Nordic Semiconductor Broadens Cellular IoT Portfolio with New Chip Series
Event summary
- Nordic Semiconductor introduced two new cellular product series, nRF92 and nRF93, alongside updates to the nRF91 Series at MWC 2026.
- The nRF92 Series focuses on next-generation LTE-M/NB-IoT and satellite NTN connectivity with integrated edge AI capabilities.
- The nRF93 Series offers higher throughput (10 Mbps downlink, 5 Mbps uplink) and built-in Wi-Fi location capabilities, with general availability starting mid-2026.
- The nRF91 Series now includes 3GPP-compliant GEO and LEO satellite NTN connectivity and a new Smart Modem solution (nRF91M1) for faster time-to-market.
The big picture
Nordic Semiconductor's expansion into new cellular IoT product series signals a broader industry shift towards more specialized and feature-rich connectivity solutions. The integration of edge AI and satellite NTN capabilities addresses the growing demand for resilient and globally connected IoT devices across sectors like logistics, agriculture, and industrial automation. This move positions Nordic to capitalize on the expanding market for low-power, wide-area network (LPWAN) technologies, which is projected to reach billions of devices in the coming years.
What we're watching
- Adoption Rate
- The speed at which developers integrate the nRF92 and nRF93 series will determine Nordic's ability to capture market share in the satellite NTN and higher-throughput IoT segments.
- Competitive Response
- Rivals will likely accelerate their own cellular IoT offerings, potentially eroding Nordic’s pricing power and requiring continued innovation.
- 5G Integration
- Nordic’s success in collaborating with customers on 5G eRedCap will be critical for its long-term positioning in the evolving cellular landscape.
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