북미의 5G 기기 : 시장 점유율 분석, 업계 동향 및 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, the North America 5G device market size in terms of shipment volume is expected to increase from 0.82 billion units in 2025 to 0.97 billion units in 2026 and reach 1.78 billion units by 2031, growing at a CAGR of 12.91% over 2026-2031.

This report is Segmented by Form Factor (Smartphones, Customer-Premises Equipment (Indoor/Outdoor), and More), Spectrum Support (Sub-6 GHz, Mmwave, and Hybrid (Sub-6 GHz and MmWave)), End User Industry (Consumer Electronics, Industrial and Manufacturing, and More), Application (Enhanced Mobile Broadband (eMBB), and More), and Country. The Market Forecasts are Provided in Terms of Volume (Units).

North America 5G Device Market Trends and Insights

Carrier Bundling of 5G Smartphones and Premium Plans

Competition among the three national U.S. carriers has made device subsidies a central lever for 5G upgrades in the North America 5G device market. T-Mobile introduced Galaxy S26 offers tied to its Experience Beyond plan in February 2026, and Verizon offered Galaxy Z Fold8 and iPhone 17 Pro bundles through its Simplicity Plan in July 2026. These offers made flagship devices available with no effective upfront payment for eligible new-line customers. They also tied customers to 36-month billing commitments on plans priced from USD 80 to USD 100 per line each month. The resulting service revenue supports network densification and continued device incentives, which shortens replacement cycles beyond normal handset aging. Verizon also combined smartphones, watches, and tablets in add-a-line promotions, bringing more wearables and tablets into carrier-led purchases.

Enterprise Fixed Wireless Access Device Replacement Cycles

Enterprise fixed wireless access is changing customer-premises equipment replacement from an occasional purchase into a planned infrastructure cycle in the North America 5G device market. Ericsson reported in April 2026 that all surveyed North American service providers offered fixed wireless access and that 89% used 5G as the delivery layer. The report cited 35 million global customer-premises equipment shipments in 2025, 26% higher than the prior year, and stated that 57% of shipments were 5G-capable. Managed WAN contracts and software-defined networking agreements commonly tie gateways to 3-5-year refresh cycles, which is shorter than the 7-10-year life often associated with traditional enterprise routers. Ericsson announced the Cradlepoint X20 5G Router in February 2025 and made it available from April 2025 with network slicing and multi-operator prioritization features. PTCRB and GCF certification requirements can add 3-6 months to the path to commercial readiness, favoring established suppliers that already hold multi-operator approvals.

High Device ASPs Versus 4G Alternatives

Average selling prices for 5G-capable devices remain above those for comparable 4G products across most form factors in the North America 5G device market. Carrier subsidies can cover the upfront cost for premium postpaid customers, but prepaid subscribers often pay the full price difference. This issue is especially relevant in Mexico and in budget-focused U.S. customer groups. Higher import-related costs in 2025 added price pressure to mid-range smartphones, limiting unit demand where 5G features did not justify a higher purchase price. In modules and IoT equipment, enterprise buyers may delay replacement when 4G LTE products meet operational needs at a 30-40% lower unit cost. The restraint is expected to ease as lower-power 5G chipsets move closer to LTE Cat-1 pricing, but cost remains a material near-term barrier to device replacement.

Other drivers and restraints analyzed in the detailed report include:

1. Private 5G Network Rollouts in Manufacturing and Logistics
2. IoT-Enabled Device Convergence Across Consumer and Industrial Use Cases
3. Carrier Spectrum and Coverage Gaps Outside Major Urban Corridors

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Smartphones held 67.40% of the North America 5G device market share in 2025 and remained the main consumer volume base. Apple's premium iPhone 17 range supported postpaid upgrade activity during 2025 through carrier promotions. Samsung's Galaxy A-series supported prepaid-tier demand, while the Galaxy S26 Ultra renewed interest in premium Android devices after its early 2026 launch. Motorola recorded unit-shipment growth among the top 5 vendors through carrier shelf placement in the sub-USD 400 range, where Apple and Samsung have limited direct competition. Smartphones will remain central to the North America 5G device market because carrier subsidies continue to bring premium models into routine replacement decisions.

