Data Center Switch Sales Soar to Record High, Despite Ongoing Supply Challenges

“We have been predicting the strong demand in the market to persist for various reasons explained in our report, but what surprised us is the level of sales that the vendors were able to fulfill during the quarter, despite ongoing supply challenges,” said Sameh Boujelbene, Senior Research Director at Dell’Oro Group. “What was clear though is that certain vendors, for instance, Arista and certainly white box suppliers have been so far able to better navigate the supply issues and take advantage of the situation to gain share, ” added Boujelbene.

Additional highlights from the 3Q 2021 Ethernet Switch – Data Center Report:

400 Gbps cumulative shipments eclipsed 3 Million ports, the vast majority of which are still driven by Google and Amazon.
Microsoft initiated 400 Gbps deployments in 3Q 2021, the vast majority of which were reported under deferred revenue due to pending qualification cycle.
Huawei, Star-Net Ruijie, and Juniper Networks recorded double-digit revenue growth.