FCC just handed Netgear a de facto router monopoly in the US

Both Netgear’s lines of Nighthawk and Orbi mesh routers are covered by the approval until October 1, 2027, which appears to mean that the company can continue to offer software updates to both lines and presumably release and sell new models in the future.

The FCC dramatically expanded the Covered List, a collection of communications equipment seen as posing a risk to national security, to cover all foreign-made routers in March 2026. The decision prevents companies who make routers outside of the US from introducing new foreign-made models, and pushing certain software updates to existing models after March 1, 2027. Confusingly, though, it doesn’t require anyone to replace their existing router or prevent those companies from selling routers they’ve already made. Receiving conditional approval is the definitive way companies can get off the list, but part of the FCC’s requirements for approval is the company offering a plan to bring some or all of its manufacturing to the US — a theoretically costly decision.

Engadget has contacted Netgear for information about the US manufacturing plan it included in its application for conditional approval. We’ll update this article if we hear back.

The vast majority of router companies, even ones that are headquartered in the US like Netgear, build their routers in Asia. It’s not clear what makes Netgear’s currently foreign-made routers safer than, say, an Amazon Eero 7 or a Google Nest WiFi Pro. Until other companies are given conditional approval, though, Netgear is in a unique position.