China-based cellular module vendors have taken a pivotal role in shaking up the embedded module markets. Their cost optimization strategy to compete with incumbents such as Cinterion, Sierra Wireless, and Telit has led to increased price pressure alongside commoditization trends. This trend has also come at the back of the decline in shipments suffered by module vendors in 4Q 2008 and 1Q 2009 at the height of the global financial crisis.
The market is also grappling with the transition of cellular networks to 3G and 4G technologies, the impact of regulations and legislation on growth, and the coming of broad horizontal standards for M2M and the broader "Internet of Things." This report discusses these market trends, analyzes China-based cellular M2M module vendor strategic responses, and forecasts cellular M2M module shipment and revenue growth for the period from 2010 through 2016, segmented by application and air interface standard.
http://www.abiresearch.com/research/product/1007746-chinese-cellular-m2m-module-market/