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市场调查报告书
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资料中心交换器：市场占有率分析、产业趋势与统计、成长预测（2024-2029）

Data Center Switch - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2024 - 2029)
出版日期: | 出版商: Mordor Intelligence | 英文 165 Pages | 商品交期: 2-3个工作天内

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简介目录

资料中心交换器市场规模预计到 2024 年为 170.3 亿美元，预计到 2029 年将达到 220.2 亿美元，预测期内（2024-2029 年）复合年增长率为 5.27%。

资料中心交换器-市场

主要亮点

  • 云端运算、资料在地化以及 5G 和物联网等新兴技术的采用正在推动全球资料中心投资的增加。各种规模的企业不断变化的需求、数百万个连结设备的持续创建以及互联网上每天产生的资料量正在迅速提高资料中心的普及度。
  • 要充分发挥人工智慧技术的潜力，需要额外的电脑处理和决策流程。根据效能、容量和成本方面的不同，人工智慧处理和资料储存位置的范围可以从云端到本地资料中心再到网路外围。预计边缘运算将从连网型设备、创新产业和联网汽车中受益匪浅，并对所考虑的市场产生重大影响。
  • 核心交换器随着流量管理的扩展看到了新的成长潜力。当 COVID-19 爆发迫使人们留在家里时，许多人转向 Netflix 等 OTT 服务来娱乐，而不是外食或看电影。在新冠肺炎 (COVID-19) 疫情的前三个月，Netflix 亚太地区新增订阅用户达 360 万。为了处理大量传入流量，同时保持串流媒体服务的质量，Netflix 决定取消最大频宽流并减少通过 Tor 的流量。
  • COVID-19 的爆发扰乱了资料中心建设供应链。与封锁相关的计划完工延迟和收益减少，尤其是餐旅服务业和娱乐等受灾最严重的产业，影响了建设活动和资料中心的使用。
  • 随着云端基础的业务流程的快速采用，公司在资料管理解决方案上投入了大量资金，以处理这些系统产生的大量资料。随着多重云端运算的成长，基于虚拟网路的伺服器正在取代传统的本地实体伺服器，这正在推动资料中心世界的扩展，并增加对资料中心交换设备的需求。
  • 然而，资料中心最重要的成本之一仍然是电力。根据国际能源总署的数据，资料中心消耗了全球1%的电力。我们计划在未来五年内使用它。大部分能源消耗用于运作伺服器，从而产生热量和冷却。同样，冷却过程会消耗大量能量。

资料中心交换器市场趋势

核心交换器市占率第一

  • 核心交换器的优先顺序应高于其他两台交换器。亚马逊和微软等市场占有率较大的公司正在建造更多的资料中心。随着资料中心的扩展，对核心交换器的需求将呈指数级增长。
  • 必须以低且可预测的延迟有效、可靠地处理不断增长的流量。然而，频宽是三层资料中心架构中的一个限制，因为vPC（虚拟连接埠通道）只能提供两个活动的平行上行链路。三层设计的另一个问题是伺服器之间的延迟会根据所使用的流量路径而变化。例如，思科推出了一种新的资料中心设计，称为基于 Clos 网路的脊叶架构，以解决这些限制。该设计已被证明可以提供高频宽、低延迟、无阻塞的伺服器到伺服器连线。
  • Crore Switch 提供全面的设备选择，以满足各种资料中心的要求。该公司的交换器使客户能够为架顶式 (ToR)、主干和叶子架构创建有效且可扩展的网路基础设施。此外，它还为特定用例提供专门的控制，例如用于高效能运算 (HPC) 的 SAN 和丛集。
  • 云端运算技术在北美的应用越来越广泛。例如，Facebook公司的Metaplatforms去年宣布计画投资8亿美元在美国爱达荷州建造一个大型园区，以扩大其资料中心市场占有率。
  • 随着资料中心能力的扩展，许多IT设备的复杂性和互连性预计将得到改善，而对交换器和路由器等资料中心网路元件的需求将成为超大规模基础设施的关键组成部分。超大规模IT基础设施供应商使用高效能核心交换器进行高速资料传输将推动资料中心交换器市场的成长。

