The Ethernet switch market grew 12.7 percent to $7.6 billion in the first quarter of 2022. The enterprise and service provider (SP) router market increased 3.5 percent to $3.6 billion, according to a report from IDC.
Non-datacenter switching revenues make up 53.7 percent of the total market and grew 6.4 percent, while port shipments increased 4.7 percent.
Revenues for the datacenter portion of the Ethernet switch market make up the balance of the total market. Revenues in the datacenter segment rose 20.8 percent on an annual basis in 1Q22, while port shipments increased 3.7 percent.
Revenue in the enterprise and service provider router market rose 3.5 percent. The service provider segment, which includes both communications SPs and cloud SPs, accounted for 78.4 percent of revenues and increased 4.5 percent. Revenues in the enterprise segment were essentially flat with a 0.1 percent increase.
Cisco’s Ethernet switch revenues increased 3.8 percent, giving market share of 45.4 percent. Meanwhile, Cisco’s combined service provider and enterprise router revenue grew 1.3 percent. Cisco’s combined SP and enterprise router market share stood at 36.6 percent.
Huawei’s Ethernet switch revenue increased 7.2 percent, giving market share of 7.5 percent. Huawei’s SP and enterprise router revenue increased 6.7 percent, resulting in a market share of 26.2 percent.
Arista Networks saw Ethernet switch revenues increase 33.5 percent in 1Q22, giving the company 9.3 percent market share in the quarter.
H3C’s Ethernet switch revenue increased 25.3 percent in 1Q22, giving market share of 5.6 percent. In the combined service provider and enterprise routing market, H3C’s revenues rose 9.4 percent in the quarter, giving the company 2.0 percent market share for 2021.
HPE’s Ethernet switch revenue increased11.4 percent in the quarter, resulting in market share of 6.0 percent in the quarter.
