Worldwide Ethernet Switch Market Grew 42.1% in the Second Quarter of 2025, according to IDC’s Quarterly Ethernet Switch Tracker

Fueled by AI infrastructure buildouts, the datacenter portion of the Ethernet switch market increased 71.6% from the same period a year earlier.

The worldwide Ethernet switch market recorded $14.5 billion in revenue in the second quarter of 2025 (2Q25), a 42.1% year-over-year (YoY) increase, fueled by strong growth in the datacenter portion of the market as hyperscalers and cloud service providers race to build infrastructure capacity for the AI era. The total worldwide enterprise and service provider (SP) router market increased 12.5% YoY to $3.6B in 2Q25. These findings are detailed in the latest editions of the International Data Corporation ( IDC) Quarterly Ethernet Switch Tracker and IDC Quarterly Router Tracker.

Ethernet Switch Market Highlights
Booming growth rates in the datacenter (DC) portion of the Ethernet switch market continued in 2Q25 as deployments of high-bandwidth, low-latency network infrastructure to support AI workloads accelerate. Growth of 71.6% YoY in 2Q25 in the DC segment of the Ethernet switch market builds on growth of 54.7% YoY a quarter earlier. Within the DC portion, NVIDIA’s growth continued, with revenues increasing 647% YoY, to $2.3B in the quarter, giving the company the highest share in the DC portion of the market at 25.9%.

Router Market Highlights
The service provider segment of the router market, which includes both communications SPs and cloud SPs, made up 73.2% of the total router market in 2Q25 and increased 13.8% YoY in 2Q25. The enterprise segment accounts for the remaining balance of the market and rose 9.1% YoY in 2Q25. From a regional perspective, the total router market in the Americas rose 24.5% YoY; the market declined 1.0% YoY in the EMEA region and grew 11.4% YoY in the Asia Pacific region.

Based on idc.com story by Brandon Butler, Petr Jirovsky, SEPTEMBER 11, 2025