データセンタ向けイーサネットスイッチの四半期レポート

サマリー

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、CALA）

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 L2+3 overall market, as distinct from the Ethernet Switch Campus market. In addition, our 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.  The report addressed software-based 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).

The research focuses on Ethernet switches for:

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

We report on:

• Modular and Fixed by Port Speed (combined and separately)
  • 1000 Mbps
  • 10 Gbps
  • 25 Gbps
  • 40 Gbps
  • 50 Gbps
  • 100 Gbps
  • 200 Gbps
  • 400 Gbps
• Fixed Managed and Unmanaged by Port Speed (combined and separately)
  • 1000 Mbps
  • 10 Gbps
  • 25 Gbps
  • 40 Gbps
  • 50 Gbps
  • 100 Gbps
  • 200 Gbps
  • 400 Gbps
• Ethernet Switch Market - Data Center by region ? Mfg. Revenue only, including North America, EMEA (Europe, Middle East, and Africa), China only, Asia Pacific excluding China, CALA (Caribbean and Latin America)
• Worldwide Fibre Channel over Ethernet Switch Market ? Enabled

For a comprehensive view of the entire data center, we offer a package of data center equipment research including Controllers & Adapters, Servers, Storage Systems, and Data Center Ethernet Switches.

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: Ethernet Switch Market - Data Center - Total by Customer Segment - Mfg. Revenue Only ........12
Table 8: Regional Ethernet Switch Market - Data Center - Mfg. Revenue Only ...........13

Vendor Tables

Worldwide Ethernet Switch Market - Data Center - Total

Worldwide - Total - Mfg. Revenue .......................13

Worldwide Ethernet Switch Market - Data Center - Software

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

Worldwide Ethernet Switch Market - Data Center - Modular and Fixed

Worldwide - Total - Mfg. Revenue, Ports, Mfg. ASP ...................15
Worldwide - 1000 Mbps - Mfg. Revenue, Ports, Mfg. ASP................18
Worldwide - 10 Gbps - Mfg. Revenue, Ports, Mfg. ASP .................21
Worldwide - 25 Gbps - Mfg. Revenue, Ports, Mfg. ASP .................24
Worldwide - 40 Gbps - Mfg. Revenue, Ports, Mfg. ASP .................27
Worldwide - 50 Gbps - Mfg. Revenue, Ports, Mfg. ASP .................30
Worldwide - 100 Gbps - Mfg. Revenue, Ports, Mfg. ASP ..................33
Worldwide - 200 Gbps - Mfg. Revenue, Ports, Mfg. ASP ..................36
Worldwide - 400 Gbps - Mfg. Revenue, Ports, Mfg. ASP ..................39

Worldwide Ethernet Switch Market - Data Center - Modular

Worldwide - Total - Mfg. Revenue, Ports, Mfg. ASP ...................42
Worldwide - 1000 Mbps - Mfg. Revenue, Ports, Mfg. ASP................45
Worldwide - 10 Gbps - Mfg. Revenue, Ports, Mfg. ASP .................48
Worldwide - 25 Gbps - Mfg. Revenue, Ports, Mfg. ASP .................51
Worldwide - 40 Gbps - Mfg. Revenue, Ports, Mfg. ASP .................54
Worldwide - 50 Gbps - Mfg. Revenue, Ports, Mfg. ASP .................57
Worldwide - 100 Gbps - Mfg. Revenue, Ports, Mfg. ASP ..................60
Worldwide - 200 Gbps - Mfg. Revenue, Ports, Mfg. ASP ..................63
Worldwide - 400 Gbps - Mfg. Revenue, Ports, Mfg. ASP ..................66

Worldwide Ethernet Switch Market - Data Center - Fixed - Total

Worldwide - Total - Mfg. Revenue, Ports, Mfg. ASP ...................69
Worldwide - 1000 Mbps - Mfg. Revenue, Ports, Mfg. ASP................72
Worldwide - 10 Gbps - Mfg. Revenue, Ports, Mfg. ASP .................75
Worldwide - 25 Gbps - Mfg. Revenue, Ports, Mfg. ASP .................78
Worldwide - 40 Gbps - Mfg. Revenue, Ports, Mfg. ASP .................81
Worldwide - 50 Gbps - Mfg. Revenue, Ports, Mfg. ASP .................84
Worldwide - 100 Gbps - Mfg. Revenue, Ports, Mfg. ASP ..................87
Worldwide - 200 Gbps - Mfg. Revenue, Ports, Mfg. ASP ..................90
Worldwide - 400 Gbps - Mfg. Revenue, Ports, Mfg. ASP ..................93

