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2021-11-18
发表于 2022-1-14 14:08:23 |显示全部楼层
Global Cellular IoT Module Shipments Cross 100 Million for First Time in Q2 2021SEPTEMBER 9, 2021
|IN PRESS RELEASES
|BY SOUMEN MANDAL


  • The quarter saw record 53% and 60% YoY increase in shipments and revenue respectively.
  • Qualcomm dominated the global cellular IoT chipset market, capturing almost half of it.
  • Smart meter, POS, automotive, router/CPE and industrial were the top five applications in this quarter.

  • San Diego, Buenos Aires, London, New Delhi, Hong Kong, Beijing, Seoul – September 9, 2021
    Global cellular IoT module quarterly shipments reached the 100 million mark for the first time in Q2 2021, according to the latest research from Counterpoint’s Global Cellular IoT Module, Chipset and Application Tracker. 5G was the fastest growing technology YoY (+800%), followed by 4G Cat 1 (+100%). However, NB-IoT captured close to a third of the market in terms of shipments. China alone contributed nearly 85% of the total NB-IoT module shipments in this quarter and continues to be the leading geography for cellular IoT use-cases and deployments.
    Commenting on the market dynamics, Research Analyst Soumen Mandal said, “Quectel, Fibocom and Telit are the top three players in global cellular IoT module revenue rankings, capturing nearly 40% of the total revenue during Q2 2021.
    Quectel cellular IoT revenue grew 49% YoY during the quarter due to strong performance of NB-IoT and 4G Cat 1 modules in mainland China. Continuous rise in global presence, diversified product portfolio and increasing partnerships with more IoT module ecosystem players helped Quectel increase its market share in Q2 2021 compared to the previous quarter. Moreover, Quectel entered IoT antenna services, offering more than 250 antenna options. These services can be an alternative revenue source in the coming years. The vertical integration will help Quectel establish itself as a “true IoT” component solutions vendor in the global market.
    Fibocom was also able to increase its share in the global cellular IoT module market, cementing the second spot in our global rankings. The company saw strong demand for its 4G Cat 1 shipments during this quarter but also continued to expand its 5G modules portfolio, targeting multiple applications to closely compete with the likes of Quectel, Thales and MeiG.
    Telit entered the top three rankings of cellular IoT module vendors riding on its strong performance in 4G Cat 1 and LPWA modules. Moreover, Telit launched smart modules and NB-IoT modules recently following in Chinese module players’ footsteps. These modules will give Telit a boost across North America and Europe in the coming quarters.
    Thales’ cellular IoT module revenue grew 47% YoY. 4G Cat 1, 5G and smart modules are expected to help Thales regain market share in coming quarters, with strong traction across the developed markets like Europe, North America and Japan.
    Rolling Wireless and MeiG are some notable players among the Top 10 cellular IoT module vendors which are improving performance continuously. Rolling Wireless is purely focussed on automotive applications, whereas MeiG is more focussed on POS, telematics, industrial and router/CPE applications.”
    Exhibit 1: Global Cellular IoT Module Revenue Share by Module Vendor, Q2 2021
    Source: Counterpoint’s Global Cellular IoT Module, Chipset and Application Tracker, Q2 2021

    The following exhibit showcases the competitive dynamics for IoT chipset vendors across different geographies. These dynamics are a function of a telecom operator’s strategy, application focus and partnerships with module vendors.


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