Wearables and XR devices are projected to grow at a 14.35% CAGR through 2031, the fastest rate among form factors. Early 2026 FDA guidance reduced regulatory barriers for lower-risk health-tracking wearables, while enterprise use includes augmented-reality training, field service, and remote diagnostics. Qualcomm and Samsung expanded the Snapdragon platform into intelligent eyewear and smartwatches in July 2026, embedding 5G across product categories beyond handsets. Customer-premises equipment, industrial routers and gateways, modules, laptops and tablets, and hotspots form the middle of the volume stack. These categories benefit from parallel demand from fixed wireless access, private networks, and enterprise mobile broadband.

Hybrid Sub-6 GHz and mmWave devices are projected to grow at a 14.80% CAGR from 2026 to 2031. The growth shows that premium smartphone, enterprise router, and fixed wireless access gateway buyers increasingly expect both broad-area coverage and high-throughput capability. The performance advantage of mmWave in dense urban locations supports a premium for hybrid modems in these deployments.

Sub-6 GHz devices accounted for 61.85% of volume in 2025 and will remain the foundation of coverage during the forecast period. Mid-band 5G supports the widest usable coverage across the United States, Canada, and Mexico. Apple's reported approach for iPhone 18 Pro variants, using Qualcomm modems in the United States for mmWave compatibility, shows the importance of mmWave in the North American premium tier. T-Mobile, Nokia, and Qualcomm demonstrated 4.3 Gbps downlink speeds using 6-carrier aggregation with a Samsung Galaxy S25 and Snapdragon X80, and a secondary test with a Snapdragon X85 device reached 6.3 Gbps. Standalone mmWave devices will remain specialized because signals are usually usable within 900 meters of a transmission site. Network density constraints outside large metropolitan areas also limit their contribution to volume.

Complete Report Scope:

• By Form Factor
  • Smartphones
  • Customer-Premises Equipment (Indoor/Outdoor)
  • Industrial Grade Routers/Gateways
  • Modules
  • Laptops/Tablets
  • Hotspots
  • Wearables and XR Devices
• By Spectrum Support
  • Sub-6 GHz
  • mmWave
  • Hybrid (Sub-6 GHz and mmWave)
• By End User Industry
  • Consumer Electronics
  • Industrial and Manufacturing
  • Automotive and Transportation
  • Healthcare
  • Energy and Utilities
  • Enterprise/Commercial
• By Application
  • Enhanced Mobile Broadband (eMBB)
  • Ultra-Reliable Low-Latency Comms (URLLC)
  • Massive Machine-Type Comms (mMTC)
  • Fixed Wireless Access
  • Vehicle-to-Everything (V2X)
• By Country
  • United States
  • Canada
  • Mexico

List of Companies Covered in this Report:

1. Apple Inc.
2. Samsung Electronics Co., Ltd.
3. Qualcomm Incorporated
4. Cisco Systems, Inc.
5. Nokia Corporation
6. Telefonaktiebolaget LM Ericsson
7. T-Mobile US, Inc.
8. Verizon Communications Inc.
9. AT&T Inc.
10. Motorola Mobility LLC
11. Netgear, Inc.
12. Cradlepoint, Inc.
13. Sierra Wireless, Inc.
14. Digi International Inc.
15. Quectel Wireless Solutions Inc.
16. Intel Corporation
17. MediaTek Inc.
18. Fibocom Wireless Inc.
19. Telit Cinterion (Telit IoT Solutions Holding Ltd.)
20. Inseego Corp.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumptions and Market Definition
• 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET LANDSCAPE