Worldwide Ethernet Switch Market - Data Center - Fixed - Managed

Worldwide - Total - Mfg. Revenue, Ports, Mfg. ASP ...................96
Worldwide - 1000 Mbps - Mfg. Revenue, Ports, Mfg. ASP................99
Worldwide - 10 Gbps - Mfg. Revenue, Ports, Mfg. ASP ..................102
Worldwide - 25 Gbps - Mfg. Revenue, Ports, Mfg. ASP ..................105
Worldwide - 40 Gbps - Mfg. Revenue, Ports, Mfg. ASP ..................108
Worldwide - 50 Gbps - Mfg. Revenue, Ports, Mfg. ASP ..................111
Worldwide - 100 Gbps - Mfg. Revenue, Ports, Mfg. ASP ................114
Worldwide - 200 Gbps - Mfg. Revenue, Ports, Mfg. ASP ................117
Worldwide - 400 Gbps - Mfg. Revenue, Ports, Mfg. ASP ................122

Worldwide Ethernet Switch Market - Data Center - Fixed - Unmanaged

Worldwide - Total - Mfg. Revenue, Ports, Mfg. ASP .................123
Worldwide - 1000 Mbps - Mfg. Revenue, Ports, Mfg. ASP.................126
Worldwide - 10 Gbps - Mfg. Revenue, Ports, Mfg. ASP ..................129
Worldwide - 25 Gbps - Mfg. Revenue, Ports, Mfg. ASP ..................132
Worldwide - 40 Gbps - Mfg. Revenue, Ports, Mfg. ASP ..................135
Worldwide - 50 Gbps - Mfg. Revenue, Ports, Mfg. ASP ..................138
Worldwide - 100 Gbps - Mfg. Revenue, Ports, Mfg. ASP ................141
Worldwide - 200 Gbps - Mfg. Revenue, Ports, Mfg. ASP ................144
Worldwide - 400 Gbps - Mfg. Revenue, Ports, Mfg. ASP ................147

Worldwide Ethernet Switch Market - Data Center - by Customer Segment Cloud SPs

Worldwide - Data Center - Total - Mfg. Revenue ...................150
Worldwide - Data Center - Cloud SPs - Mfg. Revenue .................151
Worldwide - Data Center - Telco SPs - Mfg. Revenue..................152
Worldwide - Data Center - Large Enterprises/Private Cloud - Mfg. Revenue.............153
Worldwide - Data Center - Rest of Enterprises - Mfg. Revenue................154
Worldwide Ethernet Switch Market - Data Center - Regions (Total, North America, EMEA, China, Asia Pacific, CALA) Regions - Revenue ..........................155

2Q 2020 Sales of Data Center Switches Rebounded in China, up Nearly 30 Percent Y/Y, According to Dell’Oro Group

Revenue Outside of China Continues to Slide

REDWOOD CITY, Calif. - September 1st, 2020 - According to a recent report by Dell’Oro Group, the trusted source for information about the telecommunications, networks, and data center IT industries, data center switch revenue showed a strong recovery in China during the second quarter, growing nearly 30 percent year-over-year (Y/Y). In the meantime, revenue outside of China declined at a steeper rate than in 1Q 2020.

“An early control of the COVID-19 pandemic in China, combined with government stimulus as well as a strong demand from Chinese Cloud Service Providers (SPs) boosted revenue growth in the region in the second quarter,” said Sameh Boujelbene, Senior Director at Dell’Oro Group. “Additionally, this strong demand in China was not hindered by major supply issues as Chinese vendors were so far able to secure enough inventory to meet the demand in the quarter. Meanwhile, revenue outside of China was challenged by both supply as well as demand headwinds,” added Boujelbene.

Additional highlights from the 2Q 2020 Ethernet Switch -? Data Center Report:

• Arista, Cisco, and Juniper each recorded a double-digit Y/Y revenue decline in 2Q 2020.
• Despite market weakness, demand remained strong from some large Cloud SPs such as Amazon, Microsoft, Alibaba and Tencent.
• 400 Gbps shipment reached nearly a quarter million ports in 2Q 2020, driven mainly shipments to by Google and Amazon.

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, and data center core. (Software is addressed separately.) The report contains in-depth market and vendor-level information on manufacturers’ revenue; ports shipped; average selling prices for both Modular and Fixed Managed and Unmanaged Ethernet Switches (1000 Mbps,10, 25, 40, 50, 100, 200, and 400 GE); and regional breakouts.

About Dell’Oro Group

Dell’Oro Group is a market research firm that specializes in strategic competitive analysis in the telecommunications, networks, and data center IT markets. Our firm provides in-depth quantitative data and qualitative analysis to facilitate critical, fact-based business decisions.