Disaggregated Routing to Drive the Routing Market: Fireside Chat with Industry Expert Analyst Alan Weckel

650 Group
1 March 2021

Key Points

  • The 650 Group expects the market for disaggregated routing to be most of the $15 billion routing market, possibly up to $10 billion a year. They also expect cloud providers to be the driver of this trend and that “cloud is going to win everything.”   
  • Disaggregated routing opens the router to more vendors and new combinations.  With the advent of faster CPUs, networking does not need to be fully integrated as was done in the past. Even though the various parts of the network may come from different vendors, full line speed can now be achieved.
  • The disaggregated router parts include merchant silicon, a white box server with SmartNICs and DPUs, a network OS, an L2/L3 protocol stack, and management tools on the top.  The vendors hoping to disrupt the market include Broadcom, Drivenets, Mellanox, Marvell, and Cisco.
  • Communications is experiencing upward drivers from pandemic lockdowns and the increased remote access demand from consumers. Global internet penetration has grown from 25% in 2010 to 62% in 2020 and is projected to grow to 90% by 2030.
  • Companies mentioned in this report include Cambium Networks, Cisco Systems, Juniper Networks, Nokia, DriveNets, Marvell, Broadcom, Arista, Acacia, Inphi, Marvell, Ciena, and Infinera.

The Expert

Alan Weckel is Technology Analyst/Co-Founder at 650 Group where he is in charge of Networking and Cloud research. 

The Company

650 Group is a market research company focused on researching Cloud and IoT growth markets as well as the broader Communications and Information Technology industries.  It was created to enable flexibility in working with customers.  They provide research services including quarterly market share reports, five-year market forecasts, custom projects related to market intelligence and marketing, expert witness services, and a weekly hot topics newsletter. The company’s market intelligence research focuses on Cloud & IoT, Ethernet switches, Wireless LAN (WLAN), Telecom Core Networks, Servers, Storage, and Network Functions Virtualization (NFV).