Ethernet switch revenue rose 12 percent year on year and fell 10 percent quarter on quarter to $6.1 billion in the first quarter of 2018, analyst firm IHS Markit said.
100GE sales increased more than 2-fold reaching 1.7 million ports in the first quarter. 40GE ports were flat.
Power-over-Ethernet (PoE) port shipments grew 11 percent in Q1 2018.
Cisco, Huawei, HPE Aruba and Arista are the top technology vendors in the global Ethernet switch market – based on their revenue.
Ethernet switch revenue of Cisco grew 7 percent.
Ethernet switch revenue of Huawei rose 43 percent.
Ethernet switch revenue of HPE (Aruba) increased 2 percent.
Ethernet switch revenue of Arista grew 40 percent.
“The transition to 25/100GE architectures in the data center is in full swing, driving strong gains in 25GE, 100GE and white box shipments. Power over Ethernet is growing again, a sign of strengthening campus switching demand,” Matthias Machowinski, senior research director, enterprise networks and video, IHS Markit, said.
IHS Markit said that Europe, the Middle East and Africa (EMEA) and Asia Pacific were the top growth markets, increasing 15 and 16 percent, respectively, while growth in North America remained solid at 8 percent.
IHS Markit forecasts low- to mid-single-digit growth for the Ethernet switching market from 2019 to 2022. The bright spots will be the 10GE, 25GE, 100GE, 200GE and 400GE segments.
