worldwide - 50 Gbps - Mfg. Revenue, Ports, Mfg. ASP ................. 85
Worldwide - 100 Gbps - Mfg. Revenue, Ports, Mfg. ASP .................. 88
Worldwide - 200 Gbps - Mfg. Revenue, Ports, Mfg. ASP .................. 91
Worldwide - 400 Gbps - Mfg. Revenue, Ports, Mfg. ASP .................. 94

Worldwide Ethernet Switch Market - Data Center - Fixed - Managed

Worldwide - Total - Mfg. Revenue, Ports, Mfg. ASP ................... 97
Worldwide - 1000 Mbps - Mfg. Revenue, Ports, Mfg. ASP ................. 100
Worldwide - 10 Gbps - Mfg. Revenue, Ports, Mfg. ASP .................. 103
Worldwide - 25 Gbps - Mfg. Revenue, Ports, Mfg. ASP .................. 106
Worldwide - 40 Gbps - Mfg. Revenue, Ports, Mfg. ASP .................. 109
Worldwide - 50 Gbps - Mfg. Revenue, Ports, Mfg. ASP .................. 112
Worldwide - 100 Gbps - Mfg. Revenue, Ports, Mfg. ASP ................ 115
Worldwide - 200 Gbps - Mfg. Revenue, Ports, Mfg. ASP ................ 118
Worldwide - 400 Gbps - Mfg. Revenue, Ports, Mfg. ASP ................ 121

Worldwide Ethernet Switch Market - Data Center - Fixed - Unmanaged

Worldwide - Total - Mfg. Revenue, Ports, Mfg. ASP ................. 124
Worldwide - 1000 Mbps - Mfg. Revenue, Ports, Mfg. ASP ................. 127
Worldwide - 10 Gbps - Mfg. Revenue, Ports, Mfg. ASP .................. 130
Worldwide - 25 Gbps - Mfg. Revenue, Ports, Mfg. ASP .................. 133
Worldwide - 40 Gbps - Mfg. Revenue, Ports, Mfg. ASP .................. 136
Worldwide - 50 Gbps - Mfg. Revenue, Ports, Mfg. ASP .................. 139
Worldwide - 100 Gbps - Mfg. Revenue, Ports, Mfg. ASP ................ 142
Worldwide - 200 Gbps - Mfg. Revenue, Ports, Mfg. ASP ................ 145
Worldwide - 400 Gbps - Mfg. Revenue, Ports, Mfg. ASP ................ 148

Worldwide Ethernet Switch Market - Data Center - Regions (Total, North America, EMEA, China, Asia Pacific, Rest of World)

Regions - Revenue .......................... 151

Appendices

Fibre Channel over Ethernet Switch - Enabled

Appendix 2: Worldwide - Total - Mfg. Revenue, Ports, Mfg. ASP …. ............ 157

Arista, H3C, Huawei, White Box Vendors Drove Robust Growth in 2Q 2018 Data Center Switch Market, According to Dell’Oro Group

25 and 100 Gigabit Ethernet Ports Comprised a Quarter of Total Port Shipments

REDWOOD CITY, Calif. ? September 10, 2018 ? According to a recent report by Dell’Oro Group, the trusted source for information about the telecommunications, networks, and data center IT industries, Arista, H3C, Huawei and White Box switching vendors drove robust growth in 2Q 2018 Data Center Switch market. 25 and 100 Gigabit Ethernet ports comprised a quarter of total port shipments.

“The Data Center Switch market grew eight percent year-over-year in the 2Q 2018 despite a strong double-digit growth recorded in the year-ago period,” said Sameh Boujelbene, Senior Director at Dell’Oro Group. “Strong demand from cloud service providers as well as large enterprises drove the switch sales growth. Arista, H3C, Huawei and White Box switching vendors captured most of the growth, while Cisco saw a decline in its data center switching revenue due to a back-end loaded fiscal quarter,” added Boujelbene.

Additional highlights from the 2Q 2018 Ethernet Switch ? Data Center Report:

• Hyperscale cloud service providers such as Google, Microsoft, Facebook and Alibaba recorded strong capital spending for data center infrastructure.
• Growth was broad-based across all regions but more pronounced in China.
• 25 Gigabit Ethernet surpassed 10 percent of port shipments during the quarter.
• 100 Gigabit Ethernet comprised a third of the revenue and 15 percent of the shipments.

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, 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.