消费者和 M2M 市场中的 eSIM

本报告调查了消费者和 M2M 市场中的 eSIM 趋势，并总结了 eSIM/eUICC 和 iSIM/iUICC 市场规模的趋势和预测、按设备类型/应用的细分以及 eSIM IC 供应商的市场占有率。

实用的优点:

• 辨识并锁定 eSIM/eUICC 和 iSIM/iUICC 形态在消费性电子和 M2M/IoT 应用中的最大成长机会
• 了解 SGP.32 预计何时投入商业化，并确定这将如何对 eSIM 物联网设备市场产生积极影响
• 了解 eSIM/eUICC 和 iSIM/iUICC 的采用时间表及其对传统可拆卸 SIM 卡市场的潜在影响
• 了解 eSIM IC 供应商格局，以协助识别策略伙伴关係和竞争威胁

对重要的问题的回答:

• eSIM/eUICC 和 iSIM/iUICC 在消费市场和 M2M 市场的规模是多少？哪些应用/设备类型将在未来五年推动成长？
• 新兴的嵌入式 iSIM/iUICC 外形尺寸将如何演变？如果有的话，它们会对传统的 eSIM/eUICC 硬体市场产生什么影响？
• eSIM 和嵌入式安全元件 (eSE) 的融合将如何发挥作用？
• 目前 eSIM 活化率的情况如何？未来五年活化率将如何变化？
• 哪些设备供应商将接下来整合 eSIM？
• eSIM IC 的主要供应商有哪些？

调查亮点:

• 消费者和 M2M/IoT SIM/eUICC 设备/应用预测
• eSIM/eUICC 外形尺寸预测：涵盖独立和 eSIM/eSE 资料点
• 依设备类型/用途预测 iSIM/iUICC
• 主要装置 OEM 对智慧型手机 eSIM 的预测：苹果、三星、Google、华为等。
• eSIM IC 供应商市占率：2018 年上半年 - 2024 年上半年

目录

表格

表(图表)

• 消费者 eSIM 出货量（依设备类型）
• 按设备类型划分的消费者 eSIM 出货量渗透率
• eSIM 智慧型手机出货量（以 OEM 分为单位）
• eSIM 智慧型手机出货量占有率（以 OEM 划分）
• M2M IoT eMFF SIM 出货量：依应用程式划分
• 支援 RSP 的 M2M IoT eMFF SIM 出货量
• eSIM IC 供应商市场占有率
• iUICC 出货量：消费级 vs. M2M IoT
• iUICC 出货量（依终端市场及设备类型）

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