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세계의 셀룰러 IoT 모듈 출하량 및 매출 추적 조사(2021년)

Global Cellular IoT Module Tracker 2021

리서치사 IoT Analytics GmbH
발행일 2021년 05월 상품코드 1006799
페이지 정보 영문 배송안내 1-2일 (영업일 기준)
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세계의 셀룰러 IoT 모듈 출하량 및 매출 추적 조사(2021년) Global Cellular IoT Module Tracker 2021
발행일 : 2021년 05월 페이지 정보 : 영문

본 상품은 영문 자료로 한글과 영문 목차에 불일치하는 내용이 있을 경우 영문을 우선합니다. 정확한 검토를 위해 영문목차를 참고해주시기 바랍니다.

셀룰러 IoT 모듈 시장은 코로나19(COVID-19)의 영향에 의해 큰 타격을 받았고, 세계 시장 판매량은 전년대비 8% 감소한 31억 달러로 평가되었습니다. 전세계 셀룰러 IoT 모듈 출하량을 감소했으나, 유일하게 중국 시장은 성장을 나타냈고, 출하량은 전년대비14% 증가했습니다. 이것은 코로나19(COVID-19)의 영향이며, 세계 각지에서 많은 IoT에 관한 대처가 일시적으로 중단되었지만, 중국 시장에서는 단기간의 도시 봉쇄 후, 계획대로 진행되었던 것에 기인한 것입니다. 중국 이외 국가에서는 셀룰러 IoT 모듈의 23%, 중국에서는 12%를 차지하는 LTE-Cat 1 기술이 IoT 도입을 위한 강력한 견인력이 되고 있습니다.

주목해야 할 시장 동향

반도체 부족이 출하량 및 매출에 미치는 영향

세계적인 반도체 부족은 2020년 4분기에 이미 일부 셀룰러 모듈 기업에 영향을 미쳤습니다. 대부분의 셀룰러 모듈 기업은 대량의 수주잔고를 떠안고 있고, 반도체 가격도 변동이 커지고 있습니다. 따라서, 2021년 상반기에는 셀룰러 IoT 모듈 시장 전체의 출하량이 세계적으로 감소하고, 모듈 제조업체의 이익률도 하락할 것으로 예상됩니다.

많은 자동차용 IoT 모듈은이 SIM으로 변경

세계 자동차용 IoT 셀룰러 접속 모듈 시장은 최근 중국 모듈 기업이 시장을 지배하게 되었고, 구조적인 변화가 일어나고 있습니다. 2019년 초반에 Telit는 자동차용 부문을 TUS International Titan Automotive Solution에 매각했습니다. 2020년에는 Sierra Wireless가 자동차 부문을 Fibocom Wireless를 중심으로 하는 Rolling Wireless에 매각했습니다. Thales사와 uBlox는 자동차 부문에 종사하는 유일한 중국 이외 모듈 업체로 남게 되었습니다. 중국의 모듈 제조업체는 소프트 SIM에 의존하고 있는데, Thales와 같은 기업은 하드웨어 기반 eSIM에 내장된 보안 자동차 모듈의 장점을 어필하고 있습니다.

유럽에서의 LTE-Cat 1 bis 채택

중국에서 채택된 LTE-Cat 1 bis는 유럽에서도 채택 되기 시작했습니다. 대체가 되는 LTE-M은 아직 단편적이고, 유럽 여러 국가에서 이용할 수 있는 것은 아니기 때문에 LTE-Cat 1 bis가 유력한 대체 수단으로 부상하고 있습니다. 또 LTE-Cat 1는 기지국 소프트웨어 및 하드웨어 업그레이드가 불필요하기 때문에 네트워크 추가 비용이 들지 않는다는 장점이 있습니다.

세계의 셀룰러 IoT 모듈(Cellular IoT Module) 시장에 대해 조사했으며, 시장 개요, 시장 규모(출하량, 매출) 추이와 예측, 성장률, 시장 점유율, 셀룰러 접속 기술 및 도매 평균 판매 가격(ASP) 동향, 시장 성장을 가속하는 셀룰러 기술 분석, LTE-Cat 1의 중국 및 기타 지역 상황 등에 대해 정리했습니다.

