路由器和交換器市場 - 全球產業規模、佔有率、趨勢、機會、預測：按產品、服務、地區和競爭對手分類，2021-2031 年

全球路由器和交換器市場預計將從 2025 年的 656.1 億美元成長到 2031 年的 987.4 億美元，複合年成長率為 7.05%。

在這個生態系統中，路由器作為關鍵樞紐，負責在不同網路之間引導流量；而交換器則連接各個網路內的設備，確保高效的內部資料交換。該領域的成長主要得益於全球網際網路流量的激增、超大規模資料中心的快速發展以及雲端運算架構的廣泛應用。此外，為支援物聯網 (IoT) 而不斷成長的高速連接需求，也使得企業和服務供應商對耐用網路硬體的需求持續成長。

然而，由於需要大量資本投資和經濟不穩定等因素，該產業面臨嚴峻的挑戰。這些因素常常迫使企業推遲關鍵基礎設施的更新。這些財務限制可能導致企業無法立即取代舊有系統，從而阻礙市場成長。儘管如此，現代化改造仍然至關重要，因為國際電信聯盟（ITU）估計，到2025年，5G網路將覆蓋全球55%的人口。實現如此廣泛的無線覆蓋需要一個強大且擴充性的路由和交換基礎設施後端，以應對由此帶來的資料吞吐量成長。

市場促進因素

超大規模和邊緣資料中心的成長，主要得益於人工智慧驅動的網路最佳化工具的整合，這成為路由器和交換器市場的主要驅動力。隨著大型企業和雲端服務供應商擴展其基礎設施以適應人工智慧工作負載，對能夠處理大量資料吞吐量並保持低延遲的高效能交換器的需求日益迫切。這種轉變正在加速400G和800G埠速度的普及，而這些埠速度對於在高密度運算叢集實現高速資料處理至關重要。為了佐證這一趨勢，Cisco在其2024年8月發布的第四財季財報中宣布，其人工智慧相關訂單已超過10億美元，凸顯了為支援這些複雜的運算需求而對基礎設施進行的大量投資。

同時，5G基礎設施在全球範圍內的快速部署正迫使通訊業者對其核心網路和回程傳輸系統進行現代化改造。為了滿足下一代無線標準對更高密度和速度的需求，營運商需要部署營運商級路由器和交換器。 GSMA於2024年2月發布的《2024年行動經濟》報告預測，2023年至2030年間，全球行動通訊業者將在其網路方面投資1.5兆美元，其中超過90%將用於5G。這項巨額投資推動了營運商採購強大的網路硬體以應對日益成長的負載。愛立信於2024年11月發布的《行動報告》進一步印證了這項需求，該報告指出，2023年第三季至2024年第三季度，全球行動網路數據流量增加了21%。

市場挑戰

全球路由器和交換器市場面臨的主要障礙是高額資本投資需求與經濟不穩定的雙重影響。升級網路基礎設施需要大量資金投入，但在經濟不確定時期，服務供應商和企業往往會為了維持流動性而縮減預算。這種財務謹慎迫使企業延長現有資產的使用壽命，從而推遲了舊有系統的升級。因此，路由器和交換器的升級週期延長，直接導致新設備出貨量減少，並減緩了硬體供應商的收入成長。

購買力下降顯著削弱了市場利用技術進步的能力。儘管技術上需要強大的5G和雲端後端，但部署此類基礎設施的經濟合理性往往被低估。產業預測清楚地反映了投資縮減的趨勢。例如，GSMA在2024年預測，全球通訊業者的資本支出在經歷一段停滯期後，到2030年將下降約10%。這項基礎設施支出減少的預測表明，它正在積極抑制需要預算限制的網路硬體的部署，從而阻礙整體市場擴張。

