Dell'Oro Group のワイヤレス LAN 四半期レポートは、企業向け屋外および屋内市場、ワイヤレス LAN コントローラおよびライセンスについて、以下のワイヤレス規格別にメーカーの売上高、平均販売価格、出荷台数を含む表で完全かつ詳細にカバーしています： 802.11be（Wi-Fi 7）、802.11ax（Wi-Fi 6および6E [6 GHz]）、802.11ac（Wi-Fi 5）Wave 1 vs. Wave 2、802.11n、および過去のIEEE 802.11規格。エンタープライズ市場は、パブリッククラウド対構内およびプライベートクラウドの展開、地域別、および10の業種別市場別に描かれている。
Dell’Oro Group publishes Wireless LAN quarterly reports with in-depth market and vendor-level information by the following segments:
Indoor and Outdoor Access Points (separately reported)
Controllers & Licenses
The reports include tables showing manufacturers’ revenue, units shipped, and average selling prices. We report each of the major wireless LAN standards:
802.11be (Wi-Fi 7)
802.11ax (Wi-Fi 6 and Wi-Fi 6E separately)
802.11ac (Wi-Fi 5, Wave 1 and Wave 2 separately)
802.11n (Wi-Fi 4)
802.11a/g
802.11g
802.11b
We also track:
Enterprise sales by vertical industries (including finance & professional services, government, healthcare, higher education, hospitality, K-12 education, logistics, manufacturing, retail)
Public Cloud-Managed vs. Premises + Private Cloud-Managed deployments
$2.3 B in Revenue Signals Continued Recovery for Enterprise WLAN in 3Q 2024, According to Dell’Oro Group
Wi-Fi 7 and Recurring Revenues to Drive Growth
REDWOOD CITY, Calif. December 11, 2024
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, enterprise class Wireless LAN (WLAN) revenues increased Q/Q for the second time in a row, reaching $2.3 B in 3Q 2024. The adoption of Wi-Fi 7 continued its ascent, with shipments of the latest technology growing 69 percent over 2Q 2024.
“In 3Q 2024, the worldwide WLAN market performed better than it has in a year,” said Siân Morgan, Research Director at Dell’Oro Group. “This recovery has been gradual – and we are predicting that WLAN revenues will see significant Y/Y growth in 4Q 2024.
Software license revenues expanded double digits Y/Y and much of this growth is from vendors who have transitioned to a recurring model for software fees,” continued Morgan. “The adoption of Wi-Fi 7 is material and will keep growing in 2025, once all major vendors are recognizing revenues from the products that have been announced. In 2025, we expect that nearly 40 percent of manufacturers’ Indoor AP revenues will come from Wi-Fi 7,” continued Siân.
Additional highlights from the 3Q 2024 Wireless LAN Quarterly Report:
The market share ranks of some vendors have been volatile following the supply constraints. Ubiquiti is taking advantage of this volatility and is expanding revenue share by targeting larger enterprises.
Shipments of WLAN units to North America and EMEA grew on a Y/Y basis, confirming that the digestion of equipment oversupply is waning.
Huawei remained the forerunner in Wi-Fi 7 shipments, although the company’s lead is shrinking as other vendors join the race and gain momentum.
We predict that, in 2025, new AI-Ops features for WLAN will be announced, and contribute to continued growth of recurring software revenues.
About the Reports
The Dell’Oro Group Wireless LAN Quarterly Report offers complete, in-depth coverage of the Enterprise Outdoor and Indoor markets, Wireless LAN Controllers and Licenses, with tables containing manufacturers’ revenue, average selling prices, and unit shipments by the following wireless standards: 802.11be (Wi-Fi 7), 802.11ax (Wi-Fi 6 and 6E [6 GHz]), 802.11ac (Wi-Fi 5) Wave 1 vs. Wave 2, 802.11n, and historic IEEE 802.11 standards. The Enterprise market is portrayed by Public Cloud vs. Premises and Private Cloud deployments, by geographic region, as well as by ten Vertical markets.
