全球交换机-发布 2027 年预期；AI 基础设施下 800G_1.6T 驱动市场规模上调；园区交换机销量同比仍为个位数-Global Switch_ Introducing 2027E estimates; TAM raised on 800G_ 1.6T under AI infrastructure; Campus switch volumes remain single digit YoY

Summary of Global Switch Market Research Industry Overview - The report focuses on the Global Switch market, particularly in the context of AI infrastructure and the growth of high-speed switch ports, specifically 800G and 1.6T switches [1][4]. Key Insights - 2027E Forecast Introduction: The Global Switch market forecast for 2027 has been introduced, with revenue estimates for 2025 and 2026 revised based on the latest global server outlook [1]. - Total Addressable Market (TAM) Increase: The Global Switch TAM has been raised by 4% and 5% for 2025 and 2026, respectively, reflecting an expected growth to US$78 billion by 2027, with an 18% CAGR from 2025 to 2027 [1][4]. - 800G and 1.6T Switch Ports Contribution: The contribution of 800G switch ports in AI computing is expected to rise to 20% in 2025 and 32% in 2026, with projections of 17 million, 38 million, and 56 million 800G switch ports from 2025 to 2027 [1][10]. - Campus Switch Growth: Campus switch volumes are projected to maintain single-digit growth through 2027, with a CAGR of 6% from 2025 to 2027 [1][14]. Financial Projections - Revenue Estimates: The revised revenue estimates for the Global Switch market are US$56 billion for 2025 and US$70 billion for 2026, with a significant increase in average selling prices (ASP) due to the upgrade towards high-speed ports [4][11]. - Data Center Switch Growth: Data center switches are expected to grow by 42% and 32% YoY in 2025 and 2026, respectively, driven by high-speed transmission demands [12]. Additional Insights - Switch Ports Shipment: The total number of switch ports is projected to reach approximately 1,108,922 k units by 2027, with a YoY growth of 10% in 2025 and 6% in 2026 [11][14]. - Market Dynamics: The report highlights the competitive landscape, including key suppliers such as Cisco, Arista, Dell, HPE, UNIS, and Ruijie, and their expected contributions to the market [1][4]. Conclusion - The Global Switch market is poised for significant growth, particularly in the context of AI infrastructure, with increasing demand for high-speed switch ports. The revised forecasts and TAM indicate a robust market opportunity for key players in the industry.