Cellular IoT Shipments up 23% Amid Vendor Challenges

Cellular IoT Module Shipments Grew 23% in Q1 2025 as US–China tensions impact vendor landscape

In short Shipments of cellular IoT modules and chipsets grew 23% year-over-year in Q1 2025, according to IoT Analytics’ Global Cellular IoT Module and Chipset Market Tracker & Forecast. This marks the fifth straight quarter of shipment growth as inventory correction drives renewed demand. Geopolitical tension and regulations are creating a dynamic market environment, as key market player u-blox exits the cellular IoT module business. The top 5 …

Cellular IoT shipments up 23% amid vendor challenges

Global cellular IoT module shipments rose 23% in Q1 2025 amid vendor shifts and geopolitical tensions affecting supply chains and market dynamics.

Cellular IoT market Q1 2025: Module shipments up 23% as US–China tensions impact vendor landscape

In short Why it matters Cellular IoT module market overview Cellular IoT module shipments continued a strong rebound in Q1 2025, growing 23% year-over-year (YoY). In June 2025, IoT Analytics updated its Global Cellular IoT Module and Chipset Market Tracker & Forecast, a quarterly in-depth analysis of the revenues and shipment volumes of companies supplying […] The post Cellular IoT market Q1 2025: Module shipments up 23% as US–China tensions imp…

Cellular modules increased 22%, according to Berg Insight

According to research from the IoT analyst firm Berg Insight, annual shipments of cellular IoT modules totalled 514 million units in 2024, registering a 22% increase from the previous year. Annual sales increased by 13% to $6 billion in the year. Until 2029, shipments of cellular IoT modules are forecasted to grow at a compound annual growth rate (CAGR) of 11% to reach 866 million units. After the cellular IoT module market declined in 2023 larg…