IoT 셀룰러 모듈사 근황
Evolution of cellular IoT modules since 2010
Telit acquiring Thales’ IoT portfolio
“Telit Cinterion is expected to put further pressure on the other Western module suppliers due to its broadened portfolio including security and eSIM/iSIM capabilities. >The company is also spinning off its automotive IoT unit to focus on Industrial IoT. We expect Telit Cinterion to become the second biggest IoT module company outside >China when the acquisition closes.”
Semtech acquiring Sierra Wireless
“In the digital supply chain age, end-to-end tracking demands multiple connectivity modes. Hence, the collaboration of cellular and LoRa technology is expected to be >beneficial for end-to-end tracking. Cellular components had been missing from the Semtech portfolio prior to the acquisition. For example, if chipsets such as the Lora >Edge LR1120 get embedded into a combined module with LTE-M or Cat 1, the resulting module covers almost all major wireless types of connectivity, including Sub-GHz >LoRa, SATCOM S-band, 2.4 GHz Lora, and Cellular IoT.”