Authors:
Preeti Wadhwani, Aishvarya Ambekar
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EV Charger Cellular Connectivity Market Size & Share 2026-2035
Report ID: GMI8095
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Published Date: September 2026
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EV Charger Cellular Connectivity Market
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EV Charger Cellular Connectivity Market Size
The EV Charger Cellular Connectivity Market was valued at USD 551.6 million in 2025 and is projected to reach USD 868.9 million in 2026, expanding at 28.0% CAGR from 2026 to 2035 to reach USD 7.98 billion by 2035.
EV Charger Cellular Connectivity Market Key Takeaways
Market Leader: ChargePoint led with over 9.4% market share in 2025.
Leading Players: Top 5 players in this market include ChargePoint, Shell Recharge Solutions, KORE Wireless, Quectel Wireless Solutions, Telit Cinterion, which collectively held a market share of 26.8% in 2025.
The market is moving from point-to-point connectivity decisions toward a managed infrastructure model in which cellular modules, IoT access, and charge point management platforms operate as one commercial stack. Public-funding rules, uptime obligations, remote diagnostics, and payment interoperability are making persistent connectivity a core operating requirement rather than an optional charger feature.
GMI Analyst View
Based on our assessment of the market's early-stage commercialization, the global EV charger cellular connectivity space generated USD 97.4 million in 2022. We view that formation-stage baseline as evidence of how quickly reliability requirements, public-infrastructure compliance, and fleet-management needs have shifted cellular connectivity from opportunistic deployment to a preferred architecture for networked charging estates.
EV Charger Cellular Connectivity Market Trends, Growth Drivers & GMI Forecast Outlook
The market's value pool is shifting toward recurring connectivity and platform contracts as operators require always-on charger monitoring, secure remote updates, and interoperable energy-management functions. Hardware pricing and uneven rural radio coverage will remain important constraints, particularly where infrastructure programs target highway and remote charging locations.
Key Drivers
Evidence anchors use cited external data; demand implications and forecast conditions represent GMI analysis.
Charger additions create a larger commercial opportunity than initial module procurement alone. Once commissioned, a connected asset requires authentication, monitoring, billing support, diagnostics, firmware management, and cybersecurity maintenance throughout its operating life. That makes installed-base expansion especially consequential for providers that can retain the connectivity and platform relationship after the hardware sale.
Latin America's cellular-first site economics support a different demand profile from mature wired-infrastructure markets. At retail, roadside, and fleet locations where fixed broadband is unavailable or uneconomic, operators can avoid a separate last-mile connectivity build and deploy managed mobile connectivity from commissioning. This favors providers that can combine carrier access, remote SIM management, and lightweight platform administration.
AFIR and NEVI have made interoperability and digital connectivity material procurement conditions for publicly supported infrastructure. Their effect extends beyond compliance at installation: operators need a practical mechanism to sustain communication, software maintenance, and reporting across dispersed charger estates. Cellular links and CPMS capabilities therefore become operating infrastructure for funded networks, not merely technical add-ons.
Key Restraints
Evidence anchors use cited external data; demand implications and forecast conditions represent GMI analysis.
Rural coverage limitations affect technology selection at precisely the sites that often carry the greatest public-infrastructure importance. Operators planning corridor networks must prioritize continuity and remote recoverability over peak radio performance, which preserves a role for established LTE variants even where 5G is the preferred long-term architecture.
Module vendors face an asymmetric commercial environment. Automotive-grade design, thermal resilience, and certification remain essential, but buyers can increasingly source comparable radio hardware at scale. Providers that do not attach managed connectivity, lifecycle support, or software services to the module sale are more exposed to price competition.
Protocol complexity also changes the purchase decision. Multi-vendor networks must manage charger firmware, roaming interfaces, payment requirements, and evolving vehicle-to-grid functions without introducing downtime. That burden strengthens the case for managed platforms, although it can lengthen qualification and commissioning cycles for hardware-led deployments.