市場趨勢

在安全存取服務邊緣 (SASE) 架構中，網路安全性和路由的整合正在從根本上改變企業廣域網路 (WAN) 策略。各組織正在加速從傳統的獨立分支路由器向整合平台的轉型，這些整合平台將軟體定義廣域網路 (SD-WAN) 與雲端原生安全功能結合。這種整合簡化了管理，增強了對分散式威脅的防禦，並有效地彌合了先前各自獨立的網路安全和路由市場。 Palo Alto Networks 的研究結果也印證了這種快速普及的趨勢。該公司在 2024 年 8 月發布的 2024 會計年度第四季財報中指出，下一代安全業務的年度經常性收入達到 42 億美元，年增 43%，顯示企業在這種整合安全網路模式下取得了顯著進展。

與此同時，高效能運算 (HPC) 正經歷著一場關鍵的技術變革，資料中心正從專有的 InfiniBand 互連遷移到標準化的高效能以太網，以支援 AI 工作負載。儘管 InfiniBand 傳統上在低延遲叢集佔據主導地位，但乙太網路架構的最新進展不僅提供了與之相當的效能，還帶來了更高的成本效益和更廣泛的生態系統相容性，這促使超大規模超大規模資料中心業者重新設計其 AI 後端。實際部署凸顯了這種轉變帶來的效能優勢。例如，Arista Networks 在 2024 年 5 月的 2024 年第一季財報電話會議上指出，與 InfiniBand 相比，乙太網路在所有資料包大小下的作業完成效能至少提升了 10%，這推動了其在下一代 GPU叢集採用乙太網路。

目錄

第1章概述

第2章：調查方法

第3章執行摘要

第4章：客戶心聲

第5章：全球路由器與交換器市場展望

• 市場規模及預測
  • 按金額
• 市佔率及預測
  • 產品類別（網際網路交換路由器、服務供應商核心路由器、多服務邊際路由器、乙太服務邊際路由器、ATM機和乙太網路切換器）
  • 特定服務（BRAS、乙太網路聚合、乙太網路存取、網際網路資料中心/託管/主機代管等）
  • 按地區
  • 按公司（2025 年）
• 市場地圖

第6章：北美路由器與交換器市場展望

• 市場規模及預測
• 市佔率及預測
• 北美洲：國別分析
  • 美國
  • 加拿大
  • 墨西哥

第7章：歐洲路由器與交換器市場展望

• 市場規模及預測
• 市佔率及預測
• 歐洲：國別分析
  • 德國
  • 法國
  • 英國
  • 義大利
  • 西班牙

第8章：亞太地區路由器與交換器市場展望

• 市場規模及預測
• 市佔率及預測
• 亞太地區：國別分析
  • 中國
  • 印度
  • 日本
  • 韓國
  • 澳洲

第9章：中東和非洲路由器及交換器市場展望

• 市場規模及預測
• 市佔率及預測
• 中東與非洲：國別分析
  • 沙烏地阿拉伯
  • 阿拉伯聯合大公國
  • 南非

第10章：南美路由器與交換器市場展望

• 市場規模及預測
• 市佔率及預測
• 南美洲：國別分析
  • 巴西
  • 哥倫比亞
  • 阿根廷

第11章 市場動態

• 促進因素
• 任務

第12章 市場趨勢與發展

• 併購
• 產品發布
• 近期趨勢

第13章：全球路由器與交換器市場：SWOT分析

第14章：波特五力分析

• 產業競爭
• 新進入者的潛力
• 供應商的議價能力
• 顧客權力
• 替代品的威脅

第15章 競爭格局

• Cisco Systems, Inc.
• Huawei Technologies Co., Ltd.
• Juniper Networks, Inc.
• Arista Networks, Inc.
• Nokia Corporation
• Hewlett Packard Enterprise Development LP
• Dell Technologies Inc.
• Extreme Networks, Inc.
• ZTE Corporation
• Ericsson AB

第16章 策略建議

第17章：關於研究公司及免責聲明

The Global Router and Switch Market is projected to expand from USD 65.61 Billion in 2025 to USD 98.74 Billion by 2031, registering a CAGR of 7.05%. In this ecosystem, routers serve as vital hubs directing traffic across different networks, whereas switches function within individual networks to link devices and ensure efficient internal data exchange. Growth in this sector is primarily propelled by the exponential increase in global internet traffic, the rapid development of hyperscale data centers, and the extensive adoption of cloud computing architectures. Additionally, the growing requirement for high-speed connectivity to sustain the Internet of Things generates continuous demand for durable networking hardware within both enterprise and service provider settings.

