Thaum Lub Peb Hlis 11, 2020, cov khw muag khoom muaj npe lag luam IDC tau tshaj tawm cov lus tshaj tawm tshiab thoob ntiaj teb ib hlis ob zaug thoob ntiaj teb kev lag luam. Nrog rau kev tsim kho ntawm 5G hauv Suav Teb, kev ua lag luam rau cov keyboards, tshwj xeeb tshaj yog cov chaw hloov ntaub ntawv, yuav tawg.
Tuam Tshoj txawb lub 2.2 nphom cov ntaub ntawv hloov pauv chaw tsim khoom yuav tshaj tawm cov txiaj ntsig ntawm Lub Peb Hlis 17, 2020. Kev lag luam yog loj heev.
Cov ntsiab lus tseem ceeb ntawm daim ntawv qhia:
Kev lag luam thoob ntiaj teb tsis zoo: nyob rau lub quarter thib plaub ntawm 2019, lub ntiaj teb Ethernet hloov kev lag luam nyiaj tau yog US $ 7.6 billion, ib xyoo-rau-xyoo poob ntawm 2.1%. Rau tag nrho lub xyoo ntawm 2019, cov nyiaj tau los ntawm kev lag luam yog $ 28.8 nphom, ib xyoos ntxiv ntawm 2.3%.
Kev lag luam hauv tsev tseem muaj zog: Ntawm lawv, Suav kev lag luam tau nce 5.1% nyob rau plaub lub hlis xyoo 2019 thiab nce 3.6% rau lub xyoo tag nrho.
100G / 25G chaw nres nkoj xav tau loj hlob muaj zog: Hauv lub quarter thib plaub ntawm 2019, 100Gb Ethernet hloov chaw nce 24.7% xyoo, thiab 25Gb hloov chaw nres nkoj xa khoom tau nce 57.1% xyoo-xyoo.
Lub tsib pauv kev lag luam tshiab hauv lub ntiaj teb: Cisco, Huawei, Arista, HP, thiab H3C.
Xyoo 2019, cov neeg tsim khoom hauv tsev ua tau zoo:
Cisco: Hauv lub quarter thib plaub ntawm 19, Ethernet hloov nyiaj tau poob los ntawm 6.4% xyoo-xyoo, thiab nws cov lag luam tau 50.9%.
Huawei: Xyoo 2019 kev loj hlob ntawm 7.8%, kev lag luam thoob ntiaj teb ntawm 9.6%.
Arista: 11.1% xyoo-rau-xyoo nyob rau hauv plaub lub hlis twg. Raws li qhov kawg ntawm xyoo 2019, cov lag luam hauv ntiaj teb no yog 7.0%.
HP Lub Lag Luam: Cov nyiaj tau los nyob rau lub quarter thib plaub tau poob 15.9% xyoo-xyoo, 9,1% rau tag nrho xyoo 2019, thiab kev lag luam poob qis ntawm 6.1% hauv 2018 poob rau 5,4%.
H3C: Kev faib khoom lag luam kuj tseem nce.
Tuam Tshoj txawb qhib kev sib tw ntawm 2.2 billion, Peb ntseeg tias cov tuam txhab tsim khoom hauv tsev yuav ua tau zoo. Ntxiv rau Huawei thiab H3C, ZTE, Ruijie thiab lwm cov tuam txhab tsim khoom kuj muaj ntau lub zog hauv kev lag luam hloov pauv.
