Network Security Growth Stalls As Industry Continues Shift From Hardware to Cloud and Virtual-Based Solutions, According to Dell'Oro Group
Network Security Growth Stalls As Industry Continues Shift From Hardware to Cloud and Virtual-Based Solutions, According to Dell'Oro Group
Hardware-based Security Revenue Plummets 9 Percent as Virtual and SaaS Surge 24 Percent
硬體安防-半導體的營業收入下降了9％，而虛擬和SaaS增長了24％。
REDWOOD CITY, Calif., June 11, 2024 /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, the network security market saw a modest single-digit revenue growth in 1Q 2024, reaching $5.5 billion. This muted growth, down from double-digit a year ago, was driven by a significant decline in hardware-based solutions and a contrasting surge in cloud-delivered and virtual network security solutions. The shift away from traditional hardware to more adaptable, cloud-based solutions is reshaping the industry as enterprises respond to evolving cyber threats and the need for scalable security measures.
加州紅木城，2024年6月11日 / PRNewswire / - 根據市場信息的可靠來源Dell'Oro Group最近發佈的一份報告，電信，安全，網絡和數據中心行業收入增長率在2024年第一季度得到了適度的單位數增長，達到55億美元。從一年前的兩位數，增速減緩了，這是由於硬件型解決方案的顯着下降和雲交付和虛擬網絡安全解決方案的對比激增驅動的。企業轉向更具適應性的基於雲的解決方案正在重新塑造行業，因爲企業對不斷變化的網絡威脅和可擴展的安全措施的需求做出了響應。
"In a market facing economic headwinds and shifting architectural preferences, the decline in hardware-based network security solutions was expected but still notable," said Mauricio Sanchez, Sr. Director, Enterprise Security and Networking at Dell'Oro Group. "As enterprises continue to navigate the complexities of modern cyber threats, the pivot to more adaptable, cloud-centric solutions is unmistakable and essential for future resilience."
“在面對經濟逆風和架構偏好轉變的市場中，硬件型網絡安全解決方案的下降是可以預料的，但仍然很顯着，”Dell'Oro Group企業安全和網絡高級總監Mauricio Sanchez說。企業繼續應對現代網絡威脅的複雜性，轉向更靈活，以云爲中心的解決方案是不可避免的，對於未來的彈性至關重要。”
Additional highlights from the 1Q 2024 Network Security Quarterly Report:
1Q 2024網絡安全季度報告的其他亮點：
- Firewall Market: Overall firewall revenue declined for the third consecutive quarter, dipping by single digits to just shy of $3 billion. On a sub-segment basis, there was significant variation in revenue performance, ranging from a 14 percent year-on-year (Y/Y) decline in high-end firewalls to a 28 percent Y/Y increase in virtual firewalls.
- The top four firewall vendors (Palo Alto Networks, Fortinet, Cisco, and Check Point) owned 68 percent of the total market, representing an all-time high that has been steadily increasing over time as enterprises consolidate on a core set of vendors.
- SSE Market: SSE revenue grew by 24 percent Y/Y, which was its lowest-ever growth rate and the first time revenue did not rise on a quarter-on-quarter basis since tracking began in 1Q 2019. Despite this, Zscaler, Palo Alto Networks, and Netskope, whose aggregate revenue represented over half of the market, together saw a 38 percent Y/Y revenue rise as a reflection of the breadth of their solution and strong customer appeal.
- The top SSE vendors by revenue continued to be Zscaler, Broadcom/Symantec, and Palo Alto Networks.
- WAF Market: WAF revenue increased by 23 percent Y/Y, marking a continuation of a rebound that started in 1Q 2023 as enterprises placed renewed attention on application transformation and its security needs. Akamai continued to be the number one vendor by revenue.
- 防火牆市場：整體防火牆收入連續第三個季度下降，僅下降了個位數，接近30億美元。在子細分市場方面，收入表現差異顯著，從高端防火牆的同比下降14％到虛擬防火牆的同比增長28％不等。
- 前四個防火牆供應商（Palo Alto Networks，Fortinet，Cisco和Check Point）擁有總市場的68％，這是有史以來穩步增長的一個新高度，因爲企業將核心供應商集中在一起。
- SSE市場：SSE收入同比增長24％，這是它有史以來增長率最低的一次，也是自2019年第一季度追蹤以來總體收入首次未按季度上升。儘管如此，Zscaler，Palo Alto Networks和Netskope的總收入佔市場的一半以上，聯合看到了38％的同比增長，這反映了他們的解決方案廣度和強大的客戶吸引力。
- 按營收排名前三位的SSE供應商仍然是Zscaler，Broadcom / Symantec和Palo Alto Networks。
- WAF市場：WAF收入同比增長23％，標誌着這場反彈的延續，該反彈始於2023年第一季度，當時企業重新關注應用程序轉型及其安全需求。Akamai繼續是按收入計算的第一大供應商。
About the Report
The Dell'Oro Group Network Security Report includes manufacturers' revenue covering the ADC, Firewall, SSE, traditional SWG appliances, and WAF product segments. Moreover, SSEs are further broken down across four primary functions: CASB, FWaaS, SWG, and ZTNA. The report also splits many segments by form factor: physical, virtual, and SaaS. To purchase this report, please contact us at [email protected].
關於報告
Dell'Oro Group網絡安全報告包括覆蓋ADC，防火牆，SSE，傳統SWG設備和WAF產品細分市場的製造商收入。此外，SSE進一步分解爲四個主要功能：CASB，FWaaS，SWG和ZTNA。該報告還根據形態因素拆分了許多細分市場：物理，虛擬和SaaS。要購買此報告，請通過電子郵件聯繫我們[email protected]。
About Dell'Oro Group
Dell'Oro Group is a market research firm that specializes in strategic competitive analysis in the telecommunications, security, enterprise networks, and data center markets. Our firm provides in-depth quantitative data and qualitative analysis to facilitate critical, fact-based business decisions. For more information, contact Dell'Oro Group at +1.650.622.9400 or visit .
關於Dell'Oro Group
Dell'Oro Group是一家市場研究公司，專門從事電信，安全，企業網絡和數據中心市場的戰略競爭分析。我們的公司提供深入的定量數據和定性分析，以促進至關重要的基於事實的商業決策。有關詳細信息，請聯繫Dell'Oro集團+1.650.622.9400或訪問。.
SOURCE Dell'Oro Group
來源：Dell'Oro Group
譯文內容由第三人軟體翻譯。