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美洲科技_硬件-网络设备 2025 年第二季度市场份额及展望更新-Americas Technology_ Hardware_ 650 Group campus networking equipment 2Q25 market share & outlook update
2025-09-06 07:23
BOTTOM LINE: We update our industry networking model to reflect the latest available campus networking data from 650 Group. In 2Q25, the enterprise (indoor + cloud managed) WLAN market grew +13% yoy, accelerating sequentially (v. +9% yoy in 1Q25) as enterprises continue to upgrade to WiFi 7 and 6E. Notably, WiFi 7's share of the overall enterprise (indoor) market grew to 22% during the quarter (v. 17% in 1Q25). 650 Group expects enterprise WLAN (indoor) market growth to decelerate to +8% yoy growth in C3Q25 ...