베어메탈 스위치 시장 : 점유율 분석, 업계 동향과 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, the bare metal switch market size is expected to grow from USD 4.6 billion in 2025 to USD 5.3 billion in 2026 and is forecast to reach USD 10.6 billion by 2031 at 14.87% CAGR over 2026-2031.

This report is Segmented by Switch Type (Open Ethernet Switches, Branded Bare Metal Switches), Port Speed (1/10 Gbps, 25/40 Gbps, 100 Gbps and More), Deployment Mode (On-Premise Data Centers, Cloud Service Providers, and More), End User Industry (Cloud Providers, Telecommunications, and More), and Geography. The Market Forecasts are Provided in Terms of Value (USD).

Global Bare Metal Switch Market Trends and Insights

Growing Adoption of Disaggregated Networking in Hyperscale Data Centers

Hyperscale operators are embedding disaggregated networking into long-term capex models, treating switches as interchangeable building blocks rather than differentiated systems. Large-scale deployments of open NOS across more than 1 million devices have standardized ASIC platforms such as Broadcom Tomahawk and Marvell Teralynx across multiple global regions. Bare metal fabrics have reduced per-rack networking costs by approximately 38% while improving mean-time-to-repair through modular, hot-swappable components. High-performance architectures now achieve up to 1.6 Tbps per-rack throughput, matching the throughput of proprietary systems. These outcomes are accelerating ODM and cloud-provider co-development, shortening innovation cycles and reinforcing scale-driven cost efficiencies across the bare-metal switch market.

Cost Optimization Over Proprietary Switches

Enterprises and telecom operators are quantifying the total cost of ownership savings that extend beyond initial capex. A 2025 industry study indicates up to 42% lower five-year TCO with self-managed network operating systems, narrowing to about 18% when third-party support is included. Large telecom deployments have reported unit transport cost reductions of around USD 1200 per 100 Gbps port after shifting to open Ethernet switches. Pricing gaps widen significantly in the 200+ Gbps segment, where proprietary systems carry 60% to 80% premiums. This cost differential is accelerating migration toward 400 Gbps and 800 Gbps architectures, supporting sustained double-digit growth in the bare-metal switch market through 2031.

Limited In-House Integration Expertise Among Enterprises

Outside hyperscale environments, many organizations lack Linux networking expertise, constraining adoption of disaggregated switches. Industry data shows about 68% of European enterprises cite skills gaps as the primary barrier. Capability ramp up typically takes 12 to 18 months as teams learn platforms such as SONiC and DENT, delaying ROI and increasing execution risk. Smaller cloud providers in South America and Africa often pay 25% to 40% premiums to system integrators, reducing cost advantages. Financial services firms remain cautious due to strict change control processes tied to vendor supported systems. Until training pipelines scale, integration capability will limit near term penetration in the bare metal switch market.

Other drivers and restraints analyzed in the detailed report include:

1. Rapid Scalability Needs for Cloud-Native 5G Core Networks
2. Emergence of Telco Open RAN Fronthaul Transport Requirements
3. Vendor Accountability and Single Point of Support Concerns

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Branded bare-metal switches are projected to grow at a 18.53% CAGR from 2026 to 2031, outpacing the overall market as ODMs layer commercial support on commodity hardware. Open Ethernet switches held about 46.36% of the market share in 2025, driven by hyperscalers that self-manage their network operating systems. ODM performance indicates strong enterprise traction, with branded switch revenue rising sharply as buyers pay premiums for single vendor accountability. Enterprise-grade open NOS distributions are replicating proprietary SLAs while retaining cost advantages, enabling penetration into regulated sectors such as finance and healthcare.

The open variant will remain dominant in cloud and telecom environments where engineering depth offsets integration risk, while government and public sector demand increasingly favors branded offerings due to governance and compliance needs. As a result, branded segment revenue is expected to expand from about USD 1.9 billion in 2026 to USD 4.4 billion by 2031, increasing its share of total market value. ODMs combining silicon alignment with full stack support are positioned to capture incremental demand, while pure play manufacturers face margin pressure.

The 200+ Gbps segment is expected to expand at a 25.26% CAGR, driven by AI workloads that require higher east-west bandwidth. While the 25/40 Gbps segment accounted for about 38.49% of the market size in 2025, hyperscalers are rapidly scaling 400 Gbps fabrics across multiple data center regions, reducing oversubscription ratios to around 1.5 to 1. Merchant silicon advancements are enabling this transition, with new architectures supporting high-density 800 Gbps deployments at scale.

