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WLAN revenues plummet 26% in 4Q 2023 – Dell'Oro
Juniper Networks and Huawei dodge WLAN market contraction. #pressrelease
March 6, 2024
1 Min Read
REDWOOD CITY, Calif. – According to a recently published report from Dell'Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, 2023 was a roller coaster ride for Wireless LAN (WLAN) vendors. Revenues were elevated in the first half of the year but contracted sharply in 4Q 2023. Despite the end-of-year correction, annual WLAN revenues hit a record $10 B.
Additional highlights from the 4Q 2023 Wireless LAN Quarterly Report:
Average prices fell Y/Y for the first time in over two years–with the notable exception of Controller and License prices, which experienced considerable growth.
The percentage of 4Q 2023 revenues from the sale of Indoor Wi-Fi 6E APs was flat compared to 3Q 2023. Wi-Fi 7 was the only technology generation that grew on a Q/Q revenue basis.
All regions experienced a Y/Y reduction in WLAN revenues, with sales to China contracting the least of all the macro regions.
Revenues from Public Cloud-Managed WLAN contracted Y/Y for a second quarter in a row.
Read the full press release here.
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