Research from Dell'Oro Group indicates a robust recovery in the high-end router market, showcasing a 10% annual growth in Q1 2025. This growth counters previous downturns attributed to excess inventory and macroeconomic issues. Key players like Huawei, Cisco, Nokia, and Juniper dominate, with Huawei leading at a 23% YoY revenue increase. Noteworthy is Nokia's launch of Wi-Fi 7 gateways, catering to high-demand applications. Despite optimism, market uncertainties remain due to potential government regulatory impacts on costs and global economic growth.
According to the study, four suppliers held more than a 10% share of the high-end router market in the first quarter of 2025: Huawei, Cisco, Nokia and Juniper. Among these suppliers, Huawei outperformed the market, growing revenues 23% YoY, gaining three percentage points of share.
Dell'Oro Group noted that the first quarter of the year came in stronger than it would have anticipated just three months ago. As a result, it has now raised its 2025 market outlook.
Nokia has launched two Wi-Fi 7 gateways designed to deliver reliable, ultrafast broadband to meet the demands of streaming, video, smart home and security applications.
The analyst believes the market contraction towards the end of 2024 was caused by excess customer inventory of systems and deteriorating macroeconomic conditions.
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