Cellular Tracker & Forecasts Archives - Page 2 of 4

MWC 2023 Day 2: TECNO Phantom V Fold, realme GT3 240W, CloudSIM™ and More

It was yet another busy day in chilly Barcelona with some interesting announcements. Nothing revealed details of its upcoming smartphone, realme announced the GT3 240W with the fastest charging tech, TECNO showed off its folding smartphone, Oasis Smart-SIM showcased its CloudSIM™ solution, and much more. Below is our quick summary of the announcements from Day 2 of the MWC 2023:

TECNO joins the foldable revolution

TECNO made its MWC debut launching several products, including the Phantom V Fold, Spark 10 Pro selfie phone and Megabook S1 2023 laptop. Of course, the standout product announced at the event was the TECNO Phantom V Fold book-type foldable smartphone. Under the hood is a MediaTek Dimensity 9000+ SoC, making it the second folding smartphone powered by MediaTek SoC after the OPPO Find N2.

The smartphone features a 6.42-inch 120Hz LTPO AMOLED cover screen and a 7.85-inch 2K 120Hz LTPO folding display inside, which is bigger than the Galaxy Z Fold4. It comes with a 5,000mAh battery and 45W fast charging. The TECNO Phantom V fold will first launch in India at a price of $1,099 for the 12GB RAM and 256GB storage version, making it the most affordable book-type folding smartphone. There will also be a 512GB storage version priced at $1,222.

The Africa market, where TECNO is the #1 brand, is relatively dominated by the low-end segment. Expansion to overseas markets, where consumers are ready to pay a more premium amount, has also presented an opportunity for TECNO to launch devices in higher price bands. For that, foldables currently seem to be the perfect option to make a statement in the premium segment. Since it is a new segment, OEMs also have opportunities to launch products at new price points. The debut of its foldable at the MWC 2023 cements TECNO’s global aspirations.

realme GT3 240W brings the fastest charging tech to smartphones

realme is holding true to its ‘Dare to leap’ motto. In 2022, it was the first OEM to offer a 150W charging-capable smartphone. The company is pushing the boundaries further and has now become the first brand to introduce a 240W-capable smartphone. At the MWC 2023, realme announced its latest phone, the GT3, featuring 240W charging capability. According to the realme presentation, the 240W technology is capable of fully charging the GT3’s 4,600mAh battery in roughly 10 minutes, and it can charge to 50% capacity in just four minutes.

Courtesy – Madhav Sheth (realme)

GT3 is the fastest phone in the industry to charge from 0 to 20% in only 80 seconds, which realme showcased in the real-time demo during the MWC announcement. realme also claims this is the industry’s fastest charging speed while gaming. A vapor chamber liquid cooling system takes care of the overall health of the battery by reducing extra heat produced during fast charge. realme added multiple sensors and a fireproof design to the new device while also addressing the major issue of battery longevity, which reduces due to fast charge. The GT3’s battery can be at 80% battery health after 1,600 charging cycles which is double the industry standard of 800 cycles. The realme GT3 price starts at $649 for the 8GB RAM with 128GB storage variant.

Oasis Smart-SIM demonstrates new CloudSIM™ solution

At the MWC 2023, Oasis Smart-SIM and TATA Communications jointly revealed their latest innovation, the CloudSIM™. It is a remote hardware SIM which is stored in a dedicated, secure, GSMA-certified environment. CloudSIM™ is primarily aimed at use cases that do not require permanent connectivity. The overall cost of connectivity is reduced by limiting the number of profiles required for fleet operations and providing on-demand connectivity. The below video demonstrates some of the key use cases of the CloudSIM™ solution.

Nothing Phone (2) to be powered by Qualcomm flagship SoC

Nothing made a small announcement at the MWC 2023 about its upcoming smartphone. While it did not reveal much, the company did mention that the next smartphone will be powered by a Qualcomm Snapdragon 8-series chipset. This will be a big upgrade from the existing 7-series SoC on the Nothing Phone (1). However, Nothing did not mention which chipset it will be using, so it could be the Snapdragon 8 Gen 2 or could also be last year’s Snapdragon 8+ Gen 1 SoC. Looks like we will have to await further details.

Thales launches the world’s first GSMA-certified iSIM with Qualcomm’s latest Snapdragon mobile platform

Thales has announced that its integrated SIM (iSIM) solution has now been certified by the GSMA and is ready to be deployed commercially with Qualcomm’s Snapdragon 8 Gen 2 platform. In 2021, Thales, Vodafone and Qualcomm had shown a working demonstration of the iSIM.

What is iSIM? And why is it important?

iSIM is a type of SIM that is directly integrated into the processor of the device. As the next step of SIM evolution, iSIM offers significantly more space reduction than eSIMs do and lowers power consumption. This is also part of a bigger trend where we have seen multiple components, such as the modem, getting integrated into the processor of the device. Along with smartphones, iSIMs also bring multiple benefits to the IoT ecosystem.

Image Courtesy: Thales

Currently, around 20% of smartphones shipped in 2022 were eSIM capable. The adoption of eSIM in smartphones has been slower than what was expected three years ago due to a variety of reasons. However, the biggest hurdle has been the need for additional components required to add eSIM capability.

For iSIMs, it would be a different case because the SIM is integrated into the processor and its adoption, unlike the eSIM, will be dependent on the support of chipsets. The iSIM will see faster adoption than the eSIM because the number of players providing chipsets is limited. While we have already seen multiple IoT devices with iSIM, the first iSIM smartphone is expected in 2024.

Huawei Watch GT Cyber gets an extreme makeover

Huawei showcased its Watch GT Cyber, which is already available in China since November 2022. The smartwatch comes with interchangeable cases, and the display updates when inserted into a new case. It uses magnets along with mechanical parts to remain connected with the cases. The concept is similar to smart bands with changeable straps but with innovation that makes the whole watch body different. We will have to see if Huawei allows third-party case makers to function with the smartwatch.

The Huawei Watch GT Cyber flaunts a 1.32-inch circular display with a resolution of 466x466pixels and a pixel density of 352ppi. It is water resistant up to 5ATM and comes with all the regular sensors like a barometer and magnetometer. The battery can last up to seven days on a single charge. It also has a Bluetooth calling feature.

Huawei showcases the 5.5G era and its use cases

With 5.5G, Huawei aims to offer 10X better performance over 5G, and thus create 100-fold business opportunities by opening up five frontiers:

1) Expansion in services with immersive and interactive experiences

Online 3D malls and 24K VR gaming to become mainstream. While 5G allows these use cases, 5.5G will enhance them. Huawei expects over one billion users.

