Telecom Lead India: 10 Gigabit Ethernet revenue is
expected to exceed one-third of overall market revenue in L2-L3 switching
during 2012. The growth is due to continued data center deployments utilizing
10 Gigabit Ethernet in top-of-rack and blade switches.
Fixed 10 Gigabit Ethernet had the strongest revenue
growth during the quarter. Vendors such as Alcatel-Lucent, Avaya, Brocade,
Cisco, Extreme, Dell, HP, IBM, and Juniper all have current Ethernet Switch
offerings in this segment.
The industry is still in the early stages of server
access from 1 Gigabit Ethernet to 10 Gigabit Ethernet. The first significant
ramp of this migration will start in the second half of 2012 and continue
through 2013. Server vendors will ramp Intel’s Romely chipset quickly in the
second half of 2012. Most new high-end servers will, for the most part, be 10
Gigabit Ethernet going forward.
We believe we will see a mix of connectivity options
ranging from blade servers, SFP+ direct attach and 10G Base-T during 2012. We
also expect vendors will most likely specialize in a particular area within the
data center, or have a large portfolio of products to address customer
requirements, as vendors migrate servers from 1 Gigabit Ethernet to 10 Gigabit
Ethernet in significant volumes and look towards 40 Gigabit Ethernet to connect
these switches to the core,” said Alan Weckel, senior director of Dell’Oro
Group.
