Worldwide enterprise and consumer wireless local area network (WLAN) market segments fell 3.6 percent year over year in the third quarter of 2019, says IDC.
The combined revenue of enterprise and consumer WLAN for 3Q19 stands at $3.8 billion, according to IDC.
The enterprise segment fell 1.1 percent year over year in 3Q19 to $1.62 billion. Meanwhile, the consumer WLAN market fell 5.3 percent year over year to $2.18 billion.
Cisco, HPE/Aruba, Ubiquiti, Huawei and CommScope/Ruckus are the top five vendors in the order of their 3Q revenue.
Cisco’s revenue fell 4.9 percent year over year, but grew 1.9 percent compared to the previous quarter. The company’s market share dropped slightly from 44.9 percent in 2Q19 to 44.2 percent in 3Q19.
HPE-Aruba’s revenues increased 1.3 percent year over year and rose 4.6 percent sequentially. The company’s market share grew to 14.1 percent in 3Q19 from 14.0 percent a quarter earlier.
Ubiquiti’s revenues rose 9.4 percent annually and 8.6 percent sequentially, with the company’s market share growing to 7.1 percent, from 6.8 percent a quarter earlier.
Huawei’s quarterly revenues rose to 11.2 percent year over year and were up 3.7 percent sequentially, giving the company 5.4 percent market share.
CommScope (formerly ARRIS/Ruckus) was off 20.3 percent year over year and was down 6.7 percent compared to 2Q19. That caused the company’s market share to drop from 5.8 percent in the second quarter to 5.2 percent in 3Q19.
Enterprise WLAN market is in a state of transition as new wireless standard comes to market, but the continued demand for wireless access technologies, combined with new advanced software management and automation capabilities are expected to drive growth in this market moving forward.
The entrance of the 802.11ax wireless standard, also known as Wi-Fi 6, in the market took some share from shipments of previous generation 802.11ac products. 802.11ac products accounted for 84.8 percent of dependent access point shipments in the enterprise segment and 86.2 percent of dependent access point revenues. 802.11ax products made up 3.1 percent of dependent access point shipments and 6.1 percent of revenues.
In consumer WLAN market, shipments of 802.11ac products accounted for 57.0 percent of units shipped, and 78.1 percent of revenues. The previous-generation 802.11n standard accounted for 42.8 percent of shipments, but only 20.8 percent of revenues.
In the enterprise segment, the WLAN market in Asia/Pacific region, excluding Japan, was up 3.3 percent annually in 3Q19, with China growing 6.9 percent year over year while the Korean market fell 16.2 percent. Japan’s market dropped 19.8 percent compared to a year earlier.
Growth slowed across Europe in the third quarter. The Central and Eastern Europe region was off 1.7 percent compared to a year earlier, with Russia dropping 6.6 percent. Romania was a bright spot in the region with 11.9 percent growth. The Western Europe region fell 4.5 percent year over year. Germany fell 3.5 percent while the United Kingdom was down 10.0 percent. The Middle East and Africa region grew 8.0 percent year over year with growth of 6.7 percent from the United Arab Emirates and 25.5 percent from Qatar.
The Latin America region fell 12.1 percent with Mexico off 17.3 percent year over year. The U.S. market rose 0.1 percent on an annualized basis and was up 0.5 percent sequentially from the second quarter of 2019.
