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市場調查報告書
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1687981

資料中心交換器：市場佔有率分析、產業趨勢與統計、成長預測（2025-2030 年）

Data Center Switch - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)
出版日期: | 出版商: Mordor Intelligence | 英文 165 Pages | 商品交期: 2-3個工作天內

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簡介目錄

資料中心交換器市場規模預計在 2025 年為 179.3 億美元，預計到 2030 年將達到 231.8 億美元，預測期內（2025-2030 年）的複合年成長率為 5.27%。

資料中心交換器-市場-IMG1

由於雲端運算、資料在地化以及 5G 和物聯網等新技術的採用，全球資料中心投資正在增加。由於各種規模的企業需求不斷變化、數百萬台連網設備的不斷創建以及每天透過網路產生的大量資料，資料中心正在激增。

主要亮點

  • 要充分發揮人工智慧技術的潛力，需要額外的運算處理和決策流程。根據效能、容量、成本和其他方面，人工智慧處理和資料儲存的位置可以從雲端到內部資料中心再到網路外圍。邊緣運算預計將從連網型設備、創新產業和聯網汽車中受益匪淺，並將對所考慮的市場產生重大影響。
  • 核心交換機由於擴大了流量管理而提供了新的成長潛力。當 COVID-19 疫情迫使人們待在家裡時，許多人轉向 Netflix 等 OTT 服務來娛樂，而不是外出用餐或去看電影。在新冠疫情爆發的前三個月，Netflix 亞太區新增了 360 萬名用戶。為了處理大量傳入流量同時保持串流服務的質量，Netflix 決定刪除高頻寬流並使用 Tor 減少流量。
  • COVID-19疫情爆發，擾亂了資料中心建設供應鏈。與封鎖相關的計劃完工延遲，以及受災特別嚴重的產業（如旅館業和娛樂業）的收益減少，已經影響了建設活動和資料中心位置。
  • 雲端基礎的業務流程的快速採用促使公司大量投資於資料管理解決方案來處理這些系統產生的大量資料。多重雲端運算的成長推動了基於虛擬網路的伺服器取代傳統的內部實體伺服器，這推動了資料中心格局的不斷擴大以及對資料中心交換設備的需求不斷增加。
  • 然而，資料中心最大的開支之一仍然是電力。根據國際能源總署 (IEA) 的數據，資料中心消耗了全球全部電力的 1%。預計未來五年消費量將進一步增加。大部分能源消耗來自於運作伺服器所需的加熱和冷卻。再次，冷卻過程會消耗大量的能源。

資料中心交換器市場趨勢

核心交換器佔據最大市場佔有率

  • 核心交換器必須優先於其他兩台交換器。亞馬遜和微軟等擁有較大市場佔有率的公司正在擴大其資料中心。隨著資料中心的擴大，核心交換器的需求將呈指數級成長。
  • 它必須有效率、可靠地處理不斷增加的流量，並且具有較低且可預測的延遲。然而，vPC（虛擬連接埠通道）只能提供兩個活動的平行上行鏈路，這使其在三層資料中心架構中受到頻寬限制。三層設計的另一個問題是伺服器之間的延遲會根據所使用的流量路徑而變化。例如，思科引入了一種稱為跨網路脊葉架構的新資料中心設計來解決這些限制。事實證明，該設計可以提供高頻寬、低延遲、無阻塞的伺服器到伺服器連線。
  • Crore 交換器提供全面的設備選擇，以滿足各種資料中心的需求。 Crore 交換器支援為架頂式 (ToR)、脊葉式架構創建高效且可擴展的網路基礎架構。此外，它還為特定使用案例提供專門的控制，例如用於高效能運算 (HPC) 的 SAN 和叢集。
  • 雲端處理技術在北美的使用正變得越來越普遍。例如，Facebook 的 Meta Platforms 去年宣布計劃在美國愛達荷州投資 8 億美元建造一個大型園區，以擴大其資料中心市場佔有率。
  • 資料中心功能的擴展預計將增加大部分 IT 設備的複雜性和互聯互通性，從而推動對交換器和路由器等資料中心網路元件的需求，因為它們已成為超大規模基礎設施的重要組成部分。超大規模IT基礎設施供應商使用高效能核心交換器進行快速資料傳輸預計將推動資料中心交換器市場的成長。

