Dell'Oro: HPE Aruba and Juniper Mist gain share amidst component shortages
High prices boost Q2 2022 wireless LAN revenue, manufacturers, backlogs remain enormous. #pressrelease
September 8, 2022
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.
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