IoT蜂巢式模组模式追踪调查:市场资料概要 (2025年第3季)

本报告探讨了物联网蜂窝模组型号的趋势，细分了物联网蜂窝模组供应商、技术、频段、外形尺寸和其他细分市场，并分析了其随时间的变化。

实际优势：

• 了解按技术代数和使用者设备 (UE) 类别划分的模组型号可用性。
• 透过数据交互，揭示各个蜂窝模组特性随时间变化的趋势。
• 了解哪些模组获得了认证机构的认证，包括美国营运商和两个国际认证组织。
• 了解哪些晶片组整合到了最新的模组型号中，以及它们是如何演变的。

关键问题解答：

• 各供应商的型号组合在可用模组中所占的百分比是多少？
• 随着设备 OEM 需求的不断发展，模组供应商优先考虑哪些连接标准？
• 哪些产品功能会随着时间的推移而变得越来越流行？
• 哪些晶片组製造商和晶片组类型在物联网模组市场中应用最为广泛？

研究亮点：

• 2,361 款物联网蜂窝模组型号：按供应商、技术、频段、外形尺寸、数据机、功能集和发布/退出日期分类
• 自上次更新以来，新增 260 款型号，其中 5G RedCap 和 LTE Cat-1bis 型号显着增加
• 全球首次将相容于非地面网路 (NTN) 的晶片组整合到物联网蜂窝模组中
• 以上所有资料的互动式视觉化

目录

本产品应与物联网蜂巢模组型号追踪器 (MD-ICM-106) 结合阅读。

主要调查结果

最新消息

研究方法

模组型号发布亮点

按调变解调器製造商细分

高通在市场上蜂窝模组中的整合状态

5G RedCap 模组型号更新

首款相容 NTN 的模组发布

Cat-1 和 Cat-1bis 模组型号更新

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