预计北美地区将出现显着成长

  • 房地产专家世邦魏理仕(CBRE)的数据显示，美国七大市场的资料中心租赁量比往年增加了31%，比去年因疫情略有下降的情况增加了50%。北维吉尼亚是一个主要市场，占全国新增资料中心容量的 60% 以上。
  • 主机代管资料中心的大部分需求来自云端服务供应商和社群媒体公司。该市场也受到区块链技术、5G基础设施、虚拟实境社群和自动驾驶汽车技术等新技术引入的推动。
  • 亚特兰大最近成为资料中心开发的另一个重要市场，供应商针对企业部门推出了新计划。 QTS 资料 Centers 今年稍早提交了一份在亚特兰大开发 110 万平方英尺资料中心的提案。根据「计划 Granite」设计，QTS计划在约36英亩的土地上创建230万平方英尺的混合用途空间，包括资料中心空间以及商业、零售和住宅用地。这些进步增加了这些领域对资料中心交换设备的需求。
  • 超融合透过将储存、处理和网路合併到单一系统中来降低资料中心的复杂性并提高扩充性。这开始引起北美地区公司的注意。融合式基础架构平台的使用不断增加正在推动资料中心市场的发展。
  • Patrinely Group 及其融资合作伙伴 USAA Real Estate 去年向北维吉尼亚市场推出了新的资料中心开发平台 Corscale。该公司的第一个计划是威廉王子县的 Gainesville Crossing，这是一个 300 兆瓦的综合体，拥有五个专为超大规模客户设计的资料中心。
  • 近年来，200GbE 和 400GbE 交换器连接埠也已在该地区广泛采用。例如，惠普企业（HPE）去年和今年推出了专为现代资料中心设计的32埠200GbE SN3700M交换器。当配备基于 50G PAM-4 的 Spectrum-2 ASIC 时，此交换器具有突破性的 8.33Bpps封包处理速度和高达 12.8Tb/s 的双向交换容量。

资料中心交换器产业概况

资料中心交换器市场竞争激烈，主要参与者众多。但目前在市场占有率上占据主导地位的主导企业寥寥无几。公司遵循多种策略，包括扩张、併购、合资、合作、伙伴关係等。这些市场参与者正在加强他们在行业中的地位。报告中解读的主要市场参与者包括思科、Jupiter Networks、Dell EMC、Arista Networks、中兴通讯、惠普企业、Mellanox、华为、Extreme Networks等。

2022年3月，华为推出两款新的CloudEngine高可用性多播（HAM）资料中心交换器CloudEngine 8850-HAM和CloudEngine 6860-HAM。这些交换器非常适合证券、保险和高端製造业，并有望帮助企业建立广阔的生产和交易系统。

2023年4月，钯登科技推出超高容量400G交换机，提供新一代资料中心网路架构。为满足下一代资料中心和云端运算环境的需求，将基础网路架构提升到新的水平，钯登科技宣布推出超高容量400G交换器DCS520。

其他福利

  • Excel 格式的市场预测 (ME) 表
  • 3 个月分析师支持

目录

第一章简介

  • 研究假设和市场定义
  • 调查范围

第二章调查方法

第三章执行摘要

第四章市场洞察

  • 市场概况
  • 产业吸引力－波特五力分析
    • 买方议价能力
    • 供应商的议价能力
    • 新进入者的威胁
    • 替代产品的威胁
    • 竞争公司之间的敌意强度
  • 评估新型冠状病毒感染疾病（COVID-19）对市场的影响
  • 技术简介
    • 频宽
    • 科技（乙太网路、光纤通道、InfiniBand）

第五章市场动态

  • 市场驱动因素
    • 对云端和边缘运算服务的需求不断增长
    • 有关资料中心在地化的政府法规
  • 市场限制因素
    • 资料中心营运成本高

第六章市场区隔

  • 开关类型
    • 核心交换机
    • 配电开关
    • 存取交换机
  • 地区
    • 北美洲
      • 美国
      • 加拿大
    • 欧洲
      • 英国
      • 德国
      • 法国
      • 其他欧洲国家
    • 亚太地区
      • 中国
      • 日本
      • 印度
      • 韩国
      • 其他亚太地区
    • 世界其他地区

第七章 竞争形势

  • 公司简介
    • Cisco Systems, Inc.
    • Arista Networks, Inc.
    • Juniper Networks, Inc.
    • Hewlett Packard Enterprise Development LP
    • NEC Corporation
    • Huawei Technologies Co., Ltd.
    • H3C Holding Limited
    • Lenovo Group Limited
    • Extreme Networks Inc.
    • Dell EMC
    • Mellanox Technologies.
    • Fortinet, Inc.
    • ZTE Corporation
    • Quanta Cloud Technology（QCT）
    • D-Link Corporation
    • Silicom Ltd. Connectivity Solutions

第八章投资分析

第九章 未来市场展望

简介目录
Product Code: 67224

The Data Center Switch Market size is estimated at USD 17.03 billion in 2024, and is expected to reach USD 22.02 billion by 2029, growing at a CAGR of 5.27% during the forecast period (2024-2029).

