Our quarterly Campus Ethernet Switch reports focus on Ethernet switches designed for the access and aggregation of Local Area Network connections, and considers:
Access, distribution and core layers of the LAN
End-User and device connectivity trends
The Campus Ethernet Switch reports contain in-depth information by vendor and by market on manufacturers’ revenue, ports shipped, and average selling prices per port speed. It includes coverage of:
Modular, fixed managed and fixed unmanaged switches by port speed (combined and separately)
100 Mbps/1/2.5/5.0/10/25/40/50/100/200/400 Gbps
100 Mbps and ≥1000 Mbps Power over Ethernet total ports (fixed and modular by speed)
100 Mbps, ≥1000 Mbps, and total smart/web-managed port shipments
Sales by vertical industries (including finance & professional services, government, healthcare, higher education, hospitality, K-12 education, logistics, manufacturing, retail)
Sales by customer size ( Enterprises vs. SMBs)
Campus Ethernet Switch market by region – Manufacturer revenue only, including North America, EMEA (Europe, Middle East and Africa), China, Asia Pacific excluding China, CALA (Caribbean and Latin America)
Public Cloud-Managed Campus Switch revenue and port shipments (new in 2Q26)
HPE Challenges Huawei’s Campus Switch Market Share with Addition of Juniper
According to Dell’Oro Group
Cisco’s Refresh Opportunity Remains Attractive to Competitors
REDWOOD CITY, Calif.
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, the addition of Juniper’s revenue leaves HPE in a neck-and-neck race with Huawei for second place in the campus switch market.
“The combined HPE-Juniper entity grew campus switch revenue above the market rate,” said Siân Morgan, Research Director at Dell’Oro Group. “HPE’s 3Q 2025 campus switch revenues are virtually identical to Huawei’s, foreshadowing an intense battle in upcoming quarters.
“Meanwhile, the major vendors are eyeing Cisco’s refresh opportunity, which is in the billions of dollars,” continued Morgan. “Cisco is doing a great job converting those deals, but there is still a significant number of ports out there to be replaced. Competitors are chasing the opportunity by touting high performance hardware and AIOps features.”
Additional highlights from the 3Q 2025 Campus Ethernet Switch Report:
Revenues from China contracted significantly, but despite this drop, Huawei still gained market share.
Port prices declined for the seventh quarter in a row, despite a significant increase in multi-gig port shipments.
Cisco’s refresh opportunity is broken down by switch type.
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.
