The Ethernet Switch market continues to fragment as the Campus, Data Center, Small Medium Business (SMB), and Carrier Ethernet segments grow and contract in different ways, according to a new report from Dell'Oro Group.
While Cisco Systems and Hewlett-Packard were already above five percent market share in the data center, both Arista and the white box / bare metal switching segment joined them by virtue of their respective greater than 40 percent revenue growth posted in 2014. White box / bare metal switching represented 7% of data center revenue in 2014.
"The Ethernet switch market continued to evolve rapidly in 2014 with vendors performing very differently in each segment of the market," said Alan Weckel, Vice President of Ethernet Switch research at Dell'Oro Group. "In looking to our forecast, we believe the demands of the Cloud and higher speeds of Ethernet such as 25 Gbps, 50 Gbps, and 100 Gbps, will cause the vendor landscape in the Data Center market to change significantly. At the same time we believe the Campus market is about to go through a mini upgrade cycle to 2.5 Gbps and 5.0 Gbps to support higher speed WLAN Access Points," explained Weckel.
http://www.delloro.com