Dell’Oro Group Report: Cloud Data Centers Drive Transition Toward 400 Gbps by 2019

Cloud data centers are forecast to drive the transition toward 400 Gbps by 2019, according to a recently published report by Dell’Oro Group – a source for information about the telecommunications, networks, and data center IT industries. The overall ‘Ethernet switch – data center’ market is expected to reach over $14 B by 2021.

dell'oro groupCloud Service Providers are entering an expansion and mega-upgrade cycle driven by increased capacity demand and aging infrastructure,” said Sameh Boujelbene, Senior Director at Dell’Oro Group. “We anticipate at least two major product cycles by 2021. The first cycle will ramp this year and will be driven by 25 GE SERDES technology, mainly using Broadcom’s Tomahawk-based silicon. The second cycle will start in 2018 – 2019, driven mainly by 50 GE SERDES technology.”

Highlights from Dell’Oro Group’s Ethernet Switch – Data Center 5-Year Forecast Report:

  • Data center switching deployment scenarios are expanding to more areas, such as ‘data center interconnect.’
  • Disaggregation of the switch hardware and switch operating system will spread significantly beyond white box systems over the forecast period.
  • Apart from Google, all major Cloud SPs are asking for 400 Gbps. Dell’Oro Group anticipates that 400 Gbps will become the next major speed after 100 Gbps, provided availability of 400 Gbps optics.

The Dell’Oro Group Ethernet Switch – Data Center 5-Year Forecast Report would provide a comprehensive overview of market trends and include tables covering manufacturers’ revenue, port shipments, and average selling price forecasts for various technologies: Modular and Fixed by Port Speed; Fixed Managed and Unmanaged by Port Speed. Dell’Oro Group forecasts the following port speeds: 1000 Mbps; 10 Gbps; 25 Gbps; 40 Gbps; 50 Gbps; 100 Gbps; 400 Gbps.