Dell'Oro Group: Q2 Data Center Switch sales drive market to record levels

Arista Networks and white box vendors gain share. #pressrelease

September 7, 2022

2 Min Read

REDWOOD CITY, Calif. – According to a recently published report from Dell'Oro Group, the trusted source for market information about the telecommunications, networks, and data center industries, global Data Center Switch sales grew in excess of 20 percent in 2Q 2022, reaching an all-time high for the quarter as well as for the first half of the year. The growth was broad-based across a number of vendors. However, only Arista and white box vendors were able to gain revenue share during the quarter.

Additional highlights from the 2Q 2022 Ethernet Switch – Data Center Report:

  • Double-digit growth was recorded across all major customer segments: Cloud Service Providers (SPs), Telco SPs as well as Large Enterprises. Each one of these segments reached a record revenue level for the quarter and the first half of the year.

  • To our surprise, the robust growth was broad-based across all regions, including China which has experienced several weeks of lockdown in multiple cities during the quarter.

  • 200 Gbps and 400 Gbps approached 2 M ports and comprised more than 10 percent of the shipments and nearly 20 percent of the revenues during the quarter. As anticipated, this growth was driven by an accelerated adoption from large Cloud SPs as well as some deferred revenues that got recognized 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 Gbps); revenue split by market segments as well as regional breakouts. To purchase these reports, please contact us by email at [email protected].

Read the full press release here.

Dell'Oro

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