The Ethernet switch market revenue increased 7.4 percent to $6.75 billion in the third quarter of 2017.
Ethernet switch markets
Central and Eastern Europe (CEE) +16.6 percent
Czech Republic +47.3 percent
Hungary +40.2 percent
Asia Pacific excluding Japan +12.6 percent
Western Europe +12.4 percent
China +19.4 percent
Germany +23.2 percent
India +18.2 percent
Japan +11.4 percent
Latin America +7.7 percent
North America +3.4 percent
Middle East & Africa (MEA) –1.2 percent
United Kingdom –3.2 percent
“Strong application-related infrastructure and services requirements at the edge and core are continuing to complement significant cloud buildouts, keeping the demand side humming for network infrastructure,” said Rohit Mehra, vice president, Network Infrastructure at IDC.
100Gb Ethernet switch revenue continues to grow rapidly as adoption by hyperscale and other cloud providers, as well as large enterprises, continues to accelerate.
100Gb shipments reached almost 1.2 million ports and $608 million in revenue. 100Gb accounts for 9 percent of the total market revenue against 3.6 percent a year ago.
25Gb/50Gb Ethernet switch products shipments exceeded 750,000 ports and $85 million in revenue. The growth in 25Gb, 50Gb, 100Gb is negatively impacting the 40Gb segment. 40Gb shipments fell 36.7 percent, while revenue dipped 20 percent. 10Gb shipments grew 49.6 percent and revenue increased 5.2 percent.
1Gb port shipments rose 10.6 percent to 105.9 million ports, accounting 66.6 percent of ports shipped. 1Gb revenue increased 2.4 percent and accounts for 42.6 percent of revenue.
The enterprise and service provider (SP) router market revenue rose 9.4 percent to $3.91 billion in revenue in Q3.
Larger service provider router revenue rose 14.8 percent. Enterprise routing revenue fell 6.3 percent.
Enterprise and service provider router markets
Asia Pacific excluding Japan +31.7 percent
MEA +8.9 percent
North America +4.8 percent
Japan +4.8 percent
Western Europe –4.7 percent
Latin America –15.9 percent
Cisco’s Ethernet switching market share reached 56.7 percent in Q3 2017 against 54.7 percent in Q2 2017 and 57.0 percent in Q3 2016.
Cisco has increased its 10GbE share to 53.3 percent from 51.6 percent in the previous quarter. Cisco increased its service provider and enterprise router revenue by 3 percent on an annual basis. Cisco’s service provider and enterprise router market share reached 41.4 percent in Q3 2017 as compared with 40.8 percent in Q2 2017 and 44 percent in Q3 2016.
Huawei’s Ethernet switch revenue rose 14.1 percent. Ethernet switch market share of Huawei has reached 7.7 percent against 7.2 percent in Q3 2016. Huawei’s enterprise and SP router revenue increased 44 percent. Huawei has 21.9 percent share in enterprise and SP router market in Q3 2017 compared to 16.6 percent in Q3 2016.
Hewlett Packard Enterprise’s (HPE) Ethernet switch revenue increased 7.5 percent. HPE has Ethernet switch market share of 5.5 percent as compared with 5.6 percent in Q2 2017.
Arista Networks’ Ethernet switching revenue increased 49.6 percent — earning a market share of 5.6 percent against 4 percent in Q3 2016.
Juniper’s Ethernet switching revenue fell 4.2 percent. Juniper’s Ethernet switching market share was 3.2 percent versus 3.5 percent in Q3. Juniper Networks’ combined service provider and enterprise router revenues fell 5.6 percent. Market share of Juniper Networks’ combined service provider and enterprise router dipped to 15 percent compared to 17.3 percent in Q3.