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Cellular Tracker & Forecasts

Cellular Tracker & Forecasts

Tracking and forecast data of IoT modules and chipsets by key vendor.
Quarterly data breakdowns on ASP/revenues by technology, application, AI support and key regions. 10 year forecasts on modules by vendor, technology, applications, ASPs and revenues; chipset forecasts broken down by vendor, technology and application.

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Complimentary Report

IoT Intelligence Tracker June 2023 Edition

Report / Jul 11, 2023 / Team Counterpoint

The IoT Intelligence Tracker gives the Counterpoint perspective on a curated collection of recent news and other articles that have made an impact on the IoT ecosystem (module vendors, chipset players, MNOs, service providers, applications, and more). It gives readers an idea of the current state of affairs in the sector and potential ramifications, helping connect the dots.

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Reports

Handset Sales by Model January 2022 – Aug 2023

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Overview:

This report tracks quarterly global handset model sales data by OEM with the key specifications. This report gives an insightful view of the changing trends in smartphone components and driving factors in the various price segments. It covers 99% of the global handset market with specification analysis.

  • Time period: Jan 2022 to Aug 2023 with monthly granularity
  • By brand (450+) and models (6000+)
  • By regions: NAM, LATAM, WE, EE, MEA, Asia
  • Countries: USA, China, India, Indonesia, Malaysia, Philippines, Thailand, Vietnam, Russia, Turkey, Japan, Brazil, Mexico, Nigeria, Pakistan, Saudi Arabia, Canada, South Korea, France, Germany, Italy, Spain, UK
  • Specification and prices (30+)
    • Price bands
    • Chipsets by OEMs
    • Chipset by models
    • Display Size
    • Display Type
    • NAND
    • RAM
    • Rear camera counts
    • 22+ other specifications

Publication Date: October 2023

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Indonesia Mobile Telecom Market Overview, Q2 2023

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Overview:

This report gives an overview of Indonesia’s mobile telecom detailing the growth YoY for 4 MNO such as Telkomsel, IOH, XL Axiata and Smartfren.

Table of Contents:

  • Q2 2023 key takeaway
  • Revenue trend Q2 2022 vs. Q2 2023
  • Mobile data and Operators share QoQ trend
  • ARPU by the operator
  • Data traffic by the operator
  • #BTS of 3G, 4G
  • Fixed Mobile Convergence (FMC) service
  • 5G BTS and 5G smartphone trend, QoQ

Number of Pages: 13 pages

Published Date: October 2023

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Foundry Capacity Tracker 2020Q1- 2023Q2

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Overview:

In this comprehensive study, we delve into the intricate details of the semiconductor manufacturing industry, with a specific focus on foundry capacity, wafer pricing, and utilization rates for processes at 28nm and below. As the semiconductor landscape continues to evolve rapidly, understanding these critical metrics is paramount for making decisions in this dynamic market.

Table of Contents:

  • Foundry Capacity by Linewidth Tracker (28nm and below)
  • Foundry Wafer Price by Linewidth Tracker (28nm and below)
  • Foundry Utilization Rate by Linewidth Tracker
  • Global Foundry sales/market share tracker
  • Contacts

Published Date: October 2023

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Global Cellular IoT Module Forecast – Q2 2023

Report / September 20, 2023 / Soumen Mandal, Subhadip Roy, Anish Khajuria

This report forecasts the sizing, opportunity, evolution, competitive outlook, and size of the global IoT cellular module market. The forecasts include shipments, revenues, and ASP of the cellular modules by the module vendor/brand across different applications and by different cellular access technologies (2G, 3G, 4G Cat 1, 4G Cat 4, 4G Cat Others, 5G, 5G Redcap, 5G eRedcap, 6G, NB-IoT, LTE-M, LPWA-Dual Mode).

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Global Cellular IoT Chipset Forecast – Q2 2023

Report / September 20, 2023 / Soumen Mandal, Subhadip Roy, Anish Khajuria

This report forecasts IoT chipset shipments by module vendors by cellular connectivity technology (2G, 3G, 4G, 5G, NB-IoT, LTE-M, LPWA-Dual Mode) by application segment globally. The period covered by this report is Q1 2021 to 2030 with eight quarterly and six yearly forecasts. This report helps in understanding the evolution of chipset players and the market dynamics of chipset players in the global cellular IoT module market.

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Global Cellular IoT Module Specification Mapping Q2 2023

Report / September 20, 2023 / Subhadip Roy, Soumen Mandal, Anish Khajuria

This report includes 40+ aspects of specifications including module type, chipset supplier, chipset model, fallback technology, GNSS, Wi-Fi, Bluetooth, SIM type, packaging type, AI capability,  ASP, and more. It covers the specification mapping for more than 1700+ IoT module SKUs across 85+ IoT module vendors.

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Analysts Insights

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Our Opinion Leaders in IoT

Neil Shah

Vice President of Research

Anshika Jain

Senior Analyst

Soumen Mandal

Senior Analyst

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