Q1 2001 High-End LAN Switch Market Analysis

Moderate switch growth is expected to resume in second half of 2001. Fast Ethernet and L2 products will drive unit shipments and L3/4-7 and Gigabit Ethernet will drive revenue growth. The Fast Ethernet segment is expected to continue to grow in units while experiencing ASP erosion. This will be driven by the commoditization of fixed Fast Ethernet switches, as Fast Ethernet becomes the desktop topology of choice. Gigabit Ethernet switches are expected to increase as Layer 3/4-7 and copper solutions offer more cost-effective, yet large-bandwidth, solutions. Demand for other switches (10 Mbps Ethernet and Token Ring) is expected to decline as this segment faces demand erosion from Fast Ethernet and Gigabit Ethernet switches.

Worldwide Total Market Shares

Table 1: Layer 2/3/4-7 Packet Switch Ports - Port Shipments (K)

Table 2: Layer 2/3/4-7 Packet Switch Sales- End-Use Revenue ($M)

Table 3: Layer 2 Packet Switch Ports - Port Shipments (K)

Table 4: Layer 3 Packet Switch Ports - Port Shipments (K)

Table 5: Layer 2 Packet Switch Sales - End-Use Revenue ($M)

Table 6: Layer 3 Packet Switch Sales - End-Use Revenue ($M)

Table 7: Layer 4-7 Packet Switch Ports - Port Shipments (K)

Table 8: Layer 2/3/4-7 Modular Packet Switch Ports - Port Shipments (K)

Table 9: Layer 4-7 Packet Switch Sales - End-Use Revenue ($M)

Table 10: Layer 2/3/4-7 Modular Packet Switch Sales - End-Use Revenue ($M)

Table 11: Layer 2/3/4-7 Fixed Packet Switch Ports - Port Shipments (K)

Table 12: Layer 2/3/4-7 Fixed Packet Switch Sales - End-Use Revenue ($M)

Worldwide Fast Ethernet Market Shares

Table 13: Layer 2/3/4-7 Fast Ethernet Switch Ports - Port Shipments (K)

Table 14: Layer 2 Modular Fast Ethernet Switch Ports - Port Shipments (K)

Table 15: Layer 2/3/4-7 Fast Ethernet Switch Sales - End-Use Revenue ($M)

Table 16: Layer 2 Modular Fast Ethernet Switch Sales - End-Use Revenue ($M)

Table 17: Layer 2 Fixed MANAGED Fast Ethernet Switch Ports - Port Shipments (K)

Table 18: Layer 2 Fixed UNMANAGED Fast Ethernet Switch Ports - Port Shipments (K)

Table 19: Layer 2 Fixed MANAGED Fast Ethernet Switch Sales - End-Use Revenue ($M)

Table 20: Layer 2 Fixed UNMANAGED Fast Ethernet Switch Sales - End-Use Revenue ($M)

Table 21: Layer 3 Modular Fast Ethernet Switch Ports - Port Shipments (K)

Table 22: Layer 3 Fixed Fast Ethernet Switch Ports - Port Shipments (K)

Table 23: Layer 3 Modular Fast Ethernet Switch Sales - End-Use Revenue ($M)

Table 24: Layer 3 Fixed Fast Ethernet Switch Sales - End-Use Revenue ($M)

Table 25: Layer 4-7 Modular Fast Ethernet Switch Ports - Port Shipments (K)

Table 26: Layer 4-7 Fixed Fast Ethernet Switch Ports - Port Shipments (K)

Table 27: Layer 4-7 Modular Fast Ethernet Switch Sales - End-Use Revenue ($M)

Table 28: Layer 4-7 Fixed Fast Ethernet Switch Sales - End-Use Revenue ($M)

Worldwide Gigabit Ethernet Market Shares

Table 29: Layer 2/3/4-7 Gigabit Ethernet Switch Ports - Port Shipments (K)

Table 30: Layer 2/3/4-7 COPPER Gigabit Ethernet Switch Ports - Port Shipments (K)

