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 and aggregation
Storage systems aggregation
Data Center core
We report on:
Modular and Fixed by Port Speed (combined and separately)
1/10/25/40/50/100/200/400/800≥1600 Gbps
Fixed Managed and Unmanaged by Port Speed (combined and separately)
1/10/25/40/50/100/200/400/800≥1600 Gbps
Customer Segments:
Cloud Service Providers
Telecom Service Providers
Large Enterprises or Private Cloud
Rest of Enterprises
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)
AI Investments Shield Ethernet Data Center Switch Market from Tariff Disruptions, Shattering Sales Records
According to Dell’Oro Group
Celestica and NVIDIA Rise as Top Beneficiaries, Cementing their Dominance among the Elite Top 5 Vendors in the Market
REDWOOD CITY, Calif.
According to a recently published report from Dell’Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, Ethernet Data Center Switch sales surged over 40 percent in the first quarter of 2025, marking the strongest growth since we began separately tracking the market in 2013 and breaking a new all-time high. Celestica and NVIDIA captured the lion’s share of the gains, each expanding their revenue share by more than five percentage points.
“AI investments continue to accelerate at unprecedented level, even amid tariff disruptions—propelling a surge in spending on the compute as well on the networking infrastructure that goes with it,” said Sameh Boujelbene, Vice President at Dell’Oro Group. “Just two years ago, over 80 percent of AI clusters ran on InfiniBand, but Ethernet is striking back rapidly—gaining significant ground as reflected by the astonishing surge in Ethernet Data Center Switch sales during the quarter.”
Additional highlights from the 1Q 2025 Ethernet Switch–Data Center Report:
Arista continues to lead the market for the fourth consecutive quarter. Celestica and NVIDIA are now among the top five vendors in the market.
800 Gbps switch sales eclipsed $1 B during the quarter.
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 (1, 10, 25, 40, 50, 100, 200, 400, 800, ≥1600 Gbps); revenue split by market segments as well as regional breakouts.
