Dell’Oro says campus switch prices rose 19% in Q2 2026 on component shortages
Dell’Oro Group said component shortages drove campus switch prices higher in the second quarter of 2026 and helped revenue turn positive.
Dell’Oro Group said component shortages in the second quarter of 2026 pushed campus Ethernet switch prices higher and helped the market return to positive revenue growth.
The market research firm said the campus switch average selling price rose 19% in 2Q 2026. Dell’Oro said that increase helped offset weaker availability and supported revenue growth even as supply remained tight.
In a statement quoted in the release, Siân Morgan, senior director at Dell’Oro Group, said the higher prices were a direct result of AI-fueled component shortages that lifted component costs and forced list-price increases across nearly all campus switches.
The release said every vendor outside China posted a year-over-year increase in campus switch ASP. It also said Cisco, Arista, Ubiquiti and Extreme gained share year over year in the quarter.
Dell’Oro described its Campus Ethernet Switch Quarterly Report as a review of Ethernet switches used for LAN access and aggregation across access, distribution and core layers. The report tracks vendor performance through revenue, port shipments and average selling prices across modular, fixed managed and unmanaged switches. It also covers switch speeds from 100 Mbps to 400 Gbps, along with PoE trends, smart/web-managed port shipments and sales by vertical industry, customer size and region.
In the release, Morgan said vendors that manage supply, redesign equipment and find the right price increases can outgrow the market. The company did not provide the underlying report’s revenue or shipment figures in the text supplied with the release.
PR Newswire published the item on Sept. 8, 2026. Dell’Oro Group said the report covers North America, EMEA, China, Asia Pacific excluding China and CALA.
Editorial note: This article was prepared with AI assistance and includes source attribution for reader review.
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