Ethernet switch revenues grew 22 percent in the fourth quarter of 2022 (4Q22) to $10.3 billion and rose 18.7 percent for the full year 2022 to $36.5 billion, IDC report said.
The total worldwide enterprise and service provider (SP) router market revenue rose 0.7 percent to $4.6 billion in 4Q22.
For the full year, router market revenues increased 3.9 percent to $16.5 billion, IDC said in its Ethernet Switch Tracker and Router Tracker.
Ethernet switch market showed strength across both the datacenter and non-datacenter segments of the market in the fourth quarter.
Ethernet switch revenues in the non-datacenter/enterprise campus and branch segment grew 22.6 percent in 4Q22, while port shipments rose 18 percent.
For the full year, non-datacenter Ethernet switch revenues rose 15.7 percent while port shipments grew 12.2 percent.
Revenues in the datacenter portion of the Ethernet switch market rose 21.2 percent in 4Q22, while port shipments increased 17.3 percent. For the full year, datacenter ethernet switch revenues rose 22.6 percent and port shipments increased 12.2 percent.
Revenues for 200/400 GbE switches rose more than 300 percent for the full year in 2022 but were flat at 0.7 percent sequential growth from 3Q22 to 4Q22. 100GbE revenues increased 18.7 percent in 4Q22 and rose 22.0 percent for the full year. 25/50 GbE revenues increased 30.1 percent in 4Q22 and rose 29.8 percent for the full year.
Revenues for 1GbE switches, which are typically deployed in enterprise campus and branch locations, rose 21.4 percent in 4Q22 and grew 12.6 percent for the full year. 10GbE switches rose 1 percent in the quarter but were flat at 0.4 percent for the full year. 2.5/5GbE switch revenue – also known as multi-gigabit Ethernet switches – rose 122.1 percent in 4Q22, with 53.1 percent sequential growth from 3Q22 to 4Q22.
Cisco’s Ethernet switch revenues increased 18.4 percent in 4Q22 and rose 13.4 percent for the full year. Cisco’s Ethernet switch market share touched 43.3 percent in 2022.
Huawei’s Ethernet switch revenue increased 28.6 percent in 4Q22 and rose 20 percent on the full year. Huawei’s Ethernet switch market share was 10.3 percent in 2022.
Arista Networks saw Ethernet switch revenues increased 63.6 percent in 4Q22 and rose 55.4 percent for the full year. Arista Networks’ Ethernet switch share was 9.9 percent in 2022.
H3C’s Ethernet switch revenue declined 10 percent in 4Q22, but rose 5.1 percent for the full year. H3C’s Ethernet switch share reached 5.4 percent in 2022.
HPE’s Ethernet switch revenue increased 14 percent in the quarter and rose 5.3 percent for the full year. HPE’s Ethernet switch market share reached 5.4 percent in 2022.
Router Market
The service provider Router segment, which includes communications SPs and cloud SPs, accounted for 73.7 percent of the market’s total revenues.
The service provider segment of the router market decreased 4.0 percent in 4Q22 and rose 1.3 percent in 2022. Router revenues in the enterprise segment accounted for 26.3 percent share of the market and rose 17.1 percent in the quarter and increased 12.9 percent for the full year.
Cisco’s combined service provider and enterprise router revenue rose 10.9 percent in the fourth quarter and rose 5.5 percent for the full year. Cisco’s combined service provider and enterprise router market share touched 35.1 percent in 2022.
Huawei’s combined SP and enterprise router revenue dipped 15.1 percent in 4Q22, and was down 3.4 percent for the full year. Huawei’s combined SP and enterprise router market share reached 28.4 percent in 2022.
H3C’s combined service provider and enterprise routing market revenues dropped 8.6 percent in 4Q22, and were flat at 0.4 percent growth for the year. H3C’s combined service provider and enterprise routing market market share was 2.2 percent for 2022.