However, the industry encounters notable obstacles due to high capital expenditure needs and economic instability, factors that frequently force organizations to postpone essential infrastructure updates. These financial limitations often restrict enterprises from immediately replacing legacy systems, which can hinder market growth. Modernization is nonetheless crucial, as the International Telecommunication Union estimates that 5G networks will cover 55 percent of the global population in 2025. This broad wireless coverage necessitates a robust, scalable backend of routing and switching infrastructure to handle the consequential increase in data throughput.

Market Driver

The growth of hyperscale and edge data centers, largely spurred by the integration of AI-driven network optimization tools, acts as a major driver for the router and switch market. As large enterprises and cloud service providers expand their infrastructure to accommodate artificial intelligence workloads, there is an urgent need for high-performance switches that can manage immense data throughput while keeping latency low. This transition is fast-tracking the uptake of 400G and 800G port speeds, which are vital for enabling rapid data processing in dense computing clusters. Highlighting this trend, Cisco Systems noted in its 'Fiscal 2024 Fourth Quarter Earnings' press release from August 2024 that the company surpassed USD 1 billion in AI orders, emphasizing the significant capital being directed toward infrastructure that supports these complex computational needs.

Simultaneously, the rapid global rollout of 5G infrastructure compels telecommunications providers to modernize their core and backhaul systems. To handle the higher density and speed demands of next-generation wireless standards, operators must install carrier-grade routers and switches. The GSMA's 'The Mobile Economy 2024' report from February 2024 projects that mobile operators globally will invest USD 1.5 trillion in their networks from 2023 to 2030, with more than 90 percent of this spending dedicated to 5G. This massive investment fuels the purchase of robust networking hardware to manage rising loads, a necessity further evidenced by the 'Ericsson Mobility Report' from November 2024, which states that global mobile network data traffic increased by 21 percent between the third quarter of 2023 and the third quarter of 2024.

Market Challenge

The main obstacle hindering the Global Router and Switch Market is the combination of high capital expenditure demands and economic instability. Upgrading networking infrastructure requires significant financial investment, and during uncertain economic times, service providers and enterprises often restrict budgets to maintain liquidity. This fiscal caution compels organizations to extend the life of existing assets, thereby postponing the retirement of legacy systems. Consequently, the replacement cycle for routers and switches is prolonged, which directly lowers the volume of new equipment shipments and slows revenue growth for hardware vendors.

This reduction in spending power critically weakens the market's capacity to leverage technological progress. While there is a technical need for robust 5G and cloud backends, the economic viability of implementing such infrastructure is often compromised. Industry forecasts clearly reflect this trend of diminished investment; for instance, the GSMA noted in 2024 that global operator capital expenditure is expected to drop by approximately 10 percent through 2030 after a period of stagnation. This anticipated decline in infrastructure spending highlights how budgetary limitations are actively constraining the acquisition of necessary networking hardware, subsequently impeding overall market expansion.

Market Trends

The integration of network security and routing within Secure Access Service Edge (SASE) architectures is fundamentally altering enterprise WAN strategies. Increasingly, organizations are replacing legacy, standalone branch routers with unified platforms that combine software-defined wide area networking with cloud-native security capabilities. This consolidation streamlines management and strengthens defenses against distributed threats, effectively bridging the historically separate markets of cybersecurity and routing. This rapid adoption is evidenced by Palo Alto Networks, which reported in its 'Fiscal Fourth Quarter 2024 Financial Results' in August 2024 that its Next-Generation Security annual recurring revenue increased 43 percent year over year to USD 4.2 billion, indicating a significant shift among enterprises toward these integrated secure networking models.

