Global Ethernet switch revenue topped $5 billion in 2Q12, up 9% from the previous quarter, and up 13% year-over-year, according to a new report from Infonetics Research. Sales were driven by strong performance in North America.
“All the negative economic news in the world didn’t keep Ethernet switch buyers from propelling the market past $5 billion in sales this quarter,” reports Matthias Machowinski, directing analyst for enterprise networks and video at Infonetics Research. “Sales in North America, the largest Ethernet switch market, did especially well, providing an important boost to the overall market,” Machowinski adds. “As usual, demand for 10G switches was strong, almost doubling from a year ago, and the 40G Ethernet market is taking off, as vendors round out their 40G solution portfolio.”
Some additional highlights:
- Revenue for 1G ports, the largest segment of the Ethernet switch market, is up year-over-year in 2Q12, a positive sign for the overall switching market
- For the 2nd straight quarter, 40G Ethernet sales grew 50%
- Market share leaders Cisco, HP, and Juniper posted revenue gains in 2Q12, although Cisco and HP lost market share on a year-over-year basis
- Dell’s Ethernet switch revenue is up by double-digit percentages from the year-ago 2nd quarter, driven in part by its acquisition of Force10.
