Is India's Cellular IoT Market Surging by 40% from July to September?
Click to start listening
Synopsis
India's cellular IoT market has surged by 40% in the July-September quarter, leading global trends in the expanding IoT landscape. This growth is driven by emerging markets and increased demand for AI-capable modules. Discover how this shift is reshaping the future of IoT deployments!
Key Takeaways
- India's IoT market surged 40% year-on-year.
- Smart metering and telematics are major growth drivers.
- Shift from legacy systems to cellular technologies is accelerating.
- AI-capable IoT demand is rising across various sectors.
- Global IoT shipments increased by 10% YoY in Q3 2025.
New Delhi, Dec 13 (NationPress) As the global cellular Internet of Things (IoT) module market continues to flourish, India witnessed a remarkable growth of 40% year-on-year during the July-September quarter of this year, according to a recent report.
The Indian market has maintained its momentum over several quarters, primarily driven by advancements in smart metering, point of sale (POS), and telematics, as indicated by Counterpoint Research.
Senior analyst Tina Lu noted that the growth during this quarter (Q3 2025) was particularly strong in emerging and cost-sensitive markets.
India's growth of 40% came as global cellular IoT module shipments rose by 10% YoY in Q3 2025, per the report.
The market's growth trajectory is being fueled by sustained demand in smart metering, asset tracking, routers/CPE, and automotive sectors.
The report highlights a significant transition from legacy RF/PLC systems to cellular technologies, paving the way for the next generation of capability-driven IoT deployments.
Simultaneously, Q3 revealed a more stringent profitability landscape, where cash-flow strength is becoming a crucial differentiator.
Research Director Mohit Agrawal pointed out that the demand for AI-capable IoT modules is on the rise across sectors such as surveillance, automotive, industrial, and retail.
The perceived value in IoT is transitioning from mere connectivity hardware to edge intelligence and lifecycle services, he added.
Mature markets have displayed modest yet stable growth, with China increasing by 7%, Europe by 11%, and North America by a mere 4%, reflecting cautious enterprise spending, according to Lu.
The industry momentum is now leaning towards higher-value, AI-enhanced IoT solutions, as vendors make investments in edge intelligence, secure software, and 5G-ready offerings amidst tightening margins and decreasing average selling prices (ASPs), the report stated.
The Cat-1 bis has solidified its position as the global volume anchor, comprising nearly half of all shipments, while RedCap has begun its early commercialization phase with operators commencing certifications and pilot projects.
Point of View
The surge in India's cellular IoT market underscores the country's pivotal role in the global tech ecosystem. This growth reflects not just an increase in demand but also an evolving landscape where advanced technology is becoming crucial for various sectors. As India embraces this momentum, it is vital for stakeholders to leverage these opportunities responsibly, ensuring sustainable growth that benefits all.
NationPress
13/12/2025
Frequently Asked Questions
What factors contributed to India's IoT market growth?
India's IoT market growth can be attributed to advancements in smart metering, point of sale systems, and telematics, particularly in emerging and price-sensitive markets.
How does India's IoT growth compare to global trends?
While India experienced a 40% growth, global cellular IoT module shipments increased by 10% year-on-year in Q3 2025, indicating a strong performance relative to the global market.
What sectors are driving demand for IoT modules?
Key sectors driving demand include smart metering, automotive, industrial applications, and retail, especially with a rise in AI-capable IoT modules.
