Cisco, Extreme Networks, Fortinet, Juniper Mist, and Ruckus Benefit

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Update time : 2020-12-02 13:53:00

“The Government funding that started flowing into the Wireless LAN market in 2Q this year blossomed in 3Q 2020, adding what we estimate to be about $200 M to the market,” said Tam Dell’Oro, Founder, CEO, and Wireless LAN Analyst at Dell’Oro Group. “While many governments around the world have incentivized technology investments, the funding we saw in 3Q was most pronounced in the USA and in particular in lower-Education (Kindergarten through 12th grade). What surprised me was the strength in the Retail segment, which held up better than segments such as Hospitality and Logistics. Many stores have not been able to operate till recently, but retail businesses supplying necessities have performed well,” added Dell’Oro.

Additional highlights from the Wireless LAN 3Q 2020 Quarterly Report:

  • Wi-Fi 6 shipments just about doubled quarter-to-quarter but the penetration rate lags the rate of the previous new technology.
  • Cloud Managed unit shipments made up less than one-quarter of the overall market volume.