Enterprise Wireless LAN Revenues Grew 12% From First to Second Quarter of 2024, IDC Worldwide WLAN Tracker Shows

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• Brandon Butler  Email: bbutler@idc.com  Phone number: 508-935-4325
• Petr Jirovsky  Email: pjirovsky@idc.com  Phone number: 413-313-6112
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NEEDHAM, Mass., September 12, 2024 – The worldwide enterprise wireless local area network (WLAN) market grew revenues 12.4% between the first and second quarters of 2024 to $2.3 billion, according to results published in the International Data Corporation (IDC) Worldwide Quarterly Wireless LAN Tracker.

On a year-over-year basis, the enterprise WLAN market declined 22.8% in the second quarter of 2024 (2Q24), which was in line with forecast expectations when comparing to a year prior. Elevated growth rates in the second half of 2022 and the first half of 2023 were driven largely by the drawdown of backlogged products stemming from the COVID-19-era induced global supply chain crisis. In the most recent quarter, major vendors reported that product backlogs have returned to normal levels.

Meanwhile, the newest standards in the Wi-Fi industry continue to take hold in the enterprise WLAN market. Wi-Fi 6E, which opens Wi-Fi to use the 6 GHz band of unlicensed spectrum, made up 30.0% of the dependent access point (AP) market's revenues in 2Q24. That's compared to making up 14.3% of the segment's revenues a year earlier. Meanwhile, Wi-Fi 7 is starting to be adopted, with the standard making up 2.8% of the dependent AP segment's revenues. Most remaining dependent APs were Wi-Fi 6 generation.

"There are a variety of important advancements in the enterprise WLAN industry, such as the new Wi-Fi 7 standard, a significant amount of new unlicensed 6GHz spectrum available for Wi-Fi, and the powerful role of AI and cloud-based management to enhance WLAN automation and performance," said Brandon Butler, senior research manager, Enterprise Networks, IDC. "Meanwhile, the most recent quarter showed signs that the enterprise WLAN market's supply and demand dynamics are returning to historically normal levels. Combined, WLAN remains a critically important technology for enterprises across the globe."

In the United States the enterprise WLAN market was down 30.6% year over year but increased 15.3% sequentially from 1Q24 to 2Q24. In Western Europe, the market declined 22.3% annually but rose 3.3% sequentially. In Central and Eastern Europe, the market fell 21.5% compared to 2Q23 but rose 14.4% over the first quarter of 2024. In the Asia/Pacific region (excluding Japan and China), the market declined 16.2% year over year but rose 7.9% sequentially. In the People’s Republic of China, the market declined 9.8% on an annual basis and rose 39.6% compared to the first quarter of the year.

Company Highlights

• Cisco enterprise WLAN revenues declined 29.7% year over year but rose 6.7% sequentially to $922 million. The company's market share stood at 39.6% at the end of the second quarter.
• HPE Aruba Networking revenues fell 29.3% year over year in 2Q24 but increased 4.7% sequentially, giving the company market share of 14.8% in the quarter.
• Huawei enterprise WLAN revenues were flat with a 0.5% year-over-year decline in 2Q24 and increasing 60.9% over the first quarter of the year, giving the company market share of 9.6%.
• Ubiquiti enterprise WLAN revenues increased 7.8% over 2Q23 and 5.7% compared to 1Q24, giving the company 8.1% market share.
• Juniper Networks enterprise WLAN revenues increased 6.8% year over year and rose 18.8% sequentially, giving the company 5.1% market share.

The IDC Worldwide Quarterly Wireless LAN Tracker provides total market size and vendor share data in an easy-to-use Excel pivot table format. The geographic coverage includes nine major regions (USA, Canada, Latin America, People's Republic of China, Asia/Pacific (excluding Japan & China), Japan, Western Europe, Central and Eastern Europe, and Middle East and Africa) and 60 countries. The WLAN market is further segmented by product class, product type, product, standard, and location. Measurement for the WLAN market is provided in vendor revenue, value, and unit shipments.

About IDC Trackers

IDC Tracker products provide accurate and timely market size, vendor share, and forecasts for hundreds of technology markets from more than 100 countries around the globe. Using proprietary tools and research processes, IDC's Trackers are updated on a semiannual, quarterly, and monthly basis. Tracker results are delivered to clients in user-friendly Excel deliverables and on-line query tools.

About IDC

International Data Corporation (IDC) is the premier global provider of market intelligence, advisory services, and events for the information technology, telecommunications, and consumer technology markets. With more than 1,300 analysts worldwide, IDC offers global, regional, and local expertise on technology, IT benchmarking and sourcing, and industry opportunities and trends in over 110 countries. IDC's analysis and insight helps IT professionals, business executives, and the investment community to make fact-based technology decisions and to achieve their key business objectives. Founded in 1964, IDC is a wholly owned subsidiary of International Data Group (IDG), the world's leading tech media, data, and marketing services company. To learn more about IDC, please visit www.idc.com. Follow IDC on Twitter at @IDC and LinkedIn. Subscribe to the IDC Blog for industry news and insights.

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