Data Center Switch - Market

Key Highlights

  • Global data center investments are rising because of adopting cloud computing, data localization, and emerging technologies like 5G and IoT. Data centers are fast gaining popularity because of the shifting needs of businesses of all sizes, the ongoing creation of millions of linked devices, and the daily volume of data generated via the Internet.
  • Additional computer processing and decision-making processes are needed to exploit AI technology's potential fully. Depending on aspects like performance, capacity, and cost, the location of AI processing and data storage may range from the cloud to on-premises data centers to the network's periphery. Edge computing, projected to tremendously benefit from connected devices, innovative industries, and connected cars, would significantly impact the market under examination.
  • Core switches are experiencing new growth potential because of expanding traffic management. When the COVID-19 outbreak forced people to stay home, many turned to OTT services like Netflix for entertainment instead of going out to eat or to the movies. In the first three months of COVID-19, Netflix Asia-Pacific added 3.6 million new subscribers. Netflix decided to delete the highest bandwidth streams and cut traffic by tor to handle the high volume of incoming traffic while retaining the streaming service's quality.
  • The COVID-19 outbreak messed up the supply chain for building the data center. Lockdown-related delays in project completion and a decline in revenue from particularly hard-hit industries, like hospitality and entertainment, impacted construction activity and data center entry locations.
  • Due to the rapid adoption of cloud-based business processes, businesses have made significant investments in data management solutions to handle the massive volume of data produced by these systems. Virtual network-based servers are replacing conventional on-premises physical servers due to the growth of multi-cloud computing, which drives the global expansion of data centers and increases the demand for data center switching equipment.
  • However, one of the most significant expenses for data centers is still electricity. According to the International Energy Agency, data centers consume 1% of all electricity worldwide. They will use it in the next five years. Most of this energy consumption is required to run the servers, which generate heating and cooling. Again, a lot of energy is used in the cooling process.

Data Center Switch Market Trends

Core Switches Holding the Largest Market Share

  • Core switches must be given more priority than the other two switches. Companies with larger market shares, such as Amazon and Microsoft, are building additional data centers. The need for core switches will rise dramatically since data centers are expanding.
  • The growing traffic must be handled effectively and reliably, with low and predictable latency. However, because vPC (virtual-port-channel) can only supply two active parallel uplinks, bandwidth becomes a constraint in a three-tier data center architecture. Another issue with a three-tier design is that server-to-server latency changes depending on the traffic path used. For Instance, Cisco introduced a new data center design known as the Clos network-based spine-and-leaf architecture to address these restrictions. This design has been demonstrated to provide a high-bandwidth, low-latency, nonblocking server-to-server connection.
  • Crore Switches offer a comprehensive selection of devices to satisfy different data center requirements. Switches from their range allow clients to create effective and scalable network infrastructures for top-of-rack (ToR), spine, and leaf architectures. Additionally, offer specialized controls for particular use cases, including SANs or clusters for high-performance computing (HPC).
  • In North America, cloud computing technology is becoming more widely used. For instance, Facebook Inc.'s Meta Platforms Inc. announced plans to increase its data center market share by investing USD 800 million in large-scale campuses in Idaho, United States, last year.
  • The complexity and interconnectedness of many IT devices are expected to be improved by expanding data center capabilities, and the demand for data center networking components like switches and routers will be a crucial part of hyper-scale infrastructures. The use of high-performance core switches for quick data transfer by hyper-scale IT infrastructure providers will drive the growth of the data center switch market.

North America Expected to Register Significant Growth

  • According to real estate expert CBRE, data center leasing in the top seven US markets was 31% greater than in the previous several years and 50% higher than the last year, which had slightly decreased owing to the pandemic. Northern Virginia was the leading market, with over 60% of the country's new data center capacity.
  • Cloud service providers and social media firms account for most of the demand for colocation data centers. The market is also driven by adopting new technologies, including blockchain technology, 5G infrastructure, virtual reality communities, and autonomous car technology.
  • With new projects from providers aiming at the enterprise sector, Atlanta has recently become another important market for data center development. To develop a 1.1 million square foot data center in Atlanta, QTS Data Centers submitted proposals the year before the current year. According to the designs in "Project Granite," QTS would create 2.3 million square feet of mixed-use space on around 36 acres of land, including data center space and commercial, retail, and residential land uses. These advances increase the need for data center switching devices in these areas.
  • By fusing storage, processing, and networking into a single system, hyper-convergence reduces the complexity of data centers and improves scalability, which has begun to gain the attention of businesses in the North American region. An increase in the usage of a hyper-converged infrastructure platform is driving the market for data centers.
  • The Patrinely Group and its financing partner, USAA Real Estate, introduced Corscale, a new data center development platform, to the Northern Virginia market last year. The company's first project is Gainesville Crossing, a 300-megawatt complex in Prince William County with five data centers designed for hyper-scale clients.
  • In recent years, the region has also widely adopted the 200GbE and 400GbE switch ports. Hewlett Packard Enterprise (HPE), for instance, in the previous and current year, introduced the 32-port 200GbE SN3700M switch, which is designed specifically for the modern data center. The switch has a groundbreaking 8.33Bpps packet processing rate and a bidirectional switching capacity of up to 12.8Tb/s when powered by the 50G PAM-4-based Spectrum-2 ASIC.

