Wireless LAN Infrastructure Semiconductor Lead Times Remain Elevated, According to 650 Group

Enterprise WLAN Systems Shipments Grew 4% Y/Y 4Q21, on Double-Digits Chip Orders Growth

A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, indicates that the Wireless LAN (WLAN) Infrastructure Semiconductor primary radio units grew 4% Y/Y in 4Q21, as measured at the time of system shipments.

“Order growth for WLAN Infrastructure radios has been higher than shipments for several quarters, as the industry grapples with supply chain disruptions,” said Chris DePuy, Founder and Technology Analyst at 650 Group. “New radio chips supporting 6 GHz spectrum are exciting for the semiconductor companies including Broadcom, Mediatek, and Qualcomm, because the new WLAN systems require an additional radio, which expands the market opportunity by 50%. We are optimistic about growth for both Wi-Fi 6E and Wi-Fi 7 units, taking advantage of the new 6 GHz spectrum. Users of WLAN equipment that supports 6 GHz in the U.S. market, for instance, will see a three-fold increase in spectrum, which ushers in an era of multi-gigabit per seconds speeds.”

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The Wireless LAN Infrastructure Semiconductor publication indicates that Broadcom, Qualcomm, and MediaTek are the top three WLAN semiconductor companies measured by primary radio units. The report also includes a market share analysis of Renesas Celeno, Huawei, Intel, NXP, ON Semi, Realtek, and others, including a short-term and long-term forecast.

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