Kev hloov pauv thoob ntiaj teb Ethernet tau tsim cov nyiaj tau los ntawm $ 7.45 billion nyob rau lub quarter thib peb ntawm 2020, nce 1.9% los ntawm tib lub sijhawm ntawm xyoo tas los, raws li daim ntawv tshaj tawm. Lub caij no, cov nyiaj tau los ntawm kev lag luam thoob ntiaj teb thiab cov neeg muab kev pabcuam router cov lag luam yog $ 3.67 billion, nqis 2.0 feem pua ntawm lub xyoo dhau los.
Hauv peb lub hlis thib peb ntawm 2020, kev npog kab mob-19 kev kis thoob ntiaj teb txuas ntxiv cuam tshuam rau kev lag luam thoob ntiaj teb, nrog kev ua tau zoo nyob thoob plaws cheeb tsam cov kev lag luam thiab ntu. Txhawm rau hloov mus rau qhov chaw ua lag luam tshiab, cov lag luam thiab cov chaw muab kev pab cuam tau ua rau kev nqis peev cov thev naus laus zis. Piv txwv li, thaj chaw loj hlob tseem ceeb ntawm Ethernet hloov kev ua lag luam tseem yog Hyperscalers, cov chaw muab huab, thiab cov chaw muab kev pabcuam kev sib txuas lus, uas tau nqis peev pab rau cov kev lag luam tshiab los txhawb cov kev xav tau nce ntxiv.
Ethernet hloov kev lag luam hauv thaj chaw sib txawv tau sib xyaw cov txiaj ntsig. Nyob rau hauv Asia, piv txwv li, kev ua lag luam suav tau nce 14.7% xyoo, xyoo, kev lag luam Nyij Pooj tau nce 22.0%. Tab sis kev lag luam Asia Pacific, uas tsis suav Suav Tuam Tshoj thiab Nyij Pooj, tau poob 0.4%, nrog Australia poob 6.3% thiab Singapore nce 12,5%.
Hauv Tebchaws Europe thiab Middle East, cov txiaj ntsig tau sib xyaw ua ke. Lub Ethernet hloov lag luam hauv Central thiab Eastern Europe nce 11.4%, nrog Russia nce 24,2% xyoo rau xyoo thiab Czech koom pheej nce 35.9%. Tab sis sab hnub poob kev lag luam European poob 3.9%, nrog rau UK (poob 15.5% xyoo nyob rau xyoo) thiab Fabkis (poob 13.2%) tsis muaj zog. Kev lag luam hauv Middle East thiab Africa tau nce 9.7% xyoo rau xyoo, nrog rau UAE kev ua lag luam nce 19.0% thiab Qatar kev ua lag luam nce 12.7%. Cov Asmeskas tau tseem tsis muaj zog, nrog Asmeskas Ethernet hloov kev lag luam qis qis dua 2.0% xyoo rau xyoo thiab Canada poob qis dua 2.7%. Cov lag luam Latin Asmeskas tau nqis los 18.4% xyoo rau xyoo, nrog Mexico nqis 17.8% thiab Brazil nqis qis dua 13.2%.
GG quot; COVID-19 thoob ntiaj teb kev kis thoob ntiaj teb txuas ntxiv cuam tshuam rau kev lag luam thoob ntiaj teb, thiab cov ntaub ntawv siv thev naus laus zis, suav nrog cov kev tsim kho hauv network, tsis muaj qhov cuam tshuam," hais IDC tus lwm thawj ntawm Cov Ntaub Ntawv Chaw thiab Kev Tshawb Xyuas Huab. Ethernet hloov kev ua lag luam tau ua rau muaj kev cuam tshuam los ntawm kev kub ntxhov, tab sis qee qhov ntu tau muaj pov thawj ua tau zoo. Thaum cov txiaj ntsig tag nrho rau peb lub hlis twg ntawm 2020 tau sib xyaw, Hyperscaler txuas ntxiv nws cov ntaub ntawv ntawm cov ntaub ntawv tau txais txiaj ntsig zoo kom tau raws li qhov xav tau nce ntawm nws cov neeg siv. Cov kev hloov no yuav tsav txuas ntxiv kev nce qib hauv kev nqis peev thev naus laus zis hauv Ethernet hloov pauv kev lag luam hauv lub ntiaj teb muaj kev hloov pauv."
Qhov siab hloov ceev tshaj plaws lub platform tseem yog tus tsav tsheb loj rau Ethernet hloov lag luam. Piv txwv, 100GbE hloov chaw nres nkoj xa khoom tau nce 34.9 feem pua rau 7.5 lab, thiab 100GbE cov nyiaj tau nce 20.6 feem pua rau $ 1.73 billion, suav rau 23.2 feem pua ntawm tag nrho cov nyiaj tau los. 25GB ntu ntu kuj pom qhov kev loj hlob tseem ceeb, nrog cov nyiaj tau los nce 58.6% xyoo rau xyoo $ 747 lab thiab chaw nres nkoj xa khoom nce 51,2% xyoo rau xyoo. Kev hloov pauv ceev uas tsis yog-datacenter yog cov ntu ntawm kev ua lag luam, thiab chaw nres nkoj kev xa khoom thiab cov nyiaj tau los tsis raug raws li qhov nruab nrab muag nqe (ASP) tseem poob qis. 10GB chaw nres nkoj xa khoom tau nce 26.0% xyoo rau xyoo, tab sis cov nyiaj tau los tsuas nce 0.9%, suav txog 26.0% ntawm tag nrho cov nyiaj tau los ntawm kev lag luam. Kev xa khoom ntawm 1GB hloov chaw nres nkoj tau nce 1.3% xyoo rau xyoo, thaum cov nyiaj tau los poob nqis 10.0% xyoo rau xyoo, suav txog 34.6% ntawm tag nrho cov nyiaj tau los ntawm kev lag luam.
Ntu tsis-cov chaw nruab nrab yog txiav txim rau 56.8% Ethernet hloov pauv nyiaj lag luam thiab 87.0% ntawm chaw nres nkoj xa khoom. Cov ntaub ntawv nruab nrab ntu tau suav txog 43.2% ntawm tag nrho cov nyiaj tau los ntawm kev lag luam tab sis tsuas yog 13.0% ntawm cov chaw nres nkoj, xav txog cov nqi rau kev ua haujlwm siab ntawm Ethernet hloov khoom siv.