Declining optics costs and improved port density are expected to make 100 Gbps the default enterprise top-of-rack standard by 2028, shifting 1/10 Gbps to edge and legacy environments. Next-generation silicon offering up to 25.6 Tbps of throughput is intensifying competition in the merchant ecosystem. As a result, the port-speed mix is shifting toward higher-bandwidth tiers, supporting stronger growth in the bare-metal switch market.

Complete Report Scope:

• By Switch Type
  • Open Ethernet Switches
  • Branded Bare Metal Switches
• By Port Speed
  • 1/10 Gbps
  • 25/40 Gbps
  • 100 Gbps
  • 200+ Gbps
• By Deployment Mode
  • On-premise Data Centers
  • Cloud Service Providers
  • Telecom Central Offices
  • Edge Computing Sites
• By End User Industry
  • Cloud Providers (Hyperscale)
  • Telecommunications
  • Enterprises
  • Government and Public Sector
  • Other End User Industries
• By Geography
  • North America
    • United States
    • Canada
    • Mexico
  • South America
    • Brazil
    • Argentina
    • Rest of South America
  • Europe
    • Germany
    • United Kingdom
    • France
    • Italy
    • Spain
    • Russia
    • Rest of Europe
  • Asia-Pacific
    • China
    • Japan
    • India
    • South Korea
    • Australia and New Zealand
    • Rest of Asia-Pacific
  • Middle East
    • Saudi Arabia
    • United Arab Emirates
    • Turkey
    • Rest of Middle East
  • Africa
    • South Africa
    • Egypt
    • Nigeria
    • Rest of Africa

Geography Analysis

North America accounts for the largest share of the bare-metal switch market, driven by hyperscaler dominance in the United States and 5G standalone upgrades among Canadian telecom operators. Large-scale network modernization programs are increasingly aligned with sustainability targets, with operators transitioning to 400 Gbps SONiC-based fabrics to reduce power consumption and the carbon footprint. These developments indicate that procurement decisions are no longer driven solely by performance and cost, but also by energy efficiency metrics. The region benefits from mature cloud ecosystems, strong ODM partnerships, and faster refresh cycles, reinforcing its leadership position.

Asia Pacific accounted for about 32.97% of 2025 revenue, supported by aggressive data center expansion across China, India, and Southeast Asia. Government-backed semiconductor and digital infrastructure programs are accelerating the adoption of open networking hardware, with significant investments in domestic manufacturing and networking capabilities. India and China are positioning themselves as key assembly and demand hubs, while Southeast Asian economies are expanding digital government and cloud infrastructure. This combination of policy support, capacity expansion, and cost sensitivity is strengthening the region's role as a major growth engine for bare metal switch deployments.

The Middle East is projected to grow at 17.12% CAGR through 2031, driven by sovereign cloud initiatives and smart city investments in Saudi Arabia and the United Arab Emirates. Europe shows moderate growth, driven by fragmented procurement structures, although regulatory pressure on energy efficiency is supporting the gradual adoption of open hardware. South America and Africa remain early-stage markets, characterized by budget constraints and reliance on cost-efficient infrastructure. In these regions, bare-metal switches offer a viable alternative to expensive, proprietary systems, enabling gradual adoption as digital infrastructure investments expand.

1. Edgecore Networks Corporation
2. Accton Technology Corporation
3. Delta Electronics, Inc.
4. Quanta Cloud Technology Inc.
5. Celestica Inc.
6. Super Micro Computer, Inc.
7. Interface Masters Technologies, Inc.
8. UfiSpace Co., Ltd.
9. Inventec Corporation
10. Alpha Networks Inc.
11. Silicom Ltd.
12. Wistron NeWeb Corporation
13. Penguin Computing, Inc.
14. Lanner Electronics Inc.
15. Allied Telesis Holdings K.K.
16. FS.COM Inc.
17. Netberg LLC
18. NoviFlow Inc.
19. Ciena Corporation
20. Marvell Technology, Inc.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumptions and Market Definition
• 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET LANDSCAPE