*Evidence anchors use cited external data; demand implications and forecast conditions represent GMI analysis.*
GMI Analyst View
We see the central forecast tension as the divergence between recurring platform monetization and the timing of broader 5G adoption. Managed connectivity and CPMS demand can advance with the installed charger base, while the radio-technology transition remains dependent on site coverage, carrier investment, and the operational priorities of fleets and corridor operators.
EV Charger Cellular Connectivity Market Segment Analysis
By Component
Hardware revenue was USD 44.2 million in 2025, representing an 8.0% share of the market. Hardware enables every connected charger, but it is generally a one-time installation expense rather than the principal recurring value layer. Competition is most intense in standardized module categories, while higher-value opportunities remain tied to certified designs, long lifecycle support, and integration with managed services.
Connectivity Services accounted for a 35.0% share in 2025 and are projected to reach USD 2.37 billion by 2035. The segment benefits from the cumulative nature of active charger connections. Operators increasingly value multi-carrier resilience, remote provisioning, and centralized SIM governance because a single outage can affect charging availability, customer transactions, and site-level reporting.
Software / Platform held a 57.0% share in 2025 and is projected to reach USD 5.54 billion by 2035. CPMS, OTA delivery, and analytics capture the commercial value of persistent charger connectivity. The platform layer becomes more strategically important as operators combine billing, load management, demand response, fleet workflows, and remote maintenance across geographically distributed assets.
By Charger Site
Public charging generated USD 350.9 million in 2025, representing a 63.6% share, and is projected to grow at 20.2% CAGR (2026–2035). Public sites have been the initial anchor for cellular deployment because dispersed locations often need a practical alternative to fixed broadband. Their connectivity requirements increasingly center on uptime reporting, payment availability, remote fault resolution, and compliance with publicly funded network specifications.
Private / Fleet charging is projected to reach USD 5.33 billion by 2035 and grow at 34.8% CAGR (2026–2035). Depot and workplace sites create a richer service requirement than stand-alone public chargers. Fleet telematics, charging schedules, energy-cost optimization, vehicle availability, and grid-interaction workflows increase the value of integrated connectivity and software relationships.
By Connectivity Technology
4G held a 94.9% share in 2025 and is projected to account for a 56.0% share by 2035. LTE Cat-1, Cat-M1, and NB-IoT remain practical technologies for monitoring, billing, and low-data telemetry across a broad range of sites. Their installed-base relevance is reinforced by the need for reliable operation in locations where next-generation coverage is incomplete or not commercially viable.
5G generated USD 28.2 million in 2025, representing a 5.1% share, and is projected to grow at 57.3% CAGR (2026–2035). 5G is most relevant where charging assets need higher-bandwidth communications, low-latency control, or advanced grid-interaction capabilities. Urban fast-charging hubs and managed fleet environments are likely to be early beneficiaries because their coverage conditions and service requirements are more favorable than those at remote locations.
GMI Analyst View
We believe the enduring commercial advantage will sit with providers that turn a charger connection into a managed operating relationship. Cellular hardware starts the relationship, but software control of authentication, billing, maintenance, and energy workflows creates the stronger basis for retention and differentiated margins.
EV Charger Cellular Connectivity Market Regional Analysis
North America EV Charger Cellular Connectivity Market Analysis
North America generated USD 88.3 million in 2025, representing a 16.0% share, and is projected to reach USD 1.76 billion by 2035. The EV Charger Cellular Connectivity Market in North America is shaped by compliance-driven network requirements and growing commercial-fleet deployment. U.S. public-funding standards create demand for connected, remotely manageable charging assets, while fleet operators need dependable communications for operational scheduling and energy management.
U.S.
The U.S. generated USD 75.1 million in 2025, equivalent to 85.0% of North American revenue, and is projected to grow at 31.7% CAGR (2026–2035). NEVI requirements make standards-based charger-to-network communication an important procurement consideration for federally funded projects. The resulting demand extends from initial communications hardware to secure updates, uptime monitoring, and software support for a large, dispersed charging estate.
