Wireless LAN Sales Hampered by Supply Constraints in 2Q 2021, According to Dell’Oro Group

Written by Tam Dell’Oro

 

Hospitality Bounce Back Bolsters Cambium Xirrus, Cisco, CommScope Ruckus, and Huawei

REDWOOD CITY, Calif. – September 3, 2021 – According to a recently published report by Dell’Oro Group, the trusted source for market information about the telecommunications, networks, and data center IT industries, supply constraints hampered 2Q 2021 sales of several US-based wireless LAN manufacturers which saw lower unit shipments versus the year-ago period.

“Most manufacturers reported double-digit year-over-year order growth during the first and second quarters, while component lead times lengthened. Several manufacturers reported that they were unable to fulfill orders,” said Tam Dell’Oro, Founder, CEO, and Wireless LAN Analyst at Dell’Oro Group. “I spent the past couple days searching the Internet for popular models and found many online resellers were out of stock, and some which had stock were charging premium prices, which suggests that 3Q 2021 may be a very interesting quarter,” added Dell’Oro.

Additional highlights from the Wireless LAN 2Q 2021 Quarterly Report:

  • Several manufacturers reported a bounce back from the Hospitality vertical sector. Two companies in particular that specialize in Hospitality applications had notable bounce-backs: Cambium Xirrus and CommScope Ruckus.
  • Sales to other verticals which have not received significant government funding, such as Retail, have also been rising.
  • Overall Wireless LAN market sales grew approximately 20 percent versus the year-ago period to just under $2 billion. Growth in China was four times stronger than outside China.

About the Report

The Dell’Oro Group Wireless LAN Quarterly Report offers complete, in-depth coverage of the Enterprise Outdoor and Indoor markets, Wireless LAN Controllers with tables containing manufacturers’ revenue, average selling prices, and unit shipments by the following wireless standards: 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 Cloud vs. Premises Managed, as well as by ten Vertical markets.  To purchase these reports, please contact us by email at dgsales@delloro.com.

About Dell’Oro Group

Dell’Oro Group is a market research firm that specializes in strategic competitive analysis in the telecommunications, networks, and data center IT markets.  Our firm provides in-depth quantitative data and qualitative analysis to facilitate critical, fact-based business decisions.  For more information, contact Dell’Oro Group at +1.650.622.9400 or visit www.delloro.com.

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About the Author

Tam Dell’Oro

Founder and CEO

Tam Dell’Oro is the Founder and CEO of Dell’Oro Group, a research and consulting firm that specializes in business planning and strategic competitive analysis. Ms. Dell’Oro oversees all of Dell’Oro Group’s research programs. The firm’s coverage started in the networking

Tam Dell’Oro

Founder and CEO

Tam Dell’Oro is the Founder and CEO of Dell’Oro Group, a research and consulting firm that specializes in business planning and strategic competitive analysis. Ms. Dell’Oro oversees all of Dell’Oro Group’s research programs. The firm’s coverage started in the networking

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