Weakness in Campus Switching Slowed Down Total Switching Market Growth in 2Q 2018, According to Dell’Oro Group


Multi-gigabit Switch Port Shipments Dropped More Than 30 Percent Year-over-Year

According to a recent report by Dell’Oro Group weakness in campus switching slowed down total switching market growth in the 2Q 2018. Multi-gigabit switch port shipments dropped more than 30 percent year-over-year and it was one of the campus switching segments that experienced the steepest decline during the quarter.

“Total switching market revenue grew only three percent year-over-year, the slowest growth since 4Q 2016. Softness was attributed to campus switching which declined for the first time since 1Q 2017, while data center switching continued to record robust growth,” said Sameh Boujelbene, Senior Director at Dell’Oro Group. “Most of the weakness was attributed to Cisco’s back-end loaded fiscal quarter as well as some impact from the move to subscription-based model on Cisco’s Catalyst 9K,” added Boujelbene.

Additional highlights from the 2Q 2018 Ethernet Switch – Layer 2+3 Quarterly Report:

  • We expect recovery in Campus switching starting next quarter, driven by ongoing refresh cycle  led by Cisco’s Catalyst 9K family, demand for WLAN AP aggregation as well as new use cases for wired connectivity
  • Cisco will start adopting the new ASC606 accounting rule next quarter which is expected to further boost Campus revenue growth
  • Multi-gigabit switch port shipments declined due to delays in 802.11ax WLAN Access Points deployments

About the Report
The Dell’Oro Group Ethernet Switch – Layer 2+3 Quarterly Report offers a complete overview of the Ethernet Switch industry with tables covering manufacturers’ revenue, average selling prices, and port/unit shipments (100 Mbps, 1000 Mbps, 2.5, 5.0, 10, 25, 40, 50, 100, 200, and 400 Gbps) for Layers 2+3 (both managed and unmanaged).  To purchase this report, please contact Daisy Kwok at +1.650.622.9400 x227 or email Daisy@DellOro.com.

About Dell’Oro Group
Dell’Oro Group is a market research firm that specializes in strategic competitive analysis in the telecommunications, networks, and data center IT markets.  Our firm provides in-depth quantitative data and qualitative analysis to facilitate critical, fact-based business decisions.  For more information, contact Dell’Oro Group at +1.650.622.9400 or visit www.delloro.com.


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