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市場調查報告書
商品編碼
1963927
窄頻聯網晶片組市場 - 全球產業規模、佔有率、趨勢、機會、預測:按設備類型、部署方式、產業、地區和競爭對手分類,2021-2031年Narrowband IoT Chipset Market - Global Industry Size, Share, Trends, Opportunity, and Forecast, Segmented By Device Type, By Deployment, By Vertical, By Region & Competition, 2021-2031F |
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全球窄頻聯網晶片組市場預計將從 2025 年的 30.4 億美元大幅成長至 2031 年的 185.4 億美元,複合年成長率達 35.17%。
該市場包含專用的半導體解決方案,用於支援低數據消耗和長壽命設備的蜂窩通訊。其成長的關鍵促進因素是對卓越能源效率(單節電池運作超過10年)的需求,以及在地下室等複雜環境中實現深層訊號穿透的需求。這些功能對於智慧電錶和工業資產追蹤的普及至關重要,使其區別於轉瞬即逝的消費科技趨勢。
| 市場概覽 | |
|---|---|
| 預測期 | 2027-2031 |
| 市場規模:2025年 | 30.4億美元 |
| 市場規模:2031年 | 185.4億美元 |
| 複合年成長率:2026-2031年 | 35.17% |
| 成長最快的細分市場 | 製造業 |
| 最大的市場 | 亞太地區 |
阻礙市場擴張的一大主要障礙是來自其他無線技術的激烈競爭,這些技術使用免授權頻段,且初始部署成本更低。根據全球行動通訊系統協會(GSMA)統計,到2024年,將有176通訊業者者積極投資窄頻聯網技術,其中132家已經推出了商用網路。這項數據表明,各方都致力於生態系統內的基礎建設,同時也凸顯了該技術要實現廣泛應用,必須克服的競爭障礙。
智慧公用事業計量系統的廣泛應用是晶片組普及的主要驅動力。公共產業傾向於選擇蜂窩網路解決方案,以確保從地下深處或封閉空間可靠地傳輸數據。在這種特定應用場景下,NB-IoT 的低功耗和高滲透性對於追蹤超過 10 年運行週期內的水和燃氣使用至關重要,能夠有效取代人工抄表。 2024 年 3 月,《智慧水務雜誌》報道的一個案例印證了這一趨勢:沃達豐西班牙公司獲得了一份為期 10 年的契約,將為 Aqualia 提供超過 100 萬台 NB-IoT 智慧水錶,以實現其水循環管理的數位化。此案例凸顯了大型計劃如何推動公共產業網路現代化,並為半導體製造商創造永續的需求。
此外,5G 和大規模機器類型通訊 (MMTC) 標準的整合正在改變市場格局,將連接範圍擴展到非地面電波網路 (NTN),從而支援先前行動電話基地台覆蓋範圍之外的遠端資產。這項進步使得晶片組能夠在地面電波網路和衛星網路之間無縫切換,這對偏遠地區的物流和農業至關重要。為了滿足這一日益成長的需求,Satelliot 在 2024 年 8 月的新聞稿中宣布,其新的 5G NB-IoT衛星星系已獲得超過 800 萬份設備連接合約。成熟的硬體生態系統為此擴展提供了支持,全球行動通訊系統協會 (GSMA) 預測,到 2024 年,將有 982 款設備型號符合 3GPP 物聯網標準,為這些先進應用提供多樣化的硬體選擇。
全球窄頻聯網晶片組市場面臨其他無線技術的激烈競爭,這些技術都運作在免許可頻譜上。與依賴授權蜂窩頻寬並需向網路營運商支付持續使用費的窄頻聯網不同,其他競爭技術使企業能夠以更低的初始成本和營運成本建立專用網路。這種經濟優勢使得非蜂窩方案對農業和物流等對成本高度敏感的行業的大規模部署極具吸引力,從而限制了窄頻聯網晶片組的潛在市場擴張。
這種競爭環境阻礙了成長,使得替代生態系統得以在蜂巢解決方案站穩腳跟之前,在關鍵產業領域生根發芽。非蜂窩設備的廣泛應用充分體現了這一障礙的嚴重性,這直接降低了對蜂窩晶片的需求。例如,LoRa聯盟報告稱,到2024年,全球將部署超過3.5億個LoRaWAN終端節點。如此龐大的非蜂窩連接數量表明,免許可技術已經佔據了低功率廣域網路市場的大部分佔有率,迫使窄頻聯網供應商與成熟且經濟高效的現有技術競爭。
雙模LTE-M和NB-IoT系統晶片(SoC)的普及正在緩解因網路標準區域差異造成的碎片化問題,並加速蜂巢式物聯網領域的融合。設備製造商正擴大使用多模晶片,以開發可同時兼容歐洲NB-IoT和北美LTE-M基礎設施的單一全球SKU(庫存管理單元)。這種融合消除了對特定區域硬體版本的需求,顯著簡化了供應鏈物流,並確保了跨境資產的互通性。正如全球認證論壇(Global Certification Forum)於2025年2月發布的《2025年設備技術趨勢報告》中所指出的,到2024年,超過88%的認證設備將整合多種無線技術,這凸顯了業界正朝著能夠實現無縫國際營運的多功能連接解決方案轉型。
同時,整合SIM卡(iSIM)架構的過渡正在從根本上改變晶片組設計,它將用戶識別模組直接整合到系統晶片)中。這項進步消除了對實體SIM卡和焊接eSIM的需求,從而為緊湊型感測器騰出了大量的基板空間,並降低了對成本敏感的追蹤設備的整體材料清單(BOM)。此外,由於無需為外部SIM組件提供專用電源軌,電源效率也得到了提升。根據Kigen於2025年1月發布的關於Nordic Semiconductor的新聞稿,新開發的nRF9151系統級封裝(SiP)與上一代產品相比,尺寸縮小了20%,峰值電力消耗降低了45%。這項改進主要得益於先進iSIM功能的整合。