At the same time, high-performance computing is undergoing a pivotal technological shift as data centers move from proprietary InfiniBand interconnects to standardized High-Performance Ethernet for artificial intelligence workloads. Although InfiniBand has traditionally led in low-latency clusters, recent progress in Ethernet fabrics delivers comparable performance alongside better cost efficiency and wider ecosystem compatibility, encouraging hyperscalers to redesign their AI backends. Real-world deployments highlight the performance benefits of this transition; for example, in its 'First Quarter 2024 Earnings Call' in May 2024, Arista Networks noted that Ethernet demonstrated at least a 10 percent improvement in job completion performance across all packet sizes compared to InfiniBand, fueling its adoption in next-generation GPU clusters.

Key Market Players

• Cisco Systems, Inc.
• Huawei Technologies Co., Ltd.
• Juniper Networks, Inc.
• Arista Networks, Inc.
• Nokia Corporation
• Hewlett Packard Enterprise Development LP
• Dell Technologies Inc.
• Extreme Networks, Inc.
• ZTE Corporation
• Ericsson AB

Report Scope

In this report, the Global Router and Switch Market has been segmented into the following categories, in addition to the industry trends which have also been detailed below:

Router and Switch Market, By Product

• Internet Exchange Router
• Service Provider Core Router
• Multiservice Edge Router
• Ethernet Service Edge Router
• ATM & Ethernet Switch

Router and Switch Market, By Service

• BRAS
• Ethernet Aggregation
• Ethernet Access
• Internet Data Center/Collocation/ Hosting
• Others

Router and Switch Market, By Region

• North America
  • United States
  • Canada
  • Mexico
• Europe
  • France
  • United Kingdom
  • Italy
  • Germany
  • Spain
• Asia Pacific
  • China
  • India
  • Japan
  • Australia
  • South Korea
• South America
  • Brazil
  • Argentina
  • Colombia
• Middle East & Africa
  • South Africa
  • Saudi Arabia
  • UAE

Competitive Landscape

Company Profiles: Detailed analysis of the major companies present in the Global Router and Switch Market.

Available Customizations:

Global Router and Switch Market report with the given market data, TechSci Research offers customizations according to a company's specific needs. The following customization options are available for the report:

Company Information

• Detailed analysis and profiling of additional market players (up to five).

Table of Contents

1. Product Overview

• 1.1. Market Definition
• 1.2. Scope of the Market
  • 1.2.1. Markets Covered
  • 1.2.2. Years Considered for Study
  • 1.2.3. Key Market Segmentations

2. Research Methodology

• 2.1. Objective of the Study
• 2.2. Baseline Methodology
• 2.3. Key Industry Partners
• 2.4. Major Association and Secondary Sources
• 2.5. Forecasting Methodology
• 2.6. Data Triangulation & Validation
• 2.7. Assumptions and Limitations

3. Executive Summary

• 3.1. Overview of the Market
• 3.2. Overview of Key Market Segmentations
• 3.3. Overview of Key Market Players
• 3.4. Overview of Key Regions/Countries
• 3.5. Overview of Market Drivers, Challenges, Trends

4. Voice of Customer

5. Global Router and Switch Market Outlook

• 5.1. Market Size & Forecast
  • 5.1.1. By Value
• 5.2. Market Share & Forecast
  • 5.2.1. By Product (Internet Exchange Router, Service Provider Core Router, Multiservice Edge Router, Ethernet Service Edge Router, ATM & Ethernet Switch)
  • 5.2.2. By Service (BRAS, Ethernet Aggregation, Ethernet Access, Internet Data Center/Collocation/ Hosting, Others)
  • 5.2.3. By Region
  • 5.2.4. By Company (2025)
• 5.3. Market Map

