消费性与物联网市场的 eSIM

实际优势：

• 追踪嵌入式用户识别模组 (eSIM) 市场的成长情况，并识别其最大的机会。涵盖嵌入式通用积体电路 (eUICC) 和整合式通用积体电路 (iUICC) 外形尺寸、消费性和物联网 (IoT) 装置类型以及物联网应用垂直领域。
• 鑑于 SGP.32 商用发布延迟及其对物联网应用的影响，修订并量化预测。
• 透过分析智慧型手机 OEM 厂商，了解消费市场的区域复杂性。

关键问题解答：

• 2024 年至 2030 年，消费与物联网市场的 eSIM 总市场规模将达到多少？
• 鑑于中国智慧型手机普及率不断提高，消费者智慧型手机发布量持续成长，消费者市场的区域分布如何？未来五年将如何改变？
• 积体电路 (IC) 外型尺寸（独立式与三合一 eUICC、iUICC 的普及率）模式将如何演变？
• 目前设定檔下载量规模如何？未来五年将如何改变？
• 消费者活化率将如何改变？物联网活化量在 GSMA SGP 标准之间的分布如何？
• 主要 IC 供应商有哪些？他们的市占率分别是多少？

主要发现：

• 消费性设备和物联网应用的装置和积体电路预测（包括依地区和设备类型划分的消费市场区隔）
• 消费与物联网领域的 eSIM 渗透率
• 依物联网应用划分的远端 SIM 设定 (RSP) 支援的 eSIM 出货量
• 依规格划分的消费和物联网设定檔下载预测
• 依地区和厂商划分的 eSIM 智慧型手机出货量和渗透率
• eSIM 积体电路厂商市场占有率

本报告推荐给以下受众：

• 智慧卡、安全积体电路、模组和设备製造商的策略和产品设计负责人
• 希望了解关键趋势和优先事项的销售和行销负责人
• 希望量化总潜在市场 (TAM)、识别关键机会并优先考虑技术支援的 eSIM 基础设施提供者功能
• 物联网策略家和模组供应商确定整合需求和潜在市场规模

目录

表格

图表

• 图 1：依应用装置类型划分的 eSIM 装置出货量
• 图 2：依规范类型划分的 eSIM 设定檔下载量
• 图 3：依规范类型划分的 eSIM 设定檔下载渗透率
• 图 4：以 OEM 划分的 eSIM 智慧型手机出货渗透率
• 图 5：依地区划分的 eSIM 智慧型手机出货量
• 图 6：依应用程式划分的物联网 eSIM 出货状况
• 图 7：iUICC 出货渗透率 - 消费者与 M2MIoT
• 图 8：eSIM IC 供应商市场占有率

Actionable Benefits:

• Track growth and identify the largest opportunities in the Embedded Subscriber Identity Module (eSIM) markets-across embedded Universal Integrated Circuit Card (eUICC) and integrated Universal Integrated Circuit Card (iUICC) form factors, consumer and Internet of Things (IoT) device types, and IoT applications (verticals).
• Revise and quantify expectations following the delayed commercial launch of SGP.32 and its impact on IoT applications.
• Understand regional complexities in the consumer market with smartphone Original Equipment Manufacturer (OEM) vendor breakdowns.

Critical Questions Answered:

• What is the total market size for eSIM in the consumer and IoT markets from 2024 to 2030?
• What is the regional breakdown of the consumer market, and how will this change over the coming 5 years, given the increasing penetration and consumer smartphone launch in China?
• How will the Integrated Circuit (IC) form factor (standalone versus 3-in-1 eUICC, iUICC penetration) landscape evolve?
• What is the current scale of profile downloads, and how will this progress in the coming 5 years?
• How will consumer activation rates change, and how will IoT activations split across GSMA SGP standards?
• Who are the leading IC suppliers, and what are their respective market shares?

Research Highlights:

• Device and IC forecasts across consumer devices and IoT applications with regional consumer splits across device types.
• eSIM penetration rates across consumer and IoT.
• Remote SIM Provisioning (RSP)-capable eSIM shipments by IoT application.
• Profile download forecasts across consumer and IoT, split by specification.
• eSIM smartphone shipments and penetration rates by region and vendor.
• eSIM IC vendor market shares.

Who Should Read This?

• Strategic and product design leads within smart card, secure IC, module, and device makers.
• Sales and marketing leads seeking to understand key trends and priorities.
• eSIM infrastructure players looking to quantify Total Addressable Market (TAM) size, identify key opportunities and prioritize technology support features.
• IoT strategists and module vendors identifying integration requirements and TAM.

