Network switch

Campus Switch Market Declines 4 Percent as Backlog Normalizes, According to Dell'Oro Group

Retrieved on: 
Thursday, March 21, 2024
Wi-Fi, APS, Cisco, Huawei, Point, Y/Y, Telecommunications, Acceleration, Data-rate units, HPE, Network switch, Video game

REDWOOD CITY, Calif., March 21, 2024 /PRNewswire/ -- According to a recent report by Dell'Oro Group, the trusted source for information about the telecommunications, security, networks, and data center industries, 4Q 2023 worldwide Campus Switch sales declined by 4 percent year-over-year (Y/Y), marking the first quarter of decline since 4Q 2020 and signaling the onset of a multi-quarter digestion cycle in the market. Vendor performance was uneven during the quarter. Among the top five vendors, Cisco declined the most and was responsible for the bulk of the market decline. Huawei and Juniper declined modestly, while HPE and H3C grew by double digits.

Key Points: 
  • Among the top five vendors, Cisco declined the most and was responsible for the bulk of the market decline.
  • Additional highlights from the 4Q 2023 Ethernet Switch – Campus Report:
    Regionally, we observed a reversal of the trend seen over the last year.
  • Meanwhile, China, which experienced sluggish sales in the past few quarters, showed some signs of recovery in the quarter.
  • This ongoing growth underscores significant improvements in supply, coupled with rising demand stimulated by the increasing adoption of Wi-Fi 6E Access Points (APs).

Spectra7 and Volex Announce Successful Demonstration of Industry Leading Performance for 800G Active Copper Interconnects

Retrieved on: 
Tuesday, February 6, 2024
Cloud, SAN, Growth, Data center, Digital signal processing, DSP, Exhibition, The Company, Wire, AOCS, Network switch, DAC, Digital signal, Conference, Printed circuit board

SAN JOSE, Calif., Feb. 6, 2024 /PRNewswire/ -- (TSXV: SEV) (OTCQB: SPVNF) Spectra7 Microsystems Inc. ("Spectra7" or the "Company"), a leading provider of high-performance analog semiconductor products for broadband connectivity markets, and Volex plc ("Volex"), a global leader in high-speed data center interconnect products, announce that they successfully demonstrated industry leading performance of 800G Active Copper Cables (ACCs) at this year's annual DesignCon Conference Exhibition held last week in Santa Clara, California.

Key Points: 
  • "New network architectures and increased server speeds are causing the market for connectivity inside the data center to embrace active solutions," said Alan Weckel, Founder and Technology Analyst with 650 Group.
  • "By 2026, we expect over 70% of the Cloud server market to be active copper.
  • Active copper cables also help support the US$22B, and growing, Ethernet market in the data center, which is critical for the future growth of Cloud and AI/ML applications."
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    "We are proud to have Volex as a partner for 800G interconnects using our GaugeChanger™ integrated chips," said Spectra7 CEO Raouf Halim.

Credo Launches 112G PAM4 SerDes IP for TSMC N3 Process Technology

Retrieved on: 
Thursday, February 1, 2024
Technology, Internet, Hardware, Data Management, Multimedia, Copper, Family, AI, Application-specific integrated circuit, DSP, N3, N4, Machine learning, Credo, Documentation, Business development, VSR, Chiplet, IP, PAM4, Silicon, Architecture, Original equipment manufacturer, Network switch, 3D printing

Credo Technology Group Holding Ltd (NASDAQ: CRDO) today introduced its newest 112G PAM4 SerDes Intellectual Property (IP) family on TSMC’s industry leading N3 and N7/N6 process technologies.

Key Points: 
  • Credo Technology Group Holding Ltd (NASDAQ: CRDO) today introduced its newest 112G PAM4 SerDes Intellectual Property (IP) family on TSMC’s industry leading N3 and N7/N6 process technologies.
  • These two new SerDes IPs complement Credo’s available IP in TSMC’s N5 process technology, which also includes the enhanced N4 version of the 5nm node.
  • Credo then ported the 12nm, 112G SerDes to more advanced process technology nodes (N7/N6, N5/N4, and N3) – allowing customers to integrate the silicon proven technology into monolithic ASICs and chiplets.
  • These new 112G PAM4 SerDes IP were designed to meet the growing data needs of high-speed, data-intensive applications.

Campus Switch Sales to Surpass $100 B Between 2024 and 2028, According to Dell'Oro Group

Retrieved on: 
Thursday, February 1, 2024
Data-rate units, Growth, Artificial intelligence, Network switch, Power over Ethernet, Telecommunications, Acquisition

REDWOOD CITY, Calif., Feb. 1, 2024 /PRNewswire/ -- According to a recently published report by Dell'Oro Group, the trusted source for information about the telecommunications, security, networks, and data center industries, well in excess of $100 B will be spent on campus switches over the next five years. After experiencing three strong years in campus switch sales, we foresee a significant correction in 2024, followed by a subsequent period of improved growth trajectory throughout our forecast horizon.

