Global Cellular IoT Antenna Shipments to Record 8% CAGR Through End-2030 - Berg Insight

Key Takeaways

• Shipments projected to hit 1.1 billion units by 2030.
• 2025 shipments reached 757 million, a 23% rise YoY.
• CAGR of 7.9% signals strong IoT market expansion.
• Growth includes internal, external, and automotive antennas.
• Demand driven by 5G rollout and edge computing.

Pulse Analysis

The cellular IoT antenna market is entering a period of unprecedented expansion, driven by the convergence of 5G connectivity and the proliferation of edge‑enabled devices. As enterprises migrate critical workloads to the network edge, the need for reliable, low‑latency communication intensifies, prompting manufacturers to scale production of both internal and external antenna solutions. Berg Insight’s projection of 1.1 billion units by 2030 reflects not only higher device counts but also the diversification of use cases, from smart factories to connected vehicles.

Automotive OEMs are a pivotal growth engine, integrating cellular antennas into next‑generation vehicles for telematics, over‑the‑air updates, and autonomous driving functions. Simultaneously, industrial IoT deployments in logistics, energy, and agriculture demand rugged external antennas capable of withstanding harsh environments. The 23% year‑over‑year increase to 757 million units in FY25 illustrates that manufacturers are already responding to these cross‑industry pressures, investing in miniaturization, multi‑band capability, and cost‑effective mass production techniques.

For investors and supply‑chain stakeholders, the 7.9% CAGR signals a sustained revenue stream and a compelling case for strategic partnerships. Companies that secure early access to advanced antenna designs or diversify into automotive OEM contracts stand to capture higher margins. Moreover, the anticipated scale will likely intensify competition among component suppliers, prompting consolidation and innovation in antenna materials and integration methods. Monitoring these dynamics will be essential for capital allocation and risk management in the broader IoT ecosystem.