Cellular IoT Data Traffic to Reach 218.6EB by 2035
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 28 2026
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Should l Buy TTGT?
Source: Newsfilter
- Traffic Growth Forecast: According to Omdia's latest research, cellular IoT data traffic is expected to reach 218.6EB by 2035, driven by increasing demand for analyzable data aimed at improving operational efficiency and creating new revenue opportunities for businesses.
- Automotive Sector Dominance: The research reveals that the automotive sector will be the primary source of cellular IoT data traffic, with traffic projected to rise from 30.7EB to 135.4EB between 2025 and 2035, primarily due to the integration of infotainment systems in newer vehicles and rising consumer adoption of these services.
- Logistics Sector Emergence: The report highlights that transport and logistics are set to become the next major sector for cellular IoT data traffic, while all other sectors combined will contribute less than 29% of total traffic beyond 2025, indicating significant disparities across industries.
- Asia-Pacific Leadership: By 2025, Asia & Oceania are expected to generate 50.6% of global cellular IoT data traffic, as the region has traditionally been an early adopter of new technologies and has a significant number of installed video cameras, which will further drive traffic growth.
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Analyst Views on TTGT
Wall Street analysts forecast TTGT stock price to rise
3 Analyst Rating
3 Buy
0 Hold
0 Sell
Strong Buy
Current: 5.920
Low
10.00
Averages
11.67
High
15.00
Current: 5.920
Low
10.00
Averages
11.67
High
15.00
About TTGT
TechTarget, Inc., which also refers to itself as Informa TechTarget, is a business-to-business (B2B) growth accelerator that informs, influences and connects the world’s technology buyers and sellers, helping accelerate growth from R&D to return on investment (ROI). It has scale in permissioned B2B first-party data and a unique end-to-end portfolio of data-driven solutions that services the full B2B product lifecycle, from R&D to ROI: from strategy, messaging and content development to in-market activation via brand, demand generation, purchase intent data and sales enablement. In intelligence and advisory, it offers expert analyst, data-driven intelligence products and advisory services to product managers, corporate strategists and the C-suite, challenging market strategies and sharpening product roadmaps. In brand and content, it provides expert editorial, data-driven brand products and content marketing services for brand marketers, product marketers and content marketers.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Market Shipment Growth: According to Omdia, global smartphone shipments reached 298.5 million units in Q1 2026, reflecting a 1% year-on-year increase, demonstrating market resilience despite macroeconomic pressures and supply chain adaptability.
- Samsung's Leading Position: Samsung retained its position as the world's top vendor with 65.4 million units shipped, an 8% year-on-year growth, driven by strong demand for both its A-series and Galaxy S26 series, indicating a solid foundation in emerging markets.
- Apple's Strong Performance: Apple shipped 60.4 million units, up 10% year-on-year, with the iPhone 17 series being the primary growth driver, particularly excelling in telecom-driven markets like the EU and Japan, showcasing its competitiveness in the premium segment.
- Xiaomi Faces Challenges: Xiaomi's shipments totaled 33.8 million units, marking a 19% decline year-on-year, the steepest drop among the top five vendors, primarily due to its heavy reliance on the sub-$200 market, which has made it vulnerable to rising costs.
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Cellular IoT Data Traffic to Reach 218.6EB by 2035
- Traffic Growth Forecast: According to Omdia's latest research, cellular IoT data traffic is expected to reach 218.6EB by 2035, driven by increasing demand for analyzable data aimed at improving operational efficiency and creating new revenue opportunities for businesses.
- Automotive Sector Dominance: The research reveals that the automotive sector will be the primary source of cellular IoT data traffic, with traffic projected to rise from 30.7EB to 135.4EB between 2025 and 2035, primarily due to the integration of infotainment systems in newer vehicles and rising consumer adoption of these services.
- Logistics Sector Emergence: The report highlights that transport and logistics are set to become the next major sector for cellular IoT data traffic, while all other sectors combined will contribute less than 29% of total traffic beyond 2025, indicating significant disparities across industries.
- Asia-Pacific Leadership: By 2025, Asia & Oceania are expected to generate 50.6% of global cellular IoT data traffic, as the region has traditionally been an early adopter of new technologies and has a significant number of installed video cameras, which will further drive traffic growth.
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- Strong Enterprise Demand: In 2026, enterprises will implement a major server refresh cycle coinciding with exceptional hyperscaler capital expenditures, driving strong demand for data center servers and memory-intensive applications, with computing and data storage leading semiconductor revenue growth by 90% year-on-year, exceeding $700 billion.
- Positive Consumer Electronics Outlook: While smartphone unit shipments are expected to remain flat, semiconductor revenues will increase significantly due to higher memory pricing, with multiple flagship launches anticipated, including a new wave of foldables and AI-enabled high-end models, raising overall bill of materials costs.
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- Market Shipment Growth: According to Omdia, global smartphone shipments reached 298.5 million units in Q1 2026, reflecting a 1% year-on-year increase, demonstrating market resilience despite macroeconomic pressures and supply chain adaptability.
- Samsung's Leading Position: Samsung retained its position as the world's top vendor with 65.4 million units shipped, an 8% year-on-year growth, driven by strong demand for both its A-series and Galaxy S26 series, indicating a solid foundation in emerging markets.
- Apple's Strong Performance: Apple shipped 60.4 million units, up 10% year-on-year, with the iPhone 17 series being the primary growth driver, particularly excelling in telecom-driven markets like the EU and Japan, showcasing its competitiveness in the premium segment.
