Hospitality Bounce Back Bolsters Wireless LAN Sales
September 6, 2021
to a recently published report by Dell’Oro Group, supply constraints
hampered 2Q 2021 sales of several US-based wireless LAN
manufacturers which saw lower unit shipments versus the year-ago
“Most manufacturers reported double-digit year-over-year order
growth during the first and second quarters, while component lead
times lengthened. Several manufacturers reported that they were
unable to fulfill orders,” said
Tam Dell’Oro, Founder, CEO, and Wireless LAN
Analyst at Dell’Oro Group. “I spent the past couple days
searching the Internet for popular models and found many online
resellers were out of stock, and some which had stock were charging
premium prices, which suggests that 3Q 2021 may be a very
interesting quarter,” added Dell’Oro.
Additional highlights from the Wireless LAN 2Q 2021 Quarterly
Several manufacturers reported a bounce back from the Hospitality
vertical sector. Two companies in particular that specialize in
Hospitality applications had notable bounce-backs: Cambium Networks
and CommScope Ruckus.
Sales to other verticals which have not received significant
government funding, such as Retail, have also been rising.
Overall Wireless LAN market sales grew approximately 20 percent
versus the year-ago period to just under $2 billion. Growth in China
was four times stronger than outside China.
Peter Schuman, Sr. Director, Investor and
Industry Analyst Relations at Cambium Networks noted
that, "Cambium experienced strength across many verticals, including
education, public Wi-Fi, and a recovery in the hospitality vertical.
enterprise Wi-Fi, the hospitality market is recovering nicely, and
we had a win at a five-star resort in Hawaii, the Halekulani, for
our XV2-2 Wi-Fi 6 product. Cambium was selected for coverage of
rooms, indoor spaces, and the outdoor pool areas with our new
XV2-2T0. We won the deal over a larger competitor as a result of our
superior total cost of ownership including our secure cloud
management cnMaestro X platform, and the ability to provide a range
of different use cases.
Now that the pandemic is easing in the CALA region, the hospitality
industry is recovering. We are seeing extraordinary acceptance of
our enterprise solutions throughout the region. Some enterprise wins
include the Hotel Regatta in Cartagena, Colombia, Hotel Mocawa in
Quindio, Colombia, and in the Mayan Riviera of Mexico, Tulum, two
different boutique resorts Ana y José Spa and the Hip Hotel & Spa."