Berg Insight: Pricing volatility hits cellular IoT module shipments
Cellular IoT module shipments reached 612 million units in 2025 as industrial deployments advanced against pricing volatility, according to Berg Insight.
Annual sales grew 19 percent to $5.6 billion, excluding automotive network access devices. Industrial operators consumed this volume following a period of weak demand caused by high customer inventory levels. Factory automation directors previously paused hardware acquisition while working through stockpiled components.
Fresh deployment momentum originated from specific local policy mandates in Spain and China. These regulations force utility providers to upgrade smart metering infrastructure to newer cellular standards. Forecasters expect the market to expand at a seven percent compound annual growth rate to hit 878 million units by 2030.
Production capacity collides with AI infrastructure
Memory pricing pressures are constraining cellular IoT procurement in 2026. Silicon fabricators are systematically reallocating production capacity away from IoT components toward high-bandwidth memory products intended for AI servers and data centre...
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