#None #Dell'Oro Group #Campus Switch #IoT Expansion

Campus Switch Price Hikes: An Overview

A Snapshot of the Market

According to a recent report by Dell'Oro Group, a leading market research firm specializing in telecommunications and networking, the campus switch market is experiencing an intriguing dynamic. Despite pricing pressures and increases, the growth in shipment volumes is remarkable. This report highlights the developments through 4Q 2025, painting a comprehensive picture of the ongoing trends within the sector.

Price Increases Versus Shipment Growth

In the telecom and networking industry, market fluctuations often shape vendor strategies. During the last quarter of 2025, average selling prices (ASPs) witnessed a decline across multiple port speeds. Even as many vendors initiated price increases in recent months, these changes have not yet visibly influenced their revenues, as pointed out by Siân Morgan, a Research Director at Dell'Oro Group. This situation arises from an upsurge in AI-driven infrastructure, which has resulted in supply shortages for certain crucial memory components, forcing vendors to grapple with rising prices.

Morgan emphasizes, "While ASPs remained low in 4Q 2025, we anticipate that campus switch pricing will rise throughout 2026 due to these ongoing supply challenges."

The Role of IoT in Driving Demand

Interestingly, the expansion of the Internet of Things (IoT) is altering the purchasing landscape for enterprises. As organizations increasingly invest in IoT devices—such as sensors, security cameras, and smart appliances—they are notably turning towards lower-speed access ports to meet connectivity needs. Notably, shipments of 1 Gbps ports have surged due to their compatibility with various IoT applications, despite high-speed port sales also witnessing a rise.

Noteworthy Highlights from the Latest Report

Dell'Oro Group's report elaborates on significant market movements:

• - HP Enterprise (HPE) has gained market share following its acquisition of Juniper, with a focus on integrating the Aruba and Mist product lines into a cohesive roadmap.
• - Despite a challenging inventory situation, Cisco continues to maintain a substantial opportunity for financial growth, having a legacy of older switch families that are now unsupported.
• - Additionally, Ubiquiti recently announced its enterprise line of switches; however, several key models are currently in short supply, indicating robust demand.

Insights into Market Trends

Dell'Oro Group's Campus Ethernet Switch Quarterly Report provides an in-depth analysis of Ethernet switches designed for LAN access and distribution across various layers of network architecture. With a focus on essential metrics, including vendor revenues, port shipments, and average selling prices ranging from 100 Mbps to 400 Gbps, this report offers valuable insights into industry dynamics.

Data regarding Power over Ethernet (PoE) trends, smart/web-managed port shipments, and breakdowns according to vertical industries and customer sizes are also covered. The regional scope of the report spans North America, Europe, Middle East, Africa (EMEA), China, Asia Pacific excluding China, and the Caribbean and Latin America (CALA).

Conclusion

The campus switch market, characterized by price fluctuations and expanding shipments, presents unique challenges and opportunities for vendors. With the IoT sector driving demand for specific port speeds and components, companies in this space will need to adapt to the changing landscape. Market projections suggest that as supply stabilizes and IoT continues to proliferate, the coming year could be crucial for both vendor growth and market evolution. As the Dell'Oro Group continues to track these trends, it remains a reliable resource for insights and forecasts in networking and telecommunications sectors.

For additional details or inquiries, feel free to contact Dell'Oro Group at +1.650.622.9400 or visit their official site at www.delloro.com.