The Global Narrowband IoT Chipset Market is projected to expand significantly, rising from USD 3.04 Billion in 2025 to USD 18.54 Billion by 2031, representing a compound annual growth rate of 35.17%. This market comprises specialized semiconductor solutions designed to facilitate cellular communication for devices characterized by low data usage and long operational lifespans. Growth is largely propelled by the requirement for superior energy efficiency, enabling devices to run for over a decade on a single battery, alongside the necessity for deep signal penetration in difficult environments such as underground basements. These functional capabilities are essential for the widespread adoption of smart metering and industrial asset tracking, distinguishing them from fleeting consumer technology fads.
| Market Overview | |
|---|---|
| Forecast Period | 2027-2031 |
| Market Size 2025 | USD 3.04 Billion |
| Market Size 2031 | USD 18.54 Billion |
| CAGR 2026-2031 | 35.17% |
| Fastest Growing Segment | Manufacturing |
| Largest Market | Asia Pacific |
One significant obstacle potentially hindering market expansion is fierce competition from alternative wireless technologies that utilize unlicensed spectrums and provide lower initial deployment costs. According to the Global mobile Suppliers Association, 176 operators were actively investing in Narrowband IoT technology in 2024, with 132 having already launched commercial networks. This statistic underscores the strong commitment to infrastructure development within the ecosystem while simultaneously recognizing the competitive hurdles the technology must overcome to attain ubiquitous adoption.
Market Driver
The extensive deployment of smart utility metering systems serves as a major driver for chipset adoption, with utility providers favoring cellular solutions that guarantee reliable data transmission from deep underground or enclosed areas. This specific use case necessitates the low-power consumption and high-penetration attributes of Narrowband IoT to track water and gas usage over operational periods exceeding a decade, effectively supplanting manual reading methods. This trend was validated in March 2024, when Smart Water Magazine reported that Vodafone Spain secured a ten-year deal to provide over 1 million NB-IoT smart water meters to digitize Aqualia's water cycle management, demonstrating how large-scale projects are modernizing utility grids and generating sustained volume for semiconductor producers.
