A102 ullal 1.0
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The document summarizes an Ethernet market research panel discussion at the Ethernet Technology Summit on April 15, 2015. The panel included experts from Dell'Oro Group, ACG Research, IT Brand Pulse, and Saygo who discussed topics like the total Ethernet market size, key market segments, trends in data center switching and carrier Ethernet, next-generation PON technologies, open Ethernet switching, and challenges to future market success.
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A102 ullal 1.0
- 1. Ethernet Market Research Panel Ethernet is Everywhere Session A-102, Ethernet Technology Summit April 15, 2015 9:50 – 10:50 am Jathin Ullal, Infrastructure Architect, Saygo Santa Clara, CA USA April 2015 1
- 2. Market Research Panel Vladimir Kozlov, CEO, LightCounting. Optoelectronics Casey Quillin, Director, Dell'Oro Group. Enterprise, DC Dennis Ward, Principal Analyst, ACG Research, Optical core Frank Berry, Chief Analyst, IT Brand Pulse, Buyer behavior Jathin Ullal, Infrastructure Architect, Saygo, Track Chair Santa Clara, CA USA April 2015
- 3. Santa Clara, CA USA April 2015 3 Ethernet Alliance Roadmap
- 4. Santa Clara, CA USA April 2015 4 Ethernet Market Map Total Available Market Market Drivers • Supply side: Cost structure, Capital R&D Investment, Go To Market, Inventory, Technology Roadmap, Competition • Demand side: Current Market, Transitions, Life cycle, Installed base, Application requirements, Budget, IT plans, Business models Macro-economic Inflation, GDP Growth, Business confidence
- 5. Market Segmentation Santa Clara, CA USA April 2015 5 • Enterprise: Large enterprise, Campus, SMB, PoE, Fixed & Modular switches, Servers, PCs • SOHO • Data Center & Cloud • Service Provider: Carrier Ethernet, Routers & Switches, Access Devices, Services • Optical : 10/40/100G, OTN, ROADM, Packet optical hw and optics
- 6. Data Center Ethernet Switch Market Santa Clara, CA USA April 2015 6 • Total Ethernet switch market ~ $ 25-30 B • Data Center switch market ~ $ 8B 40M ports • Price per port dropping ~ $ 200/ GbE port • Over 10% of ports shipping are 40 & 100 GbE
- 7. Carrier Ethernet Market Santa Clara, CA USA April 2015 7 • By 2017*: • $ 37B annual equipment revenue • 95 Million ports • 10G to overtake 1G • APAC, US, EMEA, CALA • Services • Ethernet VPC (eVPC) * Infonetics 2013 report
- 8. Residential Broadband Ethernet Santa Clara, CA USA April 2015 8 • ePON • 10GePON • ePoC • Optical Network Units (ONU) • Optical Line Units (OLU)
- 9. Open Ethernet Switching Santa Clara, CA USA April 2015 • Bare metal, White, Brite box switches • Open Extensible network OS: Arista EOS vs Cumulus, PicOS, Open Network Linux (ONL) vs Juniper, Dell NOS vs Cisco IOS • Data Plane Development Kit (DPDK) • Control Protocols – Openflow, Netconf, Yang
- 10. Challenges to Ethernet Market success Santa Clara, CA USA April 2015 10 • Ability to solve customer challenges in new and innovative ways • Lack of leadership/support for innovation • Components not available at the price point that customers demand • Legacy infrastructure requiring upgrade • Early in the standardization process • Budgetary priorities • User acceptance on a mass scale • Reliability • Interoperability • Technology challenges
Editor's Notes
- Welcome, Ethernet is Everywhere, I am, Logistics Q1. Please explain the market challenges that each of you face in your domain area?
- Ethernet continues to improve with new standards and products that expand the Ethernet ecosystem 5 new speeds being added to 6 existing speeds 2.5, 5. 25.50. 200 Faster backplanes to support100G Increasing the power delivered to end devices to enable more functionalityPoE to power 13 PoE, 25 PoE+, 50w 4pairPoE connected devices Use cases for the new speeds Entrepreneurship opportunities – VC panel
- Google deployment of 1Gbs in 43 cities across US Townships deploying ePON
- • Lack of leadership/support for innovation • Comfort level – effect of disruption • Time to make changes and adjust • Understanding of and ability to implement • Social implications – changes in collaboration communication styles • Current processes or procedures • Budgetary priorities • Difficulty/availability/time for training • Resistance to learning new technology • Work stress/overload • Cost • Proof of value • Reliability – will it continue to provide value • User acceptance • Performance