C114 news on May 5 (1999) according to the “2021 network market tracking report” released by IDC today, the scale of the global network market in 2021 was US $54.24 billion, an increase of 10.1% compared with last year. Among them, the switch, router and WLAN markets all grew steadily, with growth rates of 9.7%, 6.5% and 20.4% respectively.
The scale of China’s network market was US $10.24 billion (about 66 billion yuan), an increase of 12.1% compared with last year, of which the switch, router and WLAN markets increased by 17.5%, - 2.6% and 47.2% respectively.
From the perspective of subdivided products, China’s switch market increased by 17.5% year-on-year in 2021, of which the data center switch increased by 7.4% year-on-year. With the rapid growth of Internet inter network traffic and the trend of enterprise business cloud and data center cloud construction, Internet companies, financial industries, operators and intelligent manufacturing enterprises are increasing their investment in data center network to support new technological progress and solve increasingly complex network problems. Under the general trend of “East digital West computing” and computing power network integration, IDC expects that the rapid growth of traffic will put forward higher requirements for network construction, especially the deployment of high-speed products such as 200 / 400g will be accelerated to cope with the current network changes and upgrades. The park network switch increased by 27.1% year-on-year, and the investment and construction reached a new high over the years. With the support of new technologies such as cloud computing, Internet of things and AI, the digitization of the park network has also entered the fast lane. In addition to the basic requirements for interconnection of traditional networks, the demands of enterprise organizations for network intelligent management and automatic operation and maintenance of the park network have become a new idea for the construction of the park. At the same time, in the atmosphere of supply chain shortage, the market is in short supply, and the shortage mentality is also aggravating the hoarding behavior of distributors.
The router market fell by 2.6% year-on-year, of which the operator router market fell by 5.0% year-on-year. Different from the global trend, due to the adjustment of construction rhythm, Chinese operators’ 5g construction investment shrank, affecting the overall market performance. China has built the world’s largest 5g network. In the follow-up, it will maintain the principle of moderate advance, and focus on covering remote areas, building high-quality 5g network services and digital economy investment. The enterprise network router market increased by 7.6% year-on-year. With the emergence of emerging technologies and new services, there are higher requirements for communication capabilities, especially the core export nodes maintain the popularity of the deployment of medium and high-end routers. In multi branch node networking, in addition to the upgrading of traditional routers, enterprises began to apply sd-wan scheme based on cost reduction and efficiency.
The WLAN market increased by 47.2% year-on-year. The projects affected during the epidemic were fully implemented in 2021, such as the recovery of education, service, manufacturing, medical and other industries, driving the overall market. The proportion of wi-fi6 shipments further increased, and the trend of replacing wi-fi5 was significant. Mainstream manufacturers continue to focus on wi-fi6, improve wireless operation and maintenance experience, and create differentiated products and solutions for users in different industries, such as education dormitory AP, industrial environment AP, medical Internet of things AP, etc. At the same time, the wireless coverage brought by digital construction, the network information upgrading of enterprise branch stores and the wireless access of terminals are driving the WLAN market to create brilliance again.