“Year-over-Year growth in campus switch sales surpassed a staggering 20 percent, for the second quarter, sending sales for the full year to a record-breaking high,” said Sameh Boujelbene, Vice President at Dell’Oro Group. “This growth is reflective of ongoing improvement in the supply situation, although a full recovery is still a ways off. Almost all vendors experienced impressive growth, with one exception: H3C. However, Cisco emerged as the clear winner, driving two-thirds of the market growth and securing an impressive gain of more than two points in market share.
“All regions, except China, reported double-digit growth during the quarter. Although Covid-related disruptions and unfavorable currency exchange rates may have contributed to this weakness, we believe that one of the reasons for this decline is due to inventory digestion. It should be noted that the Chinese market has been steadily growing for multiple quarters since 1Q 2020, and 4Q 2022 was the first quarter of decline. We caution that similar digestion periods may occur in other regions. While we are not predicting a general pause in the market in 2023, we anticipate it may occur next year,” added Boujelbene.
Additional highlights from the 4Q 2022 Ethernet Switch – Campus Report:
Although Cisco was able to gain revenue share in 4Q 2022, the firm’s share over the trailing four quarters has remained stable. This could suggest that the share gain in 4Q 2022 might be primarily due to the timing of shipments rather than true competitive displacements.
5/5.0 Gbps port shipments increased by 26 percent, the third consecutive quarter of strong double-digit growth. HPE Aruba captured the majority of the increase for the second quarter in a row.
#Lycom #SZ #China #Switch #POE #POE+ #5G CPE #CPE #5G Route #Route #4G Route #4G CPE #Broadcomm #BCM #Qualcomm #Marvell #Realtek #RTL #Centec #CTC #optical #copper #100G #40G #25G #10G #2.5G
