- 公的および金融サービス分野からの需要があり、世界的なイーサーネット スイッチの収益は2014年第3四半期に連続して4%成長して56億ドルとなり、前年同期比では5%の成長率だった。
- ウェブ管理および完全管理の固定型スイッチは2014年第3四半期に前年同期比で2桁の収益成長率を記録し、非管理型とシャーシ型のスイッチは減少した。
- 10GEポートの出荷台数は2014年第3四半期に前年同期比で26%増加したが、採用サイクルにおけるこの段階での期待には及ばなかった。
- 40GEは新たな高成長市場セグメントとして10GEに取って代わりつつあり、2014年第3四半期の40GEポートの出荷台数は前年同期比で倍以上、特にホワイトボックス市場の成長は顕著だった。
- 100GEは好調な第2四半期の後に一息ついたが、固定型スイッチに100GEが到達し、低コストのオプティカル機器が登場したことで、2015年の成長は加速するだろう。
Ethernet switch market accelerating with 2.5G and 25G Ethernet speeds on the horizon Boston, MASSACHUSETTS, December 11, 2014-Market research firm Infonetics Research released excerpts from its 3rd quarter (3Q14) Ethernet Switches report, which tracks unmanaged, web-managed, and fully-managed fixed and chassis switches by port speed (100ME, 1GE, 10GE, 40GE, 100GE). ANALYST NOTE "Recent momentum in the Ethernet switch market carried through to the third quarter, and 2014 is on track for record revenue. Looking ahead, we expect growth to accelerate, thanks in part to the introduction of 2.5G and 25G Ethernet. These new Ethernet speeds will be a premium offering relative to 1GE and 10GE to address bandwidth constraints in data center and campus networks, and should provide an additional boost to revenue," notes Matthias Machowinski, directing analyst for enterprise networks and video at Infonetics Research. 3Q14 ETHERNET SWITCH MARKET HIGHLIGHTS
- Globally, Ethernet switch revenue grew 4% sequentially in 3Q14, to $5.6 billion; Year-over year growth stood at 5%, thanks to demand from the public and financial services sectors
- Web-managed and fully-managed fixed switches notched double-digit year-over-year revenue growth in 3Q14; unmanaged and chassis switches declined
- 10GE port shipments were up 26% year-over-year in 3Q14, falling short of expectations at this stage in the adoption cycle
- 40GE is taking over from 10GE as the new high-growth market segment: 40GE port shipments more than doubled year-over-year in 3Q14, with growth especially strong in the white box market
- 100GE took a breather after a strong 2Q, but its arrival on fixed switches and the introduction of lower-cost optics will drive growth in 2015