Europe EV Charger Cellular Connectivity Market Analysis
Europe generated USD 137.9 million in 2025, representing a 25.0% share, and is projected to reach USD 2.24 billion by 2035. Europe's market is underpinned by a comparatively uniform regulatory environment for publicly accessible chargers. AFIR's digital-connectivity and smart-charging requirements raise the importance of interoperable, remotely managed infrastructure across both public networks and emerging commercial fleet applications.
Germany
Germany generated USD 30.3 million in 2025, representing 22.0% of European revenue, and is projected to reach USD 491.8 million by 2035. Germany combines a substantial EV fleet with demand for fast-charging and energy-management capabilities. Commercial charging operators and grid stakeholders are likely to place greater weight on robust remote operations, interoperability, and managed software functions as infrastructure density increases.
UK
The UK generated USD 27.6 million in 2025 and is projected to grow at 29.6% CAGR (2026–2035). The UK's mixture of motorway, urban on-street, and fleet-depot charging favors resilient multi-network connectivity. Managed SIM architectures can reduce site-specific coverage risk and support operators as legacy network technologies are retired.
Asia Pacific EV Charger Cellular Connectivity Market Analysis
Asia Pacific generated USD 303.4 million in 2025, representing a 55.0% share, and is projected to reach USD 3.59 billion by 2035. The EV Charger Cellular Connectivity Market in Asia Pacific benefits from the region's large charger estate and its central role in cellular-module supply. Demand ranges from high-volume, cost-sensitive telemetry applications to advanced platform deployments supporting urban fast-charging hubs and commercial fleets.
China
China generated USD 197.2 million in 2025, representing 65.0% of Asia Pacific revenue, and is projected to reach USD 2.34 billion by 2035. China's large public charging network supports demand for cost-efficient connected charging architecture, while its domestic module ecosystem gives local suppliers scale advantages. The country accounted for approximately 65% of global public charging points, supporting the depth of the regional installed base.
Japan
Japan generated USD 30.3 million in 2025 and is projected to reach USD 359.3 million by 2035. Japan's mature mobile infrastructure and focus on rapid charging create favorable conditions for advanced connectivity applications. Fleet and vehicle-to-grid initiatives can increase the need for communications platforms that support real-time operating decisions and coordinated energy management.
India
India generated USD 15.2 million in 2025 and is projected to grow at 25.4% CAGR (2026–2035). India's public-charging expansion is supported by policy attention to interoperable, remotely manageable infrastructure. The Bureau of Energy Efficiency's guidelines encourage open communication protocols for monitoring and demand-response functions, which supports the use of cellular-connected charge points. [4]Bureau of Energy Efficiency (BEE), Ministry of Power, Government of India. "Guidelines and Standards for Electric Vehicle Charging Infrastructure, 2024." beeindia.gov.in
Latin America EV Charger Cellular Connectivity Market Analysis
Latin America generated USD 11.0 million in 2025, representing a 2.0% share, and is projected to reach USD 239.5 million by 2035. The EV Charger Cellular Connectivity Market in Latin America is defined by mobile-first deployment economics. Cellular links can be the most practical connectivity option at commercial parking, retail, roadside, and depot sites where a separate fixed-line build would slow deployment or weaken site economics.
Brazil
Brazil generated USD 6.1 million in 2025, representing 55.0% of Latin American revenue, and is projected to reach USD 131.7 million by 2035. Brazil's carrier and IoT ecosystem gives charging operators a route to managed connectivity without duplicating fixed-network infrastructure. This is especially relevant for fleet and retail deployments outside the largest metropolitan locations, where fast commissioning and remote management are commercially valuable.
Middle East & Africa EV Charger Cellular Connectivity Market Analysis
Middle East & Africa generated USD 11.0 million in 2025, representing a 2.0% share, and is projected to reach USD 159.8 million by 2035. The EV Charger Cellular Connectivity Market in Middle East & Africa is concentrated initially in government-backed smart-city, commercial-hub, and highway deployment programs. Urban charging projects in the Gulf can support advanced connectivity functions, while fleet electrification and retail fuel-network expansion create additional use cases elsewhere in the region.
