Market Prices Skyrocket, Driving Campus Switch Market to Growth in 2Q 2026, According to Dell'Oro Group
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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: 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...
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