Overview:
This report tracks the North American cellular IoT module and chipset market, tracking the region shipments of modules and chipsets along with their connectivity technology (2G, 3G, 4G, 5G, NB-IoT, LTE-M, LPWA-Dual Mode). 4G technology can be further split into LTE Cat 1, Cat 1 bis, Cat 4 and Cat others. It also tracks the shipments and ASP at a brand and technology level. Currently, we are tracking 85+ IoT module vendors’ shipments and revenue performance across 12+ chipset players from Q1 2021 to Q3 2023.
Table of Contents:
- Definitions
- Pivot
- Flatfile
Published Date: December 2023
Overview:
This report provides an in-depth introduction to the 5G RedCap and its ecosystem, module and chipset vendor dynamics in the newly evolving 5G RedCap connectivity space. It covers the various aspects related to 5G RedCap such as the deployment type of 5G RedCap, spectrum as well as frequency bands and speeds offered by 5G RedCap. The reports also include the developments and testing of 5G RedCap by operators in various regions across the globe. Additionally, the report provides an overview of 5G RedCap and 5G eRedCap market opportunities by applications, which will help understand potential applications for 5G RedCap connectivity.
Table of Contents
- Introduction to 5G RedCap and Ecosystem
- Definition of Various 5G Standards
- 5G RedCap Positioning and Need for 5G RedCap
- Comparison of 4G Cat 1, 4G Cat 4 and 5G RedCap
- Comparison of 5G, 5G RedCap and 5G eRedCap
- GSMA’s 5G RedCap Standard Evolution Timeline
- Recent 5G RedCap Launches from Module, Chipset Vendors
- 5G IoT Applications Scenarios for Various 5G Standards
- 5G RedCap and eRedCap Market Opportunities
- Market Potential of Various 5G Standards
- Technology Transition from 4G to 5G RedCap
- 5G RedCap and eRedCap Market by Applications
- Possible Use Cases for 5G RedCap and eRedCap
- 5G RedCap Developments by Operators
- 5G RedCap Testing by Operators in the US
- 5G RedCap Testing by Operators in Europe
- 5G RedCap Testing by Operators in APAC
- 5G RedCap Testing by Operators in Rest of World
- 5G RedCap Requirements and Opportunities
- 5G RedCap Requirements
- Private Networks – Big Opportunity for 5G RedCap
- Key Takeaways
Number of Pages: 27
Published Date: November 2023
Overview:
This report tracks the global cellular smart IoT module and chipsets shipments along with their connectivity technology ( 4G and 5G). 4G technology can be further split into 4G Cat 4 and Cat Others. “Smart Module” can be defined as a module which supports Wi-Fi, GNSS, and Bluetooth connectivity besides having cellular connectivity. This module is mainly used for camera, video or analytics types of applications where it requires higher graphic processing, data storage, and real-time decision-making. It can also easily integrate with Android-based applications.
This report also helps to understand ASP trends at a brand, region and application level. Currently, we are tracking 14+ IoT module vendors’ shipments and revenue performance across 4 chipset players, and 18+ IoT applications across two major geographies (China and Rest of World) quarterly starting from Q1 2020 to Q4 2022. Some major applications we track here namely: automotive, smart meter, point of sale, industrial, enterprise, telematics, router/CPE, asset tracking, healthcare, PC, drones etc.
Table of Contents:
- Definitions
- Pivot
- Flatfile
Published Date: March 2023
Overview:
In this report, we deep-dive into Ai-Link’s strategy for its IoT module business, analyzing company shareholding and investment logic, relationship with supply chain ecosystem, R&D spending trend and production capacity. Additionally, this report provides a thorough understanding of the financial performance of each segment, as well as a detailed analysis of the cellular IoT module's performance. It also includes data on the company's key client revenue share and key supplier cost share over time.
Table of Contents:
- Company Overview
- Financial Performance
- Ai-Link Performance
- Ai-Link Revenue Share by Product Segment
- Ai-Link Revenue Share by Region
- Manufacturing and R&D
- R&D Spending Trend
- Ai-Link Production Capacity by Product Segment
- Ai-Link Actual Production by Product Segment
- Product Performance
- Ai-Link Shipment by Product Segment
- Ai-Link Cellular Module Shipment by Technology
- Ai-Link Cellular Module Revenue by Technology
- Ecosystem Partnerships
- Key Ecosystem Partnerships with Chipset Vendors
- Ai-Link Top 5 Client Revenue Share
- Ai-Link Top 5 Supplier Cost Share
Number of Pages: 24
Published Date: March 2023
Overview:
This report tracks the global cellular smart IoT module and chipsets shipments along with their connectivity technology ( 4G and 5G). 4G technology can be further split into 4G Cat 4 and Cat Others. “Smart Module” can be defined as a module which supports Wi-Fi, GNSS, and Bluetooth connectivity besides having cellular connectivity. This module is mainly used for camera, video or analytics types of applications where it requires higher graphic processing, data storage, and real-time decision-making. It can also easily integrate with Android-based applications.
This report also helps to understand ASP trends at a brand, region and application level. Currently, we are tracking 14+ IoT module vendors’ shipments and revenue performance across 4 chipset players, and 18+ IoT applications across two major geographies (China and Rest of World) quarterly starting from Q1 2019 to Q3 2022. Some major applications we track here namely: automotive, smart meter, point of sale, industrial, enterprise, telematics, router/CPE, asset tracking, healthcare, PC, drones etc.
