The yr 2021 was a breakout yr for the mobile IoT module trade


chart: IoT modules and cellular technology market share 2021

chart: IoT modules and cellular technology market share 2021

In keeping with a brand new analysis report from the IoT analyst agency Berg Perception, annual shipments of mobile IoT modules elevated by 39 p.c in 2021 to achieve 428 million items.

Annual revenues grew sooner at 54 p.c to achieve US$ 5.3 billion, reflecting robust buyer demand in a constrained provide setting. Though the availability scarcity possible has triggered some stock build-ups, a number of distributors have reported continued robust development within the first quarter of 2022, suggesting that short-term demand stays sturdy.

The outcomes of Berg Perception’s newest mobile IoT module vendor market share evaluation present that the 5 largest mobile module distributors, together with Quectel, Fibocom, Sunsea AIoT, Thales and Telit, maintain 68 p.c of the market when it comes to revenues. Total, the yr 2021 was a file yr for the mobile IoT module trade, by which all main distributors achieved double-digit development. China-based distributors proceed to outgrow the market, partially because of the important development within the home IoT market, which now accounts for greater than 55 p.c of world mobile module demand.

4G LTE is the dominant expertise as LTE Cat-1, NB-IoT and LTE-M substitute 2G and 3G applied sciences within the low to mid market segments. LTE Cat-1 module shipments near tripled within the yr, pushed by robust uptake in China, the place chipsets from home suppliers supporting the one antenna model LTE Cat-1 bis are roughly half the value in comparison with customary LTE Cat-1 platforms. Adoption of LTE Cat-1 within the nation comes considerably on the expense of NB-IoT shipments that recorded slowing development year-on-year. Much like the earlier yr, NB-IoT module shipments have been largely confined to China. Internationally, NB-IoT module shipments are within the single-digit tens of millions with demand primarily pushed by sensible gasoline meter and sensible water meter deployments.

chart: annual shipments of cellular-lpwa iot devices world 2020-2026

chart: annual shipments of cellular-lpwa iot devices world 2020-2026

LTE Cat-1 modules additionally account for a serious share of the amount in North America, Europe and elements of the Asia-Pacific area, although LTE-M is considered as an more and more enticing various for IoT units with stricter necessities on energy consumption and lengthy lifecycle. As each LTE-M and NB-IoT are 5G-ready, they’re appropriate for IoT units that may keep within the area for greater than 10 years, which can show important as cell operators in superior markets will begin to sundown their 4G LTE networks close to the tip of the last decade. LTE-M module shipments right now far exceeds NB-IoT shipments outdoors of China. The power to carry out over-the-air software program upgrades of LTE-M units has confirmed to be the important thing issue for the expertise’s success in comparison with NB-IoT.

5G NR module shipments are beginning to take off throughout product classes reminiscent of related automobiles and IoT gateways. 3GPP’s newest Launch 17 launched 5G NR help for decreased functionality (RedCap) units, increasing 5G NR to much less complicated IoT units for higher-end purposes that require sooner speeds in comparison with LTE-M or NB-IoT. The expertise will perform as a alternative for LTE Cat-4 and LTE Cat-6 units reminiscent of wearables, telematics gateways, industrial meters and alarm panels. Enhanced RedCap (eRedCap) that’s a part of 3GPP Launch 18 will supply improved vitality effectivity and supply a migration path for LTE Cat-1 designs.

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In keeping with a brand new analysis report from the IoT analyst agency Berg Perception, annual shipments of mobile IoT modules elevated by 39 p.c in 2021 to achieve 428 million items. Annual revenues grew sooner at 54 p.c to achieve US$ 5.3 billion, reflecting robust buyer demand in a constrained provide setting. Though the…