2) Enable industry digitalization

Huawei expects private networks to increase 10x as the tech becomes more capable. It forecasts one million private 5G networks by 2030.

3) Cloud applications entering a new era, creating new opportunities for network connectivity

The company aims to reduce latency which will further make cloud applications more reliable and accessible.

4) Cellular networks cover all IoT applications and passive IoT enables 100 billion connections

Passive IoT tags (e.g. RFID) will allow further solutions to better warehouse management, asset tracking, and other scenarios. Huawei expects 100 billion passive IoT tags per year from 30 billion in coming years as industries get more digital.

5) From communication to integrated sensing and communication, facilitating new services

Huawei aims to develop a more connected world using the sensing capabilities of 5.5G. It would help bring up information about areas where cameras are unable to work like during fog or rain. This would make transportation much safer.

With inputs from Varun Mishra, Karn Chauhan, Ankit Malhotra and Harshit Rastogi.
This is a developing post…….

Despite China’s Failure to Recover in Q3 2022, Global Cellular IoT Module Market Experiences Growth

China led the global cellular IoT module market in Q3 2022 despite losing volume share. China was followed by North America and Western Europe.
Smart meter, POS, automotive, industrial and router/CPE were the top five applications in terms of volume this quarter.
Automotive, router/CPE, PC, industrial and POS were the top five applications in terms of value this quarter.
The top three technologies in terms of volume were NB-IoT, 4G Cat 1 and 4G Cat 4. They captured more than 60% of the total volume in Q3 2022.
The top three technologies in terms of value were 5G, 4G Cat 4 and 4G Other. They captured nearly two-thirds of the total value in Q3 2022.

San Diego, Buenos Aires, London, New Delhi, Hong Kong, Beijing, Seoul – December 27, 2022

Global cellular IoT module shipments grew by only 2% YoY in Q3 2022, according to the latest research from Counterpoint’s Global Cellular IoT Module and Chipset Tracker by Application. China led the market followed by North America and Europe. China’s shipments decreased 8% YoY in this quarter due to a resurgence of COVID-19 cases. However, some of this demand decline was offset by an increase in the residential, smart door lock, patient monitoring, registrar device, smoke detector, drone, smart meter and automotive applications. Other markets such as North America, Western Europe, India, Japan, Latin America, and Middle East and Africa witnessed healthy growth.

Commenting on the competitive landscape, Associate Director Ethan Qi said, “Quectel is leading the cellular IoT module market, followed by Fibocom, Sunsea AIoT, China Mobile and MeiG. China is dominating this market with all the top five IoT module vendors being from the country. In the past few months, we have seen some consolidation among international players, like Telit taking over Thales’ IoT business and Semtech acquiring Sierra Wireless in the IoT module space to remain resilient against Chinese module vendors. With the increasing adoption of IoT technologies in various sectors, many players will consolidate to get bigger value from this fragmented value chain.”

Commenting on the important underlying technology dynamics shaping the entire IoT ecosystem, Senior Research Analyst Soumen Mandal said, “The IoT module market is undergoing changes as demand for low-end technologies like 2G and 3G declines and shifts towards 4G Cat 1 and 4G Cat 1 bis, where higher-end applications are upgrading from 4G to 5G. In this quarter, the top three technologies in terms of shipments – NB-IoT, 4G Cat 1 and 4G Cat 4 – accounted for over 60% of the total shipments. However, in terms of revenue share, 5G, 4G Cat 4 and 4G Other were the top three technologies and held nearly two-thirds of the total revenue. The lower-end technologies such as NB-IoT, 4G Cat 1 and 4G Cat 1 bis are helping connect a greater number of IoT devices, while higher-end technologies like 4G Cat 4, 4G Other and 5G are adding more value to the IoT ecosystem. This is why the automotive, router/CPE, PC and industrial segments, which rely mostly on higher-end technologies, are generating more revenue.

During this quarter, we saw some 4G Cat 1 and 4G Cat 1 bis-based applications being replaced with NB-IoT. Chinese NB-IoT chipset companies Eignecomm and Xinyi have improved their partnerships with module players, particularly in the domestic market. Besides, there were few options available for 4G Cat 1 bis chipsets in international markets, with Sequans being the exception. Last week, Qualcomm entered the 4G Cat 1 bis market by launching the QCX216 chipset in partnership with Quectel, Cavli Wireless and MoMAGIC. We believe that 4G Cat 1 bis technology will start to gain traction as leading IoT module and chipset players focus on it for use in massive IoT applications.”

Mandal further added, “Despite slower growth in IoT module shipments, IoT module revenue increased by 12% YoY in Q3 2022 due to a higher mix of 5G and 4G Cat 4 modules. The average selling price (ASP) of all types of 4G technologies and LTE-M continued to rise, while the ASP for 2G, 3G, 5G and NB-IoT technologies decreased. It is believed that 2023 will be a breakthrough year for 5G, and the ASP may decrease to below $100, which will help facilitate wider adoption.”

Commenting on the key application trends in the IoT space, Associate Director Mohit Agrawal said, “The top 10 applications in the market captured more than 80% of shipments this quarter, with the top five being smart meters, POS, automotive, industrial and router/CPE. Smoke detectors saw the fastest growth, followed by residential applications and drones. China was a driving force in the growth of all three of these fast-growing segments, fuelled by a resurgence of COVID-19 cases in the country. Among the top five applications, industrial and router/CPE applications saw a decrease in shipments both on a sequential and yearly basis. However, the industrial segment still presents a large opportunity due to the number of companies embarking on digital transformation projects.”

For detailed research, refer to the following reports available for subscribing clients and individuals:

Counterpoint tracks and forecasts on a quarterly basis 1,500+ IoT module SKUs’ shipments, revenues and ASP performance across 80+ IoT module vendors, 12+ chipset players, 18+ IoT applications and 10 major geographies.

Background

Counterpoint Technology Market Research is a global research firm specializing in products in the TMT (technology, media and telecom) industry. It services major technology and financial firms with a mix of monthly reports, customized projects and detailed analyses of the mobile and technology markets. Its key analysts are seasoned experts in the high-tech industry.

Analyst Contacts

Soumen Mandal

Mohit Agrawal

Counterpoint Research

press@counterpointresearch.com

Related Reports

Outsourced Manufacturing Captures More Than Half of Global Cellular IoT Module Shipments in H1 2022

Cellular IoT module outsourced manufacturing (ODM/EMS) grew 33% YoY in H1 2022.
Top 10 ODM/EMS players captured two-thirds of IoT module outsourced manufacturing in H1 2022.
Cellular IoT module outsourced manufacturing to grow at a CAGR of 17% until 2026 from 2021.

