Dell'Oro: HPE Aruba and Juniper Mist gain share amidst component shortages

REDWOOD CITY, Calif. – According to a recently published report from Dell,Oro Group, the trusted source for market information about the telecommunications, networks, and data center industries, the Wireless LAN market jumped to a new high in the second quarter, eclipsing $2 Billion, with HPE Aruba and Juniper Mist overcoming supply constraints to contribute over two thirds of the shipment growth outside China. Enterprises saw a 10 percent increase in average prices compared to last year, boosting manufacturers, revenues and helping to defray additional costs.

Additional highlights from the 2Q 2022 Wireless LAN Quarterly Report:

• The Wireless LAN market saw two distinct phenomena driving the growth: one in China, and another one in the markets outside China.
• In light of the China lockdowns, the Wireless LAN market in China showed surprising strength with both Huawei and H3C pulling in strong quarters.
• Wi-Fi 6E shipments accelerated this quarter, as another half dozen vendors started shipping products supporting the new 6 GHz band. However, now in its fourth quarter of product availability, Wi-Fi 6E is lagging the adoption rate of the prior two generations of Wi-Fi.
• Revenue from public cloud-managed APs has outpaced the market. The cloud-managed AP business is still dominated by Cisco – although this quarter, Juniper grabbed an outsized market share in cloud-managed Wireless LAN.

Read the full press release here.

Dell'Oro