목차

세계의 셀룰러 IoT 모듈 시장 : 기업별

  • 세계의 셀룰러 IoT 모듈 출하량 : 기업별
  • 세계의 셀룰러 IoT 모듈 매출 : 기업별
  • 세계의 셀룰러 IoT 모듈 도매 평균 가격 : 기업별

세계의 셀룰러 IoT 모듈 시장 : 기술별

  • 세계의 셀룰러 IoT 모듈 출하량 : 기술별
  • 세계의 셀룰러 IoT 모듈 매출 : 기술별
  • 세계의 셀룰러 IoT 모듈 도매 평균 가격 : 기술별

세계의 셀룰러 IoT 모듈 시장 : 지역별

  • 세계의 셀룰러 IoT 모듈 출하량 : 지역별
  • 세계의 셀룰러 IoT 모듈 매출 : 지역별
  • 세계의 셀룰러 IoT 모듈 도매 평균 가격 : 지역별
LSH 21.06.23

Key Insights

  • The global market for cellular IoT modules declined 8% in 2020, according to IoT Analytics' latest data.
  • China is the only large country that showed growth in 2020.
  • LTE-Cat 1 technology, which contributes to 23% of cellular IoT modules outside of China and 12% in China, is seeing strong traction for IoT deployments.
  • Quectel expanded its market-leading position for total overall cellular IoT module shipment and revenue in 2020.
  • The current global semiconductor shortage is expected to weigh heavily on 2021 growth.

The Cellular IoT Module Market: Overview

As part of IoT Analytics' expanding market coverage of IoT markets, IoT Analytics this month launched an in-depth cellular IoT module market tracker that provides a quarterly look at the revenues and shipments of 33 companies providing cellular connectivity hardware modules for IoT deployments. With 4.5 billion cellular IoT connections expected by 2025, the market for cellular IoT modules is in a long-term cyclical uptrend (which was disrupted in 2020 by COVID-19). Every connected device that makes use of a cellular connection (e.g., 2G, 3G, 4G, or 5G) uses either a cellular IoT module or a cellular chipset embedded directly into the printed circuit board of a device or a piece of equipment. The promise of pre-configured IoT modules has become increasingly attractive in recent years, as customers are looking to decrease time-to-market for IoT solutions and multi-connectivity setups have made it more complicated for companies to develop their own solutions.

The data analysis performed by IoT Analytics shows that the global cellular IoT module market took a strong hit in 2020 due to COVID-19, with global revenues declining 8% year-over-year (YoY) to $3.1 billion. The situation was different in China. Cellular IoT module shipment in China grew 14% YoY in 2020, while cellular IoT module shipment in the rest of the world declined.

The reason the Chinese market expanded while other markets contracted is simple. Many IoT initiatives were halted or, in some cases, cancelled in 2020 due to COVID-19. IoT initiatives in China, however, were much less affected and continued as planned after a short COVID-19 lockdown.

Cellular IoT Module Market Technology Deep Dive: LTE-Cat 1 and LTE-Cat 1 bis

IoT Analytics segments the cellular IoT module market by connectivity technology, including two different subsegments of 4G: LTE-Cat 1 and other 4G.

One of the exciting trends that has emerged from the research is that the connectivity picture in China is quite different than in the rest of the world.

Outside of China, LTE-Cat 1 penetration is much stronger than, for example, narrowband (NB)-IoT penetration. LTE-Cat 1 makes up 23% of the market outside of China but only 12% in China. Cellular/licensed low-power wide-area (LPWA) shipments (NB-IoT and long-term evolution-machine type communication (LTE-M)) contributed to only 10% of the market outside of China in 2020. China is focused on NB-IoT; 90% of all NB-IoT shipments in 2020 originated there.

The rise of LTE-Cat 1 started in North America a few years ago. That is when LTE-Cat 1 started to become the go-to alternative for 2G and 3G IoT applications as 2G networks were retired by network operators. The massive migration from 2G/3G to LTE-Cat 1 started in 2018. Telit, Thales, and Sierra Wireless, for example, have collectively shipped more than 40 million LTE-Cat 1 modules in the last three years in the outside-China region. As evidenced in the data, the decline in shipments of 2G/3G modules was directly proportional to the increase in shipments of LTE-Cat 1 modules outside of China.

In recent years, NB-IoT has become the new alternative for 2G IoT applications in China. NB-IoT thus became the licenced LPWA technology of choice in China. However, the absence of LTE-M in China and technical limitations within NB-IoT have led to a rise in demand for a new segment: low-cost LTE-Cat 1 bis modules. Cat 1 bis, which is based on the 3rd Generation Partnership Project's (3GPP) Release 13, is characterized by a single antenna and is optimized for low-power applications. This is in contrast to the LTE-Cat 1 standard adopted in North America, which is defined by 3GPP's Release 8 and is supported by two receive (Rx) antennas. 3GPP's Release 8 LTE-Cat 1 is based on Intel and Qualcomm chipsets, whereas 3GPP's Release 13 LTE-Cat 1 bis is driven by UNISOC 8910DM.The Release 8 LTE-Cat 1 modules cost, on average, $10 more than the Release 13 LTE-Cat 1 modules.

