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In 2024, the Ethernet data center switch market will slow down 50G SFP-DD PON OLT

In 2024, the Ethernet data center switch market will slow down 50G SFP-DD PON OLT

(Summary description)According to Dell'oro Group's Sameh Boujelbene, in 2024, the global Ethernet data center switch market is expected to grow at a rate of less than 2023. The research company predicts that sales in 2024 will be affected by factors such as the backlog of sales and budget reduction. These factors are either a macroeconomic status or increasing attention to artificial intelligence. In the report released in December 2023, Dell'ORO data showed that after seven consecutive quarters achieved double -digit growth, the global data center switch sales revenue slowed to 7%in the third quarter of 2023. It is also worth noting that for more than three years, the spending of the cloud service provider (SP) for the first time is flat, and it has not contributed to market growth. The increase in artificial intelligence expenditure may change the funds that are usually specified to "connect to traditional front -end networks for connecting universal servers". In other words, cloud service providers seem to transfer expenditures from the traditional front -end network that supports general servers to infrastructure that supports artificial intelligence (AI). In the next five years, artificial intelligence investment will promote the development of the data center switch market. Dell'oro reported in July 2023: "By 2027, 20%of the Ethernet data center switch port will be connected to the acceleration server to support artificial intelligence (AI) workload." The company added that by 2027, the company said that by 2027 The total sales of the data center switch market are expected to exceed $ 100 billion. Dell'oro also predicts that the 800G deployment of large cloud providers will increase, and the launch of 800G will be "accelerated sharply in 2024."

In 2024, the Ethernet data center switch market will slow down 50G SFP-DD PON OLT

(Summary description)According to Dell'oro Group's Sameh Boujelbene, in 2024, the global Ethernet data center switch market is expected to grow at a rate of less than 2023. The research company predicts that sales in 2024 will be affected by factors such as the backlog of sales and budget reduction. These factors are either a macroeconomic status or increasing attention to artificial intelligence.

In the report released in December 2023, Dell'ORO data showed that after seven consecutive quarters achieved double -digit growth, the global data center switch sales revenue slowed to 7%in the third quarter of 2023. It is also worth noting that for more than three years, the spending of the cloud service provider (SP) for the first time is flat, and it has not contributed to market growth.

The increase in artificial intelligence expenditure may change the funds that are usually specified to "connect to traditional front -end networks for connecting universal servers". In other words, cloud service providers seem to transfer expenditures from the traditional front -end network that supports general servers to infrastructure that supports artificial intelligence (AI).

In the next five years, artificial intelligence investment will promote the development of the data center switch market. Dell'oro reported in July 2023: "By 2027, 20%of the Ethernet data center switch port will be connected to the acceleration server to support artificial intelligence (AI) workload." The company added that by 2027, the company said that by 2027 The total sales of the data center switch market are expected to exceed $ 100 billion.

Dell'oro also predicts that the 800G deployment of large cloud providers will increase, and the launch of 800G will be "accelerated sharply in 2024."

Information

According to Dell'oro Group's Sameh Boujelbene, in 2024, the global Ethernet data center switch market is expected to grow at a rate of less than 2023. The research company predicts that sales in 2024 will be affected by factors such as the backlog of sales and budget reduction. These factors are either a macroeconomic status or increasing attention to artificial intelligence50G SFP-DD PON OLT.

In the report released in December 2023, Dell'ORO data showed that after seven consecutive quarters achieved double -digit growth, the global data center switch sales revenue slowed to 7%in the third quarter of 2023. It is also worth noting that for more than three years, the spending of the cloud service provider (SP) for the first time is flat, and it has not contributed to market growth 50G SFP-DD PON OLT.

The increase in artificial intelligence expenditure may change the funds that are usually specified to "connect to traditional front -end networks for connecting universal servers". In other words, cloud service providers seem to transfer expenditures from the traditional front -end network that supports general servers to infrastructure that supports artificial intelligence (AI) 50G SFP-DD PON OLT.

In the next five years, artificial intelligence investment will promote the development of the data center switch market. Dell'oro reported in July 2023: "By 2027, 20%of the Ethernet data center switch port will be connected to the acceleration server to support artificial intelligence (AI) workload." The company added that by 2027, the company said that by 2027 The total sales of the data center switch market are expected to exceed $ 100 billion 50G SFP-DD PON OLT.

Dell'oro also predicts that the 800G deployment of large cloud providers will increase, and the launch of 800G will be "accelerated sharply in 2024 50G SFP-DD PON OLT."

The company has a dust -free production workshop of 10,000 square meters. The production capacity reaches 24 million source devices/year, and 30 million yuan/year light -free device is one of the largest companies in the field of optical communication and packaging production in China. The company's products are widely served in various types of application scenarios such as access networks, mobile wireless communication, transmission networks, data centers, cloud computing, HPCs, cable TV, security monitoring, smart grids, industrial and consumer sensing, and Lidar (LIDAR)50G SFP-DD PON OLT.

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