セルラーIoTとLPWA向けチップセットとモジュール市場　第10版

Berg Insight「セルラーIoTとLPWA向けチップセットとモジュール市場　第10版 – The Cellular IoT and LPWA Chipset and Module Market – 10th Edition」はセルラーIoTチップセットモジュールの市場データを主要セグメント別提供します。

主な掲載内容

• IoT向けWAN（広域通信網）
• 3GPP エコシステム
  • 技術的特性
  • ネットワークフットプリント
  • 半導体ベンダ
  • モジュールベンダ
• LoRaとLoRaWANのエコシステム
  • 技術的特性
  • ネットワークプリント
  • 半導体とモジュールベンダ
• 新たな低電力IoTコネクティビティのエコシステム
  • IEEE 802.15.4
  • Wirepas Mesh
  • DECT-2020 NR (NR+)
  • Mioty
  • チップセットおよびモジュールベンダー
• 市場予測と動向
  • 市場サマリ―
  • セルラーIoTデバイス市場
  • セルラーIoT技術の様相
  • セルラーIoTの地域別市場動向
    • 欧州
    • 北米
    • ラテンアメリカ
    • 中国
    • その他のアジア太平洋地域
    • 中東＆アフリカ
  • LoRaデバイス市場
  • Sigfoxデバイス市場
  • 新たな低電力IoTコネクティビティ技術

Report Overview

The Cellular IoT and LPWA Chipset and Module Market gives a comprehensive overview of the main wide area networking technologies for the Internet of Things – 2G/3G/4G/5G cellular, LoRa, Sigfox as well as a group of emerging LPWA technologies including 802.15.4-based protocols, Wirepas Mesh, DECT-2020 NR and Mioty. This strategic research report from Berg Insight provides you with 150 pages of unique business intelligence including 5-year industry forecasts and expert commentary on which to base your business decisions.

Global demand for IoT wide area networking technology is in a growth phase. Berg Insight forecasts that annual shipments of cellular and non-3GPP LPWA IoT modules will grow at a compound annual growth rate (CAGR) of 7.7 percent from 909 million units in 2025 to 1.32 billion units in 2030. Get up to date with the latest trends from all vertical markets with this unique 150-page report and database covering cellular IoT chipset and module shipments across 30+ device types, 10 technologies and 6 regional markets.

Highlights from the report

• 360-degree overview of the main IoT wide area networking ecosystems.
• Cellular IoT chipset and module data by region, vertical, device type and technology from 2018–2030.
• Market shares for cellular IoT chipset and module vendors.
• Comparison of technologies and standards.
• Updated profiles of the main suppliers of IoT chipsets and modules.
• Adoption trends for 5G technologies including 5G eMBB, 5G RedCap and 5G eRedCap, as well as LPWA technologies including NB-IoT, LTE-M, LoRa and Sigfox.
• Cellular and non-3GPP LPWA IoT device market forecasts until 2030.

Cellular IoT module shipments reached 612 million in 2025

The Internet of Things is continuously evolving and expanding into new domains. By the end of 2025, approximately 4.8 billion devices were connected to wide area networks based on cellular or low-power IoT technologies. The market is highly diverse and divided into multiple ecosystems. This report focuses on the most prominent technology ecosystems for wide area IoT networking – the 3GPP ecosystem of cellular technologies and the LPWA technologies LoRa and Sigfox – as well as a group of other low-power IoT technologies including IEEE 802.15.4-based protocols, Wirepas Mesh, DECT-2020 NR (NR+) and Mioty.

The 3GPP family of cellular technologies supports the largest ecosystem in wide area IoT networking. The cellular IoT chipset and module market can be divided into two main segments with distinct supply chains: general IoT solutions and automotive-grade solutions. Yearly shipments of cellular IoT modules excluding automotive NAD modules amounted to 612 million units in 2025, up 33 percent year-on-year. Annual cellular IoT module revenues grew by 19 percent to US$ 5.6 billion. The five largest cellular module vendors – Quectel, Fibocom, Telit Cinterion, MeiG and China Mobile IoT – held a market share of 73 percent in terms of revenues.

The China-based vendors Quectel, China Mobile IoT, Sunsea AIoT, Lierda and Fibocom rank as the volume leaders, benefitting from the massive scale of the domestic market. ZXInfoTek has also rapidly emerged as a prominent vendor with a strong position in the POS terminal segment. ASR Microelectronics, Qualcomm, Eigencomm, UNISOC, Xinyi and MediaTek are the main cellular IoT chipset suppliers. Cellular IoT module shipments are forecasted to grow at a compound annual growth rate (CAGR) of 7.2 percent to reach 976 million units by 2030.

