A combination of things helped boost the revenue.
Data centre switch revenue showed a strong recovery in China during the second quarter, growing nearly 30 percent year-over-year (YoY). However, revenue outside of China declined at a steeper rate than first quarter of 2020, according to a recent report by Dell’Oro Group’s Ethernet Switch – Data Centre Quarterly Report.
The report provides a detailed view of the market, including Ethernet switches for server access, server aggregation, and data centre core. It also contains in-depth market and vendor-level information on manufacturers’ revenue; ports shipped; average selling prices for both Modular and Fixed Managed and Unmanaged Ethernet Switches (1000 Mbps,10, 25, 40, 50, 100, 200, and 400 GE); and regional breakouts.
Sameh Boujelbene, senior director at Dell’Oro Group said an early control of the COVID-19 pandemic in China, combined with government stimulus as well as a strong demand from Chinese Cloud Service Providers (SPs) boosted revenue growth in the region in the second quarter.
“Additionally, this strong demand in China was not hindered by major supply issues as Chinese vendors were so far able to secure enough inventory to meet the demand in the quarter,” he said. “Meanwhile, revenue outside of China was challenged by both supply as well as demand headwinds.”
Additional highlights from the 2Q 2020 Ethernet Switch – Data Centre Report:
- Arista, Cisco, and Juniper each recorded a double-digit Y/Y revenue decline in 2Q 2020
- Despite market weakness, demand remained strong from some large Cloud SPs such as Amazon, Microsoft, Alibaba and Tencent
- 400 Gbps shipment reached nearly a quarter million ports in 2Q 2020, driven mainly shipments to by Google and Amazon
Tags: Chinadata centre
