AI Investments Shield Ethernet Data Center Switch Market from Tariff Disruptions, Shattering Sales Records, According to Dell’Oro Group
|WLAN Market Bounces Back to Double-Digit Growth, According to Dell’Oro Group
|“This is the first quarter that all major vendors sold enterprise class Wi-Fi 7,” said Siân Morgan, Research Director at Dell’Oro Group. “Some manufacturers have been dealing with large inventories of Wi-Fi 6E, and have been prioritizing shipments of the older technology, which still has strong adoption. Now we’re coming to the end of Wi-Fi 6E growth phase, the market will shift over to Wi-Fi 7 in larger numbers.”
Network Security Climbs 12 Percent to $6.2 B in 1Q 2025 on 21 Percent Surge in Application Security & Delivery, According to Dell’Oro Group
|“The remarkable rise of SaaS and virtual network security solutions has fundamentally reshaped enterprise cybersecurity strategies, creating a dynamic where hardware now trails cloud-based innovation,” said Mauricio Sanchez, Sr. Director, Enterprise Security and Networking at Dell’Oro Group. “Yet, physical appliances will regain modest momentum, particularly in Firewalls and ADCs, as inventory levels normalize and deferred upgrades resume.”
High End Router Market Turning Up – 1Q 2025 Results are In
|Optical Transport Demand Increased by 24 Percent in North America During 1Q 2025, According to Dell’Oro Group
|“This was another great quarter for optical transport gear in North America,” said Jimmy Yu, Vice President at Dell’Oro Group. “Now that we are out of the customer inventory correction phase or digestion period, as some like to call it, we are seeing renewed spending on DWDM systems for more capacity between data centers.