GMI Analyst View
We expect regional competition to follow two different paths: mature markets will emphasize platform migration and service depth, whereas developing charging markets will often specify cellular connectivity at the outset. Early provider relationships in cellular-first markets can be especially valuable because they establish recurring contracts before a fixed-line alternative becomes entrenched.
EV Charger Cellular Connectivity Market Share & Competitive Landscape
The EV Charger Cellular Connectivity Market share remains fragmented across module suppliers, IoT connectivity providers, CPMS vendors, and charging-network operators. The top five companies such as ChargePoint Holdings, Shell Recharge Solutions, KORE Wireless Group, Quectel Wireless Solutions, and Telit Cinterion collectively accounted for approximately 26.8% combined market share in 2025, indicating that no single provider has yet secured leadership across the full hardware, connectivity, and platform stack.
ChargePoint held a 9.4% market share in 2025. ChargePoint's competitive position is tied to its cloud-managed charging platform and its ability to support workplace, fleet, public, and corridor charging requirements through a recurring software relationship. Its emphasis on network operations, remote diagnostics, and interoperable communications aligns with customer demand for a unified operating layer rather than a stand-alone charger connection.
Shell Recharge Solutions held a 7.3% market share in 2025. Shell Recharge Solutions benefits from its relationship with a broader energy and retail-site footprint. Its opportunity is to package charging management, connectivity, and site-energy relationships into a single commercial offering for public and fleet customers, particularly at locations where brand consistency and charging availability are commercially important.
KORE Wireless held a 4.9% market share in 2025. KORE's managed IoT connectivity model addresses the need for carrier flexibility, lifecycle management, and multi-country connectivity administration. Such capabilities are relevant for charging operators that need to manage large endpoint populations without taking on the operational burden of direct carrier relationships.
Quectel Wireless Solutions is positioned in the hardware portion of the value chain through cellular modules for cost-sensitive and higher-performance charger applications.
Its scale in LTE categories can support competitive procurement for standardized charger platforms, while its 5G portfolio creates exposure to higher-specification deployments. The company's challenge is to preserve differentiation as module pricing becomes more competitive and buyers place greater value on integrated service capabilities.
Telit Cinterion combines industrial-grade module capability with managed connectivity services.
Its integrated approach is relevant to charging OEMs seeking a supplier that can support both device-level qualification and connectivity lifecycle management. This positioning can be particularly valuable in DC fast-charging and commercial environments where reliability, operating conditions, and support commitments carry greater weight.
GMI Analyst View
We view competitive intensity as likely to increase at the hardware layer while consolidation opportunities emerge around managed connectivity and CPMS capabilities. Providers that can absorb interoperability, lifecycle, and compliance complexity for operators should be better positioned than suppliers competing solely on the initial module transaction.
Recent Industry Developments
KORE Wireless completes going-private acquisition — July 2026
KORE Group Holdings, Inc. completed its acquisition by affiliates of Searchlight Capital Partners and Abry Partners in July 2026 in a transaction valued at approximately USD 726 million. The transaction moved the company to private ownership and may support investment in managed connectivity and eSIM capabilities relevant to globally deployed IoT fleets. [6]KORE Group Holdings, Inc. "KORE Announces Agreement to be Acquired by Searchlight Capital Partners and Abry Partners." korewireless.com
ChargePoint reports financial results and extends Mercedes-Benz fleet relationship — September 2026
ChargePoint reported USD 116.1 million in revenue for the fiscal quarter ended July 31, 2026, with year-over-year revenue growth of 18%. The company also extended its Mercedes-Benz fleet charging relationship for customers in the UK and Germany, reinforcing the strategic importance of integrated charging-platform coverage for cross-border fleet operations. [7]
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