SIM 卡和 eSIM 市場數據概覽：2024 年下半年

該報告研究了SIM卡和eSIM市場，並提供了嵌入式SIM（eSIM）和可移動SIM出貨量和收入的預測、eSIM設備類型的詳細預測以及SIM、eSIM和SIM安全IC供應商的市場佔有率等。

實際好處：

• 衡量嵌入式 SIM (eSIM) 對可拆式 SIM 卡市場的潛在影響
• 瞭解市場放緩的課題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），並瞭解晶片短缺的後果（例如庫存過剩）。
• 透過確定消費者和 M2M/IoT 應用中最大的 eSIM 成長機會來實現目標
• 瞭解 eSIM/嵌入式通用 IC 卡 (eUICC) 採用時間表，更瞭解對傳統可移動 SIM 卡市場的潛在影響
• 您可以衡量SGP.32設定檔交易的預期成長軌跡

重要問題的答案：

• 通膨將如何影響SIM卡市場？
• SIM 卡市場規模有多大（包括可移動 SIM 和 eSIM）？
• 未來五年eSIM/eUICC在消費者和M2M市場的總市場規模是多少？
• SGP.32規範的發佈對物聯網市場意味著什麼？
• 未來五年eSIM市場將如何演變，對傳統SIM卡市場有何影響？

研究亮點：

• 涵蓋 eSIM 和可拆卸 SIM 卡變體的 5 年 SIM 卡出貨量預測
• 預測 SGP.32 設定檔的交易
• eSIM 預測：依裝置類型
• 2023 年市佔率：SIM、eSIM、SIM 安全 IC 出貨量（以出貨量）

目錄

主要發現

什麼是新的

研究方法第 1 部分：整體 SIM 卡市場

研究方法第 2 部分：eSIM

SIM 卡出貨量：依外型尺寸劃分

eSIM 出貨量：消費者與 M2M 物聯網

eSIM SGP32 事務預測

eSIM 消費性設備出貨量：依設備類型

eSIM 智慧型手機出貨量：依 OEM 分類

OEM eSIM 智慧型手機出貨量預測的先決條件

預測 eSIM 穿戴裝置出貨量

預測 eSIM 穿戴裝置出貨量的先決條件

eSIM平板電腦出貨量預測與假設

eSIM 筆記型電腦出貨量預測與假設

預測 eSIM 非消費性車輛/物聯網出貨量

eSIM 非消費性車輛/物聯網出貨量預測的先決條件

SGP21帶來了什麼？

2023年eSIM IC廠商市場佔有率

SIM 卡出貨量：依裝置類型

CE 裝置可拆式 SIM 卡出貨量預測

2023年SIM卡廠商市場佔有率

2023年SIM卡IC廠商市場佔有率

Actionable Benefits:

• Measure the potential impact on the removable Subscriber Identity Module (SIM) card market driven by Embedded SIM (eSIM).
• Come to grips with the market slowdown challenges and understand the aftereffects from the chip shortage, such as over stocking, 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.
• Measure the expected growth trajectory of SGP.32 profile transactions.

Critical Questions Answered:

• How will/is inflation impacting 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 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 how will that impact the traditional SIM card market?

Research Highlights:

• Five-year SIM card shipment forecasts covering eSIM and removable SIM variants.
• SGP.32 profile transaction forecasts.
• eSIM forecasts by device type.
• Full year 2023 market shares covering SIM, eSIM, and SIM secure Integrated Circuit (IC) shipments.

Who Should Read This?

• Strategy planners within the smart card and secure 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

Key Findings

Whats New

Methodology Part 1 Overall SIM Cards Market

Methodology Part 2 eSIM

SIM Card Shipments by Form Factor

eSIM ShipmentsmdashConsumer versus M2MIoT

eSIM SGP32 Transaction Forecasts

eSIM Consumer Device Shipments by Device Type

eSIM Smartphone Shipments by OEM Part 13

eSIM Smartphone Shipments by OEM Forecast Assumptions Part 23

eSIM Smartphone Shipments by OEM Forecast Assumptions Part 33

eSIM Wearable Shipment Forecasts Part 12

eSIM Wearable Shipment Forecast Assumptions Part 22

eSIM Tablet Shipment Forecasts and Assumptions

eSIM Laptop Shipment Forecasts and Assumptions

eSIM Non-Consumer Automotive and IoT Shipment Forecasts Part 12

eSIM Non-Consumer Automotive and IoT Shipment Forecast Assumptions Part 22

What Does SGP21 Bring to the Table

Full Year 2023 eSIM IC Vendor Market Shares

SIM Card Shipments be Device Type

CE Device Removable SIM Card Shipment Forecasts

Full Year 2023 SIM Card Vendor Market Shares

Full Year 2023 SIM Card IC Vendor Market Shares