[테크월드=Nari Lee] Worldwide Ethernet switch revenue grew 2 percent sequentially in the fourth quarter of 2017 (Q4 2017), to $6.7 billion, building off the gains from previous quarters. On a year-over-year basis, growth dipped to a more sustainable 7 percent in Q4 2017 after two quarters of double-digit growth. For the full-year 2017, revenue rose 8 percent, reaching nearly $25 billion—the strongest growth in seven years.
“Growth in the Ethernet switch market is being fueled by data center upgrades and expansion, as well as growing demand for campus gear due to improving business confidence,” said Matthias Machowinski, senior research director for enterprise networks and video at IHS Markit.
“The transition to 25/100GE architectures in the data center is in full swing, driving strong gains in 25GE and 100GE, while in turn bringing down the 40GE segment, which had its first annual decline,” Machowinski said. “Power over Ethernet is also growing once again, a sign of strengthening campus switching demand.”
Ethernet switch market highlights
100GE port shipments are growing ferociously, increasing four-fold year-over-year, and reaching over 4 million ports in 2017; in contrast, 40GE ports suffered their first annual decline, falling off 9 percent
Growth in the North American Ethernet switch market came back in 2017 (+5 percent) as the economy and business confidence improved; EMEA returned to growth as well, but Asia Pacific remains the top growth region, primarily due to China
Vendor performance was a mixed bag in Q4 2017: market leader Cisco’s revenue declined 2 percent year-over-year, while number-two Huawei grew its revenue 24 percent and number-three HPE (Aruba) grew 13 percent
Huawei has been in the number-two spot since Q2 2017 and, for the first time, was number two for the entire year
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