Cellular IoT Module Vendor Landscape: Chinese suppliers continue to gain market share

In contrast to five years ago, the cellular IoT module market today is dominated by Chinese providers. Quectel, Fibocom, and SUNSEA AIoT have established themselves as market leaders, and the market expansion in China during 2020 has increased their market position (although 2020 growth rates among Chinese players are quite different).

Quectel's revenue from cellular IoT modules grew 44% YoY in 2020 due to an increase in LTE-series and LPWA module shipments. In addition, a significant increase was reported in the company's embedded automotive segment, which served more than 60 Tier I suppliers and more than 30 vehicle original equipment manufacturers (OEMs). Fibocom's revenue from cellular IoT modules grew at a similar rate in 2020 due to increased LTE-Cat 1 bis and NB-IoT module shipments. In response to customer demand, Fibocom increased its IoT module production by 65% YoY in 2020.

Revenues declined for all European and North American providers in 2020. Thales' decline was due to the adverse impact of COVID-19 on the automotive and point-of-sale sectors. Telit's revenue decline was partially explained by the downturn in the deployment of smart meters for water and electricity in Asia-Pacific. Sierra Wireless's revenue declined due to the divestiture of its automotive-embedded module product line to Rolling Wireless, a consortium led by Fibocom Wireless Inc., and lower sales of mobile computing and networking modules caused by the design losses of two higher-margin computing module customers. Tight component supply in late Q3 and Q4 2020 was also a factor.

Key cellular IoT module market trends to watch

A global chip shortage is affecting 2021 shipment volumes and profit margins.

According to IoT Analytics data, the global chip shortage had already affected some cellular module companies in Q4 2020. Most cellular module companies have a large backlog of orders in hand, and chip shortages have led to higher chip price volatility. Hence, in 1H 2021, we expect a global decline in shipment volume for the overall cellular IoT module market and a decrease in profit margins for module makers. The chip shortage is therefore hampering the COVID-19 cellular IoT recovery in Europe and North America. Markets there are not expected to grow as much as they could.

Many automotive IoT modules are changing to soft-subscriber identity modules (SIM).

The global automotive IoT cellular connectivity module market has undergone structural changes in recent years, as the market is now dominated by Chinese module players. In early 2019, Telit divested its automotive segment to TUS International's Titan Automotive solution company. In 2020, Sierra Wireless sold its automotive division to Rolling Wireless, a consortium led by Fibocom Wireless Inc. Thales and uBlox remain as the only non-Chinese module players engaged in the automotive segment. Chinese module players depend on soft-SIM, while companies like Thales promote the advantages of a secure automotive module embedded within a secure element and a hardware-based eSIM.

Europe is adopting LTE-Cat 1 bis.

The Chinese adoption of LTE-Cat 1 bis is starting to also gain traction in Europe. Since the alternative, LTE-M, is still fragmented and is not available on a multi-country scale across all of Europe, LTE-Cat 1 bis is emerging as a viable alternative. LTE-Cat 1 in general comes with the benefit that it does not require software and hardware upgrades for the base station, so there are no additional network coverage costs.

More information and further reading

Are you interested in learning more about the cellular IoT module market?

The “ Global Cellular IoT Module Tracker 2021” provides a holistic view and includes technological and regional deep dives into the global cellular IoT module market. It also contains detailed market sizing by region, technology, and 33 key companies. The tracker is based on publicly available information and IoT Analytics intelligence gathered from companies active in the market via telephone interviews and personal meetings at business events during the last three years.

This tracker provides answers to the following questions (among others):

  • What is the global cellular IoT market size in terms of shipment and revenue?
  • Who is the leading player globally and in each region?
  • What is the growth of cellular LPWA?
  • What are the trends for wholesale average selling price (ASP) by cellular connectivity technology and region?
  • Which cellular connectivity technology is leading globally and in each region?
  • How is LTE-Cat 1 performing in China and the rest of the world?
  • Which regions are leading in terms of market growth and market share?
  • Which companies are leading in terms of market growth and market share?
  • And more...

Table of Contents(EXCEL)

Pivot

FlatFile

By Companies

  • Global Cellular IoT Module Shipment by Companies in Million
  • Global Cellular IoT Module Revenue by Companies in USD Million
  • Global Cellular IoT Module Wholesale ASP by Companies in USD

By Technology

  • Global Cellular IoT Module Shipment by Technology in Million
  • Global Cellular IoT Module Revenue by Technology in USD Million
  • Global Cellular IoT Module Wholesale ASP by Technology in USD

By Region

  • Global Cellular IoT Module Shipment by Region in Million
  • Global Cellular IoT Module Revenue by Region in USD Million
  • Global Cellular IoT Module Wholesale ASP by Region in USD
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