Table of Contents:
- Definitions
- Pivot
- Flatfile
Published Date: January 2023
Overview:
This report tracks the global cellular AI IoT module and chipsets shipments along with their connectivity technology (2G, 3G, 4G, 5G, NB-IoT, LTE-M, LPWA-Dual Mode). 4G technology can be further split into 4G Cat 1, Cat 1 Bis, Cat 4 and Cat Others. “AI Module” can be defined as a module which is supporting AI capability at the hardware level with GPU, CPU, NPU and DSP features or low-level AI support which are capable to run AI at software or through cloud-based AI algorithms. This module is mainly used for camera, video or analytics types of applications where it requires higher graphic processing, data storage, and real-time decision-making. It can also easily integrate with Android-based applications. Currently, we are tracking 50+ IoT module vendors’ shipments performance across 10 chipset players, and 18+ IoT applications quarterly starting from Q1 2019 to Q3 2022. Some major applications we track here namely: automotive, smart meter, point of sale, industrial, enterprise, telematics, router/CPE, asset tracking, healthcare, PC, drones etc.
Table of Contents:
- Definitions
- Pivot
- Flatfile
Published Date: January 2023
Overview:
This report provides insight on the global market for AIoT modules which is supporting AI capability at the hardware level with GPU, CPU, NPU and DSP features or low-level AI support which are capable to run AI at software or through cloud-based AI algorithms. These modules are often used in camera, video, or analytics applications that require high levels of graphic processing, data storage, and real-time decision-making. It can also easily integrate with Android-based applications. This report provide insight on AI IoT module market by cellular connectivity technology (2G, 3G, 4G, 5G, NB-IoT, LTE-M, LPWA-Dual Mode) by application segment globally. The period covered by this report is Q1 2019 to 2030 with eight quarterly and seven yearly forecasts. This report helps in understanding the evolution of AI capability in applications. In-depth knowledge about cellular technology across 18 application categories is mapped within this report. In this report, 4G technology is further broken down into 4G Cat 1, 4G Cat 1 bis, 4G Cat 4, and 4G Cat others. 5G technology is also categorised into 5G and 5G RedCap. It also provides a comparative study of AIoT products offered by module and chipset players, as well as real-use cases to understand the current adoption of AI in various applications.
Table of Contents:
- AIoT Module Definition
- Embedded AI Evolution
- AI Penetration Trends
- Competitive Analysis
- By Module Player
- By Chipset Player
- Market Analysis
- By Module Player
- By Chipset Player
- By AI Type (Embedded, Non-embedded, Not available)
- By Technology (4G Cat 1, 4G Cat 1 bis, 4G Cat 4, 4G Other, 5G, 5G RedCap, 6G, NB-IoT, LTE-M)
- AI Module Product and Application Mapping by Module Players
- AI Chipset Product Comparison by Chipset Players
- AI Use Cases
Number of Pages: 22
Published Date: December 2022
Overview:
The report contains the global IoT module manufacturing ecosystem mapping. It demonstrates the global manufacturing status of IoT and key manufacturers. It also provides the prediction with concrete assumptions.
Table of Contents:
- Introduction
- Definitions
- Executive Summary
- Global Cellular IoT Module Market Review, H1 2022
- IoT Evolution
- From Personal to Social and Business Transformation
- IoT Value Chain is Inherently Complex and Fragmented
- Key IoT Application Areas
- Global Cellular IoT Module Market Overview
- Global Cellular IoT Module Manufacturing Ecosystem Analysis, H1 2022
- Cellular IoT Module Outsourced Manufacturing Status
- Leading OEMs’ Outsourced Manufacturing Highlights
- Top ODMs/EMSs for IoT Module Manufacturing – Overview
- Top ODMs/EMSs for IoT Module Manufacturing – General Profiling
- Key OEMs’ In-house Manufacturing Capacity
- Global IoT Module Manufacturing Outputs
- Forecasts for H2 2022
- Forecasting ODM/EMSs’ Performance in H2 2022 and Onwards
- Forecasting IoT Module ODM/EMS Market in H2 2022 – Assumptions
Number of Pages: 30
Published Date: October 2022
Overview:
Manufacturing is one essential part of the IoT module sector. Global cellular IoT module outsourced manufacturing (ODM/EMS) took more than half of total shipments in H1 2022. Moreover, outsourced manufacturing shipments are expected to grow at a CAGR of 17% until 2026, slightly increasing in terms of their contribution to total shipments.
Global cellular IoT module manufacturing tracker and insight report will help to understand relationships among module vendors, ODMs and EMS players. The comprehensive report also provides information about regional manufacturing dynamics and strategy of Chinese module vendors for globalization. Furthermore, the tracker and report will provide Counterpoint’s forecast in manufacturing up to 2026 from 2021.
Table of Content:
- Introduction
- Definitions
- Executive Summary
- Global Cellular IoT Module Market Review, H1 2022
- IoT Evolution
- From Personal to Social and Business Transformation
- IoT Value Chain is Inherently Complex and Fragmented
- Key IoT Application Areas
- Global Cellular IoT Module Market Overview
- Global Cellular IoT Module Manufacturing Ecosystem Analysis, H1 2022
- Cellular IoT Module Outsourced Manufacturing Status
- Leading OEMs’ Outsourced Manufacturing Highlights
- Top ODMs/EMSs for IoT Module Manufacturing – Overview
- Top ODMs/EMSs for IoT Module Manufacturing – General Profiling
- Key OEMs’ In-house Manufacturing Capacity
- Global IoT Module Manufacturing Outputs
- Forecasts for H2 2022 and Onwards
- Forecasting ODM/EMSs’ Performance in H2 2022 and Onwards
- Forecasting IoT Module ODM/EMS Market in H2 2022 – Assumptions
Published Date: October 2022
