Episode Details

Cellular IoT exploded last year with 612 million units shipped and $5.6 billion in revenue—thanks to factories finally upgrading after an inventory slump. New regulations in Spain and China are forcing smart meter updates, fueling growth projected to hit 878 million units by 2030. But here’s the catch: memory chip shortages are driving up costs as manufacturers pivot to AI servers. Advanced 5G modules feel the pain hardest, while older 4G LTE parts hold steady. Vendors are now shifting to flexible pricing models, forcing bulk buyers to rethink long-term contracts amid rising component volatility.

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