# Switch systems & white-box ODMs

Part ID: 3.03 · Layer 3 (Networking & interconnect)

The physical switches — built by branded vendors and white-box ODMs — that house scale-out switch ASICs and connect racks into a cluster fabric.

Switch systems take the ASICs from 3.02 and package them into deployable network hardware, connecting to the transceivers and cabling in 3.04–3.11 on one side and to server NICs on the other. The market splits between branded systems from established networking vendors and white-box designs built by ODMs to hyperscaler specifications, a split that mirrors how hyperscalers buy compute servers. AI buildouts favor white-box and merchant-silicon designs where hyperscalers want to control their own network software stack, while branded systems remain common in enterprise and smaller AI deployments that value a single vendor's support. An investor should watch how this branded-versus-white-box mix shifts with buyer type, since it changes who captures margin on a switch system versus who merely captures the ASIC or optics content inside it.

**AI delta:** Hyperscale AI clusters increasingly specify white-box switch systems built to their own designs around merchant silicon, shifting share away from fully branded switch platforms.

## Companies

| Company | Role | Confidence | Ownership | Ticker | Note |
|---|---|---|---|---|---|
| Accton (Edgecore) | odm | inferred | public | 2345.TW |  |
| Alpha Networks | odm | inferred | public | 3380.TW |  |
| Arista | manufacturer | inferred | public | ANET |  |
| Celestica | odm | inferred | public | CLS |  |
| Cisco | manufacturer | inferred | public | CSCO |  |
| Dell | manufacturer | inferred | public | DELL |  |
| Delta Electronics | odm | inferred | public | 2308.TW |  |
| HPE | manufacturer | inferred | public | HPE |  |
| Nvidia | manufacturer | inferred | public | NVDA |  |
| Quanta Computer | odm | inferred | public | 2382.TW |  |
| Wistron NeWeb | odm | inferred | public | 6285.TW |  |
| Huawei | manufacturer | inferred | private |  |  |
| Ufispace | odm | inferred | private |  |  |

Confidence tags: disclosed = company/filing statement; reported = trade press or partner list; inferred = taxonomy lead.