SIM 卡和 eSIM 市场数据概览：2024 年下半年

该报告研究了SIM卡和eSIM市场，并提供了嵌入式SIM（eSIM）和可移动SIM出货量和收入的预测、eSIM设备类型的详细预测以及SIM、eSIM和SIM安全IC供应商的市场占有率等。

实际好处：

• 衡量嵌入式 SIM (eSIM) 对可拆式 SIM 卡市场的潜在影响
• 瞭解市场放缓的课题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），并瞭解晶片短缺的后果（例如库存过剩）。
• 透过确定消费者和 M2M/IoT 应用中最大的 eSIM 成长机会来实现目标
• 瞭解 eSIM/嵌入式通用 IC 卡 (eUICC) 采用时间表，更瞭解对传统可移动 SIM 卡市场的潜在影响
• 您可以衡量SGP.32设定檔交易的预期成长轨迹

重要问题的答案：

• 通膨将如何影响SIM卡市场？
• SIM 卡市场规模有多大（包括可移动 SIM 和 eSIM）？
• 未来五年eSIM/eUICC在消费者和M2M市场的总市场规模是多少？
• SGP.32规范的发布对物联网市场意味着什么？
• 未来五年eSIM市场将如何演变，对传统SIM卡市场有何影响？

研究亮点：

• 涵盖 eSIM 和可拆卸 SIM 卡变体的 5 年 SIM 卡出货量预测
• 预测 SGP.32 设定檔的交易
• eSIM 预测：依装置类型
• 2023 年市占率：SIM、eSIM、SIM 安全 IC 出货量（以出货量）

目录

主要发现

什么是新的

研究方法第 1 部分：整体 SIM 卡市场

研究方法第 2 部分：eSIM

SIM 卡出货量：依外型尺寸划分

eSIM 出货量：消费者与 M2M 物联网

eSIM SGP32 事务预测

eSIM 消费性设备出货量：依设备类型

eSIM 智慧型手机出货量：依 OEM 分类

OEM eSIM 智慧型手机出货量预测的先决条件

预测 eSIM 穿戴装置出货量

预测 eSIM 穿戴装置出货量的先决条件

eSIM平板电脑出货量预测与假设

eSIM 笔记型电脑出货量预测与假设

预测 eSIM 非消费性车辆/物联网出货量

eSIM 非消费性车辆/物联网出货量预测的先决条件

SGP21带来了什么？

2023年eSIM IC厂商市场占有率

SIM 卡出货量：依装置类型

CE 装置可拆式 SIM 卡出货量预测

2023年SIM卡厂商市场占有率

2023年SIM卡IC厂商市场占有率

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