Global Cellular NAD Module Market Growth 2026-2032
Description
The global Cellular NAD Module market size is predicted to grow from US$ 345 million in 2025 to US$ 453 million in 2032; it is expected to grow at a CAGR of 3.8% from 2026 to 2032.
Cellular NAD (Network Access Device) Module is a compact automotive-grade wireless communication module integrated into telematics control units (TCUs) to provide cellular connectivity for connected cars. It supports LTE/4G, 5G, GNSS, eSIM, eCall, V2X, OTA updates, vehicle diagnostics, cloud communication, and emergency services. NAD modules follow AEC-Q100/200 automotive standards, feature high heat/vibration resistance, and ensure reliable, long-term cellular communication between the vehicle and cloud platforms.
The industry chain for Cellular NAD Modules begins with upstream semiconductor suppliers producing chipsets, RF components, antennas, GNSS chips, baseband processors, and SIM/eSIM elements; continues through midstream NAD module manufacturers such as LG Innotek, ALPS ALPINE, Murata, Quectel, and Fibocom who conduct design, automotive-grade testing, assembly, and certification; and ends with downstream TCU integrators, automotive OEMs, smart-mobility operators, and cloud telematics platforms that embed NAD modules into connected vehicles for eCall, V2X, diagnostics, navigation, and OTA communication services.
Ongoing global projects include expansion of 5G automotive module production lines in Korea and Japan, new 5G C-V2X NAD module R&D hubs in China by Quectel and Fibocom, European OEM telematics upgrade programs transitioning from LTE to 5G, planned NAD integration into next-generation EV platforms for OTA-rich architectures, multi-country eCall compliance projects, and forthcoming automotive-grade 5G RedCap NAD modules scheduled for mass production between 2025 and 2028 to support cost-optimized connected-car deployments.
2025 Global Market sales Volume: 1.5 million unit, Average Global Market Price: USD 235 per unit, Market Average Gross Profit Margin: 22%.
The Cellular NAD Module market is expanding rapidly as global automotive OEMs accelerate adoption of connected-vehicle functions and transition toward software-defined vehicle architectures. High penetration of telematics control units, regulatory mandates such as eCall and ERA-GLONASS, and OEM demand for OTA updates are key growth drivers. 5G NAD modules are increasingly replacing LTE modules in higher-end EV and autonomous-driving platforms.
Regionally, China is becoming the largest production base due to strong supply chains and fast EV adoption, while Japan and Korea maintain leadership in high-reliability automotive electronics. Europe is driven by regulatory compliance and connected-car requirements, and North America sees strong demand for telematics-rich pickup trucks and mobility services.
Opportunities include the transition to 5G C-V2X, the adoption of RedCap modules, and integration of NAD modules into centralized vehicle compute systems. Risks include operator certification delays, fluctuating chipset supply, and geopolitical constraints affecting cross-border telecom hardware exports. Competition is intensifying among global module suppliers, with Korean and Japanese companies dominating premium OEMs, and Chinese companies scaling aggressively on volume. Pricing pressure remains strong for LTE modules, but 5G automotive-grade NAD modules maintain higher margins due to complexity and certification costs.
Overall, the sector is shifting from a hardware-only model to integrated hardware-software telematics stacks, improving differentiation and long-term market stability.
LP Information, Inc. (LPI) ' newest research report, the “Cellular NAD Module Industry Forecast” looks at past sales and reviews total world Cellular NAD Module sales in 2025, providing a comprehensive analysis by region and market sector of projected Cellular NAD Module sales for 2026 through 2032. With Cellular NAD Module sales broken down by region, market sector and sub-sector, this report provides a detailed analysis in US$ millions of the world Cellular NAD Module industry.
This Insight Report provides a comprehensive analysis of the global Cellular NAD Module landscape and highlights key trends related to product segmentation, company formation, revenue, and market share, latest development, and M&A activity. This report also analyzes the strategies of leading global companies with a focus on Cellular NAD Module portfolios and capabilities, market entry strategies, market positions, and geographic footprints, to better understand these firms’ unique position in an accelerating global Cellular NAD Module market.
