#United States #Cisco #Dell'Oro Group #Redwood City, California #Ubiquiti

Major Growth in Campus Switch Market in Q2 2025

In the second quarter of 2025, the Campus Switch market has experienced an unprecedented 25% growth, according to the latest report from Dell'Oro Group, a respected authority in market intelligence for telecommunications and networking sectors. This surge in growth comes despite ongoing challenges in pricing for network infrastructure.

According to Siân Morgan, Research Director at Dell'Oro Group, the market dynamics have shifted favorably towards demand-driven conditions. With the reestablishment of demand, prices for Campus Switch ports have begun to decline, retracing towards levels last seen before the pandemic, which suggested a return to normalcy after a period of uncertainty.

The report highlights increasing shipments from key players including Ubiquiti, Cisco, and Arista, all of which reported significant upticks in their port shipments. Notably, these companies have managed to uphold their pricing sufficiently, allowing them to expand their revenue share as compared to previous years.

A significant factor driving this demand is the introduction of Wi-Fi 7 technology. All enterprise-class Wi-Fi 7 access points (APs) available today connect at speeds exceeding 1 Gbps. This new wave of technology has resulted in a notable increase in the share of APs requiring multi-gigabit ports, thereby translating into a surge in requests for Campus Switch renewals. Morgan noted, “To tie this into broader trends, we can see how the advancements in Wi-Fi 7 are impacting our sector.”

Additional insights from the Q2 2025 Campus Ethernet Switch Report include several key observations:

• - The existing base of end-of-support Cisco switches indicates a notable revenue opportunity for companies targeting this segment.
• - This is the sixth consecutive quarter during which port prices have declined despite a substantial 35% increase in shipments of multi-gigabit ports.
• - While revenue figures have expanded across all major global regions, the market in China saw an exception, indicating varying regional dynamics.
• - The recent flurry of acquisitions in the enterprise IT landscape is producing a dynamic market environment ripe for shifts in vendor market share.

The Dell'Oro Group's Expertise

The Dell'Oro Group specializes in detailed analysis of the Ethernet switches market, focusing on products built for LAN access and aggregation across diverse layers such as access, distribution, and core. The quarterly report monitors vendor performances by tracking critical metrics like revenue, shipment statistics, and average sale prices spanning a wide range of switch types—from modular and fixed managed to unmanaged switches operating at speeds from 100 Mbps to 400 Gbps. Furthermore, it provides insights into trends in Power over Ethernet (PoE), smart and web-managed shipments, and industry sales across vertical markets and customer sizes.

Coverage in the report spans regions including North America, EMEA, China, Asia Pacific (excluding China), and CALA which ensures a comprehensive understanding of the global market landscape.

For stakeholders interested in learning more about the report, Dell'Oro Group can be contacted via email at [email protected] or by calling +1.650.622.9400.

With these developments marking a pivotal point in the Campus Switch market, it’s clear that the influence of emerging technologies and shifting market demands will continue to shape the competitive landscape in the years to come.