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Home - Counterpoint Research
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Counterpoint Research

  • Wireless Logic’s 21st acquisition exposes IoT consolidation paradox

    by James Blackman July 13, 2026
    by James Blackman July 13, 2026

    Wireless Logic’s acquisition of SIMETRY reinforces its position as IoT’s most aggressive consolidator. But while the managed connectivity market is widely tipped for merger-driven scale, inflated valuations and healthy growth …

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  • Nine billion eSIM/iSIM devices by 2030 as market enters “hyper growth”

    by James Blackman July 5, 2024
    by James Blackman July 5, 2024

    Nine billion cellular smartphone and IoT devices with embedded and integrated SIMs (eSIMs and iSIMs) will be in the market by 2030, reckons Counterpoint Research. This total will mean nearly …

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  • Cellular IoT market rallies in China, India – as rest of world struggles with long Covid

    by James Blackman June 24, 2024
    by James Blackman June 24, 2024

    The global cellular IoT market remains impacted by challenges with inventory and demand – except in China and India, where continued growth in sales of cellular meters and trackers, plus …

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  • First ever decline in cellular IoT shipments, says report – RedCap to the rescue?

    by James Blackman March 21, 2024
    by James Blackman March 21, 2024

    The global market for cellular IoT module slipped by around two percent in terms of annual shipment volumes in 2023, compared to 2022. It is the first time the cellular …

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  • Failing demand for 5G and IIoT sinks cellular IoT sales; all hopes on RedCap

    by James Blackman October 19, 2023
    by James Blackman October 19, 2023

    Global cellular IoT module shipments saw a three percent annual decline in the second quarter of 2023, compared with the year-ago period, according to the latest IoT module tracker by …

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  • IoT growth flat, industrial IoT ‘soft’; Quectel, Telit Cinterion lead IoT module market

    by James Blackman July 19, 2023
    by James Blackman July 19, 2023

    Quectel, Telit Cinterion, and Fibocom captured more than half of the total cellular IoT module shipments in the first quarter of 2023, according to market analysis from Counterpoint Research. Quectel …

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  • Coverage, affordability issues delay 5G penetration in India: Study

    by Juan Pedro Tomás July 10, 2023
    by Juan Pedro Tomás July 10, 2023

    5G smartphone sales in India surpassed the 100 million mark for the first time in May 2023 The mass adoption of 5G services in India is being hindered by patchy …

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  • eSIM hits tipping point, says forecast; iSIM to reach mass scale in 2030

    by James Blackman June 8, 2023
    by James Blackman June 8, 2023

    More than six billion devices with embedded or integrated SIMs (eSIMs and iSIMs), plus related form factors (nuSIM and Soft SIM, for example), will be shipped over the next five …

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  • Cellular IoT module market jumps 14% – led by China, Quectel, Qualcomm, NB-IoT

    by James Blackman March 29, 2023
    by James Blackman March 29, 2023

    Cellular IoT module shipments rose by 14 percent in the 12 months to the end of 2022, with China leading the way for regional shipment volumes India leading the way …

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  • Ericsson, Nokia are leading the global 5G SA market: Report

    by Catherine Sbeglia Nin February 6, 2023
    by Catherine Sbeglia Nin February 6, 2023

    Counterpoint Research: ‘In some markets, operators have adopted a wait-and-see approach to 5G SA’ According to a new report issued by Counterpoint Research, the majority of 2023 network rollouts will …

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  • Tech truce, vendor tussle, new era, smart play – analysis of the Semtech, Telit deals

    by James Blackman August 4, 2022
    by James Blackman August 4, 2022

    The IoT hardware market has, suddenly, shrunk – in order to expand, and to rebalance the western power-play. So say market watchers, reacting to the twin acquisitions this week by …

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