Overview: This report tracks the global cellular AI IoT module and chipsets shipments along with their connectivity technology (2G, 3G, 4G, 5G, NB-IoT, LTE-M, LPWA-Dual Mode). 4G technology can be further split into 4G Cat 1, Cat 1 bis, Cat 4 and Cat Others. “AI Module” can be defined as a module which is supporting AI capability at the hardware level with GPU, CPU, NPU and DSP features. We further classify AI modules into AI-Capable, Low-level AI, and High-level AI based on their hardware integration and use cases. Presently, we are tracking the shipment performance of over 85 IoT module vendors across 12+ chipset players and 18 IoT applications from Q1 2022 to Q1 2025. Key applications tracked include automotive, smart meters, point of sale, industrial, enterprise, telematics, routers/CPE, asset tracking, healthcare, PCs, drones, and more.