向三合一 eSIM (NFC/eSE/eSIM) 的演进：设备时间表和市场拐点

本报告提供3-in-1 eSIM (NFC·eSE·eSIM) 的演变趋势调查，彙整3-in-1 eSIM及独立的eSIM的5年预测，3-in-1 eSIM的出货数针对消费者设备类型，智慧型手机OEM等各种区分的详细分析，安全IC的生态系统，eSIM及NFC的市场占有率等资料。

实用的优点:

• 了解三合一 eSIM 和独立 eSIM 的未来产品配置和机会
• 衡量三合一 eSIM 解决方案的预期成长轨迹
• 从晶片组的角度确定谁最有能力利用三合一 eSIM 机会，帮助 OEM 选择潜在合作伙伴和供应商并确定其优先顺序，这非常有用
• 了解市场时间表以评估对独立 eSIM 市场的潜在影响

关键问题的答案：

• 未来 5 年三合一与独立 eSIM 的市场规模有多大？
• 这对独立 eSIM 市场有何影响（如果有）？
• 从晶片组供应商的角度来看，谁处于最佳位置？
• 哪些 OEM 厂商目前正在使用三合一 eSIM 解决方案以及哪些厂商预计将来会采用这些解决方案？
• 哪一年会是三合一 eSIM 解决方案的转捩点？

研究亮点：

• 独立和三合一 eSIM 出货量和渗透率的 5 年预测
• 以消费性设备类型划分的三合一 eSIM 出货量
• 安全 IC 生态系统评估以及 eSIM 和 NFC 市场占有率
• 以智慧型手机 OEM 划分的三合一 eSIM 出货量

目录

主要调查结果

主要的预测

主要企业生态系统

安全IC供应商的eSIM市场占有率

3-in-1 eSIM的出货数:各智慧型手机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