消费者和 M2M 领域的 eSIM 市场

本报告调查了面向消费者和M2M 领域的全球eSIM 市场，分析了市场影响因素、趋势和市场规模预测，按外形尺寸和设备等各个类别进行了详细分析，并提供了主要eSIM IC 的资讯。总结供应商的市场占有率。

报告的优点：

• 确定并更好地瞄准消费者和 M2M/IoT 应用中 eSIM/eUICC 和 iSIM/iUICC 外形规格的成长机会
• 了解 eSIM/eUICC 和 iSIM/iUICC 的采用时间表，以便更好地了解对传统可拆卸 SIM 卡市场的潜在影响
• 了解 eSIM IC 供应商格局，协助辨识策略伙伴关係和竞争威胁

关键问题的答案：

• 消费者和 M2M 领域的 eSIM/eUICC 和 iSIM/iUICC 整体市场规模有多大？ 此外，哪些应用程式/设备将推动未来五年的成长？
• 新的嵌入式 iSIM/iUICC 外形尺寸将如何演变？它们会对传统 eSIM/eUICC 硬体市场产生什么影响（如果有）？
• eSIM 和嵌入式安全元件 (eSE) 的融合将如何发展？
• eSIM 活化率的状况如何？未来五年活化率将如何改变？
• 接下来哪一家行动供应商将转向 eSIM 整合？
• eSIM IC 的主要供应商有哪些？

研究亮点：

• 预测消费性与 M2M/IoT 应用中的 SIM/eUICC 设备/应用
• 以 eSIM/eUICC 外形尺寸预测：独立资料点和 eSIM/eSE 资料点
• 依装置类型/应用程式进行 iSIM/iUICC 预测
• 主要 OEM 厂商对智慧型手机 eSIM 的预测：苹果、三星、Google、华为
• 2018 年上半年至 2022 年全年 eSIM IC 供应商市占率

目录

• 表格
• 图表

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 IUICC (iUICC) form factors across consumer and Machine-to-Machine (M2M)/Internet of Things (IoT) applications.
• Understand the eSIM/eUICC and iSIM/iUICC adoption timelines to better gauge the potential impacts on the traditional removable 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 full year 2022 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 M2M
• Table 2: Total eSIM Shipments by Device Type and Application
• Table 3: Total RSM Capable eSIM Shipments
• Table 4: eSIM Profile Transactions by Specification Type
• Table 5: eSIM Shipments by Form-Factor
• Table 6: Total eSIM IC Shipments by Device Type and 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 Smartphone Forecast Assumptions
• Table 11: eSIM Wearable Device Penetration
• Table 12: eSIM Wearable Device Forecast Assumptions
• Table 13: eSIM Tablet Penetration
• Table 14: eSIM Tablet Forecast Assumptions
• Table 15: eSIM Laptop Penetration
• Table 16: eSIM Laptop Forecast Assumptions
• Table 17: eSIM in the Consumer Market IC Shipments by Device Type
• Table 18: eSIM Smartphone Shipments by Region
• Table 19: eSIM Apple Smartphone Shipments by Region
• Table 20: eSIM Samsung Smartphone Shipments by Region
• Table 21: eSIM Google Smartphone Shipments by Region
• Table 22: eSIM Other Smartphone Shipments by Region
• Table 23: eSIM Smartphone Shipments by OEM
• Table 24: eSIM Smartphone Shipments by OEM
• Table 25: eSIM Smartphone Shipments by OEM
• Table 26: eSIM Smartphone Shipments by OEM
• Table 27: eSIM Smartphone Shipments by OEM
• Table 28: Total M2M eMFF SIM Shipments by Application
• Table 29: Total RSM Capable M2M eMFF Shipments
• Table 30: M2M eMFF eSIM Forecast Assumptions
• Table 31: eSIM in the M2M Market Total IC Shipments by Application
• Table 32: eSIM IC Vendor Market Shares
• Table 33: iUICC Shipments - Consumer versus M2M/IoT
• Table 34: iUICC Shipments by Device Type and Application
• Table 35: iUICC Forecast Assumptions

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 M2M eMFF SIM Shipments by Application
• Chart 6: Total RSM Capable M2M eMFF SIM Shipments
• Chart 7: eSIM IC Vendor Market Shares
• Chart 8: iUICC Shipments - Consumer versus M2M/IoT
• Chart 9: iUICC Shipments by Device Type and Application