Global Cellular IoT Module Tracker, Q1 2026
What the Full Report Will Cover:
Our IoT Module Report tracks the global cellular IoT module value chain, covering module vendors, chipset suppliers, along with module shipments, ASPs, and revenues. The report also provides detailed shipment and ASP analysis by vendor, region, application, and connectivity technology.
Module vendor coverage includes leading players such as Quectel, China Mobile, Fibocom, Sunsea AIoT, Telit Cinterion and others. The report also analyses key industry developments, including M&A activity, strategic partnerships, and market share shifts. Overall, the report tracks the shipment and revenue performance of the top 20 global IoT module vendors.
On the chipset front, the report covers major suppliers such as Qualcomm, UNISOC, ASR Microelectronics, MediaTek, HiSilicon, Eigencomm, Xinyi and others. Currently, we track shipment performance for the top 12 IoT chipset vendors globally.
The technology scope spans legacy 2G and 3G technologies through LTE Cat 1, LTE Cat 1 bis, LTE Cat 4, LTE-M, NB-IoT, LPWA Dual-Mode, 5G, 5G RedCap, and satellite NTN-capable modules. Within 4G, the report further segments the market into LTE Cat 1, Cat 1 bis, Cat 4, and other LTE categories.
Geographically, the report provides detailed coverage of China, North America, Europe, India, Latin America, the Middle East & Africa, and the Rest of APAC. Regional analysis is particularly important as certification requirements, network evolution, and 2G/3G sunset timelines vary significantly across markets.
The current edition covers Q1 2026, with historical data extending back to 2022 and a multi-year forecast until 2032 updated quarterly.
Key Questions the Report Answers:
- Which module vendors lead the market in terms of shipments and revenue? And how do rankings differ when measured by shipment volume and revenue?
- Which connectivity technologies are gaining or losing share, and what factors are driving these shifts?
- Which chipset vendors dominate module integrations across technologies and regions?
- How are 5G RedCap and satellite NTN technologies reshaping the competitive landscape?
- How are ongoing 2G and 3G network sunsets influencing replacement demand, product design cycles, and technology migration strategies?
- How are geopolitical developments, supply-chain diversification and memory impact influencing vendor strategies?
- Which regions are driving shipment growth, and which are contributing most to revenue expansion?
Published Date: June 2026
Category
Industry
IoT
Service
IoT Modules Basic
Report Type
Report
Time Period
Quarterly
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Author
Anish Khajuria
Anish is an Analyst at Counterpoint Research with over four years of experience in the IoT and emerging technologies sector. His work focuses on analyzing market trends and delivering insightful reports that help shape strategic decisions. Anish's expertise spans across AI, edge computing and digital transformation, making him a pivotal player in the tech industry's evolving landscape. He’s passionate about driving innovation and crafting smart solutions that redefine connectivity and efficiency.
Tina Lu
Tina has extensive consulting and analysis experience across a number of industry sectors including more than 14 years in the technology industry. Before Counterpoint, Tina spent more than 9 years in Nokia working in multiple roles and geographic regions. Tina also worked in brand and product marketing for Bestfoods-Unilever and BGH. Tina holds an MBA degree from the Thunderbird School of Global Management.