Data centre switches grew 20% in 1Q 2023; Arista and Nvidia outpace market perfo...

Sunday, 04 June 2023 18:55

Data centre switches grew 20% in 1Q 2023; Arista and Nvidia outpace market performance

Data centre switches grew more than 20% in 1Q 2023 representing the fourth consecutive quarter of record-breaking revenue levels with network equipment company Arista and multinational technology company Nvidia leading the pack and outpacing market performance.

"The substantial growth was primarily fuelled by the ongoing release of the backlog as supply conditions continue to improve. In fact, some vendors reported 40% reduction in lead times on certain products compared to the prior quarter," revealed Dell’Oro Group vice president Sameh Boujelbene.

"Additionally, the market started to see some positive impact of list price increases implemented by most vendors about a year ago, as newer backlogs started to gradually get released.”

"Revenue growth was broad-based across all major vendors, with Arista leading the pack by growing three times faster than the overall market and gaining over six points of revenue share in the quarter. Another standout performer was Nvidia, surpassing market growth and gaining more than one point of revenue share during the quarter," added Boujelbene.

The Ethernet Switch – Data Centre Report highlighted the following findings:
1. Cloud service providers accounted for nearly two-thirds of the revenue growth in the quarter, while the large enterprise segment contributed to the remaining share.
2. Further fuelled by artificial intelligence (AI) applications, shipments of 200Gbps and 400Gbps switches constituted approximately 25% of the revenue and 20% of the total shipments.
3. Although Google, Amazon, Microsoft, and Meta continue to drive the majority of deployments, we observed an increasing number of shipments directed toward Tier 2/3 Cloud Service Providers and large enterprises.

This first appeared in the subscription newsletter CommsWire on 02 June 2023.

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