Zmiany na rynku przełączników
Jeden z producentów mocno idzie w górę na rynku switchy ethernetowych, inny wyraźnie traci.

W II kw. 2016 r. przychody na światowym rynku przełączników Ethernet wzrosły o 3 proc. wobec analogicznego okresu ub.r., do 5,97 mld dol. Stabilnie rosnąca sprzedaż jest związana z postępującą cyfrową transformacją firm oraz zapotrzebowaniem na infrastrukturę chmury prywatnej i publicznej.
Do lepszego wyniku przyczyniła się ponadto stabilizacja cen, zwłaszcza w przypadku modeli 10 Gb. W tym segmencie (urządzenia warstwy 2/3) wzrost obrotów wyniósł 3,2 proc., do 2,16 mld dol., a w przeliczeniu na porty +24,7 proc. Dużo szybciej rośnie popyt na modele 40 Gb (+33,2 proc. do 750,3 mln dol., a w przeliczeniu na porty +97,5 proc.).
Raport IDC podsumowuje również globalny rynek routerów, na którym II kw. 2016 r. zanotowano 3,67 mld dol. przychodów, co oznacza spadek o 2 proc. w ujęciu rok do roku. Zmniejszyła się sprzedaż do dużych dostawców usług (-3,6 proc.), ale więcej zamawiają przedsiębiorstwa (+3,4 proc.).
Liderem wśród producentów przełączników jest Cisco, natomiast Huawei awansowało na drugie miejsce (+44 proc.), wyprzedzając Hewlett Packard Enterprise, które zaliczyło wyraźny spadek obrotów (-34 proc.). Także na rynku routerów chiński koncern odnotował wzrost przychodów (+15,3 proc.) i ma obecnie 18,9 proc. udziału globalnie. Numerem 1 jest Cisco (44,8 proc.).
Rynek przełączników sieciowych w II kw. 2016 r.
Producent |
Przychody w II kw. 2016 r. (mln dol.) |
Wzrost rok do roku |
|
1 |
Cisco |
3389 |
-2% |
2 |
Huawei |
390 |
+44% |
3 |
HPE |
360 |
-34% |
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Firmy mają jeden spory problem z bezpieczeństwem
Ransomware stanowił aż 40 proc. cyberzagrożeń wykrytych w III kw. br. Niektóre ofiary ułatwiają przestępcom robotę.
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Tablety: dwie marki są najbardziej odporne na spadki
Na idącym w dół rynku (-16 proc. w III kw. br.) kluczową umiejętnością dla producentów będzie pokonanie presji inflacyjnej.
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Huawei wstrzymuje dostawy do Rosji
Nastąpi radykalny zwrot koncernu wobec Rosji - wynika z nieoficjalnych doniesień.