This Insight Report evaluates the key market trends, drivers, and affecting factors shaping the global outlook for Cellular NAD Module and breaks down the forecast by Type, by Application, geography, and market size to highlight emerging pockets of opportunity. With a transparent methodology based on hundreds of bottom-up qualitative and quantitative market inputs, this study forecast offers a highly nuanced view of the current state and future trajectory in the global Cellular NAD Module.
This report presents a comprehensive overview, market shares, and growth opportunities of Cellular NAD Module market by product type, application, key manufacturers and key regions and countries.
Segmentation by Type:
4G Module
5G Module
Others
Segmentation by Integration Level:
Standalone
Integrated
Segmentation by Grade:
AEC-Q100/Q200 Certified
ISO 26262 Functional Safety Module
TS16949 / IATF16949 Automotive-Grade Module
Others
Segmentation by Application:
Connected Vehicle Communication
TCU (Telematics Control Unit) Integration
Emergency System
Others
This report also splits the market by region:
Americas
United States
Canada
Mexico
Brazil
APAC
China
Japan
Korea
Southeast Asia
India
Australia
Europe
Germany
France
UK
Italy
Russia
Middle East & Africa
Egypt
South Africa
Israel
Turkey
GCC Countries
The below companies that are profiled have been selected based on inputs gathered from primary experts and analysing the company's coverage, product portfolio, its market penetration.
Aumovio (Continental AG)
LG Innotek
ALPS ALPINE CO., LTD
Quectel
Favalon (Fibocom)
U-Blox
Sunsea AIoT
Kontron
Harman
WNC
Key Questions Addressed in this Report
What is the 10-year outlook for the global Cellular NAD Module market?
What factors are driving Cellular NAD Module market growth, globally and by region?
Which technologies are poised for the fastest growth by market and region?
How do Cellular NAD Module market opportunities vary by end market size?
How does Cellular NAD Module break out by Type, by Application?
Please note: The report will take approximately 2 business days to prepare and deliver.
Cellular NAD (Network Access Device) Module is a compact automotive-grade wireless communication module integrated into telematics control units (TCUs) to provide cellular connectivity for connected cars. It supports LTE/4G, 5G, GNSS, eSIM, eCall, V2X, OTA updates, vehicle diagnostics, cloud communication, and emergency services. NAD modules follow AEC-Q100/200 automotive standards, feature high heat/vibration resistance, and ensure reliable, long-term cellular communication between the vehicle and cloud platforms.
The industry chain for Cellular NAD Modules begins with upstream semiconductor suppliers producing chipsets, RF components, antennas, GNSS chips, baseband processors, and SIM/eSIM elements; continues through midstream NAD module manufacturers such as LG Innotek, ALPS ALPINE, Murata, Quectel, and Fibocom who conduct design, automotive-grade testing, assembly, and certification; and ends with downstream TCU integrators, automotive OEMs, smart-mobility operators, and cloud telematics platforms that embed NAD modules into connected vehicles for eCall, V2X, diagnostics, navigation, and OTA communication services.
Ongoing global projects include expansion of 5G automotive module production lines in Korea and Japan, new 5G C-V2X NAD module R&D hubs in China by Quectel and Fibocom, European OEM telematics upgrade programs transitioning from LTE to 5G, planned NAD integration into next-generation EV platforms for OTA-rich architectures, multi-country eCall compliance projects, and forthcoming automotive-grade 5G RedCap NAD modules scheduled for mass production between 2025 and 2028 to support cost-optimized connected-car deployments.
2025 Global Market sales Volume: 1.5 million unit, Average Global Market Price: USD 235 per unit, Market Average Gross Profit Margin: 22%.
The Cellular NAD Module market is expanding rapidly as global automotive OEMs accelerate adoption of connected-vehicle functions and transition toward software-defined vehicle architectures. High penetration of telematics control units, regulatory mandates such as eCall and ERA-GLONASS, and OEM demand for OTA updates are key growth drivers. 5G NAD modules are increasingly replacing LTE modules in higher-end EV and autonomous-driving platforms.
Regionally, China is becoming the largest production base due to strong supply chains and fast EV adoption, while Japan and Korea maintain leadership in high-reliability automotive electronics. Europe is driven by regulatory compliance and connected-car requirements, and North America sees strong demand for telematics-rich pickup trucks and mobility services.
