Global 5G IoT Endpoint Market Size, Forecast, and Trend Highlights Over 2025-2037
5G IoT Endpoint Market size was valued at USD 6.6 billion in 2024 and is projected to reach USD 57.8 billion by the end of 2037, rising at a CAGR of 22.6% during the forecast period, i.e., 2025–2037. In 2025, the industry size of 5G IoT endpoint is evaluated at USD 8.5 billion.
To understand the expansion potential of the 5G IoT endpoint market are indicators such as capacity utilization in chip fabs, semiconductor pricing, and order backlogs in 5G infrastructure development. For instance, in 2023, the capacity utilization rate in semiconductor fabs was estimated at 92%. Moreover, the order backlogs for 5G components have increased from 4 months to over 8 months, reflecting market stress. The economic drivers of market highlight rising demand and constrained-supply market with considerable implications for production capacity, pricing, as well as technological innovation.
The 5G IoT endpoint supply chain is significantly dependent on semiconductor manufacturing. A major concentration of production lies in Taiwan and South Korea. Now, the geographical concentration creates a constraint as the over-reliance exacerbates the vulnerability to geopolitical fracases. To mitigate the vulnerability, reshoring and nearshoring efforts are being led by the U.S. and Europe. These efforts target a shifting of the supply chain to regions that are resistant to geopolitical conflicts. A major example of such proactive shifts is the USD 50 billion worth of investment funneled via the CHIPS Act in the U.S., which seeks to expand the semiconductor production in the country in a bid to cut down the reliance on APAC.
The trade dynamics in the 5G IoT endpoint market reveals steady changes, with U.S. exports of 5G equipment increasing to APAC and Europe despite the tariff disagreements. Nearshoring trends are expected to rise in regions such as Mexico due to favorable trade agreements with the U.S. With governments seeking to improve critical infrastructure and embrace innovation, the global 5G IoT endpoint is poised for sustained growth.
