Telecom Lead Asia: Cellular modem market is likely to
grow at 16 percent CAGR, from 150 million units in 2012 to 312 million in 2017.
By 2017, over 35 percent of external modems will be
mobile hotspot routers, driven by growth in consumer electronics devices such
as eBook readers, tablets and ultrabooks.
In 2012, cellular modem sales will grow fastest in North
America, at 69 percent year on year growth, followed by Asia Pacific at 34
The mobile broadband device installed base of USB modems,
PC cards and embedded notebooks and netbooks will grow from 266 million units
in 2012 to 688 million by 2017.
LTE will comprise 48 percent of all cellular modem
shipments by 2017.
Sales of external modems are predicted to show a marked
uplift driven by cellular hotspot routers according to the Strategy Analytics
The ubiquity of Wi-Fi in devices has stimulated demand
for cellular hotspot routers, a singular cellular appliance that can connect
multiple Wi-Fi devices, requiring only one data subscription.
The cellular modem market will continue to show healthy
growth through 2017 at 16 percent CAGR, driven by a need to connect multiple devices
such as tablets, notebooks, netbooks, e-readers, ultrabooks and other CE
devices,” said Andrew Brown, director of Enterprise Research at Strategy
The ability to connect five or more devices to mobile
hotspot routers offers a major opportunity to make these devices a vital
LTE networks in the US and in other regions offer an
ideal opportunity for mobile operators to showcase the speed and utility of
their data networks for helping people stay connected,” said Mark Levitt,
director, Enterprise Software and Communications at Strategy Analytics.