Growth in Ethernet switching continues with worldwide revenue up 9% sequentially in the second quarter of 2015, reaching a total of $5,6-billion, according to IHS.
“A rebound in North America and China, coupled with strong uptake of 40GE solutions in data centre environments, drove Ethernet switch revenue in the second quarter,” says Matthias Machowinski, research director for enterprise networks and video at IHS.
“We did see muted demand for white box switch solutions, as Web-scale data centre operators await the release of 25/100GE solutions later this year, and once these become available, we expect the white box segment to become a key growth driver again,” Machowinski adds.
Highlights of the Ethernet switch market include:
* At the expense of 10GE, 40GE port shipments rose 132% in 2Q15 from the year-ago quarter
* From a regional perspective, North America was the key growth driver in 2Q15, gaining 14% sequentially
* Cisco’s market share, which has come under attack over the past few years, is once again rising, up almost 1 point year-over-year in 2Q15, to 59% of revenue
* Huawei roared into the number three spot for global Ethernet switch market share in 2Q15, taking share in China, its home market, and expanding in EMEA, where it is picking up business in Russia and Africa.