In the Q1 2018 earnings call, Mellanox reported that its Ethernet switch product line revenue more than doubled year over year. Mellanox Spectrum Ethernet switches are getting strong traction in the data center market. The recent inclusion in the Gartner Magic Quadrant is yet another milestone. There are a few underlying market trends that is driving this strong adoption.
Mellanox Spectrum switches are based off its highly differentiated homegrown silicon technology. Mellanox disaggregates Ethernet switches by investing heavily in open source technology, software and partnerships. In fact, Mellanox is the only switch vendor that is part of the top-10 contributors to open source Linux. In addition to native Linux, Spectrum switches can run Cumulus Linux or Mellanox Onyx operating systems. Network disaggregation brings transparent pricing and provides customers a choice to build their infrastructure with the best silicon and best fit for purpose software that would meet their specific needs.
25/100GbE infrastructure provides better RoI and the market is adopting these newer speeds at record pace. Mellanox Spectrum silicon outperforms other 25GbE switches in the market in terms of every standard switch attribute.
Ethernet-based storage technologies are replacing legacy Fibre Channel-based storage. Distributed storage applications are bandwidth intensive. The network has to keep pace with the recent performance improvements made by the storage endpoints. Spectrum supports line rate traffic with zero packet loss and consistent low latency. RDMA over converged Ethernet is often used to achieve much higher throughput. The interconnect performance could further be fine-tuned using Explicit Congestion Notification (ECN). Spectrum implements a robust ECN mechanism that proactively minimizes congestion and avoids blocking.
Mellanox Spectrum Ethernet switches are gaining strong traction in the market fueled by the need for better and predictable performance. With network disaggregation and open Ethernet, Spectrum enables customers to build their high performance infrastructure with the best silicon in the market at an affordable cost. With all this positive momentum in the market, it is just inevitable that Mellanox Spectrum is part of the 2018 Gartner Magic Quadrant for Datacenter networks.