Key Points: 
  • After experiencing three strong years in campus switch sales, we foresee a significant correction in 2024, followed by a subsequent period of improved growth trajectory throughout our forecast horizon.
  • "Backlog normalization, capacity digestion, and spending optimization are all expected to hit the market in 2024," said Sameh Boujelbene, Vice President at Dell'Oro Group.
  • We currently project a double-digit decline in campus switch sales in 2024.
  • 2.5/5.0 Gbps is expected to comprise less than 15 percent of campus switch sales by 2028.

The Party Is Still On for the Campus Switch Market as Vendors Fulfill Backlogs, According to Dell'Oro Group

Retrieved on: 
Wednesday, December 13, 2023
Network switch, Point, Y/Y, HPE, Arista, Telecommunications, APS, Cisco, CommScope, Aruba, Growth, Digestion, Data-rate units

REDWOOD CITY, Calif., Dec. 13, 2023 /PRNewswire/ -- According to a recent report by Dell'Oro Group, the trusted source for information about the telecommunications, security, networks, and data center industries, 3Q 2023 worldwide Campus Switch sales surged by 24 percent year-over-year (Y/Y), marking the fifth consecutive quarter of over 20 percent growth in this market and reaching record levels. This achievement is remarkable given the market's historical mid-to-high single-digit growth rate prior to the pandemic. Several vendors including Arista, Cisco, CommScope, Extreme, HPE Aruba, and Juniper experienced a robust increase in sales but HPE grew the fastest; gaining more than three points of revenue share during the quarter.

Key Points: 
  • This achievement is remarkable given the market's historical mid-to-high single-digit growth rate prior to the pandemic.
  • That is the case of the 1 Gbps port speeds as well as fixed switch form factors.
  • Additional highlights from the 3Q 2023 Ethernet Switch – Campus Report:
    Double-digit sales growth was broad-based across all regions, except China, which declined 8 percent in 3Q 2023.
  • This surge underscores significant improvements in supply, coupled with rising demand stimulated by the increasing adoption of Wi-Fi 6E Access Points (APs).

Claro Enterprise Solutions is Revolutionizing Business Connectivity and Security with Secure Managed LAN powered by Fortinet

Retrieved on: 
Thursday, November 9, 2023
Cloud, URL, LAN, Security management, Software, Information security operations center, Fortinet, Home appliance, Wireless, Network switch, DNS, Mobile phone, Cryptocurrency, Risk management, Online shopping

MIRAMAR, Fla., Nov. 9, 2023 /PRNewswire/ -- Claro Enterprise Solutions announces the launch of Secure Managed LAN , powered by Fortinet's Wired and Wireless LAN portfolio , a fully managed solution that revolutionizes connectivity and security for businesses.

Key Points: 
  • MIRAMAR, Fla., Nov. 9, 2023 /PRNewswire/ -- Claro Enterprise Solutions announces the launch of Secure Managed LAN , powered by Fortinet's Wired and Wireless LAN portfolio , a fully managed solution that revolutionizes connectivity and security for businesses.
  • Lucian Calugaru, Product Director of Claro Enterprise Solutions, said, "Secure Managed LAN is the solution that businesses need to simplify their Wi-Fi deployment, improve their security, and offer smarter analytics.
  • By partnering with Fortinet, we're able to offer a fully managed solution that provides industry-leading secure connectivity and cybersecurity for our customers."
  • Wi-Fi LAN and Cloud-Managed Devices and Services: Access Points, LAN Switches, Security Appliances
    In addition, the managed service integrates with the Fortinet Security Fabric, the industry's highest-performing cybersecurity mesh platform, powered by FortiOS .

Coherent Optical Transceiver Shipments to Grow at 17 Percent CAGR, According to Dell'Oro Group

Retrieved on: 
Thursday, October 26, 2023
Coherent optical module, DWDM, Network switch, Growth, Optical transport network, Telecommunications, Research

REDWOOD CITY, Calif., Oct. 26, 2023 /PRNewswire/ -- Dell'Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, forecast coherent optical transceiver shipments to grow at a 17 percent compounded annual growth rate (CAGR) for the next five years. Additionally, the Coherent Optics market is undergoing a tectonic shift with the availability of small form factor pluggable optics that will increase the use of coherent technology in routers and ethernet switches.

