2Q 2020 Sales of Data Center Switches Rebounded in China, up Nearly 30 Percent Y/Y

“An early control of the COVID-19 pandemic in China, combined with government stimulus as well as a strong demand from Chinese Cloud Service Providers (SPs) boosted revenue growth in the region in the second quarter,” said Sameh Boujelbene, Senior Director at Dell’Oro Group. “Additionally, this strong demand in China was not hindered by major supply issues as Chinese vendors were so far able to secure enough inventory to meet the demand in the quarter. Meanwhile, revenue outside of China was challenged by both supply as well as demand headwinds,” added Boujelbene.

Additional highlights from the 2Q 2020 Ethernet Switch – Data Center Report:

Arista, Cisco, and Juniper each recorded a double-digit Y/Y revenue decline in 2Q 2020.
Despite market weakness, demand remained strong from some large Cloud SPs such as Amazon, MCSF, Alibaba and Tencent.
400 Gbps shipment reached nearly a quarter million ports in 2Q 2020, driven mainly shipments to by Google and Amazon.