51.2 and 102.4 Tbps Network Chips Will Enable
100M Shipments of 800 Gbps and 1.6
Tbps Switch Ports by 2028
REDWOOD
CITY, Calif., July 23,
2024 /PRNewswire/ -- According to a recently
published report by Dell'Oro Group, the trusted source for
information about the telecommunications, networks, and data center
industries, Ethernet data center switches deployed in
non-accelerated infrastructure, or "Front-End Networks", are
forecast to generate more than $100B
in sales over the next five years. By 2028, 51.2 and 102.4 Tbps
network chips are expected to enable the deployment of nearly
100M shipments of 800 Gbps and 1.6
Tbps switch ports in front-end networks. AI infrastructure
build-outs, also known as "Back-End Networks", have the potential
to double these deployments.
"While Cloud Service Providers' focus in the near term is on
building AI back-end networks to support their AI infrastructure,
we anticipate an accelerated pace of investments in front-end
networks in the second half of our forecast horizon," said Sameh
Boujelbene, Vice President at Dell'Oro Group. "Despite exponential
growth opportunities in back-end networks, front-end networks are
expected to continue driving the bulk of Ethernet data center
switch sales over the next few years. Maintaining robust spending
in front-end networks remains, therefore, essential to boosting the
performance of major Ethernet switch suppliers.
"While back-end network will be the first to migrate to higher
speed, we anticipate 51.2 Tbps-based switch deployment in front-end
network to debut in 2024 and to enable a swift adoption of 800
Gbps. 102.4 Tbps-based switch deployments are expected to follow in
2025/2026 time frame and enable a second wave of 800 Gbps and the
initial wave of 1.6 Tbps deployment," added Boujelbene.
Additional highlights from the Ethernet Switch—Data Center
5-Year July 2024 Forecast Report:
- Linear Drive Pluggable Optics (LPOs), an alternative to
Co-Packaged Optics (CPOs), are expected to gain material traction
during our forecast horizon.
- SONiC (Software for Open Networking in the Cloud) adoption is
expected to accelerate, achieving a 10-20 percent penetration rate
in Tier 2/3 Cloud service providers and large enterprises by
2028.
About the Report
The Dell'Oro Group Ethernet Switch – Data Center 5-Year Forecast
Report provides a comprehensive overview of market trends and
includes tables covering manufacturers' revenue, port shipments,
and average selling price forecasts for various technologies:
Modular and Fixed by Port Speed; Fixed Managed and Unmanaged by
Port Speed; SONiC by customer segments; and Co-Packaged Optics by
Port Speed. We forecast the following port speeds:
1/10/25/40/50/100/200/400/800/1600 Gbps, and SerDes speed. To
purchase this report, please contact us by email at
dgsales@delloro.com.
About Dell'Oro Group
Dell'Oro Group is a market research firm that specializes in
strategic competitive analysis in the telecommunications, security,
networks, and data center 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.
View original content to download
multimedia:https://www.prnewswire.com/news-releases/front-end-networks-will-account-for-more-than-100b-in-data-center-switch-sales-over-the-next-five-years-according-to-delloro-group-302203511.html
SOURCE Dell'Oro Group