Furthermore, the convergence with 5G and Massive Machine-Type Communications standards is transforming the market by expanding connectivity to non-terrestrial networks (NTN), allowing support for remote assets previously outside the range of cellular towers. This advancement enables chipsets to transition smoothly between terrestrial and satellite networks, a vital feature for logistics and agriculture in isolated areas. Highlighting this demand, Sateliot announced in an August 2024 press release that it had already contracted to connect over 8 million devices through its new 5G NB-IoT satellite constellation. This expansion is supported by a mature hardware ecosystem; the Global mobile Suppliers Association noted that in 2024, the number of devices supporting 3GPP IoT standards reached 982, providing a wide array of hardware choices for these sophisticated applications.
Market Challenge
The Global Narrowband IoT Chipset Market faces significant constraints due to strong competition from alternative wireless technologies that function on unlicensed spectrums. In contrast to Narrowband IoT, which depends on licensed cellular bands and involves recurring subscription fees to network operators, competing technologies permit businesses to establish private networks with considerably lower initial and ongoing costs. This financial benefit renders non-cellular options highly appealing for extensive deployments in cost-conscious industries like agriculture and logistics, thereby restricting the potential market reach for Narrowband IoT chipsets.
This competitive environment impedes growth by enabling these alternative ecosystems to establish themselves in critical industrial sectors before cellular solutions can secure a position. The scale of this obstacle is illustrated by the extensive adoption of non-cellular devices, which directly diminishes the demand for cellular-based silicon. For instance, the LoRa Alliance reported in 2024 that over 350 million LoRaWAN end nodes had been deployed worldwide. This substantial volume of connections outside the cellular framework indicates that unlicensed technologies have already secured a large portion of the low-power wide-area network market, compelling Narrowband IoT vendors to contend with a well-established and cost-efficient incumbent.
Market Trends
The widespread adoption of Dual-Mode LTE-M and NB-IoT System-on-Chips (SoCs) is unifying the cellular IoT sector by resolving the fragmentation caused by differing regional network standards. Device manufacturers are increasingly utilizing multi-mode silicon to develop single global stock-keeping units (SKUs) that function on both European NB-IoT and North American LTE-M infrastructures. This consolidation removes the requirement for region-specific hardware versions, significantly simplifying supply chain logistics and guaranteeing interoperability for assets traveling across borders. As noted in the 'Device Technology Trends Report 2025' by the Global Certification Forum in February 2025, over 88% of certified devices featured multiple radio technologies in 2024, underscoring the industry's shift toward versatile connectivity solutions that facilitate seamless international operation.
Simultaneously, the move toward Integrated SIM (iSIM) architecture is fundamentally transforming chipset design by embedding subscriber identity modules directly within the system-on-chip. This development eliminates the necessity for physical SIM cards or soldered eSIMs, liberating critical board space for compact sensors and lowering the overall Bill of Materials (BOM) for cost-sensitive tracking devices. This shift also improves power efficiency by removing the dedicated power rails needed for external SIM components. According to a January 2025 press release from Kigen regarding Nordic Semiconductor, the new nRF9151 System-in-Package delivers a 20 percent reduction in design size and 45 percent lower peak power consumption compared to earlier generations, an improvement driven largely by the integration of advanced iSIM capabilities.
Report Scope
In this report, the Global Narrowband IoT Chipset Market has been segmented into the following categories, in addition to the industry trends which have also been detailed below:
Company Profiles: Detailed analysis of the major companies present in the Global Narrowband IoT Chipset Market.
Global Narrowband IoT Chipset Market report with the given market data, TechSci Research offers customizations according to a company's specific needs. The following customization options are available for the report: