SIM 卡和 eSIM：市場概況和分析

本報告調查了全球SIM卡和eSIM市場，並提供了SIM卡市場概況、市場影響因素分析、SIM卡出貨量5年預測、按類型和應用進行詳細分析以及eSIM設備、預測摘要等。

報告的優點：

• 衡量 Apple 在美國推出純 eSIM 智慧型手機對可拆式 SIM 卡市場的潛在影響
• 了解 2023 年市場動態的挑戰，了解晶片短缺的時間表和市場正常化的前景，以及其他有影響力的市場動態，例如通貨膨脹因素和 SGP.32 規範
• 確定並瞄準消費者和 M2M/IoT 應用中最大的 eSIM 成長機會
• 了解 eSIM/eUICC 的採用時間表，並更深入了解對傳統可拆卸 SIM 卡市場的潛在影響
• 了解 eSIM 和高階裝置成本對傳統可拆式 SIM 卡市場的影響

關鍵問題的答案：

• 晶片短缺和持續的市場不確定性將如何影響 SIM 卡市場？這種影響會持續多久？
• 通貨膨脹將如何影響 SIM 卡市場？
• SIM 卡（包括可移動 SIM 和 eSIM）的市場規模有多大？
• 消費者和 M2M 市場中 eSIM/eUICC 的總市場規模有多大？哪些類型的應用/設備將推動未來五年的成長？
• SGP.32 規範的發布對物聯網市場意味著什麼？
• 未來五年，eSIM 市場將如何發展？對傳統 SIM 卡市場有何影響？
• 在美國推出的僅支援 eSIM 的 Apple 智慧型手機系列對可拆卸 SIM 卡市場意味著什麼？Apple 下一步將在何時何地推出該產品？

研究亮點：

• 5 年 SIM 卡出貨量預測：eSIM/可拆 SIM 卡
• 針對消費者和 M2M/IoT 的 eSIM/eUICC 設備/應用預測
• OEM 智慧型手機 eSIM 預測：蘋果、三星、Google、華為等。

目錄

• 重要問題
• 全球 SIM 卡市場：概覽
• 晶片組短缺－什麼時候結束？
• 通貨膨脹和 eSIM 的影響
• 中國：何時會採用 eSIM 智慧型手機？
• eSIM：全球市場概覽
• eSIM 智慧型手機市場
• eSIM 穿戴裝置的預測/先決因素
• eSIM 平板電腦預測/先決因素
• eSIM 筆記型電腦預測/先決條件
• eSIM M2M/IoT：全球市場概覽
• iUICC：全球市場概覽
• eSIM 三合一融合解決方案
• eSIM 交易

Actionable Benefits:

• Measure the potential impact on the removable Subscriber Identity Module (SIM) card market driven by Apple's Embedded SIM (eSIM)-only smartphone launch in the United States.
• Come to grips with the market challenges presented in 2023 and understand the chip shortage timeline and expectant return to market normalcy, alongside other impactful market dynamics, including inflationary factors and the SGP.32 specification.
• Identify and better target the largest growth opportunities for the eSIM across consumer and Machine-to-Machine (M2M)/Internet of Things (IoT) applications.
• Understand eSIM/Embedded Universal Integrated Circuit Card (eUICC) adoption timelines to better gauge the potential impacts on the traditional removable SIM card market.
• Identify the impacts from eSIM and higher-end handset costs on the traditional removable SIM card market.

Critical Questions Answered:

• How will the chip shortage and continued market uncertainty impact the SIM card market and how long will it last?
• How will inflation impact the SIM card market?
• What is the total SIM card market size, encompassing both removable and eSIM variants?
• What is the total market size for eSIM/eUICC in the consumer and M2M markets and what applications/device types will drive growth over the next 5 years?
• What will the launch of the SGP.32 specification mean for the IoT market?
• How will the eSIM market progress over the next 5 years and what will be the impact on the traditional SIM card market?
• What does the eSIM-only Apple smartphone range launched in the United States mean for the removable SIM card market and when/where will Apple launch next?

Research Highlights:

• Five-year SIM card shipment forecasts covering eSIM and removable SIM variants.
• eSIM/eUICC device/application forecasts across consumer and M2M/IoT applications.
• Smartphone eSIM forecasts by select device Original Equipment Manufacturers (OEMs), including Apple, Samsung, Google, and Huawei.

Who Should Read This?

• Strategy planners within the smart card and secure Integrated Circuit (IC) market and other organizations reliant on cellular connectivity.
• Sales and marketing leaders looking to understand and benchmark organizational performance.
• Other ecosystem players working in strategy, sales, and marketing capacities, including Mobile Network Operators (MNOs) and Mobile Virtual Network Operators (MVNOs) looking to understand the Total Addressable Market (TAM) size as it relates to eSIM.

Table of Contents

• The Critical Questions to Answer
• Global SIM Overview
• The Chipset Shortage-When Will It End?
• Inflation and the eSIM Impact
• When Will China Embrace eSIM Smartphones
• eSIM Global Overview
• eSIM Smartphone Market
• eSIM Wearables Forecasts and Assumptions
• eSIM Tablet Forecasts and Assumptions
• eSIM Laptop Forecasts and Assumptions
• eSIM M2M/IoT Global Overview
• iUICC Global Overview
• eSIM 3-in-1 Converged Solutions
• eSIM Transactions