New Delhi, Beijing, Hong Kong, San Diego, Buenos Aires, London, Seoul – October 25, 2022

Global cellular IoT module outsourced manufacturing accounted for 52.4% of total IoT module shipments in H1 2022, according to the latest research from Counterpoint’s Global IoT Module Manufacturing Tracker. In terms of global cellular IoT module manufacturing, original design manufacturers (ODM) saw the fastest growth in H1 2022 at 45% YoY, followed by electronics manufacturing services (EMS) at 30% and in-house manufacturing at 21%. After declining in Q1 2022, the global cellular IoT module market recovered in Q2 2022, despite macroeconomic headwinds and lockdowns in China, the largest IoT market.

Speaking on ODMs and EMSs, Senior Analyst Ivan Lam said, “In the past few years, leading Chinese OEMs have grown significantly in size. They have experience in managing supply chain partners and manufacturing allies. Leading OEMs have brought in multiple supplier policies to maintain their cost competitiveness, which gives them an advantage in terms of cost offering”.

Source: Counterpoint Global Cellular IoT Module and Chipset Tracker by Application, Q2 2022

The top 10 ODM/EMS players captured two-thirds of IoT module outsourced manufacturing in H1 2022. The leading ODM/EMS suppliers for IoT module manufacturing, such as BYD Electronics, TDG-Tech and Qisda, are mainly from Mainland China and Taiwan. At the same time, leading traditional EMS companies, such as Zollner, Jabil and USI, are also helping the top IoT module OEMs in their global expansion.

Lam added, “Manufacturing cost is still one of the key elements of an IoT module’s cost structure, apart from the cost of the components. Leading OEMs are growing rapidly in China and they are likely to predominantly hire manufacturing partners that have production sites within the country. However, we observed that OEMs also hired EMSs with global production sites, such as production facilities in Mexico or Brazil to cater to the North America and LATAM markets. We forecast the manufacturing capacity utilization in India, Southeast Asia and LATAM will continue to grow given the significant increase in IoT module applications in these markets.”

Commenting on the outlook for IoT module manufacturing, Senior Analyst Soumen Mandal said, “We are expecting outsourced manufacturing shipments to grow at a CAGR of 17% between 2021 and 2026. The soaring IoT module market, driven by innovation and digital transformation, especially in the enterprise segment, will play a pivotal role in IoT module manufacturing. IoT module players may focus on building platforms and services instead of manufacturing IoT modules as they present recurring revenue generation opportunities. This will also be an opportunity for ODM/EMS players to increase their footprint in the IoT module market. However, module players will try to increase control over the supply chain and look for vertical integration even for small components. This will help IoT module players reduce costs and remain competitive in the market. With higher demand in the market, top OEM players are also looking to expand their EMS supplier base to tap global markets.”

The comprehensive and in-depth “Global Cellular IoT Module Manufacturing Tracker – H1 2022” is now available for purchase at report.counterpointresearch.com.

Feel free to reach us at press@counterpointresearch.com for questions regarding our latest research and insights.

Background

Analyst Contacts:

Ivan Lam

Soumen Mandal

Counterpoint Research

press@counterpointresearch.com

Related Reports:

Global Cellular IoT Module Shipments Grew 20% YoY in Q2 2022

After declining in Q1 2022, the global cellular IoT module market recovered in Q2 2022 despite macroeconomic headwinds and lockdowns in China, the largest IoT market.
The quarter also saw a series of consolidations in the highly competitive IoT module space.
Asset-tracking reached the highest share ever at 7% to break into the top five applications.
Smart meter, POS and industrial were the top three applications in this quarter.
NB-IoT and 4G Cat 1 were the most preferred technologies for cellular IoT applications.

San Diego, Buenos Aires, London, New Delhi, Hong Kong, Beijing, Seoul – September 20, 2022

Global cellular IoT module shipments grew 20% YoY in Q2 2022, according to the latest research from Counterpoint’s Global Cellular IoT Module and Chipset Tracker by Application. The global cellular IoT module market continued to recover despite a tighter supply chain, COVID-19 lockdowns in China and macroeconomic headwinds. The growth was driven by the ongoing digital transformation involving potential applications around critical infrastructure and logistics catered by some key fast-growing low-tier cellular technologies such as Cat-1 and NB-IoT. Further, module players modified their product offerings, striking partnerships across the value chain, from newer connectivity solution providers to acquiring some key competitors, as the IoT industry enters a very exciting growth phase.

China retained its position as the world’s largest IoT market, contributing to more than half of the demand despite the lockdowns. The country’s cellular IoT module market recovered slightly from previous months this year, driven by lockdown-triggered applications like smart locks, surveillance systems and routers. The North American and western European markets grew steadily and held their second and third positions respectively in the global cellular IoT module market. Again, India was the fastest growing IoT module market (+264% YoY), albeit growing on a lower base, driven by smart meter, telematics, POS and automotive applications.

Commenting on the market dynamics, Senior Research Analyst Soumen Mandal said, “The IoT module market is going through a critical phase where the Chinese brands have become bigger, making it very difficult for international brands to grow in silos. As a result, we have seen the first wave of market consolidation with Telit acquiring Thales’ cellular IoT module business as well as acquiring IoT solutions design house Mobilogix. Also, during the quarter, Semtech, one of the big component vendors and the key chipset provider for the proprietary LoRa-based IoT network, acquired leading cellular IoT and router vendor Sierra Wireless to build an end-to-end wireless IoT portfolio. This kickstarts an exciting phase where the Western vendors are trying to become more ‘integrated’ to capture more value across the value chain, even though the IoT market is a blue-ocean opportunity.”

Mandal added, “With six out of the top 10 IoT module vendors being from China and with the rising geopolitical competition and data privacy concerns, international players see an opportunity to consolidate and carve out a dichotomy in this segment. Further, having a robust portfolio and post-sales support is the key. Telit, Thales, u-blox and Sierra Wireless improving their offerings over the last 12 months has been a step in the right direction. With consolidation, these vendors can garner scale and some competitive edge to at least compete well on pricing and value against the competition”

Note: Figures may not add up to 100% due to rounding

Market summary

The top three players accounted for more than half of the market. Interestingly, Quectel’s shipment share was equal to that of the remaining players in the top 10 list.