Automotive-grade modules, or NAD modules, are provided by specialised cellular module providers, ODMs and TCU vendors. Quectel is the leading provider of NAD modules with a volume market share of 27 percent, followed by Rolling Wireless with a market share of 13 percent. Other major NAD module vendors include the TCU vendors LG Electronics and Aumovio, as well as Kontron, Favalon (Fibocom), MeiG and Compal. The automotive-grade chipset segment is dominated by Qualcomm, while MediaTek ranks second. NAD module shipments are forecasted to grow at a CAGR of 4.6 percent from 78 million units in 2025 to 98 million units in 2030.

LoRa is gaining momentum as a global connectivity platform for IoT devices. Cumulative shipments of LoRa end nodes reached 500 million at the beginning of 2026. The majority of demand comes from devices deployed in private networks, which remain the dominant deployment model for LoRa networks. The major volume application segments are smart gas and water metering, followed by local area IoT deployments for networking of smart sensors and tracking devices in cities, industrial plants and commercial buildings. Smart home is expected to become a major application area in the coming years, driven by Amazon’s Sidewalk network that is expanding beyond the US. Berg Insight estimates that yearly shipments of LoRa devices amounted to 90 million units in 2025. Until 2030, yearly shipments are forecasted to grow at a CAGR of 17.5 percent to reach 202 million units.

Other low-power IoT device ecosystems such as IEEE 802.15.4, Wirepas Mesh, Sigfox, Mioty and NR+ have the potential to grow into significant IoT networking platforms in the coming years. So far, IEEE 802.15.4 has achieved the most widespread adoption. The technology is the most mature in the group and has gained support from several of the leading smart metering vendors.

Wirepas Mesh reached an installed base of over 20 million in early 2026 and has been used in a number of large-scale projects. Sigfox had an installed base of 15 million at year-end 2025. The Singapore-based Sigfox operator UnaBiz took over as the new owner of Sigfox in 2022, setting a new direction for the Sigfox technology and operating model for the business. Berg Insight believes that the critical test for Sigfox will be how the technology is received in the asset tracking segment. Mioty has in the last few years started to gain traction within smart water metering and has reached an installed base of over 1 million. DECT-2020 NR (NR+) is at an even earlier stage of development, with deployments still primarily limited to pilot projects and early commercial implementations.

Table of Contents

Executive Summary

1 Wide Area Networks for the Internet of Things

1.1 Which things will be connected to wide area networks?
1.1.1 Utility meters
1.1.2 Motor vehicles
1.1.3 Buildings
1.1.4 Asset tracking and supply chain visibility
1.1.5 The opportunity to create smarter and safer cities
1.1.6 The convergence of IoT and AI
1.2 What are the technology options?
1.2.1 Network deployment models
1.2.2 Licensed and unlicensed frequency bands
1.2.3 Cost comparison for cellular and LPWA technologies
1.3 Which are the leading technology ecosystems?

2 3GPP Ecosystem

2.1 Technology characteristics
2.1.1 3GPP Release 13 (2016) – Introducing LTE-M and NB-IoT
2.1.2 3GPP Release 14 (2017) – IoT enhancements and C-V2X
2.1.3 3GPP Release 15 (2019) – The first phase of 5G specifications
2.1.4 3GPP Release 16 (2020) – URLLC and 5G NR C-V2X
2.1.5 3GPP Release 17 (2022) – RedCap and NTN communications
2.1.6 3GPP Release 18 (2024) – The first 5G-Advanced specifications and eRedCap
2.1.7 3GPP Release 19 (2025) – Ambient IoT as a new low-power cellular IoT class
2.2 Network footprint
2.2.1 2G/3G mobile networks
2.2.2 4G LTE mobile networks
2.2.3 4G/5G mobile IoT networks (LTE-M and NB-IoT)
2.2.4 5G mobile networks
2.3 Semiconductor vendors
2.3.1 Altair Semiconductor
2.3.2 ASR Microelectronics
2.3.3 Eigencomm
2.3.4 HiSilicon
2.3.5 MediaTek
2.3.6 MLINK
2.3.7 Qualcomm
2.3.8 Samsung Electronics
2.3.9 Sequans Communications
2.3.10 UNISOC
2.3.11 Xinyi Information Technology
2.3.12 Other semiconductor vendors
2.4 Module vendors
2.4.1 Cavli Wireless
2.4.2 China Mobile IoT
2.4.3 Eagle Wireless
2.4.4 Fibocom
2.4.5 Kontron
2.4.6 Lierda
2.4.7 MeiG Smart Technology
2.4.8 Murata
2.4.9 Neoway
2.4.10 Nordic Semiconductor
2.4.11 Quectel
2.4.12 Rolling Wireless
2.4.13 Semtech
2.4.14 Sunsea AIoT (SIMCom & Longsung)
2.4.15 Telit Cinterion
2.4.16 Trasna
2.4.17 ZxInfoTek
2.4.18 Other cellular IoT module vendors

