How switch suppliers Cisco, Huawei, Arista performed in Q2

Switch market revenue recorded an increase of 4.8 percent to $7.07 billion in the second quarter of 2019, according to IDC.
Switch suppliers Q2 2019“Network transformation remains a top priority for enterprises around the globe as they look to expand their businesses and delight customers with agile connectivity,” said Rohit Mehra, vice president, Network Infrastructure at IDC.

Port shipments for 100Gb switches rose 58.3 percent to 4.4 million. 100Gb revenues grew 42.9 percent to $1.28 billion, making up 18.1 percent of the market’s revenue, compared to 13.2 percent of the market’s revenue a year earlier.

25Gb switches revenue rose 84.8 percent to $364.1 million. 25Gb switches port shipments grew 74.5 percent. 10Gb port shipments rose 2.6 percent year over year, to make up 27.9 percent of the market’s revenue. 1Gb switches grew 6.6 percent in port shipments, making up 40.0 percent of the market’s total revenues.

Cisco has achieved 6.8 percent increase in Ethernet switch revenues. Cisco has a market share of 51.1 percent in switch market.

Cisco has 38.8 percent of 25Gb/100Gb switch segment. Cisco’s campus/branch Ethernet switch revenue increased 14.3 percent. Cisco’s datacenter switching revenue declined 3.2 percent.

Huawei’s Ethernet switch revenue rose 18.9 percent. Huawei has a market share of 9.7 percent in switch business.

Ethernet switch revenues of Arista Networks increased 15.4 percent. Arista Networks has 7.3 percent of the switch market against 6.6 percent a year earlier.

Arista Networks has generated 65.4 percent of the revenue from 100Gb business, indicating the company’s focus on hyperscale and cloud providers and select large enterprise segments.

HPE’s Ethernet switch revenue declined 6.3 percent. HPE has switching market share of 5.8 percent.

Juniper’s Ethernet switch revenue declined 19.6 percent. Juniper has a market share of 2.9 percent in switch business.