50G PON OLT
Dell'Oro: Ethernet data center switch spending by cloud service providers fell for the first time in three years 200G QSFP56 AOC
- Categories:Industry News
- Time of issue:2024-03-06
(Summary description)According to a recent report released by Dell'Oro Group, in the fourth quarter of 2023, spending by cloud Service providers (SPS) on Ethernet data center switches declined for the first time in three years. In addition, the quarter was particularly significant as Arista achieved a milestone for the first time by reaching number one in revenue share in the Ethernet data center market, tying with Cisco200G QSFP56 AOC. "In line with our expectations, Ethernet data center switch sales continued to decelerate in Q4 2023, achieving only very low single-digit growth," said Sameh Boujelbene, group vice president at Dell'Oro 200G QSFP56 AOC. "The deceleration in revenue growth was mainly attributable to the cloud computing segment, which declined for the first time since the fourth quarter of 2020. We believe this decline is due to the ongoing digestion cycle of certain large cloud service providers and their shift in focus to building out AI infrastructure, where InfiniBand still dominates in certain hyperscale enterprises. Arista recorded its highest revenue share growth in the quarter, taking the revenue leadership position for the first time ever, "Boujelbene added 200G QSFP56 AOC. Other highlights from the Fourth Quarter 2023 Data Center Ethernet Switch Report: 1. Regional income showed a mixed pattern. North America and Asia-Pacific, excluding China, performed poorly year-over-year, indicating the beginning of a digestion cycle in these regions. In contrast, the Europe, Middle East and Africa (EMEA) region maintained growth, albeit at a marked deceleration compared to the previous three quarters. The Chinese market, after four consecutive quarters of sluggish growth, achieved significant revenue growth in the fourth quarter 200G QSFP56 AOC. 2. In 2023, shipments of 200Gbps, 400Gbps and 800Gbps switches will account for just over 20% of total port shipments. Dell'Oro expects 400Gbps and 800Gbps adoption to accelerate in 2024 and 2025 as some AI workloads begin to favor Ethernet 200G QSFP56 AOC.
Dell'Oro: Ethernet data center switch spending by cloud service providers fell for the first time in three years 200G QSFP56 AOC
(Summary description)According to a recent report released by Dell'Oro Group, in the fourth quarter of 2023, spending by cloud Service providers (SPS) on Ethernet data center switches declined for the first time in three years. In addition, the quarter was particularly significant as Arista achieved a milestone for the first time by reaching number one in revenue share in the Ethernet data center market, tying with Cisco200G QSFP56 AOC.
"In line with our expectations, Ethernet data center switch sales continued to decelerate in Q4 2023, achieving only very low single-digit growth," said Sameh Boujelbene, group vice president at Dell'Oro 200G QSFP56 AOC.
"The deceleration in revenue growth was mainly attributable to the cloud computing segment, which declined for the first time since the fourth quarter of 2020. We believe this decline is due to the ongoing digestion cycle of certain large cloud service providers and their shift in focus to building out AI infrastructure, where InfiniBand still dominates in certain hyperscale enterprises. Arista recorded its highest revenue share growth in the quarter, taking the revenue leadership position for the first time ever, "Boujelbene added 200G QSFP56 AOC.
Other highlights from the Fourth Quarter 2023 Data Center Ethernet Switch Report:
1. Regional income showed a mixed pattern. North America and Asia-Pacific, excluding China, performed poorly year-over-year, indicating the beginning of a digestion cycle in these regions. In contrast, the Europe, Middle East and Africa (EMEA) region maintained growth, albeit at a marked deceleration compared to the previous three quarters. The Chinese market, after four consecutive quarters of sluggish growth, achieved significant revenue growth in the fourth quarter 200G QSFP56 AOC.
2. In 2023, shipments of 200Gbps, 400Gbps and 800Gbps switches will account for just over 20% of total port shipments. Dell'Oro expects 400Gbps and 800Gbps adoption to accelerate in 2024 and 2025 as some AI workloads begin to favor Ethernet 200G QSFP56 AOC.
- Categories:Industry News
- Time of issue:2024-03-06
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According to a recent report released by Dell'Oro Group, in the fourth quarter of 2023, spending by cloud Service providers (SPS) on Ethernet data center switches declined for the first time in three years. In addition, the quarter was particularly significant as Arista achieved a milestone for the first time by reaching number one in revenue share in the Ethernet data center market, tying with Cisco200G QSFP56 AOC.
"In line with our expectations, Ethernet data center switch sales continued to decelerate in Q4 2023, achieving only very low single-digit growth," said Sameh Boujelbene, group vice president at Dell'Oro 200G QSFP56 AOC.
"The deceleration in revenue growth was mainly attributable to the cloud computing segment, which declined for the first time since the fourth quarter of 2020. We believe this decline is due to the ongoing digestion cycle of certain large cloud service providers and their shift in focus to building out AI infrastructure, where InfiniBand still dominates in certain hyperscale enterprises. Arista recorded its highest revenue share growth in the quarter, taking the revenue leadership position for the first time ever, "Boujelbene added 200G QSFP56 AOC.
Other highlights from the Fourth Quarter 2023 Data Center Ethernet Switch Report:
1. Regional income showed a mixed pattern. North America and Asia-Pacific, excluding China, performed poorly year-over-year, indicating the beginning of a digestion cycle in these regions. In contrast, the Europe, Middle East and Africa (EMEA) region maintained growth, albeit at a marked deceleration compared to the previous three quarters. The Chinese market, after four consecutive quarters of sluggish growth, achieved significant revenue growth in the fourth quarter 200G QSFP56 AOC.
2. In 2023, shipments of 200Gbps, 400Gbps and 800Gbps switches will account for just over 20% of total port shipments. Dell'Oro expects 400Gbps and 800Gbps adoption to accelerate in 2024 and 2025 as some AI workloads begin to favor Ethernet 200G QSFP56 AOC.
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