On March 11, 2020, the well-known market organization IDC released the latest quarterly global switch market report.With the construction of 5G in China, the market for switches, especially data center switches, will explode.
China Mobile's 2.2 billion data center switch central procurement project will announce the results around March 17, 2020. The marketing is quite big.
Highlights of the report:
Weak global market: In the fourth quarter of 2019, the global Ethernet switch market revenue was US $ 7.6 billion, a year-on-year decrease of 2.1%. For the full year of 2019, the market revenue was US $ 28.8 billion, a year-on-year increase of 2.3%.
The domestic market is still strong: Among them, the Chinese market grew by 5.1% in the fourth quarter of 2019 and increased by 3.6% for the full year.
100G / 25G port demand growth is strong: In the fourth quarter of 2019, 100Gb Ethernet switches increased 24.7% year-on-year, and 25Gb switch port shipments increased 57.1% year-on-year.
The top five switch markets in the world: Cisco, Huawei, Arista, HP, and H3C.
In 2019, domestic manufacturers performed well:
Cisco: In the fourth quarter of 19, Ethernet switch revenue decreased by 6.4% year-on-year, and its market share was 50.9%.
Huawei: 2019 year-on-year growth of 7.8%, global market share of 9.6%.
Arista: 11.1% year-on-year in the fourth quarter. As of the end of 2019, the global market share was 7.0%.
HP Enterprise: Revenue in the fourth quarter fell 15.9% year-on-year, 9.1% for the full year of 2019, and market share fell from 6.1% in 2018 to 5.4%.
H3C: Market share has also grown.
China Mobile opened a bid of 2.2 billion, We believe domestic manufacturers will perform well. In addition to Huawei and H3C, ZTE, Ruijie and other manufacturers also have considerable strength in the switch market.
