“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.
The refresh to Wi-Fi 6E and Wi-Fi 7 is driving the current growth. Huawei and H3C dominated the early Wi-Fi 7 market, but in 4Q 2024 we recognized enterprise-class Wi-Fi 7 sales from over 11 vendors,” said Siân Morgan, Research Director at Dell’Oro Group
“The first half of 2024 saw continued inventory corrections from 2023, while the second half of the year saw a return to more consistent, predictable purchasing,” said Jeff Heynen, Vice President with Dell’Oro Group.
“While the majority of the sales increase continues to be fueled by AI-related investments, we’re also encouraged by early signs of recovery in traditional front-end networks,” said Sameh Boujelbene, Vice President at Dell’Oro Group
“It is not easy to put a positive spin on the fact that the RAN market just recorded the steepest full-year decline in more than 20 years,” said Stefan Pongratz, Vice President for RAN market research at the Dell’Oro Group.
