Cinterion, a Gemalto company, is the cellular M2M embedded module market share leader for unit shipment volume in 2010. Concurrently, Sierra Wireless is the cellular M2M embedded module market share leader for vendor revenue in 2010. In early July 2011, ABI Research will publish our estimate of cellular M2M embedded module vendor market shares for 2010 unit shipment volume, and, for the first time, revenue. ABI Research has been analyzing market share on a unit shipment volume basis since 2003, and since that time through 2010, Cinterion has been the market share leader each year, including in its previous incarnations as a standalone pure-play module vendor, and as a unit of Siemens AG.
The top five vendors on a unit shipment volume basis in 2010 were, in order: Cinterion, SimCom Wireless Solutions, Sierra Wireless, Telit, and Sagemcom.
The top five vendors on a revenue basis in 2010 were, in order: Sierra Wireless, Cinterion, SimCom Wireless Solutions, Telit, and Motorola Wireless Modules.
A few points are worth noting. First, the module count included here does not factor in sales to connected CE devices (such as eBook Readers, and portable gaming devices.) Nor does it include modules used in embedded mobile PCs – notebooks and tablets. This vendor market share analysis is purely counting “traditional” cellular M2M applications, such as consumer telematics, vending machine connectivity, and telehealth.
For the revenue market share analysis, we included not only revenue from direct module sales, but also included revenue from modem and software sales. We believe this approach more accurately captures the economic value derived by each vendor from the M2M market.
Going forward into 2011, it will be interesting, in particular, to see Telit’s progress: the company has been one of the fastest growing vendors over the past several years, and with the addition of Motorola’s business, we anticipate they could rise up the market share rankings significantly in 2011.