Quectel: Quectel’s module shipments increased 47% YoY, further increasing its gap with the remaining players. During the quarter, Quectel launched 4G Cat 4 smart modules SC200E and SG150H, based on Qualcomm and UNISOC chipsets respectively. Furthermore, Quectel unveiled iSIM-supported LPWA module BG773A-GL with the help of Kigen, through which it will be able to target M2M applications such as POS, smart metering, asset tracking and wearable devices.
Fibocom: The second largest module vendor, Fibocom, saw 12% YoY growth in its module shipments. Nearly 60% of its module shipments came from the China market. Fibocom has already entered partnerships with Qualcomm, MediaTek, UNISOC, Sequans and Autotalks to increase its share in international markets. This can help Fibocom bridge some of its wide gap with Quectel in the international IoT module market.
MeiG: After a slow Q1 2022 due to China lockdowns, MeiG registered growth which helped it to enter the top three IoT module ranks globally. While focusing on higher-end IoT module applications, MeiG is expanding into the fast-growing 4G Cat 1 bis market, targeting applications such as POS, industrial, asset tracking, smart meter and enterprise. MeiG is also diversifying its supplier portfolio. It has partnered with fast-growing 4G chipset vendor ASR for the 4G Cat 4 module market, especially for the highly competitive China market and other low-cost international markets.
China Mobile: China Mobile maintained its fourth position in the global cellular IoT module market by catering to its huge existing and prospective customer base and extensive cellular network. The operator partnered with Xinyi Semiconductor for focusing on lower-end applications. This has helped both to target 2G-to-4G transitioning IoT applications. China Mobile’s growing 5G footprint and partnerships across the value chain will help the world’s largest operator to rapidly scale its end-to-end 5G IoT solutions in the coming quarters.
Sunsea: Sunsea (SIMCom + Longsung) has been consistently improving its performance over the last 10 quarters. Sunsea is following a strategy similar to that of other Chinese players to offer Qualcomm-based solutions for the international market and MediaTek/UNISOC/ASR/Xinyi-based solutions for the homegrown China market. Sunsea added ASR as a partner besides Qualcomm to cater to the increasing demand and offer affordable pricing in China.
Telit: Telit is the first non-China player in the global IoT module vendors’ rankings. Telit is focussing on LPWA-Dual Mode, 4G Cat 1 and LTE-M technologies to target applications such as industrial, healthcare, asset tracking, router/CPE and energy. The vendor has launched 4G Cat 1 bis industrial grade module LE910R1 with 2G fallback to target the APAC and EMEA markets. With the sunset of 2G and 3G technology, this module can be used as a substitute for low-to-mid-end applications. After the acquisition of Thales, Telit has the potential to emerge as the largest module vendor outside of China and eventually match Quectel in scale.
Among other players, Neoway performed well. It was the fastest growing in QoQ terms (+162%) among top vendors. Besides China, India is turning out to be an important market.
u-blox recorded a strong quarter by remodeling and redesigning its products and clearing backlogs. The demand was strong for u-blox in industrial, automotive and healthcare applications.

Commenting on the key connectivity technology trends in the IoT space, Associate Director Mohit Agrawal said, “The top five technologies, including NB-IoT, 4G Cat 1, 4G Cat 4, 4G Cat 1 bis and LPWA-Dual Mode captured more than 80% of the shipments in this quarter. We are witnessing increasing shipments of 4G Cat 1 and 4G Cat 1 bis modules driven by the sunset of 2G and 3G technologies and higher demand in low-to-mid-end applications. Some module players are still shipping 2G modules to cater to specific low-cost applications in some emerging markets, like Africa, Asia and eastern Europe. The 5G IoT module shipments remain steady with prices still high and many projects still in pilot stages. It will take at least a couple of years to reach an inflection point. We expect the second half of 2023 to see a ramp-up for the 5G IoT modules with good pan-country 5G coverage and scale.”

The top five applications in Q2 2022 – smart meter, POS, industrial, router/CPE and asset tracking – captured more than half of the total IoT module market. Compared to the previous quarter, significant improvements were seen in the router/CPE and residential markets. The automotive connectivity market did not show much traction due to the poor performance of the automotive industry in China during this quarter.

For detailed research, refer to the following reports available for subscribing clients and individuals:

Counterpoint tracks and forecasts on a quarterly basis 1,500+ IoT module SKUs’ shipment, revenue and ASP performance across 80+ IoT module vendors, 12+ chipset players, 18+ IoT applications and 10 major geographies.

Background

Analyst Contacts

Soumen Mandal

Mohit Agrawal

Counterpoint Research

press@counterpointresearch.com

Related Reports:

Telit’s Acquisitions to Reshape Global IoT Module Market

In recent times, Telit has acquired cellular IoT businesses from Thales and Mobilogix. The IoT module market has started consolidating and we expect to see a few more deals in the coming months. In August, we also saw Semtech acquiring Sierra Wireless to offer complete chip-to-cloud solutions to cover the entire IoT value chain. The back-to-back acquisitions by Telit show how it is trying to become an integrated player. With the Mobilogix acquisition, Telit can offer modules, connectivity, security and management platform to design and manufacturing services. It means Telit will act as a one-stop solution provider for its customers. Here, we will try to analyze what these acquisitions mean to Telit and how they will impact the IoT industry.

Telit-Thales deal

Thales is merging its cellular IoT module business into Telit to form a new entity called Telit Cinterion. Thales will own a 25% stake in the newly formed entity and offer SIM technology and security services for IoT modules.

China dominates the global cellular IoT module market by taking more than 55% share. International players are struggling to compete in the operator- and government-driven China IoT module market.

After its deal with Telit, Thales will enjoy less distraction from its module business and will be able to focus on its core business which includes software, security and services. Thales will still continue to provide eSIM services where it is a market leader.

Global Cellular IoT Module Shipments Share by Vendor, Q1 2022

The newly formed company will have a common R&D platform which will help save resources. In the coming times, we may see Telit Cinterion focusing on the IoT platform business to earn revenue on a recurring basis.

Thales has a strong position in Europe and Japan, whereas Telit has a good presence in North America and Latin America. This complementary relationship supports their dream of becoming the #1 cellular IoT player in the international market. Telit-Thales is already leading in the international IoT module market in terms of revenue. With this merger, Telit Cinterion may overtake Quectel in the international market in terms of shipments in the coming years.

Telit has already divested its automotive business in 2018, but Thales has a good customer base for some European automakers. How the joint venture treats this automotive business will be keenly watched. There is ample opportunity in the automotive business with growing connected and autonomous mobility. With the introduction of 5G, Telit may focus on the automotive segment as the automotive module business contributes higher revenue due to a higher average selling price (ASP).

In recent times, Telit has done a great job launching many new modules. This helps Telit to target new regions depending on available technologies and provides an option for customers to select a product as per their requirements.

