向三合一 eSIM (NFC/eSE/eSIM) 的演進：設備時間表和市場拐點

本報告提供3-in-1 eSIM (NFC·eSE·eSIM) 的演變趨勢調查，彙整3-in-1 eSIM及獨立的eSIM的5年預測，3-in-1 eSIM的出貨數針對消費者設備類型，智慧型手機OEM等各種區分的詳細分析，安全IC的生態系統，eSIM及NFC的市場佔有率等資料。

實用的優點:

• 了解三合一 eSIM 和獨立 eSIM 的未來產品配置和機會
• 衡量三合一 eSIM 解決方案的預期成長軌跡
• 從晶片組的角度確定誰最有能力利用三合一 eSIM 機會，幫助 OEM 選擇潛在合作夥伴和供應商並確定其優先順序，這非常有用
• 了解市場時間表以評估對獨立 eSIM 市場的潛在影響

關鍵問題的答案：

• 未來 5 年三合一與獨立 eSIM 的市場規模有多大？
• 這對獨立 eSIM 市場有何影響（如果有）？
• 從晶片組供應商的角度來看，誰處於最佳位置？
• 哪些 OEM 廠商目前正在使用三合一 eSIM 解決方案以及哪些廠商預計將來會採用這些解決方案？
• 哪一年會是三合一 eSIM 解決方案的轉捩點？

研究亮點：

• 獨立和三合一 eSIM 出貨量和滲透率的 5 年預測
• 以消費性設備類型劃分的三合一 eSIM 出貨量
• 安全 IC 生態系統評估以及 eSIM 和 NFC 市場佔有率
• 以智慧型手機 OEM 劃分的三合一 eSIM 出貨量

目錄

主要調查結果

主要的預測

主要企業生態系統

安全IC供應商的eSIM市場佔有率

3-in-1 eSIM的出貨數:各智慧型手機OEM

Actionable Benefits:

• Understand the future product mix and opportunity for 3-in-1 Embedded Subscriber Identity Modules (eSIMs) versus standalone eSIMs.
• Measure the expected growth trajectory of 3-in-1 eSIM solutions.
• Determine, from a chipset perspective, who is best positioned to take advantage of the 3-in-1 eSIM opportunity to help Original Equipment Manufacturers (OEMs) pick and prioritize potential partners and suppliers.
• Understand market timelines to better gauge potential impacts on the standalone eSIM market.

Critical Questions Answered:

• What will be the total market size for 3-in-1 and standalone eSIMs over the next 5 years?
• How, if at all, will this impact the standalone eSIM market?
• Who is best positioned from a chipset vendor perspective?
• Which OEMs are using 3-in-1 eSIM solutions now and who is expected to adopt them in the future?
• What year will be considered the tipping point for 3-in-1 eSIM solutions?

Research Highlights:

• 5-year standalone and 3-in-1 eSIM shipment and penetration forecasts.
• 3-in-1 eSIM shipments by consumer device type.
• Secure Integrated Circuit (IC) ecosystem assessment accompanied by eSIM and Near Field Communication (NFC) market shares.
• 3-in-1 eSIM shipments by smartphone OEM.

Who Should Read This?

• Strategy planners within the smart card and secure IC market and other organizations reliant on cellular connectivity and secure transactions.
• 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 3-in-1 eSIM.
• OEMs who are looking to understand 3-in-1 eSIM benefits and identify potential supplier partners.

TABLE OF CONTENTS

Key Findings

Key Forecasts

Key Companies and Ecosystems

Secure IC Vendor eSIM Market Shares

3-in-1 eSIM Smartphone Shipments by OEM