Table 31: Layer 2/3/4-7 Gigabit Ethernet Switch Sales - End-Use Revenue ($M)

Table 32: Layer 2/3/4-7 COPPER Gigabit Ethernet Switch Sales - End-Use Revenue ($M)

Table 33: Layer 2 Modular Gigabit Ethernet Switch Ports - Port Shipments (K)

Table 34: Layer 2 Fixed Gigabit Ethernet Switch Ports - Port Shipments (K)

Table 35: Layer 2 Modular Gigabit Ethernet Switch Sales - End-Use Revenue ($M)

Table 36: Layer 2 Fixed Gigabit Ethernet Switch Sales - End-Use Revenue ($M)

Table 37: Layer 3 Modular Gigabit Ethernet Switch Ports - Port Shipments (K)

Table 38: Layer 3 Fixed Gigabit Ethernet Switch Ports - Port Shipments (K)

Table 39: Layer 3 Modular Gigabit Ethernet Switch Sales - End-Use Revenue ($M)

Table 40: Layer 3 Fixed Gigabit Ethernet Switch Sales - End-Use Revenue ($M)

Table 41: Layer 3 Modular Gigabit Ethernet Switch Sales - End-Use Revenue ($M)

Table 42: Layer 3 Fixed Gigabit Ethernet Switch Sales - End-Use Revenue ($M)

Table 43: Layer 4-7 Modular Gigabit Ethernet Switch Sales - End-Use Revenue ($M)

Table 44: Layer 4-7 Fixed Gigabit Ethernet Switch Sales - End-Use Revenue ($M)

Worldwide Other Market Shares

Table 45: Layer 2 10 Mbps Ethernet Switch Ports - Port Shipments (K)

Table 46: Layer 2 10 Mbps Ethernet Switch Sales - End-Use Revenue ($M)

Worldwide Forecasts

Table 47: Total Layer 2/3/4-7 Packet Switches

Table 48: Total Layer 2 Packet Switches

Table 49: Total Layer 3 Packet Switches

Table 50: Total Layer 4-7 Packet Switches

Table 51: Layer 2 10 Mbps Ethernet Switches

Table 52: Layer 2/3/4-7 Fast Ethernet Switches

Table 53: Layer 2 Fast Ethernet Switches

Table 54: Layer 3 Fast Ethernet Switches

Table 55: Layer 4-7 Fast Ethernet Switches

Table 56: Layer 2/3/4-7 Gigabit Ethernet Switches

Table 57: Layer 2 Gigabit Ethernet Switches

Table 58: Layer 3 Gigabit Ethernet Switches

Table 59: Layer 4-7 Gigabit Ethernet Switches

HUB Appendix

Table 60: Shared Media Hub Port Market Share - Shipments (K)

Table 61: 10 Mbps Ethernet Hub Port Market Share - Shipments (K)

Table 62: Fast Ethernet Hub Port Market Share - Shipments (K)

Table 63: Stackable Hub Port Market Share - Shipments (K)

Table 64: Unmanaged Hub Port Market Share - Shipments (K)

Table 65: Shared Media Hub Sales Market Share - End-Use Revenue ($M)

Table 66: 10 Mbps Ethernet Hub Sales Market Share - End-Use Revenue ($M)

Table 67: Fast Ethernet Hub Sales Market Share - End-Use Revenue ($M)

Table 68: Stackable Hub Sales Market Share - End-Use Revenue ($M)

Table 69: Unmanaged Hub Sales Market Share - End-Use Revenue ($M)

Table 70: Worldwide Shared Media Hubs - Ports Shipped (K)

Table 71: Worldwide Stackable Hubs - Ports Shipped (K)

Table 72: Worldwide Unmanaged Hubs - Ports Shipped (K)

Table 73: Worldwide 10 Mbps Ethernet Hubs - Ports Shipped (K)

Table 74: Worldwide Fast Ethernet Hubs - Ports Shipped (K)