Telit-Mobilogix deal

Telit moved to acquire Mobilogix, a decade-old end-to-end IoT hardware, software and cloud solution provider to fulfill its ambition of becoming a more integrated player and one of the largest end-to-end white-label solution providers outside China.

Mobilogix’s comprehensive device engineering expertise and resources, which focus on optimizing the specifications for EMS and ODMs, and attainment of regulatory approvals and carrier certification, will help Telit provide solutions to customers with reduced cost and complexity, and faster time to market.

Furthermore, Mobilogix is known for its expertise in customized IoT projects, which provide businesses with solutions in various application verticals that are ready to certify and mass produce. This will help Telit expand its focus in growing segments such as telematics, micro-mobility, healthcare, construction and agriculture.

Chinese module vendors are trying to become integrated players to capture maximum share across the IoT value chain. Telit is also trying to adopt such a model with these recent acquisitions. For example, Quectel is trying to increase its footprint in the North American market with the establishment of a new ODM company, named Ikotek. Similarly, Fibocom established a new ODM company in 2019 for global customers through applications such as gateway, payment terminal, telematics and industrial applications. Telit is slowly becoming vertically integrated and trying to revive back its glory days in the IoT module market.

Solutions from the combined entity will provide a great choice for customers who want to diversify and do not want to depend on the Chinese ecosystem, and need tightly integrated solution expertise from one provider.

If Telit wants to compete head-to-head with Chinese module giants like Quectel and Fibocom, it has to develop an effective business strategy for each international market.

Mobilogix has a wide range of portfolios comprising custom IoT projects and solution design services based on three basic architectures, namely beacon, power and battery-operated architecture. Apart from this, it also offers cloud platform integration and custom firmware, which will add value to Telit’s portfolio not only from cellular but also from BLE beacon hardware designs.

Mobilogix has a global presence across key regions such as the US, China, India and Latin America. Its presence in China and emerging markets like India will help Telit grow its presence in these key regions.

Conclusion

Telit is becoming a more integrated player with these acquisitions and moving up the stack to become an end-to-end solution provider. The convenient and comprehensive solutions will add more value to its customers’ IoT project deployments and will be concurrent with its long-term vision of becoming the #1 international module player in terms of both shipments and revenue.
The acquisitions will help Telit provide solutions to customers from the design/manufacturing of hardware to cloud and security with regional diversification. This will help Telit cater to more application segments, thus improving both revenue and profitability.
However, industry experts will be keenly watching the entire positioning, offering, strategy and business model, which are changing in the IoT space as you need to be a large-scale and end-to-end player to succeed even though it is a blue ocean out there.

iSIM-based Cellular Device Shipments to Cross 7 Bn Units During 2021-2030

More than 14 billion eSIM devices (all form factors) will be shipped between 2021 and 2030.
Almost three in four cellular devices shipped in 2030 will sport an eSIM.
iSIM’s (iUICC) growth will be the fastest. It will become the preferred SIM form factor by 2030 across all cellular connected device categories.

New Delhi, Seoul, Hong Kong, Beijing, London, Buenos Aires, San Diego – July 11, 2022

More than 14 billion eSIM devices will be shipped between 2021 and 2030, covering all form factors such as hardware-based eSIM (eUICC), iSIM (iUICC), nuSIM and Soft SIM, according to Counterpoint’s latest eSIM Devices Market Outlook report. eSIM uptake is poised to grow across a gamut of connected devices over the next decade, thanks to the flexibility, cost efficiency, security and other myriad benefits offered by the embedded technology.

In 2021, more than 350 million hardware eSIM-capable devices were shipped across a host of categories such as smartphones, smartwatches, tablets, IoT modules and connected cars. In the next five years, hardware-based eSIM (eUICC) will remain the dominant eSIM form factor and will account for more than half of the shipments. In 2022, we will witness the onset of iSIM (iUICC) form factor, which is a SIM integrated into the chipset (SoC) and offers a multitude of benefits.

Commenting on the transition in SIM form factors, Research Vice President Neil Shah said, “The physical MFF2/WLCSP form-factor soldered eSIM chip has been the go-to standard for eSIM implementation even with the rise of alternative implementations such as soft SIM and nuSIM over the last decade. However, the iSIM (iUICC) form factor will grow the fastest as the industry stakeholders move forward together to offer end-to-end support from the SIM enablement and management perspective later this year.

The first set of mainstream iSIM adoption will be seen across IoT applications driven by leading IoT chipset and module players such as Quectel, Telit, Sequans and Sony Semi (Altair) in partnership with eSIM enablement players like Kigen and G+D. Other key stakeholders driving the segment would include Qualcomm, Thales, IDEMIA, Truphone, Redtea Mobile, Apple, Samsung, Nokia and more. Beyond 2027, iSIM is projected to take over as the dominant SIM form factor, with the shipments of iSIM-capable devices poised to scale to 7 billion units between 2021 and 2030.”

eSIM Devices Set for Growth, iSIM Future Brightest

Commenting on eSIM adoption across categories, Research Analyst Ankit Malhotra said, “Smartphones will lead the charge in terms of eSIM-capable device shipments over the next five years. The anticipated launch of eSIM-only iPhone should act as an inflection point for the industry with other OEMs expected to follow suit soon after. Earlier this year, Vodafone, Thales and Qualcomm successfully showcased a working iSIM in a smartphone.

The smartphone has been playing an important role in increasing consumer awareness about the eSIM, while benefitting other consumer categories such as smartwatches, laptops and tablets. Cellular connectivity in smartwatches is growing steadily which is also helping in increasing the penetration of eSIM-supported smartwatches. The adoption of entitlement servers by MNOs worldwide is a testament to the growing number of smartwatches and other companion devices powered by eSIM. Development of newer use cases such as remote work and remote learning will also increase the requirement for cellular connectivity in devices such as CPEs, routers, laptops and tablets. eSIM capability allows users and service providers to activate and manage connectivity quickly, efficiently and seamlessly.”

Smartphones will contribute to the majority of eSIM-based devices over time, but the number of IoT/M2M devices equipped with eSIM will grow faster across several applications and different flavors of cellular technologies from NB-IoT to 4G to 5G. eSIM activation rate in cellular IoT applications will remain high, lowering the usual costs of production and logistics involved in delivering and activating traditional SIM, alongside savings on space and power.

eSIM Devices Forecast and Analysis

Emerging device categories such as XR, drones, CPEs and PCs will be the fastest-growing categories. The current adoption of cellular XR headsets is very limited due to battery constraints, high bandwidth requirements and poor user experience. However, the onset of 5G and higher bandwidth, low-latency capabilities, device form-factor improvements, battery and computing efficiencies, robust app and content ecosystem evolution, and eSIM as one of the key connectivity management technologies will drive the uptake of 5G XR devices after 2025. The 5G-connected drone is another category that will benefit from eSIM technology and drive adoption across several use cases like last-mile delivery, disaster management, search and rescue, education, construction and agriculture. Regulation of beyond-visual-range drones in regions such as Europe will increase the adoption of eSIMs as well.

