Data Center Switch Demand Exceeding Supply, Component Shortage Looms, According to Dell'Oro Group

Arista, Juniper, Star-Net Ruijie Outpaced Market in 2Q 2021

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Sep 16, 2021, 08:00 ET

REDWOOD CITY, Calif., Sept. 16, 2021 /PRNewswire/ -- According to a recent report by Dell'Oro Group, the trusted source for information about the telecommunications, networks, and data center IT industries, global Data Center Switch revenue was up 7 percent year-over-year in 2Q 2021, marking the second consecutive quarter of revenue growth. Arista, Juniper, Star-Net Ruijie outpaced the market and were able to gain revenue share during the quarter.

"It is encouraging to see the robust sales performance being broad-based across all major regions, and customer segments: Cloud Service Providers (SPs), Telco SPs, and Large Enterprises," said Sameh Boujelbene, Senior Research Director at Dell'Oro Group. "Nevertheless, despite these strong results, it is important to note that demand outpaced supply and that sales would have been even stronger had the global semi-conductor industry not been constrained. We expect demand to remain robust in 2H21 but further tightening in the supply chain may hinder market performance" added Boujelbene.

Additional highlights from the 2Q 2021 Ethernet Switch – Data Center Report:

H3C climbed to the leading position in China in 2Q 2021.
Stockpiling behavior from some Cloud SPs resulted in share shifts in the 100 Gbps segment.
Interest in 400 Gbps from enterprises and small Cloud SPs is slowing down but major hyperscalers are still on track for accelerated adoption in 2H21.

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, and 800 Gbps); revenue split by market segments as well as regional breakouts. To purchase these reports, please contact us by email at [email protected].

About Dell'Oro Group
Dell'Oro Group is a market research firm that specializes in strategic competitive analysis in the telecommunications, networks, and data center IT markets. Our firm provides in-depth quantitative data and qualitative analysis to facilitate critical, fact-based business decisions. For more information, contact Dell'Oro Group at +1.650.622.9400 or visit www.delloro.com.

SOURCE Dell'Oro Group