6. North America Router and Switch Market Outlook

• 6.1. Market Size & Forecast
  • 6.1.1. By Value
• 6.2. Market Share & Forecast
  • 6.2.1. By Product
  • 6.2.2. By Service
  • 6.2.3. By Country
• 6.3. North America: Country Analysis
  • 6.3.1. United States Router and Switch Market Outlook
    • 6.3.1.1. Market Size & Forecast
      • 6.3.1.1.1. By Value
    • 6.3.1.2. Market Share & Forecast
      • 6.3.1.2.1. By Product
      • 6.3.1.2.2. By Service
  • 6.3.2. Canada Router and Switch Market Outlook
    • 6.3.2.1. Market Size & Forecast
      • 6.3.2.1.1. By Value
    • 6.3.2.2. Market Share & Forecast
      • 6.3.2.2.1. By Product
      • 6.3.2.2.2. By Service
  • 6.3.3. Mexico Router and Switch Market Outlook
    • 6.3.3.1. Market Size & Forecast
      • 6.3.3.1.1. By Value
    • 6.3.3.2. Market Share & Forecast
      • 6.3.3.2.1. By Product
      • 6.3.3.2.2. By Service

7. Europe Router and Switch Market Outlook

• 7.1. Market Size & Forecast
  • 7.1.1. By Value
• 7.2. Market Share & Forecast
  • 7.2.1. By Product
  • 7.2.2. By Service
  • 7.2.3. By Country
• 7.3. Europe: Country Analysis
  • 7.3.1. Germany Router and Switch Market Outlook
    • 7.3.1.1. Market Size & Forecast
      • 7.3.1.1.1. By Value
    • 7.3.1.2. Market Share & Forecast
      • 7.3.1.2.1. By Product
      • 7.3.1.2.2. By Service
  • 7.3.2. France Router and Switch Market Outlook
    • 7.3.2.1. Market Size & Forecast
      • 7.3.2.1.1. By Value
    • 7.3.2.2. Market Share & Forecast
      • 7.3.2.2.1. By Product
      • 7.3.2.2.2. By Service
  • 7.3.3. United Kingdom Router and Switch Market Outlook
    • 7.3.3.1. Market Size & Forecast
      • 7.3.3.1.1. By Value
    • 7.3.3.2. Market Share & Forecast
      • 7.3.3.2.1. By Product
      • 7.3.3.2.2. By Service
  • 7.3.4. Italy Router and Switch Market Outlook
    • 7.3.4.1. Market Size & Forecast
      • 7.3.4.1.1. By Value
    • 7.3.4.2. Market Share & Forecast
      • 7.3.4.2.1. By Product
      • 7.3.4.2.2. By Service
  • 7.3.5. Spain Router and Switch Market Outlook
    • 7.3.5.1. Market Size & Forecast
      • 7.3.5.1.1. By Value
    • 7.3.5.2. Market Share & Forecast
      • 7.3.5.2.1. By Product
      • 7.3.5.2.2. By Service

8. Asia Pacific Router and Switch Market Outlook

• 8.1. Market Size & Forecast
  • 8.1.1. By Value
• 8.2. Market Share & Forecast
  • 8.2.1. By Product
  • 8.2.2. By Service
  • 8.2.3. By Country
• 8.3. Asia Pacific: Country Analysis
  • 8.3.1. China Router and Switch Market Outlook
    • 8.3.1.1. Market Size & Forecast
      • 8.3.1.1.1. By Value
    • 8.3.1.2. Market Share & Forecast
      • 8.3.1.2.1. By Product
      • 8.3.1.2.2. By Service
  • 8.3.2. India Router and Switch Market Outlook
    • 8.3.2.1. Market Size & Forecast
      • 8.3.2.1.1. By Value
    • 8.3.2.2. Market Share & Forecast
      • 8.3.2.2.1. By Product
      • 8.3.2.2.2. By Service
  • 8.3.3. Japan Router and Switch Market Outlook
    • 8.3.3.1. Market Size & Forecast
      • 8.3.3.1.1. By Value
    • 8.3.3.2. Market Share & Forecast
      • 8.3.3.2.1. By Product
      • 8.3.3.2.2. By Service
  • 8.3.4. South Korea Router and Switch Market Outlook
    • 8.3.4.1. Market Size & Forecast
      • 8.3.4.1.1. By Value
    • 8.3.4.2. Market Share & Forecast
      • 8.3.4.2.1. By Product
      • 8.3.4.2.2. By Service
  • 8.3.5. Australia Router and Switch Market Outlook
    • 8.3.5.1. Market Size & Forecast
      • 8.3.5.1.1. By Value
    • 8.3.5.2. Market Share & Forecast
      • 8.3.5.2.1. By Product
      • 8.3.5.2.2. By Service

