White Box Vendors Losing Share in 100 GE Data Center Switching Market During 2018, According to Dell'Oro Group

Branded Vendors H3C, Cisco, Huawei Gained Share

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Dec 10, 2018, 08:00 ET

REDWOOD CITY, Calif., Dec. 10, 2018 /PRNewswire/ -- According to a recent report by Dell'Oro Group, the trusted source for information about the telecommunications, networks, and data center IT industries, white box vendors (which include ODM vendors such as Quanta, Celestica, Accton, Delta, Inventec, Foxconn) have been losing share in 100 GE Data Center Switching market during 2018. In contrast, branded vendors H3C, Cisco and Huawei gained share.

"During 2018, sales of 100 GE Ethernet Switching has underpinned the entire strength of the Data Center market. As users other than the Top 4 US Cloud Providers deploy 100 Gbps, such as Enterprises and smaller Cloud Providers, they are sticking with branded vendors," said Sameh Boujelbene, Senior Director at Dell'Oro Group. "We expect ongoing strength in 100 GE through 2019. The vendors have certainly priced it attractively compared to 40 GE. We are seeing price levels in 2018 that we expected a year from now," added Boujelbene.

Additional highlights from the 3Q 2018 Ethernet Switch – Data Center Report:

25 and 100 GE switch ports contributed more than 40 percent of revenue and more than one third of shipments during the quarter.
100 GE ports are expected to double in 2018 and again in 2019 while 400 GE refresh cycle is not expected to materialize until the 400 GE optics are available in 2020.

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, data center core, and campus core. Software is also addressed separately. The report contains in-depth market and vendor-level information on manufacturers' revenue, ports shipped and average selling prices for both Modular and Fixed, and Fixed Managed and Unmanaged Ethernet Switches (1000 Mbps, 10, 25, 40, 50, 100, 200, and 400 Gbps), plus 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