Automotive and smart mobility is a huge growth area as well. Connected cars are one of the largest and obvious use cases for eSIMs. Consistent connectivity experience for mobility applications is becoming paramount, particularly for safety use cases such as eCall and the future rise of autonomous driving. Recent collaborations such as G+D and BMW show the adoption of eSIM by leading players with advanced features.

The comprehensive and in-depth “eSIM Ecosystem – Opportunities, Trends, Evaluation, Analysis and Outlook” report is part of Counterpoint’s eSIM Service.

Click here to read about eSIM Enablement and eSIM Management.

Background

Counterpoint Technology Market Research is a global research firm specializing in products in the TMT (technology, media, and telecom) industry. It services major technology and financial firms with a mix of monthly reports, customized projects, and detailed analyses of the mobile and technology markets. Its key analysts are seasoned experts in the high-tech industry.

Analyst Contacts

Ankit Malhotra

Neil Shah

Counterpoint Research

press@counterpointresearch.com

report.counterpointresearch.com

@CounterPointTR

Qualcomm, UNISOC, ASR Lead Cellular IoT Module Chipset Market in Q1 2022

Qualcomm, UNISOC, ASR and MediaTek were the top four cellular IoT chipset vendors in Q1 2022.
4G (Cat 1 and Cat 1 bis) contributed to almost one-third of the cellular IoT module chipset shipments.
Smart meters, POS, industrial, automotive and telematics were the top five applications in the quarter.

New Delhi, San Diego, Buenos Aires, London, Hong Kong, Beijing, Seoul – July 7, 2022

Global cellular IoT module chipset shipments grew 35% YoY in Q1 2022, according to the latest research from Counterpoint’s Global Cellular IoT Module and Chipset Tracker by Application. China was the key region for cellular IoT module chipset consumption during the quarter, with China, North America and Western Europe accounting for over 75% of the volume. PC, router/CPE and industrial were the top three applications for 5G.

Commenting on the market dynamics, Research Analyst Anish Khajuria said, “Qualcomm, UNISOC and ASR held the top three positions in the global cellular IoT module chipset market in Q1 2022, accounting for nearly 75% of the total shipments. UNISOC, Qualcomm and ASR were top chipset players in China in terms of shipments. For the rest of the world, Qualcomm led, followed by UNISOC and Sequans. 4G (Cat 1 and Cat 1 bis) grew 79% YoY in this quarter.”

Qualcomm led with a 42% share and 30% YoY growth across nine out of the ten key regions globally. However, competition from local players in China, such as UNISOC and ASR, in key fast-growing segments like LTE Cat-1/Cat-1 bis and NB-IoT limited Qualcomm’s growth opportunities in the world’s largest IoT market, China. However, Qualcomm has been broadening its IoT chipset portfolio, targeting premium 4G and 5G solutions for verticals such as retail, automotive, industrial robotics and smart cities. It is also collaborating with several industry application and technology providers, including Microsoft, ZTE, BMW and Bosch, to focus on high-value artificial intelligence and 5G IoT capabilities, also termed as the 5G AIoT segment.

UNISOC, the second-largest cellular IoT chipset player globally with a 26% share in shipments, has been strong across 4G (Cat 1 and Cat 1 bis) and NB-IoT technologies. Its cellular IoT chipset shipments have continued to grow for nearly last five quarters, filling the gap which HiSilicon left in the market. Moreover, it is making steady improvements in advanced cellular technologies such as 4G Cat4+ and 5G. It has also succeeded in expanding its customer base, adding Quectel, Fibocom, China Mobile and other international module players. This helped it to capture more than one-fourth of shipments in Q1 2022. UNISOC is focused on low-end applications like smart metering, POS and industrial with stronger demand for its Cat1 bis 8910DM chipset.

ASR Microelectronics maintained its third rank in the cellular IoT chipset market in Q1 2022 due to strong performance in the high-volume 4G Cat 1 and 4G Cat 4 module segments. China continues to be the key market for ASR. The company is yet to launch NB-IoT and 5G solutions and thus will have to work on its long-term capabilities and strategy to maintain this high growth which could continue through 2025. ASR has increased its production capacity this year to meet demand. Local partnerships with several module players in 4G Cat 1 and Cat 4 technology, like Quectel, SIMCom, Neoway, Longsung and Rinlink, are helping drive the scale.

Commenting on the competitive dynamics, Vice President Research Neil Shah said, “The cellular modem chipset competition is heating up in the IoT module space with a growing number of players entering the higher-volume LPWA (LTE-M and NB-IoT) and lower-category 4G LTE (Cat 1 and Cat 1 bis) segments as incumbent players such as Qualcomm and MediaTek focus on the higher-value and more integrated 4G LTE and 5G segments. The move from a two-chip (discrete MCU + cellular modem) to an integrated SoC solution is happening as we enter the 5G era. Further, the addition of AI/ML capabilities in future advanced cellular IoT applications is also catalyzing this trend. However, the low-power and less advanced applications will continue to prevail into the next decade and we could see some adoption of SoC-based integrated solutions. But the discrete solutions will prevail, driving sizeable opportunities for the likes of UNISOC, ASR, Sequans, Sony Semi, Eigencomm, Xinyi and Nordic Semi.”

Other Players

MediaTek took the fourth position in this market. However, it is not much focused on the cellular IoT market compared to the smartphone chipset market. This is one of the key reasons for MediaTek having a 5% shipment share in this quarter. The company is also focusing on 5G enhancement and recently launched Kompanio 900T, a new 5G platform for tablets, notebooks and other IoT devices. The MediaTek T750 chipset launched earlier is growing strong in FWA and CPE devices.

Global Cellular IoT Module Chipset Shipments Share by Vendor, Q1 2022

Source: Counterpoint Global Cellular IoT Module and Chipset Tracker by Region, Q1 2022

Eigencomm registered the highest growth of 869% YoY during Q1 2022, thanks to a strong partnership with Quectel and Fibocom for NB-IoT modules. However, the brand needs to diversify in terms of supporting cellular technologies beyond NB-IoT in its portfolio as well as beyond China.

