Wireless LAN Equipment and WiFi Phones (2013 Edition)
2Q13 WLAN MARKET HIGHLIGHTS
Ÿ Globally, the enterprise wireless LAN equipment market recovered from a seasonally slow 1st quarter, growing 12% to $1.12 billion in 2Q13
Ÿ Interactive access point revenue is up 21% in 2Q13 from the year-ago 2nd quarter (2Q12), reflecting the shift toward centrally-managed WLAN
Ÿ Following years of languishing, outdoor access point shipments are back on a strong growth trajectory, up 22% yearover- year in 2Q13, propelled by service provider WiFi deployments
Ÿ 90% of access points sold in 2Q13 were based on the 802.11n standard
Ÿ After showing resilience against negative macroeconomic trends in 2012, growth in EMEA
(Europe, the Middle East, and Africa) is slowing in 2013
Ÿ The perennial leaders in the WLAN space—Cisco and Aruba—both turned in solid
performances in 2Q13, gaining revenue share
WLAN REPORT SYNOPSIS
Infonetics’ quarterly WLAN equipment and WiFi phones report provides worldwide and regional market size, vendor market share, forecasts through 2017 and analysis for WLAN infrastructure, including access points by type and technology, WLAN controllers, and enterprise single-mode WiFi phones. Vendors tracked: Alcatel-Lucent, Aruba, Brocade, Buffalo, Cisco, D-Link, Enterasys, Extreme, Juniper, Meru, Motorola, Netgear, HP, Ruckus, TP-Link, Ubiquiti, Xirrus, others.
TABLE OF CONTENTS
TOP TAKEAWAYS: WLAN REVENUE BOUNCES BACK FROM SLOW 1Q, BUT YoY GROWTH RATES CONTINUE TO DECELERATE ........................................................ 1
SERVICE NOTES ............................................................................................................... 1
WLAN REVENUE RECOVERS IN 2Q ............................................................................ 2
FORECAST: GROWTH FLATTENS IN CY13 THEN PICKS UP AGAIN .......................... 4
CENTRALLY MANAGED WLAN CONTRIBUTES BULK OF REVENUE ........................... 6
THE MIGRATION TO 802.11N IS ALMOST OVER, .11AC IS NEXT ................................. 8
NEW PRODUCT INTRODUCTIONS PROP UP ASPS ........................................................... 9
DEMAND FOR WLAN IS GLOBAL ................................................................................... 10
_____ TAKES SHARE IN A DOWN QUARTER ................................................................. 11
INDEPENDENT AP SHARE VOLATILE AS CATEGORY SHRINKS ............................ 14
_____ LEADS CENTRALLY MANAGED WLAN ARCHITECTURES ............................ 15
_____ HOLDS ON TO WIFI PHONE LEAD ..................................................................... 16
VENDOR ANNOUNCEMENTS ......................................................................................... 17
WIRELESS LAN MIGRATION ROADMAP ........................................................................ 17
WIRELESS LAN EQUIPMENT DRIVERS ......................................................................... 19
CATEGORY DEFINITIONS ............................................................................................... 21
