Cellular Tracker

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The IoT Intelligence Tracker gives the Counterpoint perspective on a curated collection of recent news and other articles that have made an impact on the IoT ecosystem (module vendors, chipset players, MNOs, service providers, applications, and more). It gives readers an idea of the current state of affairs in the sector and potential ramifications, helping connect the dots.

Global Cellular IoT Module, Chipset and Application Tracker

Wireless IoT (internet of things), specifically LPWA (low-power wide-area) technology, continues to drive digital transformation and enhance real-world experiences, addressing consumer comfort and convenience while leading to energy and operating efficiency improvements across a host of industry segments.


This report tracks the global cellular IoT module and chipset market, tracking the global 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, region and application level. Currently, we are tracking 85+ IoT module vendors’ shipments and revenue performance across 12+ chipset players, and 18+ IoT applications across two major geographies (China and Rest of World) quarterly starting from Q1 2021 to Q4 2023.
Connectivity lies at the core of the Internet of Things (IoT) landscape. In the ever-evolving world of IoT and connectivity, it is critical to discern the prevailing trends that shape this industry. This comprehensive report delves into the factors driving the IoT connectivity landscape, shedding light from the perspective of managed services and Connectivity Management Platforms (CMP). There is a thorough analysis of market dynamics and competitive landscape, offering invaluable insights for Mobile Network Operators (MNOs), Mobile Virtual Network Operators (MVNOs), platform provider, and system integrators to strategize and plan effectively. Furthermore, the report furnishes extensive market projections for cellular IoT connections, eSIM, and CMP up to the year 2030. This report represents the culmination of an extensive research spanning six months, comprising both primary and secondary research methodologies, and incorporating insights from interviews with more than 30 prominent industry stakeholders.
This report includes 40+ aspects of specifications including module type, chipset supplier, chipset model, fallback technology, GNSS, Wi-Fi, Bluetooth, SIM type, packaging type, AI capability, ASP, and more. It covers the specification mapping for more than 1700+ IoT module SKUs across 85+ IoT module vendors.

Global Cellular IoT Module, Chipset and Application Tracker Q1 2018 – Q2 2021

Report l Soumen Mandal I Sep 1, 2021
This report tracks 75+ IoT module vendors’ shipments, revenue performance across 12+ chipset players, and 18+ IoT applications across 10 major geographies quarterly starting from Q1 2018 to Q2 2021.

Global Cellular IoT Module Vendor, Shipments, ASP, Revenues Forecast by Tech by Application 2018-2025

Report l Sep 15, 2021 / Soumen Mandal, Anish Khajuria, Subhadip Roy
This report forecasts the sizing, opportunity, evolution, competitive outlook, and size of the global IoT cellular module market. The forecasts include shipments, revenues, and ASP of the cellular modules by the module vendor/brand.

Xiaomi IoT Vendor Profile

Report l Soumen Mandal I Oct 9, 2020
Having invested and developed the consumer IoT sector for over eight years, Xiaomi has successfully created an IoT ecosystem with over 2,000 product SKUs. In 2020, the IoT and lifestyle product sector grew 9% YoY to reach RMB 67.4 Bn and accounted for over 27% of


Global Cellular IoT Module Shipments Cross 100 Million for First Time in Q2 2021

Press Releases I Soumen mandal I Sep 9, 2021

Smartwatch Market Grows 27% YoY in Q2 2021; Apple Watch User Base Crosses 100 Million

Press Releases I Sep 9, 2021 / Sujeong Lim

Smart Speaker Market to Grow at 21% CAGR During 2020-2025

Blog I Anshika Jain I Jul 1, 2021

Global Cellular IoT Module Shipments up 50% YoY in Q1 2021 as Demand for 5G, LTE-Cat 1 Modules Soars

Press Releases I Jun 23, 2021 I Soumen Mandal

Quectel, Thales & Fibocom Lead the Global Cellular IoT Module Market in Q4 2020

Press Releases I Apr 15, 2021 / Soumen Mandal


Neil Shah

Vice President of Research

Anshika Jain

Senior Analyst

Soumen Mandal

Senior Analyst


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