Q2 2021 Financial Highlights & Product Launches
Market Leadership in 100G, Focus is 100G/400G
Data Center Ethernet Switch Analysis and Forecast
ARISTA
100G Ethernet Switch Ports
$21
Market Share Q1'2021
+
100G Switch Ports (Millions)
3
17.0%
20.0%
20.2%
16.4%
21.5%
20.7%
20.8%
21.7%
31.5%
31.9%
29.5%
28.6%
33.3%
30.0%
27.4%
29.5%
2Q20
3Q20
4Q20
■ Arista ■ROM Cisco Whitebox
Revenue In Billions ($)
$14
7
Market Potential by Speed
Data Center Ethernet Switch Revenue ($B)
100 Gbps
40 Gbps
10 Gbps
25 Gbps
Software
>800 Gbps
400 Gbps
200 Gbps
1Q21
50 Gbps
$0
1 Gbps
2019
2020
2021
2022
2023
2024
2025
Source: Dell'Oro Ethernet Switch Data Center
Total Vendor Tables - Q1'2021
Source: Dell'Oro July 2021 - Long Term Ethernet Switch Forecast
Note - Initial 800 Gbps shipments will not be using 800 G Ethernet MAC and will be configured mostly as
2x400 Gbps or as 8x100 Gbps
11
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