Data Center Switch Industry Overview

The Data Centre Switch market is highly competitive and has several major players. However, few significant companies currently dominate the market regarding market share. The companies follow several strategies, including expansions, mergers & acquisitions, joint ventures, collaborations, partnerships, and others; these market players have strengthened their position in the business. The major market players interpreted in the report include Cisco, Jupiter Networks, Dell EMC, Arista Networks, ZTE, Hewlett Packard Enterprise, Mellanox, Huawei, Extreme Networks, etc.

In March 2022, Two brand-new CloudEngine high availability multicast (HAM) data center switches, the CloudEngine 8850-HAM and CloudEngine 6860-HAM, were launched by Huawei. These switches were excellent for the securities, insurance, and high-end manufacturing industries and were expected to help businesses create expansive production and transaction systems.

In April 2023, the Ultra High-Capacity 400G Switch was launched by Edgecore to provide the next-generation data center network architectures. To satisfy the demands of the next-generation data center and cloud computing environments and to bring a new level of basic network architecture, Edgecore announced the launch of the DCS520, an ultra-high capacity 400G switch.

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Study Assumptions and Market Definition
  • 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET INSIGHTS

  • 4.1 Market Overview
  • 4.2 Industry Attractiveness - Porter's Five Forces Analysis
    • 4.2.1 Bargaining Power of Buyers
    • 4.2.2 Bargaining Power of Suppliers
    • 4.2.3 Threat of New Entrants
    • 4.2.4 Threat of Substitute Products
    • 4.2.5 Intensity of Competitive Rivalry
  • 4.3 Assessment of the Impact of COVID-19 on the Market
  • 4.4 Technology Snapshot
    • 4.4.1 Bandwidth
    • 4.4.2 Technology (Ethernet, Fiber Channel, and InfiniBand)

5 MARKET DYNAMICS

  • 5.1 Market Drivers
    • 5.1.1 Augmented Demand for Cloud & Edge Computing Services
    • 5.1.2 Government Regulations Regarding Localization of Data Centers
  • 5.2 Market Restraints
    • 5.2.1 High Data Center Operational Cost

6 MARKET SEGMENTATION

  • 6.1 Switch Type
    • 6.1.1 Core Switches
    • 6.1.2 Distribution Switches
    • 6.1.3 Access Switches
  • 6.2 Geography
    • 6.2.1 North America
      • 6.2.1.1 Unites States
      • 6.2.1.2 Canada
    • 6.2.2 Europe
      • 6.2.2.1 United Kingdom
      • 6.2.2.2 Germany
      • 6.2.2.3 France
      • 6.2.2.4 Rest of Europe
    • 6.2.3 Asia-Pacific
      • 6.2.3.1 China
      • 6.2.3.2 Japan
      • 6.2.3.3 India
      • 6.2.3.4 South Korea
      • 6.2.3.5 Rest of Asia-Pacific
    • 6.2.4 Rest of the World

7 COMPETITIVE LANDSCAPE

  • 7.1 Company Profiles
    • 7.1.1 Cisco Systems, Inc.
    • 7.1.2 Arista Networks, Inc.
    • 7.1.3 Juniper Networks, Inc.
    • 7.1.4 Hewlett Packard Enterprise Development LP
    • 7.1.5 NEC Corporation
    • 7.1.6 Huawei Technologies Co., Ltd.
    • 7.1.7 H3C Holding Limited
    • 7.1.8 Lenovo Group Limited
    • 7.1.9 Extreme Networks Inc.
    • 7.1.10 Dell EMC
    • 7.1.11 Mellanox Technologies.
    • 7.1.12 Fortinet, Inc.
    • 7.1.13 ZTE Corporation
    • 7.1.14 Quanta Cloud Technology (QCT)
    • 7.1.15 D-Link Corporation
    • 7.1.16 Silicom Ltd. Connectivity Solutions

8 INVESTMENT ANALYSIS

9 FUTURE MARKET OUTLOOK