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.

Dell'Oro

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