Xinyi was the second fastest growing chipset player in the market during the quarter with 230% YoY growth. Similar to Eigencomm, the company is currently focusing on the NB-IoT chipset and China region. For the near-to-mid-term, Xinyi needs to leverage its strong partnership with major module vendors such as Quectel, China Mobile, Fibocom, SIMCom, Cheerzing, Longsung, MeiG and Ai-Link and expand into newer cellular technologies to maintain the growth and market share.

Sequans was also in a growth mode in Q1 2022 with a robust 4G, LPWA and 5G chipset portfolio and rising demand in key markets such as smart meters, healthcare and asset tracking. Sequans is the world’s second chipset vendor after UNISOC to commercialize the 4G Cat-1 bis chipset to increase its share and design wins in the growing Cat 1 bis-based IoT applications.

Sony Semicon (Altair) also saw growth this quarter with solid cooperation with Sierra Wireless and Wistron NeWeb focusing on the markets for smart meters, asset trackers and smart cities. Sony is only focusing on LPWA technology with low-power and high-security features on chipsets.

For detailed research, refer to the following reports available for subscribing clients and also for individual subscriptions:

Counterpoint tracks and forecasts on a quarterly basis 1,450+ IoT module SKUs’ shipments, revenues and ASP performance across 80+ IoT module vendors, 12+ chipset players, 18+ IoT applications and 10 major geographies.

Background

Analyst Contacts:

Anish Khajuria

Neil Shah

Counterpoint Research

press@counterpointresearch.com

Related Reports:

Quectel, Fibocom & Sunsea Capture Half the Cellular IoT Module Market in Q1 2022

Quectel, Foxconn, China Mobile, WNC, Telit, MeiG, Sequans, Gosuncn were the fastest growing vendors in Q1 2022.
Smart Meters, POS, industrial, automotive and telematics were the top five applications in the quarter.
China, North America, and Western Europe accounted for over 75% of the volume.

San Diego, Buenos Aires, London, New Delhi, Hong Kong, Beijing, Seoul – June 23, 2022

Global cellular IoT module shipments grew 35% YoY in Q1 2022, according to the latest research from Counterpoint’s Global Cellular IoT Module and Chipset Tracker by Application. India was the fastest growing market (59% YoY) followed by Middle East Africa, Japan, North America, China, Western Europe and Korea, all registering healthy double-digit growth. However, the largest IoT module market, China, saw demand dip by 11% QoQ due to the new wave of COVID-19 and resulting lockdowns.

Commenting on the market dynamics, Senior Research Analyst Soumen Mandal said, “The cellular IoT module market remains competitive, but there is growing consolidation. For example, Quectel, Fibocom and Sunsea accounted for more than half of the global IoT cellular module shipment volumes for the first time ever. This highlights the growing influence, expertise, and scale of these Chinese vendors in the fast-growing global market.

Quectel’s cellular IoT module shipments grew 77% YoY in Q1 2022 to a healthy 38% of global volume. Quectel now ships more modules than the next ten vendors combined. Quectel continues to dominate geographically with leadership in seven out of ten key markets globally. Quectel commands a strong position in 4G and NB-IoT modules. Quectel is expanding its 5G portfolio and aims to gain scale as the technology ramps.

Fibocom’s shipments grew by 24% YoY benefitting from the surging demand for 4G Cat 1 bis modules, which is one of the fastest growing segments and led by Fibocom globally. 4G Cat 1 bis is becoming a key technology targeting the 2G and 3G IoT installed base and similar applications such as POS and telematics. Fibocom is also heavily focusing on 5G AIoT based smart modules to maintain a lead in high value applications.

Sunsea AIoT which includes the brands SIMcom and Longsung, has cemented its place in the top three brands. It focuses on 4G Cat-1 and NB-IoT modules. China continues to be the key market for Sunsea; it will need to diversify if it wants to scale and grow at the same pace as its peers.

Telit captured 4.6% share and is the only non-Chinese brand in the top five players. Demand for its modules remains healthy in North and Latin America. The module mix shifted slightly with increasing demand for legacy 2G and 3G modules offsetting some volume decline in 4G modules due to supply chain constraints. Telit leads the Latin America market and is among the top three vendors in North America.

China Mobile, Sierra Wireless and u-blox improved their market share in Q1. The world’s largest EMS, Foxconn, also entered our top ten module players list with growing demand in the CPE and connected PC segments. The relationship with top device makers, potential EV business growth and a focus on 5G technology, should help Foxconn to grow in this sector in the mid- to long-term.”

Commenting on cellular IoT technology evolution, Associate Director Ethan Qi, said, “There is a significant shift happening in the adoption and proliferation of different cellular IoT access technologies, from LPWA (NB-IoT, LTE-M) to 4G (Cat 1, Cat 1 bis) to 4G Cat 3+, 5G and upcoming 5G Redcap. This is driven not only by the wide range of different applications, but also regional and operator adoption dynamics. NB-IoT is considered a key and fast-growing technology for low power IoT applications and has been widely adopted in China and some other parts of the world. Whereas LTE-M is preferred in markets such as Japan, Australia, North America, and parts of Europe. However, we are also witnessing many regions and operators favouring 4G Cat 1 and Cat 1 bis for some mature and some new IoT applications. While most of these technologies are complimentary, operators still have to selectively invest in one over others, depending on the IoT verticals of most importance to them.

As we see 5G rolling out, many of the advanced IoT applications such as automotive, router CPEs, PCs will move to 5G from advanced 4G technologies. Furthermore, the advent of 5G Redcap will also supplant some legacy technologies such as 3G/4G in some IoT applications. So, the entire IoT ecosystem has a wide array of cellular access technology solutions to choose from depending on the applications, data requirements, cost constraints and operator dynamics in a particular market.

The technology mix also shapes the overall cellular IoT module Average Selling Price (ASP), which declined by 3% annually in Q1 due to an increasing mix of lower cost 4G Cat 1 and 4G Cat 1 bis modules. Furthermore, the 4G Cat 4+ modules are still facing supply chain constraints and the % share of 5G modules remains small contributing to the overall ASP decline. We believe the 4G module supply chain issues will moderate later this year, but the falling ASP for 5G modules will provide an option for device OEMs to either select 4G or 5G modules moving forward.”

Commenting on which IoT applications are hottest, Research Vice President Neil Shah said, “Cellular IoT powers a diverse set of applications and the number of things that can be connected to the internet continues to rise.

Smart meters, POS and industrial were the top three applications in the global cellular IoT module market in Q1 2022. These segments are contributing to nearly 40% of total cellular IoT module shipments.

