India’s networking market, which incorporates Ethernet Swap, Routers, and WLAN segments, witnessed a big 17.1% year-over-year (YoY) development when it comes to vendor revenues throughout 3Q21 (Jul-Sep). The elevated YoY development can be attributed to a weak base prompted as a result of COVID-19 earlier 12 months and the nation witnessing vital financial exercise after the second wave of the pandemic. The pent-up demand from enterprises that stalled digital spending in the course of the first half of 2021 began to revive infrastructure spending. Nonetheless, the seller ecosystem confronted challenges when it comes to the semiconductor scarcity, thereby exponentially growing the delivery lead instances. The costs for many community infrastructure elements elevated as a result of this scarcity coupled with growing logistics prices.
Switching enterprise in India had a 13.5% YoY development throughout 3Q21. The Non-DC enterprise, which was sluggish because of the nonfunctioning of campuses, was revived with a powerful 21.8% YoY development as a result of company spending forward of places of work planning to be opened in January 2022. The service supplier investments within the switches section confirmed marginal development of three.2% YoY throughout 3Q21. Key industries that contributed to the switching enterprise embody skilled providers, banking, telecommunications, and course of manufacturing.
India’s router market expanded by an distinctive 45.4% YoY, whereas the sequential development from final quarter was solely 3.5%. The sturdy YoY development was as a result of a particularly weak base witnessed within the earlier 12 months as a result of COVID-19. Each the enterprise and repair supplier segments grew by 21.6% and 69.4% YoY, respectively. Service suppliers have been investing in routing {hardware}, majorly round optimizing capacities and ramping up the infrastructure forward of 5G rollouts deliberate for the later a part of subsequent 12 months. Aside from telecom, different key verticals for routing embody skilled providers, course of manufacturing and banking.
WLAN section declined marginally by 1.7% YoY (by vendor income). The demand dynamics are shifting between enterprise and shopper router segments as places of work plan to open, enterprise section grew at 27.3% YoY, and shopper routers declined at 20.1% YoY. Nonetheless, the decline within the shopper section was slower than anticipated because of the vacation season in India, inflicting the section to nonetheless develop with a powerful 37.4% quarter-over-quarter (QoQ).
Throughout the enterprise section, Wi-Fi 6 is changing into the de facto expertise sooner than anticipated because of the semiconductor scarcity, thereby considerably delaying the shipments of earlier generations of Wi-Fi entry factors. As well as, cloud-managed wi-fi can also be gaining traction within the Indian market owing to simpler deployment and administration.
India Ethernet Swap Market 3Q21
Based on IDC’s Worldwide Quarterly Ethernet Swap Tracker, the 3Q21 Ethernet Swap market in India stood at USD 156.1 million (by vendor income), registering a powerful YoY development of 13.5%. The enterprise funding in non-DC switching grew at a 21.8% YoY owing to the pattern of hybrid work and pent-up demand from the primary half of the 12 months beginning to come via. However, the DC switching section grew at a marginal 3.8% YoY. Skilled providers, banking, telecommunications, and course of manufacturing have been the highest verticals for 3Q 2021.
Cisco continued to dominate the Ethernet Swap market with a 59.0% share throughout 3Q21, adopted by Hewlett Packard Enterprise (HPE) and Juniper at 4.5% and 4.4%, respectively.
India Router Market 3Q21
Based on IDC’s Worldwide Quarterly Router Tracker, the India Router market in 3Q21 stood at USD 83.9 million (by vendor income) with a powerful YoY development of 45.4%. The noticeably excessive development was because of the weak base prompted in the course of the first wave of the pandemic. Each the enterprise and repair supplier investments in routing grew by 21.6% and 69.4% YoY, respectively. The telecom vendor investments have been largely centered round refreshes, bandwidth optimization necessities, constructing edge clouds, investments forward of 5G rollouts and so forth. Whereas enterprises have been centered on common refreshes of their routers and upgrading department infrastructure with options corresponding to SD-WAN which might support them with higher QoS (high quality of service), simpler deployment, administration, and assist them obtain value financial savings with out compromising on department safety. Aside from telecom, the important thing investments areas included skilled providers, course of manufacturing, banking.
Cisco leads the router market with a 66.8% market share in 3Q21 adopted by Nokia and Juniper at 15.2% and 10.8%, respectively.
India WLAN Market 3Q21
Based on IDC’s Worldwide Quarterly Wi-fi LAN Tracker, the Indian WLAN market had a marginal YoY decline of 1.7% throughout 3Q21, majorly pushed by the buyer wi-fi section. The market stood at USD 59.9 million (by Vendor Income).
Throughout the enterprise section, companies throughout verticals like manufacturing have been rising considerably over the previous few quarters with the financial system opening up and organizations trying to enhance connectivity for manufacturing effectivity that ends in higher enterprise outcomes. The enterprise class WLAN recorded a YoY development of 27.3%. Wi-Fi 6 contributed to 63.6% of revenues within the total enterprise WLAN. The expertise is gaining sooner penetration because of the delay in shipments of the older technology of entry factors.
The buyer gateway router enterprise declined sharply by 20.1% YoY. Nonetheless, the marketplace for shopper gateway routers had a powerful QoQ development of 37.4% because of the vacation season. Wi-Fi 6 is slowly beginning to make inroads within the shopper section, whereas Wi-Fi AC continues to dominate this section. With places of work planning to be opened in January 2022, we anticipate the marketplace for shopper routers to get even slower.
With a market share of 28.7%, TP-Hyperlink was the market chief within the WLAN section throughout 3Q21. Throughout the enterprise class WLAN section Cisco was the market chief with a 22.9% market share, adopted by HPE with 10.0%.
Sudharsan Raghunathan, Senior Market Analyst, Enterprise Networking, IDC India, says, “The influence of semiconductor scarcity on community infrastructure was vital this quarter. Distributors have been struggling to fulfill the market demand, thereby increasing the lead instances drastically. Nonetheless, this additionally acted as an oblique catalyst in some instances the place enterprises deliberate for his or her future wants prematurely and positioned orders to keep away from unplanned delays. The general market encompassing all parts of networking bounced again strongly to pre-pandemic ranges for the primary time in six quarters anticipating 2022 to be a 12 months of development. The Non-DC/campus market will act as the important thing issue figuring out the course of the market. Nonetheless, loads is dependent upon the brand new variant of the virus and its influence on the Indian enterprises”.
