Economic uncertainty over the past several quarters has resulted in an
industry-wide slowdown in the Ethernet switch equipment market, with
direct impact on both port shipments and revenues. Slowing was most
pronounced in the unmanaged, smart and fully managed product lines for
most vendors.
However, some vendors were able to find success during the downturn,
according to In-Stat (http://www.in-stat.com):
D-Link gained considerable market share in the Smart segment.
The growth in port shipments for 3Com’s H3C branded equipment, sold
mainly in China, is significantly outpacing the growth of domestic
vendors competing in the same segments.
Linksys was the only vendor to achieve growth in the unmanaged, smart,
and fully managed segments.
“Slowing was most apparent for vendors relying heavily on the domestic
market and expensive, high-end product lines,” says Scott Scherer,
In-Stat analyst. “Smart product lines gained market share due to
declines in unmanaged and fully managed product lines.”
The following are some data highlights from the research.
|
Total Unmanaged Port Shipments for the Top Five Vendors (Ports in Thousands) |
|
Company |
|
|
2008 |
|
|
2009 |
|
|
CAGR |
|
|
|
1Q |
|
2Q |
|
3Q |
|
4Q |
|
|
1Q |
|
2Q |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
D-Link |
|
|
9,857 |
|
10,945 |
|
11,290 |
|
9,415 |
|
|
9,377 |
|
7,573 |
|
|
-4.3 |
% |
|
Linksys |
|
|
4,954 |
|
5,016 |
|
8,927 |
|
3,498 |
|
|
3,619 |
|
7,566 |
|
|
7.3 |
% |
|
H3C |
|
|
1,155 |
|
1,817 |
|
3,068 |
|
1,769 |
|
|
1,839 |
|
2,461 |
|
|
13.4 |
% |
|
3Com |
|
|
3,134 |
|
2,943 |
|
3,351 |
|
2,710 |
|
|
2,064 |
|
1,782 |
|
|
-9.0 |
% |
|
HP ProCurve |
|
|
438 |
|
484 |
|
509 |
|
494 |
|
|
401 |
|
364 |
|
|
-3.0 |
% |
|
Other |
|
|
8,600 |
|
8,306 |
|
8,727 |
|
6,881 |
|
|
6,433 |
|
5,701 |
|
|
-6.6 |
% |
|
Grand Total |
|
|
28,139 |
|
29,512 |
|
35,871 |
|
24,768 |
|
|
23,733 |
|
25,446 |
|
|
-1.7 |
% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Source: In-Stat |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Total Smart Port Shipments for the Top Five Vendors (Ports in Thousands) |
|
Company |
|
|
2008 |
|
|
2009 |
|
|
CAGR |
|
|
|
1Q |
|
2Q |
|
3Q |
|
4Q |
|
|
1Q |
|
2Q |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
D-Link |
|
|
814 |
|
798 |
|
1,029 |
|
818 |
|
|
954 |
|
1,496 |
|
|
10.7 |
% |
|
3Com |
|
|
1,043 |
|
1,229 |
|
1,382 |
|
1,159 |
|
|
954 |
|
1,023 |
|
|
-0.3 |
% |
|
Netgear |
|
|
1,121 |
|
1,315 |
|
1,431 |
|
1,069 |
|
|
898 |
|
935
|
|
|
-3.0 |
% |
|
HP ProCurve |
|
|
1,007 |
|
907 |
|
930 |
|
861 |
|
|
797 |
|
720 |
|
|
-5.4 |
% |
|
Linksys |
|
|
136 |
|
145 |
|
259 |
|
132 |
|
|
167 |
|
175 |
|
|
4.3 |
% |
|
Other |
|
|
0 |
|
16 |
|
17 |
|
16 |
|
|
16 |
|
15 |
|
|
-1.9 |
% |
|
Grand Total |
|
|
4,121 |
|
4,411 |
|
5,048 |
|
4,056 |
|
|
3,785 |
|
4,364 |
|
|
1.0 |
% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Source: In-Stat |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Total Managed Port Shipments for the Top Five Vendors (Ports in Thousands) |
|
Company |
|
|
2008 |
|
|
2009 |
|
|
CAGR |
|
|
|
1Q |
|
2Q |
|
3Q |
|
4Q |
|
|
1Q |
|
2Q |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cisco |
|
|
24,821 |
|
27,063 |
|
28,280 |
|
26,847 |
|
|
19,959 |
|
20,503 |
|
|
-3.1 |
% |
|
HP ProCurve |
|
|
3,320 |
|
3,532 |
|
5,006 |
|
4,492 |
|
|
3,694 |
|
2,768 |
|
|
-3.0 |
% |
|
D-Link |
|
|
1,894 |
|
2,208 |
|
3,961 |
|
2,604 |
|
|
1,394 |
|
2,386 |
|
|
3.9 |
% |
|
H3C |
|
|
1,910 |
|
1,311 |
|
2,022 |
|
1,497 |
|
|
1,553 |
|
1,683 |
|
|
-2.1 |
% |
|
3Com |
|
|
1,944 |
|
1,918 |
|
2,048 |
|
1,833 |
|
|
1,609 |
|
1,676 |
|
|
-2.4 |
% |
|
Other |
|
|
9,004 |
|
9,519 |
|
8,773 |
|
8,105 |
|
|
7,658 |
|
6,885 |
|
|
-4.4 |
% |
|
Grand Total |
|
|
42,893 |
|
45,551 |
|
50,089 |
|
45,378 |
|
|
35,867 |
|
35,902 |
|
|
-2.9 |
% |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Source: In-Stat |
The research,“2Q
2009 Ethernet Switch Tracker”(#IN0904484LS), covers the
Ethernet switch market. Market shares for a wide range of Ethernet
switch vendors are provided based both on port shipments and
manufacturers' revenue for the quarter. In addition, port shipments and
manufacturers' revenue are reported for the five quarters previous to
2Q09. The data is highly segmented including:
By OSI Layer (L2, L3 and L4-7).
By equipment configuration (Fixed vs. Modular).
By Speed (Fast Ethernet, Gigabit Ethernet, 10 Gigabit Ethernet).
Cross segmentation for greater granularity; for example, L2 Fixed Fast
Ethernet.
For more information on this research or to purchase it online, please
visit: http://www.instat.com/catalog/mmcatalogue.asp?id=80
or contact a sales representative: http://www.instat.com/sales.asp.
The price is$3,495 (US).
About In-Stat
In-Stat’s market intelligence combines technical, market and end-user
research and database models to analyze the Mobile Internet and Digital
Entertainment ecosystems. Our insights are derived from a deep
understanding of technology impacts, nearly 30 years of history in
research and consulting, and direct relationships with leading players
in each of our core markets. In-Stat provides its research through
reports, annual subscriptions, consulting and advisory services to
inform critical decisions.
In-Stat, Scottsdale
Scott Scherer, Analyst
480-609-4552
E-mail:
Scott.Scherer@reedbusiness.com
Elaine
Potter, Marketing Coordinator
480-483-4441
E-mail: epotter@reedbusiness.com