Opportunities include the transition to 5G C-V2X, the adoption of RedCap modules, and integration of NAD modules into centralized vehicle compute systems. Risks include operator certification delays, fluctuating chipset supply, and geopolitical constraints affecting cross-border telecom hardware exports. Competition is intensifying among global module suppliers, with Korean and Japanese companies dominating premium OEMs, and Chinese companies scaling aggressively on volume. Pricing pressure remains strong for LTE modules, but 5G automotive-grade NAD modules maintain higher margins due to complexity and certification costs.
Overall, the sector is shifting from a hardware-only model to integrated hardware-software telematics stacks, improving differentiation and long-term market stability.
LP Information, Inc. (LPI) ' newest research report, the “Cellular NAD Module Industry Forecast” looks at past sales and reviews total world Cellular NAD Module sales in 2025, providing a comprehensive analysis by region and market sector of projected Cellular NAD Module sales for 2026 through 2032. With Cellular NAD Module sales broken down by region, market sector and sub-sector, this report provides a detailed analysis in US$ millions of the world Cellular NAD Module industry.
This Insight Report provides a comprehensive analysis of the global Cellular NAD Module landscape and highlights key trends related to product segmentation, company formation, revenue, and market share, latest development, and M&A activity. This report also analyzes the strategies of leading global companies with a focus on Cellular NAD Module portfolios and capabilities, market entry strategies, market positions, and geographic footprints, to better understand these firms’ unique position in an accelerating global Cellular NAD Module market.
This Insight Report evaluates the key market trends, drivers, and affecting factors shaping the global outlook for Cellular NAD Module and breaks down the forecast by Type, by Application, geography, and market size to highlight emerging pockets of opportunity. With a transparent methodology based on hundreds of bottom-up qualitative and quantitative market inputs, this study forecast offers a highly nuanced view of the current state and future trajectory in the global Cellular NAD Module.
This report presents a comprehensive overview, market shares, and growth opportunities of Cellular NAD Module market by product type, application, key manufacturers and key regions and countries.
Segmentation by Type:
4G Module
5G Module
Others
Segmentation by Integration Level:
Standalone
Integrated
Segmentation by Grade:
AEC-Q100/Q200 Certified
ISO 26262 Functional Safety Module
TS16949 / IATF16949 Automotive-Grade Module
Others
Segmentation by Application:
Connected Vehicle Communication
TCU (Telematics Control Unit) Integration
Emergency System
Others
This report also splits the market by region:
Americas
United States
Canada
Mexico
Brazil
APAC
China
Japan
Korea
Southeast Asia
India
Australia
Europe
Germany
France
UK
Italy
Russia
Middle East & Africa
Egypt
South Africa
Israel
Turkey
GCC Countries
The below companies that are profiled have been selected based on inputs gathered from primary experts and analysing the company's coverage, product portfolio, its market penetration.
Aumovio (Continental AG)
LG Innotek
ALPS ALPINE CO., LTD
Quectel
Favalon (Fibocom)
U-Blox
Sunsea AIoT
Kontron
Harman
WNC
Key Questions Addressed in this Report
What is the 10-year outlook for the global Cellular NAD Module market?
What factors are driving Cellular NAD Module market growth, globally and by region?
Which technologies are poised for the fastest growth by market and region?
How do Cellular NAD Module market opportunities vary by end market size?
How does Cellular NAD Module break out by Type, by Application?
Please note: The report will take approximately 2 business days to prepare and deliver.
Table of Contents
103 Pages
- *This is a tentative TOC and the final deliverable is subject to change.*
- 1 Scope of the Report
- 2 Executive Summary
- 3 Global by Company
- 4 World Historic Review for Cellular NAD Module by Geographic Region
- 5 Americas
- 6 APAC
- 7 Europe
- 8 Middle East & Africa
- 9 Market Drivers, Challenges and Trends
- 10 Manufacturing Cost Structure Analysis
- 11 Marketing, Distributors and Customer
- 12 World Forecast Review for Cellular NAD Module by Geographic Region
- 13 Key Players Analysis
- 14 Research Findings and Conclusion
Pricing
Currency Rates
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