Market Prices Skyrocket, Driving Campus Switch Market to Growth in 2Q 2026, According to Dell'Oro Group
Market Prices Skyrocket, Driving Campus Switch Market to Growth in 2Q 2026, According to Dell'Oro Group
PR Newswire
REDWOOD CITY, Calif., Sept. 8, 2026
Cisco and Arista Gain Share for Second Consecutive Quarter
REDWOOD CITY, Calif., Sept. 8, 2026 /PRNewswire/ -- According to a recently published report from Dell'Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, component shortages affected both campus switch availability and prices in 2Q 2026, and the campus switch average selling price (ASP) grew 19 percent, leading the market to positive revenue growth.
"Every vendor outside China grew campus switch ASP on a year-over-year basis," said Siân Morgan, Senior Director at Dell'Oro Group. "This is a direct consequence of AI-fueled component shortages driving up component costs and resulting in list price increases of nearly all campus switches.
"Vendors that excel at managing supply, redesigning equipment, and finding the sweet spot of price increases will be able to outgrow the market. This quarter, Cisco, Arista, Ubiquiti and Extreme all gained share on a year-over-year basis."
Additional highlights from the 2Q 2026 Campus Ethernet Switch Report:
- Public Cloud-managed switch revenue bounced back and outgrew the total market, demonstrating the flywheel effects of a recurring revenue model.
- Memory shortages are expected to shape the market well into 2027, with ASPs rising and causing campus switch availability issues.
- Despite supply headwinds, demand fundamentals of the market remain strong. Switch refreshes and security concerns are expected to act as catalysts for market growth.
- The market has seen unusual growth in modular switch form factors that, to date, have faced smaller ASP increases.
About the Reports
The Dell'Oro Group Campus Ethernet Switch Quarterly Report analyzes Ethernet switches built for LAN access and aggregation across access, distribution, and core layers. The report tracks vendor performance, highlighting revenue, port shipments, and average selling prices across modular, fixed managed, and unmanaged switches at speeds from 100 Mbps to 400 Gbps. It provides insights into Power over Ethernet (PoE) trends, smart/web-managed port shipments, and sales by vertical industries and customer size. Regional coverage spans North America, EMEA, China, Asia Pacific excluding China, and CALA. For more information about the report, please contact us by email at dgsales@delloro.com.
About Dell'Oro Group
Dell'Oro Group is a market research firm that specializes in strategic competitive analysis in the telecommunications, enterprise networks, data center infrastructure, and network security markets. Our firm provides in-depth quantitative data and qualitative analysis to facilitate critical, fact-based business decisions. For more information, contact Dell'Oro Group at +1.650.622.9400 or visit www.delloro.com.
SOURCE Dell'Oro Group
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