Smart meter projects have restarted in many markets post-COVID and the segment is seeing strong growth with shipments doubling compared to a year ago. Meanwhile, demand in the router/CPE segment is steadily growing as the supply constraints lessen and demand increases for FWA CPEs for the work-from-home segment, and 4G/5G upgrade projects increase for enterprise-grade routers across retail, factories, offices, etc.”

For detailed research, refer to the following reports available for subscribing clients and also for individual subscription:

Counterpoint tracks and forecasts on a quarterly basis 1500+ IoT module SKUs’ shipments, revenues, and ASP performance across 80+ IoT module vendors, 12+ chipset players, 18+ IoT applications and 10 major geographies.

Background

Analyst Contacts:

Soumen Mandal

Ethan Qi

Neil Shah

Counterpoint Research

press(at)counterpointresearch.com

Related Reports:

Global Cellular IoT Module Shipments to Cross 1.2 Bn Units by 2030

5G shipments to overtake 4G by 2028 to become the leading technology in the global cellular IoT module market.
Smart meter, industrial, router/CPE, automotive and POS will be the top five applications in 2030 in terms of shipments.
5G RedCap mass adoption is expected to happen in 2027 and onwards.

San Diego, Buenos Aires, London, New Delhi, Hong Kong, Beijing, Seoul – May 9, 2022

Global cellular IoT module shipments are expected to cross 1.2 billion units by 2030 with a CAGR of 12%, according to the latest Global Cellular IoT Module Forecast from Counterpoint Research. The shipments will be mainly driven by 5G, NB-IoT and 4G Cat 1 bis technologies. 5G will be the fastest growing (60%) technology, followed by 4G Cat 1 bis, during 2022-2030.

With 5G becoming mature, we will see large module vendors such as Quectel, Fibocom, MeiG, Foxconn, Thales, Telit and Sierra Wireless consolidating their positions in the global cellular IoT module market. Longtail module vendors will struggle with scale and partnerships.

Commenting on the market dynamics, Senior Research Analyst Soumen Mandal said, “With the ongoing sunset of 2G and 3G networks across the world, most of the demand has been shifting to LPWA, 4G Cat 1 and 4G Cat 1 bis technologies until now. NB-IoT will still remain popular in parts of Asia, including China, and Europe, while 4G Cat-1-based modules proliferate over the next few years.

With LPWA technologies such as NB-IoT, LTE-M and 4G Cat-1 driving this initial adoption of cellular IoT, the global cellular IoT market will transition from 4G to 5G in the rest of this decade. This transition will be faster compared to the transition from 2G/3G to LPWA/4G in the IoT segment. 5G will be the leading technology in the global cellular IoT module market, followed by NB-IoT and 4G Cat 1 bis.

The rollout of 5G and introduction of 5G RedCap in coming years will see the adoption of 5G across intelligent IoT applications in industrial, asset tracking, POS, telematics, healthcare and wearables segments, mostly replacing traditional 4G IoT applications. We estimate that cumulative 5G shipments (excluding 5G RedCap) will reach 2.5 billion units, growing at a CAGR of 60% between 2022 and 2030.

By the end of this decade, we should see the introduction of 6G technology for IoT. However, 6G will be limited to higher-end applications such as enterprise and broadband in the initial years of adoption.”

Commenting on the cellular IoT module application landscape, Vice-President Research Neil Shah said, “Smart meter, industrial, router/CPE, automotive and POS will be the top five applications in 2030 in terms of shipments. 5G will be preferred for Industrial 4.0 (like robotics, automation and digital twins), router/CPE (like FWA and private networks) and automotive (like connected and autonomous mobility) applications, LPWA will be preferred for utilities (smart meter) and 4G Cat 1 bis and 5G RedCap for POS applications.

China leads in 5G adoption in the global cellular IoT module market. However, North America and Europe will have great potential in the future. 5G adoption in emerging markets such as India and Latin America will also grow faster and 5G RedCap may become popular in these regions.”

For detailed research, refer to the following reports available for subscribing clients and also for individual subscription:

Counterpoint Research tracks and forecasts on a quarterly basis 80+ IoT module vendors’ shipments, revenues and ASP performance across 12+ chipset players, 18+ IoT applications and 10 major geographies.

Background

Analyst Contacts:

Soumen Mandal

Neil Shah

Counterpoint Research

press(at)counterpointresearch.com

Related Reports:

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Coverage: Cellular Tracker & Forecasts

MWC 2023 Day 2: TECNO Phantom V Fold, realme GT3 240W, CloudSIM™ and More

TECNO joins the foldable revolution

realme GT3 240W brings the fastest charging tech to smartphones

Oasis Smart-SIM demonstrates new CloudSIM™ solution

Nothing Phone (2) to be powered by Qualcomm flagship SoC

Thales launches the world’s first GSMA-certified iSIM with Qualcomm’s latest Snapdragon mobile platform

What is iSIM? And why is it important?

Huawei Watch GT Cyber gets an extreme makeover

Huawei showcases the 5.5G era and its use cases

1) Expansion in services with immersive and interactive experiences

2) Enable industry digitalization

3) Cloud applications entering a new era, creating new opportunities for network connectivity

4) Cellular networks cover all IoT applications and passive IoT enables 100 billion connections

5) From communication to integrated sensing and communication, facilitating new services

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Outsourced Manufacturing Captures More Than Half of Global Cellular IoT Module Shipments in H1 2022

Global Cellular IoT Module Shipments Grew 20% YoY in Q2 2022

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Telit’s Acquisitions to Reshape Global IoT Module Market

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iSIM-based Cellular Device Shipments to Cross 7 Bn Units During 2021-2030

Qualcomm, UNISOC, ASR Lead Cellular IoT Module Chipset Market in Q1 2022

Quectel, Fibocom & Sunsea Capture Half the Cellular IoT Module Market in Q1 2022

Global Cellular IoT Module Shipments to Cross 1.2 Bn Units by 2030

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TECNO joins the foldable revolution

realme GT3 240W brings the fastest charging tech to smartphones

Oasis Smart-SIM demonstrates new CloudSIM™ solution

Nothing Phone (2) to be powered by Qualcomm flagship SoC

Thales launches the world’s first GSMA-certified iSIM with Qualcomm’s latest Snapdragon mobile platform

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Huawei Watch GT Cyber gets an extreme makeover

Huawei showcases the 5.5G era and its use cases

1) Expansion in services with immersive and interactive experiences

2) Enable industry digitalization

3) Cloud applications entering a new era, creating new opportunities for network connectivity

4) Cellular networks cover all IoT applications and passive IoT enables 100 billion connections

5) From communication to integrated sensing and communication, facilitating new services

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