Nordic Semiconductor Broadens Cellular IoT Portfolio with New Product Series
Event summary
- Nordic Semiconductor introduced two new cellular product series, nRF92 and nRF93, alongside updates to the nRF91 Series.
- The nRF92 Series integrates edge AI (Axon NPUs), GNSS, Wi-Fi locationing, and sensor co-processing, targeting applications like smart meters and wearables.
- The nRF93 Series (nRF93M1) offers higher throughput (10 Mbps downlink, 5 Mbps uplink) and global LTE support, with general availability starting mid-2026.
- The nRF91 Series now includes 3GPP-compliant GEO/LEO satellite NTN connectivity and a compact Smart Modem solution (nRF91M1).
- Nordic is collaborating on next-generation 5G eRedCap technologies, signaling a long-term strategy for ultra-low-power cellular solutions.
The big picture
Nordic Semiconductor’s expansion into Cat-1 bis, satellite NTN, and 5G eRedCap positions the company to capitalize on the growing demand for secure and resilient cellular IoT connectivity. The move addresses the limitations of existing LTE-M/NB-IoT solutions, particularly in remote and underserved areas, and signals a broader industry shift towards more flexible and globally accessible IoT deployments. This expansion could significantly impact the competitive landscape, potentially dislodging incumbents and attracting new entrants focused on specialized IoT applications.
What we're watching
- Adoption Rate
- The speed at which lead customers integrate the nRF93M1 into commercial products will indicate the viability of the Cat-1 bis solution in broader markets.
- Satellite Integration
- How effectively Nordic’s satellite NTN connectivity integrates with existing infrastructure and regulatory frameworks will determine its impact on remote IoT deployments.
- 5G Transition
- The pace of Nordic’s 5G eRedCap collaboration and subsequent product releases will reveal its commitment to long-term leadership in low-power cellular technologies.
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