The IHS Markit Data Center Network Equipment market tracker is part of the Data Center Networks Intelligence Service and provides quarterly worldwide and regional market size, vendor market share, forecasts through 2022, analysis and trends for (1) data center Ethernet switches by category, port speed and market segment, (2) application delivery controllers by category, and (3) software-defined WAN (SD-WAN).
2Q18 ADC revenue decreased 2% QoQ and was down 2% YoYĭata Center Network Equipment Report Synopsis.Software-defined enterprise WAN revenue increased 25% QoQ growth continues driven by larger deployment sizes and the service provider channel ramping.We forecast DC Ethernet switch capacity shipped to CSPs to reach 55%, telco to reach 23%, and enterprise to drop to 22% in CY22.In 2Q18, 25GE had 11% port shipments share, up 3.1 points QoQ and 100GE’s share was 23%, up 1.1 points.“We believe some of the success of 100GE is attributed to cloud service providers (CSPs) deploying ToR switches with 100GE ports using QSFP28 optical transceivers that provide 4x25GE server connectivity”, says Adams. 100GE port shipments had 9% share in CY17 and we expect them to top 36% by CY22. 25GE ports represented 6% of port shipments in CY17 and we expect them to capture 25% of shipments in CY22 due to double-digit growth out to CY22 from enterprises replacing 10GE with 25GE. Pure 25GE port shipments began in 4Q15 with just over 375 ports shipped and has reached 1.6M in 2Q18. “These releases show acceptance by the #1 and #2 DC Ethernet switch vendors, according to our 2Q18 Data Center Network Equipment Market Tracker, and serve as vital endorsements for programmable switch silicon by 3rd party merchants as the use of their chips extend from White Box to the top traditional switch vendors,” said Adams. Also, in June, Cisco announced Nexus switches based on Broadcom’s Trident-3 and Barefoot’s Tofino chips. In February, Arista released a series of top-of-rack (ToR) switches based on Broadcom’s programmable Trident-3 ASICs then, in June it introduced a series of DC switches based on Barefoot Networks’ programmable Tofino silicon. Over the past few months merchant programmable switch silicon has seen increased adoption.
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