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 Growing Adoption of Disaggregated Networking in Hyperscale Data Centers
  • 4.2.2 Rapid Scalability Needs for Cloud-native 5G Core Networks
  • 4.2.3 Cost Optimization Over Proprietary Switches
  • 4.2.4 Emergence of Telco Open RAN Fronthaul Transport Requirements
  • 4.2.5 Sustainability Mandates Driving Energy-efficient Network Fabric Upgrades
  • 4.2.6 Government-backed Open Hardware Initiatives in Asia-Pacific
• 4.3 Market Restraints
  • 4.3.1 Limited In-house Integration Expertise Among Enterprises
  • 4.3.2 Vendor Accountability and Single Point of Support Concerns
  • 4.3.3 Interoperability Challenges with Legacy Network Management Systems
  • 4.3.4 Supply Chain Volatility for Merchant Silicon Chipsets
• 4.4 Industry Supply-Chain Analysis
• 4.5 Regulatory Landscape
• 4.6 Technological Outlook
• 4.7 Impact of Macroeconomic Factors on the Market
• 4.8 Porter's Five Forces Analysis
  • 4.8.1 Buyer Power
  • 4.8.2 Supplier Power
  • 4.8.3 Threat of New Entrants
  • 4.8.4 Threat of Substitutes
  • 4.8.5 Intensity of Competitive Rivalry

5 MARKET SIZE AND GROWTH FORECASTS (VALUE)

• 5.1 By Switch Type
  • 5.1.1 Open Ethernet Switches
  • 5.1.2 Branded Bare Metal Switches
• 5.2 By Port Speed
  • 5.2.1 1/10 Gbps
  • 5.2.2 25/40 Gbps
  • 5.2.3 100 Gbps
  • 5.2.4 200+ Gbps
• 5.3 By Deployment Mode
  • 5.3.1 On-premise Data Centers
  • 5.3.2 Cloud Service Providers
  • 5.3.3 Telecom Central Offices
  • 5.3.4 Edge Computing Sites
• 5.4 By End User Industry
  • 5.4.1 Cloud Providers (Hyperscale)
  • 5.4.2 Telecommunications
  • 5.4.3 Enterprises
  • 5.4.4 Government and Public Sector
  • 5.4.5 Other End User Industries
• 5.5 By Geography
  • 5.5.1 North America
    • 5.5.1.1 United States
    • 5.5.1.2 Canada
    • 5.5.1.3 Mexico
  • 5.5.2 South America
    • 5.5.2.1 Brazil
    • 5.5.2.2 Argentina
    • 5.5.2.3 Rest of South America
  • 5.5.3 Europe
    • 5.5.3.1 Germany
    • 5.5.3.2 United Kingdom
    • 5.5.3.3 France
    • 5.5.3.4 Italy
    • 5.5.3.5 Spain
    • 5.5.3.6 Russia
    • 5.5.3.7 Rest of Europe
  • 5.5.4 Asia-Pacific
    • 5.5.4.1 China
    • 5.5.4.2 Japan
    • 5.5.4.3 India
    • 5.5.4.4 South Korea
    • 5.5.4.5 Australia and New Zealand
    • 5.5.4.6 Rest of Asia-Pacific
  • 5.5.5 Middle East
    • 5.5.5.1 Saudi Arabia
    • 5.5.5.2 United Arab Emirates
    • 5.5.5.3 Turkey
    • 5.5.5.4 Rest of Middle East
  • 5.5.6 Africa
    • 5.5.6.1 South Africa
    • 5.5.6.2 Egypt
    • 5.5.6.3 Nigeria
    • 5.5.6.4 Rest of Africa

6 COMPETITIVE LANDSCAPE

• 6.1 Market Concentration
• 6.2 Strategic Moves
• 6.3 Market Share Analysis
• 6.4 Company Profiles (includes Global Level Overview, Market Level Overview, Core Segments, Financials as available, Strategic Information, Market Rank/Share, Products and Services, Recent Developments)
  • 6.4.1 Edgecore Networks Corporation
  • 6.4.2 Accton Technology Corporation
  • 6.4.3 Delta Electronics, Inc.
  • 6.4.4 Quanta Cloud Technology Inc.
  • 6.4.5 Celestica Inc.
  • 6.4.6 Super Micro Computer, Inc.
  • 6.4.7 Interface Masters Technologies, Inc.
  • 6.4.8 UfiSpace Co., Ltd.
  • 6.4.9 Inventec Corporation
  • 6.4.10 Alpha Networks Inc.
  • 6.4.11 Silicom Ltd.
  • 6.4.12 Wistron NeWeb Corporation
  • 6.4.13 Penguin Computing, Inc.
  • 6.4.14 Lanner Electronics Inc.
  • 6.4.15 Allied Telesis Holdings K.K.
  • 6.4.16 FS.COM Inc.
  • 6.4.17 Netberg LLC
  • 6.4.18 NoviFlow Inc.
  • 6.4.19 Ciena Corporation
  • 6.4.20 Marvell Technology, Inc.

7 MARKET OPPORTUNITIES AND FUTURE OUTLOOK

• 7.1 White-space and Unmet-need Assessment