Record-Breaking Ethernet Data Center Switch Sales Fueled by Robust AI Buildouts and a Recovery in Traditional Front-End Networks, According to Dell'Oro Group

Arista, Celestica, NVIDIA, and Ruijie Captured the Bulk of the Sales Increase

REDWOOD CITY, Calif., March 7, 2025 /PRNewswire/ -- According to a recently published report from Dell'Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, Ethernet data center switch sales ended the year on a high note, with strong double-digit growth and a new sales record. Arista, Celestica, Nvidia, and Ruijie captured the majority of the revenue growth during the quarter.

"While the majority of the sales increase continues to be fueled by AI-related investments, we're also encouraged by early signs of recovery in traditional front-end networks," said Sameh Boujelbene, Vice President at Dell'Oro Group. "The recovery in front-end networks began with Cloud Service Providers in early 2024, but 4Q 2024 marked the first quarter where we saw a return to growth in spending from large enterprises, signaling the end of the digestion cycle," added Boujelbene.

Additional highlights from the 4Q 2024 Ethernet Switch–Data Center Report:

• Celestica captured highest share gain during the quarter.
• 200 Gbps, 400 Gbps, and 800 Gbps were the only high-speed ports to experience shipment growth during the quarter, collectively representing nearly 40 percent of total port shipments and 50 percent of total sales.

About the Report
The Dell'Oro Group Ethernet Switch – Data Center Quarterly Report offers a detailed view of the market, including Ethernet switches for server access, server aggregation, and data center core. (Software is addressed separately.) The report contains in-depth market and vendor-level information on manufacturers' revenue; ports shipped; average selling prices for both Modular and Fixed Managed and Unmanaged Ethernet Switches (1, 10, 25, 40, 50, 100, 200, 400, 800, ≥1600 Gbps); revenue split by market segments as well as regional breakouts. To purchase these reports, please contact us by email at dgsales@delloro.com.

About Dell'Oro Group
Dell'Oro Group is a market research firm that specializes in strategic competitive analysis in the telecommunication, security, enterprise networks, and data center infrastructure 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.

SOURCE Dell'Oro Group