TABLE OF CONTENTS

Tables

• Table 1 eSIM Device Shipments - Consumer Versus M2MIoT
• Table 2 eSIM Device Shipments by Application
• Table 3 eSIM Shipments by Form Factor
• Table 4 Total eSIM IC Shipments by Application
• Table 5 eSIM Profile Downloads by Specification Type
• Table 6 SGP22 Consumer Profile Downloads by Region
• Table 7 SGP32 Profile Downloads by Application
• Table 8 SGP02 Profile Downloads by Application
• Table 9 eSIM Smartphone Shipments by OEM
• Table 10 eSIM Smartphone Shipments by Region
• Table 11 eSIM Smartphone Shipments by OEM
• Table 12 eSIM Smartphone Shipments by OEM
• Table 13 eSIM Smartphone Shipments by OEM
• Table 14 eSIM Smartphone Shipments by OEM
• Table 15 eSIM Smartphone Shipments by OEM
• Table 16 eSIM Smartphone Shipments by OEM
• Table 17 eSIM Smartphone Shipments by OEM
• Table 18 Apple eSIM Enabled Smartphone Shipments by Region
• Table 19 Google eSIM Enabled Smartphone Shipments by Region
• Table 20 HONOR eSIM Enabled Smartphone Shipments by Region
• Table 21 Huawei eSIM Enabled Smartphone Shipments by Region
• Table 22 Motorola eSIM Enabled Smartphone Shipments by Region
• Table 23 MicrosoftNokia eSIM Enabled Smartphone Shipments by Region
• Table 24 OPPO eSIM Enabled Smartphone Shipments by Region
• Table 25 Samsung eSIM Enabled Smartphone Shipments by Region
• Table 26 Sony eSIM Enabled Smartphone Shipments by Region
• Table 27 TCLAlcatel eSIM Enabled Smartphone Shipments by Region
• Table 28 vivo eSIM Enabled Smartphone Shipments by Region
• Table 29 Xiaomi eSIM Enabled Smartphone Shipments by Region
• Table 30 Other eSIM Enabled Smartphone Shipments by Region
• Table 31 Total eSIM Enabled Smartphone Shipment Penetration Rate
• Table 32 Apple eSIM Enabled Smartphone Shipment Penetration Rate
• Table 33 Google eSIM Enabled Smartphone Shipment Penetration Rate
• Table 34 HONOR eSIM Enabled Smartphone Shipment Penetration Rate
• Table 35 Huawei eSIM Enabled Smartphone Shipment Penetration Rate
• Table 36 Motorola eSIM Enabled Smartphone Shipment Penetration Rate
• Table 37 MicrosoftNokia eSIM Enabled Smartphone Shipment Penetration Rate
• Table 38 OPPO eSIM Enabled Smartphone Shipment Penetration Rate
• Table 39 Samsung eSIM Enabled Smartphone Shipment Penetration Rate
• Table 40 Sony eSIM Enabled Smartphone Shipment Penetration Rate
• Table 41 TCLAlcatel eSIM Enabled Smartphone Shipment Penetration Rate
• Table 42 vivo eSIM Enabled Smartphone Shipment Penetration Rate
• Table 43 Xiaomi eSIM Enabled Smartphone Shipment Penetration Rate
• Table 44 Other eSIM Enabled Smartphone Shipment Penetration Rate
• Table 45 eSIM Non Smartphone Device Shipments by Type
• Table 46 eSIM Wearable Device Shipments by Region
• Table 47 eSIM Wearable Device Shipments by Type
• Table 48 eSIM Wearable Device Shipments by Type
• Table 49 eSIM Wearable Device Shipments by Type
• Table 50 eSIM Wearable Device Shipments by Type
• Table 51 eSIM Wearable Device Shipments by Type
• Table 52 eSIM Wearable Device Shipments by Type
• Table 53 eSIM Wearable Device Shipments by Type
• Table 54 eSIM Tablet Device Shipments by Region
• Table 55 eSIM Laptop Device Shipments by Region
• Table 56 eSIM Other Consumer Device Shipments by Region
• Table 57 Wearable eSIM Enabled Device Shipment Penetration Rate
• Table 58 Tablet eSIM Enabled Device Shipment Penetration Rate
• Table 59 Laptop eSIM Enabled Device Shipment Penetration Rate
• Table 60 IoT eSIM Shipments by Application
• Table 61 IoT RSP Capable eSIM Shipments by Application
• Table 62 IoT RSP Capable eSIM Shipments Penetration Rate by Application
• Table 63 iUICC Shipments - Consumer Versus M2MIoT
• Table 64 iUICC Shipments by Device TypeEnd Market
• Table 65 eSIM IC Vendor Market Shares

Charts

• Chart 1 eSIM Device Shipments by ApplicationDevice Type
• Chart 2 eSIM Profile Downloads by Specification Type
• Chart 3 eSIM Profile Download Penetration Rates by Specification Type
• Chart 4 eSIM Smartphone Shipment Penetration Rate by OEM
• Chart 5 eSIM Smartphone Shipments by Region
• Chart 6 IoT eSIM Shipments by Application
• Chart 7 iUICC Shipment Penetration Rates - Consumer Versus M2MIoT
• Chart 8 eSIM IC Vendor Market Shares