Recently, vendors like Ruckus Wireless and Cisco announced their Wave 2 802.11ac Access Points. This is exciting as we think the “new stuff” sells well in enterprises looking to maximize throughput while minimizing the number of installation hours necessary to make the upgrade. Thus, the Wave 2 market is likely to cause a relatively immediate rise in WLAN revenues and simultaneously catalyze higher priced campus switching unit sales as customers look to upgrade their WLAN infrastructure.
However, we recently adjusted our enterprise-class WLAN forecasts for 2015 to account for slight delays in 802.11ac Wave 2 devices.
- In our estimation, Wave 2 enterprise-class devices will hit the market a quarter later than when vendors were telling us as we entered this calendar year.
- Another factor at work in our annual revenue adjustment is that these devices have been expected to be fitted with Multi-Gigabit (2.5/5 Gbps) Ethernet connections, and we are learning that the newest devices, like those from Ruckus and Cisco, only include single or double 1 Gbps Ethernet connections. We think many high-end customers that might want to deploy Wave 2 may delay significant deployments until the Wave 2 devices include Multi-Gigabit Ethernet capabilities.
In order to track the Multi-Gigabit (2.5/5 Gbps) Ethernet market, we have recently introduced 5-Year forecasts (in our January 2015 Enterprise Edge Forecast Report) and quarterly one-year forecasts and vendor shares in our Enterprise Edge quarterly report).