- 世界全体でのイーサネットスイッチの売上は2013年第四四半期から2014年第一四半期にかけて15%減少、48億ドルにまで落ち込み、市場は一年前から基本的には横ばい状態である。
- マーケットリーダーであるCiscoの売上は2014年第一四半期、昨年同期比で7%減少。この減少分は安定した結果を出したHPや52%の伸びを記録したJuniper、そして90%以上の成長を遂げたAristaなど他のベンダーによってある程度まではカバーされた。
- 2014年第一四半期、Web管理型スイッチは1年前の第一四半期から比べて実質2桁成長を遂げた。
- 高帯域幅ポートの出荷に関しては動きが見られる:10Gイーサネットポートは2014年第一四半期、昨年比で37%の上昇、40Gポートは3倍に伸び、100Gポートは30倍以上成長。
- 2014年第一四半期のイーサネットスイッチ昨年比での成長は中国が牽引。一方で北米やEMEAは行き詰まり。ただしインフォネティクス社はこれを一時的なものと見ている。
Ethernet switch market down 15% in the first quarter as growth stalls Boston, MASSACHUSETTS, June 4, 2014-Market research firm Infonetics Research released excerpts from its 1st quarter (1Q14) Ethernet Switches report, which tracks unmanaged, web-managed, and fully-managed fixed and chassis switches by port speed (100M/1G/10G/40G/100G). ANALYST NOTE "In the first quarter of 2014, Ethernet switch revenue declined sharply, as a strong performance by Juniper and Arista was not enough to offset weak results at number-one Cisco. For now, the positive growth momentum that developed in the second half of 2013 has stalled," notes Matthias Machowinski, directing analyst for enterprise networks and video at Infonetics Research. ETHERNET SWITCH MARKET HIGHLIGHTS
- Worldwide Ethernet switch revenue plummeted 15% from 4Q13 to 1Q14, to $4.8 billion, and the market is essentially flat from a year ago
- Market leader Cisco's revenue declined 7% year-over-year in 1Q14, and its shortfall was to some degree made up by other vendors, such as HP, which produced steady results, Juniper, which was up 52%, and Arista, which was up over 90%
- In 1Q14, web-managed switches are up by double digits sequentially and from the year-ago 1st quarter
- The action is in high-bandwidth port shipments: 10G Ethernet ports are up 37% on a year-over-year basis in 1Q14, 40G ports have tripled, and 100G ports are up more than thirty-fold
- China drove year-over-year Ethernet switching growth in 1Q14; meanwhile, North America and EMEA stalled, though Infonetics expects this to be a temporary setback