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USD100B sales of 800G and 1.6Tbps Switch in the next 5 years

Dell’Oro Group released a report about Ethernet Data Center Switch recently, Ethernet Switch – Data Center 5-Year Forecast Report. Based on the report, the group mentions that Front-end Networks Will Account for More than $100B in Data Center Switch Sales Over the Next Five Years.

During the next 5 years to 2028, about 100M shipments of 800G and 1.6Tbps switch ports will be delivered to the data center for the front-end networks. and means double the quantity for the AI infrastructure back-end network development.

However, the demand will be driven by the migration of the back-end network to 800G bps and 102.4Tbps-based switch deployments. the demand for 800G and 1.6Tbps will start from 2025/2026. The demand also will drive the demand for the MPO MTP, and VSFF patch cord demand for the next 5 years.

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