Shulou(Shulou.com)11/24 Report--

CTOnews.com, July 20, according to the latest statistical report released by market research agency Counterpoint Research, the global cellular Internet of things module (excluding automobile embedded and remote information processing modules) in the first quarter of 2023 is the same as last year.

However, the report points out that shipments more than doubled in the first quarter of this year compared with the first quarter of 2020.

In terms of cellular Internet of things module shipments, Shanghai Mobile Communications (Quectel), Telit Communications and Fibocom account for more than 50%.

Demand for the cellular Internet of things for applications such as smart utilities, payment terminals and FWA CPE routers and gateways remained healthy this quarter. However, the demand for cellular modules in enterprise digital transformation and industrial projects remains weak. In the current uncertain market conditions, companies are cautious about spending.

When segmented into the market, shipments from China and India grew positively, while shipments from the United States, Latin America, Japan, South Korea and Eastern Europe fell year-on-year.

According to the CTOnews.com report, the summary information is as follows: remote Communications (Quectel) has consolidated its leading position in China and the international market, and continues to maintain a leading position in the Americas, India, the Middle East and Africa.

All this has helped Quectel widen the gap with its nearest competitor in terms of shipments. The company's strong performance is due to its broader integrated product portfolio and strong field application engineering (FAE) support.

Telit Cinterion:Telit Cinterion continues to narrow the gap between overseas and remote communications in overseas markets. Telit Cinterion is one of the largest Internet of things companies in the West, with a strong position in North America and Europe and further expansion in other high-profile markets.

Guanghetong Fibocom achieved impressive growth in the first quarter of 2023 and stood out among the top three in the world. Its presence in the router / CPE and POS areas has helped Fibocom enter the top three in China and the top five in the international market excluding China.

China Mobile pie chart information also shows that China Mobile accounts for 5.9% of global cellular Internet of things equipment shipments.

About the company is as follows: mobile Communications (Quectel): Shanghai Weiyuan Communication Technology Co., Ltd. is a professional developer of Internet of things technology and a supplier of wireless communication modules, providing one-stop services including cellular communication modules, Internet of things application solutions and cloud platform management. The company's main products include 5G, LTE / LTE-A, NB-IoT / LTE-M, car front, Android Intelligence, GSM / GPRS, WCDMA / HSPA (+) and GNSS modules.

Telit Cinterion: Telit, a well-known overseas Internet of things module manufacturer, announced that it will acquire the cellular Internet of things module business of Thales, a French defense, aviation, rail transit and security supplier, and form a new company, Telit Cinterion.

Guanghe Tonghuanghetong is the world's leading provider of wireless communication modules and solutions in the field of the Internet of things, and is also the first manufacturer of wireless communication modules listed on A shares in China (stock code: 300638). We provide end-to-end IoT wireless communication solutions for telecom operators, IoT equipment manufacturers and IoT system integrators.

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