消費者和 M2M 市場中的 eSIM

本報告調查了消費者和 M2M 市場中的 eSIM 趨勢，並總結了 eSIM/eUICC 和 iSIM/iUICC 市場規模的趨勢和預測、按設備類型/應用的細分以及 eSIM IC 供應商的市場佔有率。

實用的優點:

• 辨識並鎖定 eSIM/eUICC 和 iSIM/iUICC 形態在消費性電子和 M2M/IoT 應用中的最大成長機會
• 了解 SGP.32 預計何時投入商業化，並確定這將如何對 eSIM 物聯網設備市場產生積極影響
• 了解 eSIM/eUICC 和 iSIM/iUICC 的採用時間表及其對傳統可拆卸 SIM 卡市場的潛在影響
• 了解 eSIM IC 供應商格局，以協助識別策略夥伴關係和競爭威脅

對重要的問題的回答:

• eSIM/eUICC 和 iSIM/iUICC 在消費市場和 M2M 市場的規模是多少？哪些應用/設備類型將在未來五年推動成長？
• 新興的嵌入式 iSIM/iUICC 外形尺寸將如何演變？如果有的話，它們會對傳統的 eSIM/eUICC 硬體市場產生什麼影響？
• eSIM 和嵌入式安全元件 (eSE) 的融合將如何發揮作用？
• 目前 eSIM 活化率的情況如何？未來五年活化率將如何變化？
• 哪些設備供應商將接下來整合 eSIM？
• eSIM IC 的主要供應商有哪些？

調查亮點:

• 消費者和 M2M/IoT SIM/eUICC 設備/應用預測
• eSIM/eUICC 外形尺寸預測：涵蓋獨立和 eSIM/eSE 資料點
• 依設備類型/用途預測 iSIM/iUICC
• 主要裝置 OEM 對智慧型手機 eSIM 的預測：蘋果、三星、Google、華為等。
• eSIM IC 供應商市佔率：2018 年上半年 - 2024 年上半年

目錄

表格

表(圖表)

• 消費者 eSIM 出貨量（依設備類型）
• 按設備類型劃分的消費者 eSIM 出貨量滲透率
• eSIM 智慧型手機出貨量（以 OEM 分為單位）
• eSIM 智慧型手機出貨量佔有率（以 OEM 劃分）
• M2M IoT eMFF SIM 出貨量：依應用程式劃分
• 支援 RSP 的 M2M IoT eMFF SIM 出貨量
• eSIM IC 供應商市場佔有率
• iUICC 出貨量：消費級 vs. M2M IoT
• iUICC 出貨量（依終端市場及設備類型）

Actionable Benefits:

• Identify and better target the largest growth opportunities for the Embedded Subscriber Identity Module (eSIM))/Embedded Universal Integrated Circuit Card (eUICC), and Integrated SIM (iSIM)/Integrated UICC (iUICC) form factors across consumer and Machine-to-Machine (M2M)/Internet of Things (IoT) applications.
• Understand the likely commercial launch timeline for SGP.32 and identify how this will positively impact the market for eSIM IoT devices.
• Understand the eSIM/eUICC and iSIM/iUICC adoption timelines to better gauge the potential impacts on the traditional removable Subscriber Identity Module (SIM) cards market.
• Understand the eSIM Integrated Circuit (IC) vendor landscape to help with strategic partnerships and to identify competitive threats.

Critical Questions Answered:

• What is the total market size for eSIM/eUICC and iSIM/iUICC in the consumer and M2M markets and what applications/device types will drive growth over the next 5 years?
• How will emerging embedded iSIM/iUICC form factors progress and, if at all, affect the traditional eSIM/eUICC hardware market?
• How will the convergence of eSIM and Embedded Secure Element (eSE) play out?
• What is the situation related to eSIM activation rates and how will activation rates progress over the next 5 years?
• Which handset vendor will move toward eSIM integration next?
• Who are the leading suppliers of eSIM ICs?

Research Highlights:

• SIM/eUICC device/application forecasts across consumer and M2M/IoT applications.
• eSIM/eUICC forecasts by form factor, covering standalone and combined eSIM/eSE datapoints.
• iSIM/iUICC forecasts by device type/application.
• Smartphone eSIM forecasts by select device Original Equipment Manufacturers (OEMs), including Apple, Samsung, Google, and Huawei.
• 1H 2018 to 1H 2024 eSIM IC vendor market shares.

Who Should Read This?

• Strategy planners within smart card, secure IC, M2M module, 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 module vendors looking to understand the Total Addressable Market (TAM) size.

TABLE OF CONTENTS

Tables

• Table 1 Total eSIM Shipments - Consumer Versus M2MIoT
• Table 2 Total eSIM Shipments by Application
• Table 3 Total RSP-Capable eSIM Shipments
• Table 4 eSIM Profile Downloads by Specification Type
• Table 5 eSIM Shipments by Form Factor
• Table 6 Total eSIM IC Shipments by Application
• Table 7 eSIM in the Consumer Market Shipments by Device Type
• Table 8 eSIM Smartphone Penetration
• Table 9 eSIM Smartphone Shipments by OEM
• Table 10 eSIM Wearable Device Penetration
• Table 11 eSIM Tablet Penetration
• Table 12 eSIM Laptop Penetration
• Table 13 eSIM in the Consumer Market IC Shipments by Application
• Table 14 eSIM Smartphone Shipments by Region
• Table 15 eSIM Apple Smartphone Shipments by Region
• Table 16 eSIM Samsung Smartphone Shipments by Region
• Table 17 eSIM Google Smartphone Shipments by Region
• Table 18 eSIM Other Smartphone Shipments by Region
• Table 19 eSIM Smartphone Shipments by OEM
• Table 20 eSIM Smartphone Shipments by OEM
• Table 21 eSIM Smartphone Shipments by OEM
• Table 22 eSIM Smartphone Shipments by OEM
• Table 23 eSIM Smartphone Shipments by OEM
• Table 24 Total M2MIoT eMFF SIM Shipments by Application
• Table 25 Total RSP-Capable M2MIoT eMFF Shipments by Application
• Table 26 Total RSP-Capable M2MIoT eMFF Shipments
• Table 27 eSIM M2MIoT IC Shipments by Application
• Table 28 eSIM IC Vendor Market Shares
• Table 29 iUICC Shipments - Consumer Versus M2MIoT
• Table 30 iUICC Shipments by Device TypeEnd Market

Charts

• Chart 1 eSIM in the Consumer Market Shipments by Device Type
• Chart 2 eSIM in the Consumer Market Shipment Penetration by Device Type
• Chart 3 eSIM Smartphone Shipments by OEM
• Chart 4 eSIM Smartphone Shipment Penetration by OEM
• Chart 5 Total M2MIoT eMFF SIM Shipments by Application
• Chart 6 Total RSP-Capable M2MIoT eMFF SIM Shipments
• Chart 7 eSIM IC Vendor Market Shares
• Chart 8 iUICC Shipments - Consumer Versus M2MIoT
• Chart 9 iUICC Shipments by Device TypeEnd Market