#United States #Redwood City #Wi-Fi 7 #Dell'Oro Group #WLAN Revenue

WLAN Market Growth in Q3 2024

According to a recent analysis from the Dell'Oro Group, a leader in market research for telecommunications, security, networks, and data center industries, enterprise-class Wireless LAN (WLAN) reached revenues of $2.3 billion in the third quarter of 2024. This figure marks a significant rebound, manifesting as the second consecutive increase in quarter-to-quarter earnings.

The report indicates a remarkable 69% rise in shipments of Wi-Fi 7 technology compared to the previous quarter, showcasing the growing industry emphasis on cutting-edge wireless solutions. Siân Morgan, Research Director at Dell'Oro Group, noted that the WLAN market has shown considerable improvement over the past year, suggesting a promising trajectory moving forward.

Morgan elaborated, "This recovery is the result of gradual shifts in the market dynamics. We anticipate a noteworthy year-on-year increase in WLAN revenues for Q4 2024, providing encouraging news for industry stakeholders."

The expansion of software license revenues, which saw double-digit growth year-over-year, also contributed significantly to this upward trend. The shift towards recurring software fee models by many vendors has played a pivotal role. As major companies begin recognizing revenues from newly launched Wi-Fi 7 products, it is expected that 2025 will see nearly 40% of indoor access point (AP) revenues coming from this latest technology.

Key Highlights from the Q3 2024 WLAN Report

• - The market share dynamics among vendors have been somewhat volatile due to supply constraints, with Ubiquiti seizing the opportunity to enhance its revenue share by focusing efforts on larger enterprises.
• - Notable growth in WLAN unit shipments to North America and the EMEA region confirms a recovering market as suppliers work through excess inventory.
• - While Huawei still leads in Wi-Fi 7 shipments, its competitive edge is diminishing as other vendors ramp up efforts and gain market traction.
• - Innovations anticipated for 2025 include new AI-Ops features for WLAN, which are projected to continue driving growth in recurring software revenues.

The conclusions drawn from the Dell'Oro Group Wireless LAN Quarterly Report provide essential insights into the enterprise WLAN sector, exploring both indoor and outdoor market segments, alongside a detailed analysis of manufacturers' revenue, average selling prices, and unit shipments across various wireless standards, including 802.11be (Wi-Fi 7). The report meticulously addresses the enterprise market's architecture through Public Cloud, Premises, and Private Cloud deployments, offering a comprehensive view of trends across multiple geographic regions and verticals.

Beyond mere numbers, Dell'Oro Group’s research serves as a vital tool for organizations looking to make informed decisions grounded in substantial data and analysis. For further inquiries regarding the report, interested parties may reach out to Dell'Oro Group at +1.650.622.9400 or via their official website at www.delloro.com.

In summary, the thriving revenues within the enterprise WLAN sector are reflective not only of evolving technological standards but also strategic shifts within the marketplace, making it an exciting domain to watch in the upcoming quarters.