HPE Aruba and Juniper Mist Navigate Component Shortages to Gain Share, According to Dell'Oro Group
REDWOOD CITY, Calif., Sept. 7, 2022 /PRNewswire/ -- According to a recently published report from Dell'Oro Group, the trusted source for market information about the telecommunications, networks, and data center industries, the Wireless LAN market jumped to a new high in the second quarter, eclipsing $2 Billion, with HPE Aruba and Juniper Mist overcoming supply constraints to contribute over two thirds of the shipment growth outside China. Enterprises saw a 10 percent increase in average prices compared to last year, boosting manufacturers' revenues and helping to defray additional costs.
- Enterprises saw a 10 percent increase in average prices compared to last year, boosting manufacturers' revenues and helping to defray additional costs.
- "HPE and Juniper really pulled rabbits out of their hats this quarter Aruba and Mist represent the majority of the growth in units shipped outside China," says Sin Morgan, Wireless LAN Research Director at Dell'Oro Group.
- They'll get their hands on one particular access point component and then another shortage will pop up.
- The cloud-managed AP business is still dominated by Cisco although this quarter, Juniper grabbed an outsized market share in cloud-managed Wireless LAN.