What the Full Report Will Cover:

The Global Cellular AI Module & Chipset Tracker provides comprehensive coverage of the emerging AI-enabled cellular IoT module ecosystem, tracking module vendors, chipset suppliers, shipments, ASPs, revenues and AI technology adoption across application, and connectivity technology.

The report segments AI Capability  into five categories:

Basic Cellular Modules – Connectivity-focused modules designed primarily for data transmission and communication.

AI-Capable Modules – Modules integrating CPUs and GPUs that support basic AI processing, multimedia workloads and lightweight edge intelligence. Commonly used in POS, smart retail displays, rugged handhelds and entry-level industrial applications.

AI-Enabled Modules

• Low-Level AI (<8 TOPS): Supports computer vision, voice recognition, predictive maintenance and lightweight AI inference. Widely adopted in smart retail, industrial automation, healthcare and surveillance.
• High-Level AI (>8 TOPS): Designed for advanced AI workloads including machine vision, robotics, autonomous systems and generative AI applications.

Modem AI Modules – AI integrated directly into modem platforms to improve connectivity performance, power efficiency, positioning accuracy, network selection and satellite communications. Primarily adopted in routers, gateways, enterprise networking equipment and 5G FWA CPEs.

The report tracks leading AI module vendors including Quectel, Fibocom, MeiG, Telit Cinterion, Rolling Wireless, China Mobile and others, providing shipment, revenue and ASP analysis by AI category, application and region.

On the chipset side, the report covers major suppliers including Qualcomm, MediaTek, UNISOC, ASR, HiSilicon, Eigencomm and others. The tracker analyzes chipset share across AI-capable, AI-enabled and Modem AI categories, highlighting competitive dynamics and technology roadmaps.

Technology coverage includes 4G Cat 1 bis, Cat 4, LTE-M, NB-IoT, 5G, 5G RedCap and NTN-enabled modules, along with AI compute capability segmentation by TOPS performance.

Key Questions the Report Answers:

• Which vendors lead the AI cellular module market by shipments, revenue and ASP?
• How quickly is AI penetrating the cellular IoT module market?
• Which AI categories (AI-Capable, AI-Enabled, Modem AI) are growing fastest?
• Which applications are driving AI module adoption?
• Which chipset vendors are gaining share in AI-enabled cellular modules?
• How are Qualcomm's Modem AI platforms reshaping router, gateway and FWA markets?
• How are memory costs and AI hardware requirements impacting module ASPs and adoption?
  

Published Date: June 2026