3 LoRa and LoRaWAN Ecosystem

3.1 Technology characteristics
3.2 Network footprint
3.2.1 Europe
3.2.2 Asia-Pacific
3.2.3 The Americas
3.2.4 Middle East & Africa
3.3 Semiconductor and module vendors
3.3.1 Semtech
3.3.2 Other semiconductor vendors
3.3.3 LoRa module vendors

4 Sigfox Ecosystem

4.1 Technology characteristics
4.2 Network footprint
4.2.1 Europe
4.2.2 The Americas
4.2.3 Asia-Pacific
4.2.4 Middle East & Africa
4.2.5 UnaBiz partners with the LoRaWAN ecosystem
4.2.6 Examples of major Sigfox use cases
4.3 Semiconductor and module vendors
4.3.1 Semiconductor vendors
4.3.2 Sigfox module vendors

5 Emerging Low-Power IoT Connectivity Ecosystems

5.1 IEEE 802.15.4
5.1.1 Connectivity stacks based on 802.15.4
5.1.2 Network footprint
5.2 Wirepas Mesh
5.3 DECT-2020 NR (NR+)
5.4 Mioty
5.5 Chipset and module vendors

6 Market Forecasts and Trends

6.1 Market summary
6.2 The cellular IoT device market
6.2.1 The cellular IoT chipset market shares
6.2.2 Cellular IoT module market shares
6.2.3 Automotive cellular IoT chipset market shares
6.2.4 NAD module market shares
6.3 The cellular IoT technology landscape
6.4 Cellular IoT regional market trends
6.4.1 Europe
6.4.2 North America
6.4.3 Latin America
6.4.4 China
6.4.5 Rest of Asia-Pacific
6.4.6 Middle East & Africa
6.5 The LoRa device market
6.6 The Sigfox device market
6.7 Emerging low-power IoT connectivity technologies