9. Middle East & Africa Router and Switch Market Outlook

• 9.1. Market Size & Forecast
  • 9.1.1. By Value
• 9.2. Market Share & Forecast
  • 9.2.1. By Product
  • 9.2.2. By Service
  • 9.2.3. By Country
• 9.3. Middle East & Africa: Country Analysis
  • 9.3.1. Saudi Arabia Router and Switch Market Outlook
    • 9.3.1.1. Market Size & Forecast
      • 9.3.1.1.1. By Value
    • 9.3.1.2. Market Share & Forecast
      • 9.3.1.2.1. By Product
      • 9.3.1.2.2. By Service
  • 9.3.2. UAE Router and Switch Market Outlook
    • 9.3.2.1. Market Size & Forecast
      • 9.3.2.1.1. By Value
    • 9.3.2.2. Market Share & Forecast
      • 9.3.2.2.1. By Product
      • 9.3.2.2.2. By Service
  • 9.3.3. South Africa Router and Switch Market Outlook
    • 9.3.3.1. Market Size & Forecast
      • 9.3.3.1.1. By Value
    • 9.3.3.2. Market Share & Forecast
      • 9.3.3.2.1. By Product
      • 9.3.3.2.2. By Service

10. South America Router and Switch Market Outlook

• 10.1. Market Size & Forecast
  • 10.1.1. By Value
• 10.2. Market Share & Forecast
  • 10.2.1. By Product
  • 10.2.2. By Service
  • 10.2.3. By Country
• 10.3. South America: Country Analysis
  • 10.3.1. Brazil Router and Switch Market Outlook
    • 10.3.1.1. Market Size & Forecast
      • 10.3.1.1.1. By Value
    • 10.3.1.2. Market Share & Forecast
      • 10.3.1.2.1. By Product
      • 10.3.1.2.2. By Service
  • 10.3.2. Colombia Router and Switch Market Outlook
    • 10.3.2.1. Market Size & Forecast
      • 10.3.2.1.1. By Value
    • 10.3.2.2. Market Share & Forecast
      • 10.3.2.2.1. By Product
      • 10.3.2.2.2. By Service
  • 10.3.3. Argentina Router and Switch Market Outlook
    • 10.3.3.1. Market Size & Forecast
      • 10.3.3.1.1. By Value
    • 10.3.3.2. Market Share & Forecast
      • 10.3.3.2.1. By Product
      • 10.3.3.2.2. By Service

11. Market Dynamics

• 11.1. Drivers
• 11.2. Challenges

12. Market Trends & Developments

• 12.1. Merger & Acquisition (If Any)
• 12.2. Product Launches (If Any)
• 12.3. Recent Developments

13. Global Router and Switch Market: SWOT Analysis

14. Porter's Five Forces Analysis

• 14.1. Competition in the Industry
• 14.2. Potential of New Entrants
• 14.3. Power of Suppliers
• 14.4. Power of Customers
• 14.5. Threat of Substitute Products

15. Competitive Landscape

• 15.1. Cisco Systems, Inc.
  • 15.1.1. Business Overview
  • 15.1.2. Products & Services
  • 15.1.3. Recent Developments
  • 15.1.4. Key Personnel
  • 15.1.5. SWOT Analysis
• 15.2. Huawei Technologies Co., Ltd.
• 15.3. Juniper Networks, Inc.
• 15.4. Arista Networks, Inc.
• 15.5. Nokia Corporation
• 15.6. Hewlett Packard Enterprise Development LP
• 15.7. Dell Technologies Inc.
• 15.8. Extreme Networks, Inc.
• 15.9. ZTE Corporation
• 15.10. Ericsson AB

16. Strategic Recommendations

17. About Us & Disclaimer