SIM 卡和 eSIM：市场概况和分析

本报告调查了全球SIM卡和eSIM市场，并提供了SIM卡市场概况、市场影响因素分析、SIM卡出货量5年预测、按类型和应用进行详细分析以及eSIM设备、预测摘要等。

报告的优点：

• 衡量 Apple 在美国推出纯 eSIM 智慧型手机对可拆式 SIM 卡市场的潜在影响
• 了解 2023 年市场动态的挑战，了解晶片短缺的时间表和市场正常化的前景，以及其他有影响力的市场动态，例如通货膨胀因素和 SGP.32 规范
• 确定并瞄准消费者和 M2M/IoT 应用中最大的 eSIM 成长机会
• 了解 eSIM/eUICC 的采用时间表，并更深入了解对传统可拆卸 SIM 卡市场的潜在影响
• 了解 eSIM 和高阶装置成本对传统可拆式 SIM 卡市场的影响

关键问题的答案：

• 晶片短缺和持续的市场不确定性将如何影响 SIM 卡市场？这种影响会持续多久？
• 通货膨胀将如何影响 SIM 卡市场？
• SIM 卡（包括可移动 SIM 和 eSIM）的市场规模有多大？
• 消费者和 M2M 市场中 eSIM/eUICC 的总市场规模有多大？哪些类型的应用/设备将推动未来五年的成长？
• SGP.32 规范的发布对物联网市场意味着什么？
• 未来五年，eSIM 市场将如何发展？对传统 SIM 卡市场有何影响？
• 在美国推出的仅支援 eSIM 的 Apple 智慧型手机系列对可拆卸 SIM 卡市场意味着什么？Apple 下一步将在何时何地推出该产品？

研究亮点：

• 5 年 SIM 卡出货量预测：eSIM/可拆 SIM 卡
• 针对消费者和 M2M/IoT 的 eSIM/eUICC 设备/应用预测
• OEM 智慧型手机 eSIM 预测：苹果、三星、Google、华为等。

目录

• 重要问题
• 全球 SIM 卡市场：概览
• 晶片组短缺－什么时候结束？
• 通货膨胀和 eSIM 的影响
• 中国：何时会采用 eSIM 智慧型手机？
• eSIM：全球市场概览
• eSIM 智慧型手机市场
• eSIM 穿戴装置的预测/先决因素
• eSIM 平板电脑预测/先决因素
• eSIM 笔记型电脑预测/先决条件
• eSIM M2M/IoT：全球市场概览
• iUICC：全球市场概览
• eSIM 三合一融合解决方案
• 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