Glossary

List of Figures

Figure 1.1: Top wide area IoT target segments (2025) ……… 5
Figure 1.2: Building stock by category (EU27+3/US 2025) ……… 7
Figure 1.3: Unlicensed frequency bands for wireless IoT applications …… 12
Figure 1.4: Cost comparison for wireless modules (2026) ……… 13
Figure 2.1: Comparison of LTE Cat-1, LTE Cat-1 bis, LTE-M and NB-IoT specifications … 17
Figure 2.2: Comparison of RedCap and eRedCap specifications …… 18
Figure 2.3: Technology positioning of RedCap in relation to eMBB, URLLC and mMTC .. 20
Figure 2.4: IoT solution design options……….. 23
Figure 2.5: Cost comparison between module and chip-down designs …. 24
Figure 2.6: Routes to market for cellular IoT chipsets …….. 24
Figure 2.7: Business activities of key cellular chipset providers (Q2-2026) ……. 25
Figure 2.8: ASR Microelectronics’ cellular IoT chipsets (Q2-2026) …….. 27
Figure 2.9: Eigencomm revenues by product/service (2022–2024) ……. 28
Figure 2.10: Eigencomm’s cellular IoT chipsets (Q2-2026) …….. 29
Figure 2.11: MediaTek’s cellular IoT chipsets (Q2-2026) ……….. 31
Figure 2.12: MLINK’s IoT chipsets (Q2-2026) …………. 32
Figure 2.13: Qualcomm’s IoT modem chipsets (Q2-2026) …….. 34
Figure 2.14: QCT revenues by segment (2023–2025) …….. 35
Figure 2.15: Samsung’s automotive chip solutions …….. 37
Figure 2.16: Sequans’ product and licence revenues (2022–2025) ……. 39
Figure 2.17: UNISOC’s cellular IoT chipsets (Q2-2026) ……… 40
Figure 2.18: Xinyi’s cellular IoT chipsets (Q2-2026) ……….. 42
Figure 2.19: Business activities of other cellular chipset providers (Q2-2026) ……. 43
Figure 2.20: Fibocom’s embedded wireless IoT modules (Q2-2026) …….. 49
Figure 2.21: Fibocom’s AI-powered robot solution …….. 50
Figure 2.22: MeiG’s embedded cellular IoT modules (Q2-2026) ……. 53
Figure 2.23: Neoway’s revenue by segment (2023–2025) ……… 54
Figure 2.24: Neoway’s embedded cellular IoT modules (Q2-2026) ……. 55
Figure 2.25: Nordic Semiconductor’s revenues by segment (2021–2025) …. 56
Figure 2.26: Feature comparison of the nRF91 and nRF93 modules …….. 57
Figure 2.27: Quectel’s cellular IoT module series (Q2-2026) ……… 59
Figure 2.28: Semtech’s embedded cellular module series (Q2-2026) ……. 62
Figure 2.29: Semtech’s embedded cellular modules (Q2-2026) …….. 63
Figure 2.30: Sunsea AIoT’s revenue by segment (2022–2025) …… 64
Figure 2.31: Embedded cellular IoT modules from SIMCom and Longsung (Q2-2026) … 65
Figure 2.32: Overview of the SIMCom AI stack……….. 66
Figure 2.33: Telit Cinterion’s embedded cellular IoT modules (Q2-2026) …… 68
Figure 2.34: Trasna’s embedded cellular IoT modules (Q2-2026) ……… 70
Figure 2.35: ZxInfoTek’s LTE Cat-1 bis modules (Q2-2026) ……. 71
Figure 3.1: LoRaWAN network architecture ………… 78
Figure 3.2: Public LoRaWAN network operators in Europe (Q2-2026) …… 80
Figure 3.3: Public LoRaWAN network operators in Asia-Pacific (Q2-2026) …. 82
Figure 3.4: Public LoRaWAN network operators in the Americas (Q2-2026) ….. 83
Figure 3.5: Amazon Sidewalk network coverage (Q2-2026) …… 83
Figure 3.6: Public LoRaWAN network operators in Middle East & Africa (Q2-2026) .. 84
Figure 3.7: Semtech’s LoRa business KPIs (FY-2023–FY-2026) …….. 87
Figure 3.8: LoRa module vendors (Q2-2026) …………. 89
Figure 4.1: Sigfox network architecture ………. 93
Figure 4.2: Sigfox network partners in Europe (Q1-2026) ………. 95
Figure 4.3: Sigfox networks in the Americas (Q1-2026) ……… 96
Figure 4.4: Sigfox networks in Asia-Pacific and MEA (Q1-2026) …….. 97
Figure 4.5: List of Sigfox module vendors by supported regions (Q1-2026) ……. 100
Figure 5.1: Major 802.15.4 networking platforms for smart metering (Q4-2025) ….. 106
Figure 5.2: Technology positioning for NR+ in relation to eMBB, URLLC and mMTC …. 108
Figure 5.3: The Mioty telegram splitting technology ……… 110
Figure 5.4: Members of the Mioty Alliance (Q2-2026) ………. 111
Figure 6.1: Cellular/non-3GPP LPWA IoT device shipments by region (World 2024–2030) …. 114
Figure 6.2: Cellular/non-3GPP LPWA IoT device shipments by technology (World 2025) .. 115
Figure 6.3: Cellular IoT device design architectures ……… 116
Figure 6.4: Cellular IoT device shipments by design architecture …….. 117
Figure 6.5: Cellular IoT chipset vendor volume market shares (World 2025) …… 118
Figure 6.6: Cellular IoT chipset vendor volume by technology (World 2025) …… 119
Figure 6.7: Top cellular IoT module vendors, by revenues and shipments (World 2025) … 121
Figure 6.8: Automotive cellular IoT chipset volume market shares (World 2025) …. 122
Figure 6.9: NAD module volume market shares (World 2025) ……… 123
Figure 6.10: Cellular IoT module shipment forecast by technology (World 2024–2030) ….. 125
Figure 6.11: Top 10 LTE Cat-4+ device types by module shipments (World 2025) …. 125
Figure 6.12: Top 10 LTE Cat-1 device types by module shipments (World 2025) … 126
Figure 6.13: Top 10 LTE Cat-1 bis device types by module shipments (World 2025) ….. 127
Figure 6.14: Top 10 LTE-M device types by module shipments (World 2025) …. 128
Figure 6.15: Top 6 NB-IoT device types by module shipments (World 2025) …… 129
Figure 6.16: Top 6 5G eMBB device types by module shipments (World 2025) ….. 130
Figure 6.17: Cellular IoT module shipments by region and vertical (World 2024–2030) ….. 131
Figure 6.18: Cellular IoT module shipment forecast (Europe 2024–2030) ……. 132
Figure 6.19: Cellular IoT module shipment forecast (North America 2024–2030) … 134
Figure 6.20: Cellular IoT module shipment forecast (Latin America 2024–2030) ….. 135
Figure 6.21: Cellular IoT module shipment forecast (China 2024–2030) ….. 137
Figure 6.22: Cellular IoT module shipment forecast (Rest of Asia-Pacific 2024–2030) …. 139
Figure 6.23: Cellular IoT module shipment forecast (Middle East & Africa 2024–2030) .. 140
Figure 6.24: LoRa device shipments forecast (World 2024–2030) ……. 142
Figure 6.25: Sigfox device shipments forecast (World 2024–2030) ……… 144
Figure 6.26: 802.15.4 WAN device shipments forecast (World 2024–2030) …. 145

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