Key Points: 
  • "The demand for coherent technology is expanding," stated Jimmy Yu, Vice President for Optical Transport market research at Dell'Oro Group.
  • "Historically, the majority of coherent optics have predominantly found their application in DWDM systems," stated Sameh Boujelbene, Vice President for Ethernet Switch market research at Dell'Oro Group.
  • Additional highlights from the Coherent Optics Report:
    Coherent Optics market is predicted to reach nearly $13 billion by 2027.
  • Coherent optics deployed on Router & Switch platforms will account for more than 50 percent of the annual increase in transceiver shipments throughout the forecast period.

Dell'Oro Group Launches New Coherent Optics Advanced Research Report

Retrieved on: 
Wednesday, September 27, 2023
Data-rate units, Telecommunications, Research report, DCI, Research, Optical transport network, Router, DWDM, ZR, Network switch, Computer data storage

REDWOOD CITY, Calif., Sept. 27, 2023 /PRNewswire/ -- Dell'Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries announced today the launch of its new Coherent Optics Advanced Research Report.

Key Points: 
  • REDWOOD CITY, Calif., Sept. 27, 2023 /PRNewswire/ -- Dell'Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries announced today the launch of its new Coherent Optics Advanced Research Report.
  • "Coherent optics is becoming pervasive, spreading to all reaches of a network, and no longer confined to only DWDM systems," stated Jimmy Yu, Vice President for Optical Transport market research at Dell'Oro Group.
  • The Coherent Optics Advanced Research Report will address key topics, including:
    What is the total market demand for coherent optics?
  • What share of coherent optics is being used on an Ethernet Switch and Router compared to a traditional DWDM system?

Supply Constraint Easing and Higher Price Points Boost Campus Switch Market Up 60 Percent in 2Q 2023, According to Dell'Oro Group

Retrieved on: 
Tuesday, September 12, 2023
Growth, Catalysis, Telecommunications, Network switch, Cisco, Meraki, Video game

REDWOOD CITY, Calif., Sept. 12, 2023 /PRNewswire/ -- According to a recent report by Dell'Oro Group, the trusted source for information about the telecommunications, security, networks, and data center industries, 2Q 2023 worldwide Campus Switch sales experienced an impressive surge of nearly 60 percent, a remarkable achievement given the market's historical mid-to-high single-digit growth rate prior to the pandemic. Cisco contributed most of the growth and was able to gain more than five points of revenue share during the quarter.

Key Points: 
  • Cisco contributed most of the growth and was able to gain more than five points of revenue share during the quarter.
  • "We have been predicting continued strong double-digit growth in the market in 1H 2023 but the 2Q 2023 results crushed our expectations," said Sameh Boujelbene, Vice President at Dell'Oro Group.
  • Additional highlights from the 2Q 2023 Ethernet Switch – Campus Report:
    Double-digit sales growth was broad-based across all regions, except China, which grew only modestly in 2Q 2023.
  • 2.5/5.0 Gbps port shipments nearly doubled, reflecting significant improvement in supply, especially on Cisco's Catalyst 9300.

OnTime Networks announces Naval Air Warfare Center Aircraft Division selects the CR-6000 series Ethernet Switch with Machete Router for Aircraft Upgrade Program

Retrieved on: 
Monday, September 11, 2023
Aircraft, WOLF, PMD, IDIQ, NIAP, Federal Systems Integration and Management Center, Architecture, NAWCAD, FSP, Naval Air Warfare Center, Marines, Machete, Network switch, United States Navy

OSLO, Norway, Sept. 11, 2023 /PRNewswire/ -- OnTime Networks today announced it has been awarded a 5-year firm-fixed-price indefinite delivery, indefinite quantity (IDIQ) contract by The Naval Air Warfare Center Aircraft Division (NAWCAD), Webster Outlying Field (WOLF) Special Communications Missions Solutions Division.

Key Points: 
  • OSLO, Norway, Sept. 11, 2023 /PRNewswire/ -- OnTime Networks today announced it has been awarded a 5-year firm-fixed-price indefinite delivery, indefinite quantity (IDIQ) contract by The Naval Air Warfare Center Aircraft Division (NAWCAD), Webster Outlying Field (WOLF) Special Communications Missions Solutions Division.
  • Under the multi-year program, with a maximum potential value of approximately $2.5 million, OnTime Networks will deliver a fully rugged Managed Ethernet Switch running the Machete Router from Architecture Technology Corporation.
  • "As a leading global supplier of fully rugged Ethernet Networking Solutions, OnTime Networks is excited to work with NAWCAD on this important technology upgrade," said Scott Killian, VP of Sales at OnTime Networks.
  • "We look forward to future opportunities to provide our proven and reliable solutions in support of the US Naval Air Warfare Center Aircraft Division."