Counterpoint：Q3全球蜂窝物联网模组出货量同比增长10%

C114通信网12-23 11:37

C114讯 12月23日消息（颜翊）根据 Counterpoint Research 2025 年 Q3 全球蜂窝物联网模组与芯片追踪报告，2025 年 Q3 全球蜂窝物联网模组出货量同比增长 10%。智能仪表、资产追踪、路由器/CPE和汽车应用成为主要驱动力。在传统RF/PLC 系统向蜂窝网络加速迁移的背景下，具备稳健现金流的厂商正凭借RedCap、AI模组等高附加值产品巩固市场地位。高级分析师...

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 CHINA OPPORTUNITY \"P\" (USD) ACC"},"translate_title":"Counterpoint: Q3 global cellular IoT module shipments increased by 10% year-on-year","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"80883":0.6,"00941":0.9},"content_text":"C114讯 12月23日消息（颜翊）根据 Counterpoint Research 2025 年 Q3 全球蜂窝物联网模组与芯片追踪报告，2025 年 Q3 全球蜂窝物联网模组出货量同比增长 10%。智能仪表、资产追踪、路由器/CPE和汽车应用成为主要驱动力。在传统RF/PLC 系统向蜂窝网络加速迁移的背景下，具备稳健现金流的厂商正凭借RedCap、AI模组等高附加值产品巩固市场地位。高级分析师 Tina Lu 表示：本季度的增长主要集中在新兴市场和价格敏感市场。其中，印度市场同比增长 40%，在智能电表、POS 终端及远程信息处理技术的带动下连续多个季度保持强势。中东非地区以较小基数取得了第二快增速，拉美部分市场则依托远程信息处理和智能电表需求推动而扩张。其他成熟市场则保持温和增长。其中，中国市场同比增长7%，主要由智能电表、POS 终端和基于 Cat-1 bis 的部署拉动。欧洲同比增长 11%，受汽车领域、路由器/CPE 设备以及第二轮 AMI 部署带动。北美同比仅增长 4%，反映企业端支出较为谨慎。”从厂商份额看，移远通信凭借在中国及海外市场的强势份额，持续保持全球领先地位。中国移动位居第二，受益于运营商驱动的国内需求。日海智能（SIMCom + Longsung）位列第三，主要由 POS 和智能仪表的出货推动。值得注意的是，利尔达（Lierda）同比增长73%，其Cat-1 bis模组在韩国和东南亚市场快速普及。在芯片领域，高通继续主导 5G 和高端 LTE 市场；而翱捷、紫光展锐和上海移芯进一步巩固了其在 Cat-1 bis 领域的市场领先地位。来源：Counterpoint Research 全球蜂窝物联网模组与芯片应用追踪报告，2025 年 Q3供应商表现研究总监 Mohit Agrawal表示：“Cat-1 bis 已成为全球大规模 IoT 的主流标准，在 2025 年 Q3 出货量占比近半。RedCap 正进入商用阶段，但只有当其价格接近 Cat-4/Cat-6  水平且 5G 独立组网覆盖更为普及时，才会迎来实质性的规模化。届时，RedCap 将开始在大范围内替代传统 4G 技术。”Agrawal 补充道：“具备 AI 能力的物联网模组需求在监控、汽车、工业、零售等领域显著上升。这一趋势已反映在移远通信、广和通（Fibocom）和美格（MeiG）的产品组合中，它们正优先推出集成 AI 加速器、具备边缘处理能力及安全 OS 框架的高附加值模块。物联网的价值正在从‘连接硬件’快速转向‘边缘智能与全生命周期服务’。”","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.35.12","shortVersion":"4.35.12","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2593936254","isCrawlerRequest":true}