Analysts endorse Trasna’s IoT chip-to-cloud strategy

16 May 2025: Trasna’s bold move to acquire u-blox’s cellular IoT module business is gaining industry-wide recognition as a strategic win – not just for Trasna, but for IoT customers everywhere.

In a recent article, Counterpoint Research called the acquisition a “win-win”, affirming Trasna’s strategy to build a complete, chip-to-cloud IoT solution. By combining semiconductor design, SIM and eSIM manufacturing, and cloud device management under one roof, Trasna now stands apart as one of the few providers offering true end-to-end capabilities in IoT connectivity.

The move comes at a time when many OEMs and telcos are looking to reduce supply chain risk, avoid vendor lock-in, and streamline their device development processes.

Strategic benefits for customers

As Counterpoint noted, Trasna’s acquisition positions it as “a serious contender” to long-standing IoT giants. For customers, the benefits are clear:

Complete control and security: Without the need to juggle multiple vendors, one partner for a complete chip-to-cloud connectivity offering. With operations based across Europe and Dubai, Trasna offers a stable and trusted alternative amid growing concerns over Chinese dependencies, Trasna guarantees a resilient Western supply chain.

Complete efficiency and faster time-to-market: Integrated solutions help cut development and production cycles reducing time and cost.

Complete innovation: With expertise from semiconductor to cloud across SIM, device and module Trasna can fast-track next-gen IoT solutions with advanced IP, enhancing connectivity performance, security, and efficiency.

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Growing market, growing momentum

According to Counterpoint, global cellular IoT shipments are expected to grow at 9% CAGR through 2030. With this acquisition, Trasna is well-placed to capture that growth across industrial, metering, tracking, and other key verticals.

The move also taps into a broader market trend. As geopolitical shifts drive Western OEMs to diversify away from Chinese module vendors, Trasna’s Western manufacturing base and trusted supply chain are proving increasingly valuable.

Trasna’s expansion has attracted praise across the industry:

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Mobile World Live highlighted Trasna’s opportunity to “significantly scale” its IoT presence.

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IoT Insider said the deal would “propel business growth and customer confidence.”

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And Counterpoint Research confirmed Trasna’s strategy is on track, validating its end-to-end approach and long-term vision

In the words of our CEO, Stephane Fund: “You don’t need to find five or six suppliers, you have one solution, fully integrated and ready to go.”

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Read the full Counterpoint Research article