Skip to main content

93 Million Cellular PC Modem Upside in 2010

Wireless network modem shipments in 2009 topped 72 million units, a significant growth over the 46.4 million units shipped during 2008. According to the latest market study by ABI Research, both volumes pale in comparison with the expected 93 million units expected to ship in 2010.

The overwhelming majority of these modems are found in the USB dongle form factor rather than embedded in their host devices. "Many new mobile broadband networks are being deployed right now," says ABI Research principal analyst Jeff Orr.

The HSPA and HSPA+ protocols, as well as 4G WiMAX and LTE, are luring new broadband service subscribers who want their existing computing and communications devices to be enabled for those networks.

Orr adds, "We find that new computer sales with embedded modem modules are being adopted between 9 and 12 months after the new network services launch, while USB modems are an immediate upgrade opportunity."

ABI practice director Kevin Burden says, "The USB modem is the most efficient, lowest cost, quickest and easiest way to take any wireless device online in the widest range of locations. It's a familiar interface, compact, easy to carry, and convenient."

ABI sees the USB modem continuing to provide strong growth to this segment for the medium-term at least. Chinese vendors have been making deep inroads in this market, making the most of their high-volume, low overhead manufacturing capabilities.

Indeed they have been so successful that last quarter one European vendor, the Belgian firm Option Wireless, asked the EC to investigate possible dumping within its member states. According to ABI, that investigation is still in progress.

Popular posts from this blog

AI Supercycle: Server Market Growth Surge

The worldwide server market has entered a new phase defined almost entirely by artificial intelligence (AI) infrastructure economics rather than traditional enterprise refresh cycles.   The latest market data shows robust growth and a structural shift in where value is created, who captures it, and which architectures are setting the pace for the next decade. IDC reports that worldwide server revenue reached a record $112.4 billion in the third quarter of 2025, representing a striking 61 percent year-over-year increase compared to the same quarter in 2024. For context, this means the market is adding tens of billions of dollars in incremental quarterly spend, driven overwhelmingly by AI and accelerated computing requirements.  IT Server Market Development Over the first three quarters of 2025, server revenue has already reached $314.2 billion, meaning the market has nearly doubled in size compared to 2024, underscoring how AI buildouts have compressed several years of exp...