Report: Plunge in China’s WLAN revenue
December 11, 2025
According to a report from Dell’Oro Group, a source for market information about the telecommunications, security, networks and data centre industries, a sharp contraction in China spending kept worldwide Wireless LAN (WLAN) growth from hitting double-digits in Q3 2025.
“Cisco was late to the Wi-Fi 7 party,” commented Siân Morgan, Research Director at Dell’Oro Group. “But their aggressive pricing strategy has launched them into first place in terms of Wi-Fi 7 revenue, and this latest technology has ramped faster for Cisco than any prior version of Wi-Fi.”
“We saw strong WLAN spending in all regions outside China, where revenue contracted by double-digits,” added Morgan. “In 3Q 2025, the market expansion was led by the Middle East and Africa, but all macro regions except China have resumed a strong growth trajectory following the declines of 2024.”
Additional highlights from the report:
- For the first time, HPE revenue includes sales of Juniper Mist WLAN, since the acquisition completed early July, and the company has started to make product convergence announcements.
- Public Cloud-managed WLAN grew at twice the rate of the overall market because of higher ASPs.
- Ubiquiti still has the lead in terms of Wi-Fi 7 shipment volumes.
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