- Xiaomi Faces Challenges: Xiaomi's shipments totaled 33.8 million units, marking a 19% decline year-on-year, the steepest drop among the top five vendors, primarily due to its heavy reliance on the sub-$200 market, which has made it vulnerable to rising costs.
See More
Cellular IoT Data Traffic to Reach 218.6EB by 2035
- Traffic Growth Forecast: According to Omdia's latest research, cellular IoT data traffic is expected to reach 218.6EB by 2035, driven by increasing demand for analyzable data aimed at improving operational efficiency and creating new revenue opportunities for businesses.
- Automotive Sector Dominance: The research reveals that the automotive sector will be the primary source of cellular IoT data traffic, with traffic projected to rise from 30.7EB to 135.4EB between 2025 and 2035, primarily due to the integration of infotainment systems in newer vehicles and rising consumer adoption of these services.
- Logistics Sector Emergence: The report highlights that transport and logistics are set to become the next major sector for cellular IoT data traffic, while all other sectors combined will contribute less than 29% of total traffic beyond 2025, indicating significant disparities across industries.
- Asia-Pacific Leadership: By 2025, Asia & Oceania are expected to generate 50.6% of global cellular IoT data traffic, as the region has traditionally been an early adopter of new technologies and has a significant number of installed video cameras, which will further drive traffic growth.
See More
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- Market Growth: In Q4 2025, China's cloud infrastructure services spending reached $14.7 billion, marking a 26% year-on-year increase, indicating strong market recovery, with a forecasted growth rate of 26% for 2026, reflecting rising enterprise demand for cloud services.
- AI as Growth Driver: AI demand remains the primary growth driver, supporting not only model usage but also broader enterprise AI deployments, alongside rising demand for traditional cloud resources like compute, storage, and databases, indicating a shift in AI's role to a broader infrastructure demand driver.
- Key Vendor Developments: Alibaba Cloud maintained a 37% market share, launching products like Qwen3.5 and Wukong, achieving triple-digit year-on-year growth in AI-related revenue for ten consecutive quarters; Huawei Cloud and Tencent Cloud are also actively advancing their AI strategies to enhance market competitiveness.
- Ecosystem Collaboration: In Q4 2025, partner-driven cloud revenue accounted for 25% of the market, with expectations for further increases, highlighting the importance of ecosystem collaboration in the commercialization of AI, helping enterprises realize business value from AI adoption.
See More
Omdia Forecasts 62.7% Growth in Semiconductor Revenue by 2026
- Market Growth Forecast: Omdia projects a 62.7% increase in semiconductor revenue by 2026, driven primarily by rising memory chip prices and robust demand from AI and data center markets, with computing and data storage revenues expected to rise 90% year-over-year to over $700 billion.
- Memory Chip Demand: Demand for DRAM and NAND chips is anticipated to remain elevated, with the DRAM market nearly doubling in value by 2026 and the NAND segment potentially quadrupling from 2025 levels, highlighting the critical role of memory chips in AI servers.
- Supply Chain Challenges: Despite strong demand, conventional memory supplies remain constrained as manufacturers focus on producing higher-margin High Bandwidth Memory (HBM), with significant supply relief unlikely until 2027, impacting overall market dynamics.
- Risk Factors: Omdia notes that risks to the outlook include tariffs, energy costs, geopolitical tensions, and long-term returns on heavy AI infrastructure spending, which could negatively affect growth in the semiconductor industry.
See More
Omdia Significantly Raises Semiconductor Revenue Forecast for 2026
- Forecast Upgrade: Omdia has raised its semiconductor revenue forecast for 2026 to 62.7%, reflecting unprecedented growth in the DRAM and NAND markets driven by sustained demand and ongoing supply shortages, with the DRAM market expected to nearly double in value and the NAND segment potentially quadrupling.
- Strong Enterprise Demand: In 2026, enterprises will implement a major server refresh cycle coinciding with exceptional hyperscaler capital expenditures, driving strong demand for data center servers and memory-intensive applications, with computing and data storage leading semiconductor revenue growth by 90% year-on-year, exceeding $700 billion.
- Positive Consumer Electronics Outlook: While smartphone unit shipments are expected to remain flat, semiconductor revenues will increase significantly due to higher memory pricing, with multiple flagship launches anticipated, including a new wave of foldables and AI-enabled high-end models, raising overall bill of materials costs.
- AI Demand Surge: The progression of AI applications has exponentially increased demand for memory and processing ICs, and while macroeconomic pressures and supply scaling challenges persist, current semiconductor revenue growth is primarily driven by higher average selling prices rather than unit shipment volumes, indicating unique industry dynamics.
See More
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- B2B Summit Presence: Informa TechTarget, as a Platinum sponsor of the 2026 Forrester B2B Summit, will showcase its GTM success strategies from April 26-29 in Phoenix, Arizona, which is expected to attract numerous industry participants and enhance brand visibility.
- AI-Driven Market Strategies: At the summit, Informa TechTarget's Travis Gonzalez will discuss how to optimize brand content through AI to improve brand discoverability and trust in the zero-click buyer journey, helping clients stand out in a competitive market.
- Collaboration with Tanium: Tanium's Katrina Ross will explore how aligning internal teams through precision data and integrated marketing strategies has significantly driven revenue pipeline growth, highlighting the importance of data-driven decision-making.
- Iron Mountain's Transformation Story: Iron Mountain's Mark Wiragh will share the success of its GTM transformation, emphasizing how the company has expanded from traditional records management into the digital records market, reflecting strategic adjustments and market adaptability in digital transformation.
See More
