レポートについて
Dell'Oro Group の「SASE(Secure Access Service Edge)とSD-WAN」レポートには、SASE とアクセスルータ市場をカバーするメーカーの収益が含まれている。加えて、レポートは2つの観点からSASE市場を分析している：テクノロジー（SD-WANネットワーキングとSSEセキュリティ）と実装（統合と分離）。また、アクセスルータ市場の単位情報も掲載しています。
Enterprises realize that legacy networks and security architectures are inadequate and cannot provide the necessary security and performance in a user and application environment that has become highly distributed, interactive, and mobile across the Internet.
Dell'Oro Group publishes SASE and SD-WAN quarterly reports containing current, in-depth market-level and detailed market share information on the following product segments:
SASE (SD-WAN + SSE [Security Services Edge])
Access Router
We also track:
Total SSE market by function - SWG, CASB, ZTNA, and FWaaS
Total market by region - North America, EMEA (Europe, Middle East, and Africa), Asia Pacific, and CALA (Caribbean and Latin America). Additionally for Access Routers, Asia Pacific with and without China.
Vendor market share by region - North America, EMEA (Europe, Middle East, and Africa), Asia Pacific, and CALA (Caribbean and Latin America). Additionally for Access Routers, Asia Pacific with and without China.
SASE Growth Slows to 10 Percent in 2Q 2024 as Economic Pressures Weigh, According to Dell’Oro Group
Enterprises Shift Focus from Expansion to Optimization, with a Rebound Anticipated in 2025
REDWOOD CITY, Calif. – September 17, 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, the worldwide Secure Access Service Edge (SASE) market posted 10 percent year-over-year (Y/Y) revenue growth in 2Q 2024, marking the lowest rate since Dell’Oro Group started tracking SASE in 1Q 2019. Economic pressures, including inflation and tighter corporate budgets, have temporarily slowed market expansion, leading enterprises to focus on optimizing existing investments rather than concentrating on new deployments. Despite this slowdown, the report forecasts a rebound over the next four quarters, with market growth expected to begin recovering in the forthcoming quarters.
“While the SASE market has felt the effects of economic uncertainty, the fundamentals remain strong,” said Mauricio Sanchez, Sr. Director, Enterprise Security and Networking at Dell’Oro Group. “We anticipate a rebound in the coming year as enterprises shift from short-term caution to longer-term investment in cloud-based security and networking solutions. The demand for integrated and scalable SASE platforms will grow as digital-first strategies become non-negotiable.
“As enterprises focus on operational efficiency and streamlined IT management, single-vendor SASE solutions have emerged as a clear winner,” added Sanchez. “We expect this trend to gain momentum, particularly as companies look to simplify deployments and achieve faster time-to-value.”
Additional highlights from the 2Q 2024 SASE and SD-WAN Quarterly Report:
The global SASE market, combining SD-WAN and Security Service Edge (SSE) technologies, again topped $2 billion for the fifth consecutive quarter, but the 10 percent Y/Y growth was the slowest rate since tracking commenced in 1Q 2019.
The top SASE vendors with a revenue share greater than 5 percent were Zscaler, Cisco, Palo Alto Networks, Broadcom, Fortinet, and Netskope.
SD-WAN growth slowed to 1 percent Y/Y as enterprises focused on optimizing existing deployments, but recovery is anticipated as branch transformation projects are expected to restart.
The SSE market saw solid growth of 17 percent Y/Y, although this is the first time growth has dipped below 20 percent since tracking started in 1Q 2019.
Single-vendor SASE solutions grew nearly twice as fast as multi-vendor solutions, with sequential growth of 5 percent compared to 3 percent for multi-vendor approaches.
Access Router market revenue dropped 28 percent Y/Y due to economic pressures and the enterprise shift to SD-WAN.
About the Report
The Dell’Oro Group SASE & SD-WAN report includes manufacturers’ revenue covering the SASE and Access Router markets. In addition, the report analyzes the SASE market from two perspectives: technology (SD-WAN networking and SSE security) and implementation (unified and disaggregated). The report also provides unit information for the Access Router market.
