Sales of all equipment, including "enterprise and SOHO-class access points/bridges, broadband gateways and network interface cards (NICs)," totaled $380.2 million in the latest three-month period.
Interestingly, average price cuts of 13 percent were noted in the enterprise access point sector. Dell'Oro says this sharp decline was to stimulate demand following a decline in that particular segment during the first quarter.
The Redwood City, Calif., firm also noted that Cisco Systems Inc. (Nasdaq: CSCO) is leading the field -- no great surprise there. It sold $64 million worth of equipment, giving it nearly 17 percent of the fragmented total market.
But while Cisco increased its second-quarter sales by 16 percent, second-place Linksys Group Inc. failed to boost its revenues quarter-on-quarter, according to Dell'Oro's figures (see table below). Its total share of the market in the quarter was 13.3 percent, with sales totaling $50.5 million.
Third-place Buffalo Technology (USA) Inc. commands 11.4 percent of the market, with sales in the last quarter of $43.5 million, a 3 percent drop from the previous three months.
Table 1: Wireless LAN - 802.11 Total Market
|Total Market||2Q02||Quarterly Growth|
|(Includes Enterprise and SOHO-class Access Points/Bridges, Broadband Gateways, and NICs for 802.11b and 802.11a) Source: Dell'Oro Group|
With more and more companies adopting a wireless approach to their in-house local area networks, and a slew of specialist providers and mobile operators planning and building public access hotspots using 802.11 equipment, this is a market set for further growth, though Dell'Oro has yet to announce its market growth predictions.
Another recent report, this time from In-Stat/MDR, puts the global WLAN public hotspot figure for the end of 2002 at 5,000, growing to about 41,000 by the end of 2006 (see In-Stat: Don't Miss WLAN Boat).
— Ray Le Maistre, European Editor, Unstrung