Samsung Electronics Shares Jump on HBM4 Mass Production Report 
AST SpaceMobile Joins MSCI ACWI Index as Largest New Addition, Boosting Market Visibility 
Moderna Stock Drops After FDA Declines Review of mRNA Flu Vaccine 
xAI Co-Founder Jimmy Ba Departs as Elon Musk’s AI Startup Faces Turbulence 
Alphabet Plans Rare 100-Year Sterling Bond to Fund AI Expansion 
Standard Chartered Names Peter Burrill as Interim Group CFO Following Diego De Giorgi’s Exit 
Petrobras Posts Record Oil Exports as Production Surge Fuels Global Expansion 
Ralph Lauren Unveils Elegant Fall 2026 Women’s Collection Ahead of New York Fashion Week 
SMIC Shares Slide Despite Strong AI-Driven Earnings as Margin Pressure Looms 
Lyft Shares Slide After Weak Q1 Profit Forecast and Surprise 2025 Operating Loss 
Samsung Electronics Sees Sustained AI-Driven Demand for Memory Chips Into Next Year 
Macquarie Group Shares Jump as Third-Quarter Trading Conditions Improve Across Key Units 
Treasury Wine Estates Shares Surge After U.S. Dispute Settlement and Earnings Upgrade 
Cloudflare Forecasts Strong Revenue Growth as AI Fuels Cloud Services Demand 
Taiwan Says Moving 40% of Semiconductor Production to the U.S. Is Impossible 
Innovent Biologics Shares Rally on New Eli Lilly Oncology and Immunology Deal 
Trump Administration Plans Chip Tariff Exemptions for Big Tech Amid AI Data Center Push 
REDWOOD CITY, Calif., Jan. 30, 2018 -- According to a recently published report by Dell’Oro Group, the trusted source for information about the telecommunications, networks, and data center IT industries, 400 Gbps is forecast to comprise 20 percent of data center switching revenue by 2020. Higher speeds – 100 Gbps, 200 Gbps, 400 Gbps, and 800 Gbps – are forecast to drive signification growth over the next five years.
“In December 2017, Broadcom announced its Tomahawk 3 chip based on 56G SerDes, joining both Innovium and Nephos,” said Sameh Boujelbene, Senior Director at Dell’Oro Group. “We expect merchant silicon based on 56G SerDes to drive growth in 200 Gbps and 400 Gbps shipments, with 400 Gbps comprising majority of the volume. By 2020 to 2021, we expect another speed upgrade cycle driven by 112G SerDes, which will drive 800 Gbps port shipments – plus another wave of 200 Gbps and 400 Gbps shipments.”
The Ethernet Switch – Data Center 5-Year Forecast Report answers questions like:
- How is the Ethernet speed upgrade cycle different in the Cloud vs. Enterprise segments?
- How is the network topology different in the Cloud vs. Enterprise segments?
- What are the use case deployments for 100 Gbps, 200 Gbps, 400 Gbps, and 800 Gbps and how does deployment vary depending on the SerDes lane driving the speed?
About the Report
The Dell’Oro Group Ethernet Switch – Data Center Five Year Forecast Report provides a comprehensive overview of market trends and include 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. We forecast the following port speeds: 1000 Mbps; 10 Gbps; 25 Gbps; 40 Gbps; 50 Gbps; 100 Gbps; 200 Gbps; 400 Gbps. To purchase this report, please contact Matt Dear at +1.650.622.9400 x223 or email [email protected].
About Dell’Oro Group
Dell’Oro Group is a market research firm that specializes in strategic competitive analysis in the telecommunications, networks, and data center IT 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.
Media Contact: Matt Dear
Phone: +1.650.622.9400 x223
Email: Matt@DellOro.com
