IoT Cellular Modules (NB-IoT, Cat-M)
$0.20 bnAnnual import
25%Indian capability
3,725Supplier concentration (HHI)
₹1,000 crTo localise
Why India imports it. Quectel, Sierra Wireless, Telit dominate; Cavli and VVDN growing.
Why it matters. IoT backbone; smart meter and EV charger rollout.
Can India localise it? Yes - 2-4 years.
Where it comes from. China (55%), Canada (25%), Taiwan (15%).
Scorecard
The ten indices
CMDI 61.25Dependency
LPI 56.25Localisation potential
IAI 61Investment attractiveness
SRI 60.5Supply risk
SCI 54.75Supply-chain complexity
TRI 41.25Technology readiness
IMI 70Industrial multiplier
NSRI 55.75National-security relevance
EPI 61.5Export potential
ICGI 63Capability gap
Who makes it
Manufacturers
In India
Cavli WirelessVVDN Technologies
Global leaders
QuectelSierra WirelessTelit
Intelligence
Related signals
Sources
Primary references
Confidence: Reasoned estimate. Reasoned estimate. Part of Techadyant Labs' Critical Manufacturing Dependencies (Edition I).