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 Enterprise Fixed Wireless Access Device Replacement Cycles
  • 4.2.2 Carrier Bundling of 5G Smartphones and Premium Plans
  • 4.2.3 Private 5G Network Rollouts in Manufacturing and Logistics
  • 4.2.4 RedCap and Low-Power 5G Device Adoption
  • 4.2.5 mmWave Coverage Expansion in Dense Urban Hotspots
  • 4.2.6 IoT Enabled Device Convergence Across Consumer and Industrial Use Cases
• 4.3 Market Restraints
  • 4.3.1 High Device ASPs Versus 4G Alternatives
  • 4.3.2 Carrier Spectrum and Coverage Gaps Outside Major Urban Corridors
  • 4.3.3 Fragmented Certification and Interoperability Requirements
  • 4.3.4 Slower Enterprise Refresh Cycles for Routers and Modules
• 4.4 Industry Value Chain Analysis
• 4.5 Regulatory Landscape
• 4.6 Technological Outlook
• 4.7 Porter's Five Forces Analysis
  • 4.7.1 Bargaining Power of Suppliers
  • 4.7.2 Bargaining Power of Buyers
  • 4.7.3 Threat of New Entrants
  • 4.7.4 Threat of Substitutes
  • 4.7.5 Intensity of Competitive Rivalry

5 MARKET SIZE AND GROWTH FORECASTS (VOLUME)

• 5.1 By Form Factor
  • 5.1.1 Smartphones
  • 5.1.2 Customer-Premises Equipment (Indoor/Outdoor)
  • 5.1.3 Industrial Grade Routers/Gateways
  • 5.1.4 Modules
  • 5.1.5 Laptops/Tablets
  • 5.1.6 Hotspots
  • 5.1.7 Wearables and XR Devices
• 5.2 By Spectrum Support
  • 5.2.1 Sub-6 GHz
  • 5.2.2 mmWave
  • 5.2.3 Hybrid (Sub-6 GHz and mmWave)
• 5.3 By End User Industry
  • 5.3.1 Consumer Electronics
  • 5.3.2 Industrial and Manufacturing
  • 5.3.3 Automotive and Transportation
  • 5.3.4 Healthcare
  • 5.3.5 Energy and Utilities
  • 5.3.6 Enterprise/Commercial
• 5.4 By Application
  • 5.4.1 Enhanced Mobile Broadband (eMBB)
  • 5.4.2 Ultra-Reliable Low-Latency Comms (URLLC)
  • 5.4.3 Massive Machine-Type Comms (mMTC)
  • 5.4.4 Fixed Wireless Access
  • 5.4.5 Vehicle-to-Everything (V2X)
• 5.5 By Country
  • 5.5.1 United States
  • 5.5.2 Canada
  • 5.5.3 Mexico

6 COMPETITIVE LANDSCAPE

• 6.1 Market Concentration
• 6.2 Strategic Moves
• 6.3 Market Share Analysis
• 6.4 Company Profiles (includes Global Level Overview, Market Level Overview, Core Segments, Financials as available, Strategic Information, Market Rank/Share, Products and Services, Recent Developments)
  • 6.4.1 Apple Inc.
  • 6.4.2 Samsung Electronics Co., Ltd.
  • 6.4.3 Qualcomm Incorporated
  • 6.4.4 Cisco Systems, Inc.
  • 6.4.5 Nokia Corporation
  • 6.4.6 Telefonaktiebolaget LM Ericsson
  • 6.4.7 T-Mobile US, Inc.
  • 6.4.8 Verizon Communications Inc.
  • 6.4.9 AT&T Inc.
  • 6.4.10 Motorola Mobility LLC
  • 6.4.11 Netgear, Inc.
  • 6.4.12 Cradlepoint, Inc.
  • 6.4.13 Sierra Wireless, Inc.
  • 6.4.14 Digi International Inc.
  • 6.4.15 Quectel Wireless Solutions Inc.
  • 6.4.16 Intel Corporation
  • 6.4.17 MediaTek Inc.
  • 6.4.18 Fibocom Wireless Inc.
  • 6.4.19 Telit Cinterion (Telit IoT Solutions Holding Ltd.)
  • 6.4.20 Inseego Corp.

7 MARKET OPPORTUNITIES AND FUTURE OUTLOOK

• 7.1 White-Space and Unmet-Need Assessment