IoT蜂巢式模組模式追蹤調查:市場資料概要 (2025年第3季)

本報告探討了物聯網蜂窩模組型號的趨勢，細分了物聯網蜂窩模組供應商、技術、頻段、外形尺寸和其他細分市場，並分析了其隨時間的變化。

實際優勢：

• 了解按技術代數和使用者設備 (UE) 類別劃分的模組型號可用性。
• 透過數據交互，揭示各個蜂窩模組特性隨時間變化的趨勢。
• 了解哪些模組獲得了認證機構的認證，包括美國營運商和兩個國際認證組織。
• 了解哪些晶片組整合到了最新的模組型號中，以及它們是如何演變的。

關鍵問題解答：

• 各供應商的型號組合在可用模組中所佔的百分比是多少？
• 隨著設備 OEM 需求的不斷發展，模組供應商優先考慮哪些連接標準？
• 哪些產品功能會隨著時間的推移而變得越來越流行？
• 哪些晶片組製造商和晶片組類型在物聯網模組市場中應用最為廣泛？

研究亮點：

• 2,361 款物聯網蜂窩模組型號：按供應商、技術、頻段、外形尺寸、數據機、功能集和發布/退出日期分類
• 自上次更新以來，新增 260 款型號，其中 5G RedCap 和 LTE Cat-1bis 型號顯著增加
• 全球首次將相容於非地面網路 (NTN) 的晶片組整合到物聯網蜂窩模組中
• 以上所有資料的互動式視覺化

目錄

本產品應與物聯網蜂巢模組型號追蹤器 (MD-ICM-106) 結合閱讀。

主要調查結果

最新消息

研究方法

模組型號發布亮點

按調變解調器製造商細分

高通在市場上蜂窩模組中的整合狀態

5G RedCap 模組型號更新

首款相容 NTN 的模組發布

Cat-1 和 Cat-1bis 模組型號更新

Actionable Benefits:

• Understanding the availability of module models by technology generation and UE Category (“Cat”).
• Manipulate the data to reveal the trends behind individual cellular module features over time.
• Establish which modules have been certified by certifying bodies, including U.S. carriers, and two global groups.
• Determine which chipsets are being integrated into the latest module models, and how that is evolving.

Critical Questions Answered:

• What share of available modules are attributed to an individual vendor’s model portfolio?
• Which connectivity standards are module vendors prioritizing, as device Original Equipment Manufacturer (OEM) demands evolve?
• Which product features are becoming ubiquitous over time?
• Which chipset manufacturers, and chipset types, are the most prevalent in the market for Internet of Things (IoT) modules?

Research Highlights:

• 2,361 IoT cellular module models catalogued by vendor, technology, spectrum bands, form factor, modem, value-added features, and in & out of market dates.
• 260 new model launches since the previous update, with notable a increase in 5G Reduced Capability (RedCap) and Long Term Evolution (LTE) Cat-1bis.
• Integration of the world’s first Non-Terrestrial Network (NTN)-capable chipsets into IoT cellular modules.
• Interactive visualizations for all the above data.

Who Should Read This?

• Wireless carriers who wish to know which vendors have what products, and what to expect to see on their networks.
• Module vendors who wish to compare their portfolios, and to research their competitors and technology trends.
• Semiconductor manufacturers who wish to see their competitors’ chipset deployments, and to study the emerging connectivity trends of the latest IoT modules.

TABLE OF CONTENTS

This product is meant to be read in conjunction with IoT Cellular Modules Model Tracker MD-ICM-106

Key Findings

Whats New

Methodology

Module Model Launch Highlights

Modem Manufacturer Breakdown

Qualcomm Integration in In-Market Cellular Modules

5G RedCap Module Model Update

First NTN Module Launches

Cat-1 Versus Cat-1bis Module Model Update