北美有望實現顯著成長

  • 根據房地產專家世邦魏理仕（CBRE）統計，美國七大市場的資料中心租約較前幾年成長了31%，較去年同期成長了50%，去年受疫情影響略有下降。北維吉尼亞是美國新資料中心容量的主要市場，佔總量的60%以上。
  • 主機託管資料中心的大部分需求來自雲端服務供應商和社群媒體公司。此外，區塊鏈技術、5G基礎設施、虛擬實境社群和自動駕駛汽車技術等新技術的採用也在推動市場的發展。
  • 亞特蘭大最近已成為資料中心開發的另一個重要市場，並有來自企業供應商的新計畫。 QTS資料中心兩年前提交了提案在亞特蘭大建立一個 110 萬平方英尺資料中心的提案。根據「Project Granite」發布的藍圖，QTS 計劃在約 36 英畝的土地上建造一個 230 萬平方英尺的混合用途設施，其中將包括資料中心空間以及商業、零售和住宅空間。這些進步正在推動這些地區對資料中心交換設備的需求。
  • 超融合將儲存、處理和網路結合到單一系統中，從而降低了複雜性並提高了資料中心的擴充性。融合式基礎架構平台的日益使用正在推動資料中心市場的發展。
  • Patrinely Group 及其資金籌措合作夥伴 USAA Real Estate 去年向北維吉尼亞市場推出了一個新的資料中心開發平台 Corscale。該公司的首個計劃是位於威廉王子縣的蓋恩斯維爾十字路口（Gainesville Crossing），這是一座發電容量為 300 兆瓦的綜合設施，將包括五個資料中心，旨在為超大客戶提供服務。
  • 近年來，200GbE 和 400GbE 交換器連接埠在該地區也被廣泛採用了。例如，惠普企業 (HPE) 去年和今年再次推出了專為現代資料中心設計的 32 連接埠 200GbE SN3700M 交換器。當配備基於 50G PAM-4 的 Spectrum-2 ASIC 時，此交換器可提供突破性的 8.33Bpps封包處理速度和高達 12.8Tb/s 的雙向交換容量。

資料中心交換器產業概況

資料中心交換器市場競爭激烈，有幾個主要參與者。然而，目前，市場市場佔有率主要被少數幾家大公司所佔據。這些公司正在採取業務擴張、併購、合資、聯盟、夥伴關係等多種策略，透過這些策略，這些市場參與者加強了其在業務中的地位。報告中介紹的關鍵市場參與者包括思科、Jupiter Networks、戴爾 EMC、Arista Networks、中興通訊、惠普企業、Mellanox、華為和 Extreme Networks。

  • 2023 年 9 月－Hyperscaler 選擇 Arista 而非 Cisco 作為資料中心交換器。 Arista 專注於雲端服務供應商，佔其收入的一半以上。近年來，該公司也進軍企業市場，努力實現「業務多元化」。
  • 2023 年 4 月 - 為了提供下一代資料中心網路架構，Edgecore 推出了超高容量 400G 交換器。為了滿足下一代資料中心和雲端處理環境的需求並將基礎網路架構提升到新的水平，EdgeCore 宣布推出超高容量 400G 交換器 DCS520。

其他福利

  • Excel 格式的市場預測 (ME) 表
  • 3 個月的分析師支持

目錄

第 1 章 簡介

  • 研究假設和市場定義
  • 研究範圍

第2章調查方法

第3章執行摘要

第4章 市場洞察

  • 市場概況
  • 產業吸引力－波特五力分析
    • 買家的議價能力
    • 供應商的議價能力
    • 新進入者的威脅
    • 替代品的威脅
    • 競爭對手之間的競爭強度
  • COVID-19 市場影響評估
  • 技術簡介
    • 頻寬
    • 科技（乙太網路、光纖通道、InfiniBand）

第5章 市場動態

  • 市場促進因素
    • 對雲端運算和邊緣運算服務的需求不斷增加
    • 資料中心本地化的政府法規
  • 市場限制
    • 資料中心營運成本高

第6章 市場細分

  • 開關類型
    • 核心交換機
    • 分配交換機
    • 存取交換機
  • 地區
    • 北美洲
      • 美國
      • 加拿大
    • 歐洲
      • 英國
      • 德國
      • 法國
      • 其他歐洲國家
    • 亞太地區
      • 中國
      • 日本
      • 印度
      • 韓國
      • 其他亞太地區
    • 世界其他地區

第7章 競爭格局

  • 公司簡介
    • 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8章投資分析

第9章 未來市場展望

簡介目錄
Product Code: 67224

The Data Center Switch Market size is estimated at USD 17.93 billion in 2025, and is expected to reach USD 23.18 billion by 2030, at a CAGR of 5.27% during the forecast period (2025-2030).

Data Center Switch - Market - IMG1

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.

Key Highlights

  • 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.

  • September 2023 - Hyperscalers have chosen Arista over Cisco for data center switches. Arista focuses on cloud service providers, representing over half of the vendor's revenue. In recent years, the networking company has also attempted to "diversify its business" by dipping its feet into the enterprise market.
  • April 2023 - Edgecore launched the Ultra High-Capacity 400G Switch 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