According to a recently published report from Dell’Oro Group, 1Q 2025 worldwide Ethernet Campus Switch revenues grew by 3% year-over-year (Y/Y), with a sharp contraction in China pulling down worldwide sales.
“As we predicted, the Ethernet Campus Switch market has now emerged from the digestion phase and returned to a demand-based dynamic,” says Siân Morgan, research director at Dell’Oro Group. “Despite an uncertain macroeconomic context, Campus Switch revenues in North America grew 12%, with most vendors seeing a small amount of orders pulled forward by enterprises aiming to avoid tariff-related price increases.
“1Q 2025 was the first quarter that all major enterprise class WLAN vendors were selling at least one WiFi 7 AP,” adds Morgan. “The shift to WiFi 7 is expected to trigger switch renewals over the next two years, as enterprises add more PoE and higher bandwidth ports to support the latest WiFi technology.”
Other highlights from the 1Q 2025 Ethernet Switch–Campus Report include:
- Cisco and Huawei are neck-and-neck competitors in CALA region, which declined 8%.
- Arista, Huawei, and Ubiquiti grew Ethernet Campus Switch market share on a trailing four-quarter basis.
- Growth of 1 Gbps ports was an anemic 4%.
- Average Selling Prices declined, approaching pre-pandemic levels, influenced in 1Q 2025 by product mix.