SIM/eSIM 市场数据概览（2025 年第三季）

本报告分析了 SIM/eSIM 市场，并对消费者/M2M 应用领域的 SIM 卡部署、出货量和收入机会进行了五年预测，同时还提供了 2024 年 SIM 卡供应商的市场占有率数据。

关键问题解答

• 未来五年 eSIM 市场将如何发展？传统 SIM 卡市场将受到哪些影响？
• 市场如何从晶片短缺和库存问题的影响中復苏？
• 通货膨胀将如何影响 SIM 卡市场？
• 在消费者/机器对机器 (M2M) 应用中，传统可移动 SIM 卡和 eSIM 卡的总市场规模是多少？
• 在一个已经高度成熟且过度饱和的市场中，哪些市场蕴藏着最大的机会？
• SIM卡的主要供应商有哪些？

本报告建议与 "SIM卡" （MD-SCSC-34）和 "SIM卡积体电路" （MD-SCIC-34）配合阅读。

目录

主要发现

最新资讯

研究方法

主要预测

SIM卡市占率

SIM卡积体电路市场占有率

Actionable Benefits:

• Identify the impacts from Embedded Subscriber Identity Module (eSIM) and higher-end handset costs on the traditional removable Subscriber Identity Module (SIM) card market.
• Identify macro market dynamics and prepare for market uncertainty driven by items including Identity (ID) registration and Mobile Network Operator (MNO) market consolidation, the chip shortage, overstocking, and inflation.
• Understand the SIM card vendor landscape to help with strategic partnerships and to identify competitive threats.

Critical Questions Answered:

• How will the eSIM market progress over the next 5 years and what will be the impact on the traditional SIM card market?
• How is the market recovering from the chip shortage impact and inventory?
• How will inflation impact the SIM card market?
• What is the total market size for traditional removable SIM and eSIM across consumer and Machine-to-Machine (M2M) applications?
• What markets, if any, will present the most opportunity in an already extremely mature and overly saturated market?
• Who are the leading suppliers of SIM cards?

Research Highlights:

• Five-year SIM card forecasts covering the installed base, shipments, and revenue opportunity across consumer and M2M categories.
• Global and regional forecasts, alongside country-level forecasts covering Canada, the United States, Brazil, Mexico, China, India, Indonesia, Japan, South Korea, Pakistan, Russia, Turkey, France, Germany, Italy, Spain, the United Kingdom, and South Africa.
• Full year 2024 SIM card vendor market shares.

Who Should Read This?

• Strategy planners within smart card and secure Integrated Circuit (IC) organizations.
• Sales and marketing leaders looking to understand the revenue and margin opportunity, and benchmark organizational performance.
• Other ecosystem players working in strategy, sales, and marketing capacities.

TABLE OF CONTENTS

This is meant to be read in conjunction with SIM Cards MD-SCSC-34 and SIM Card ICs MD-SCIC-34

Key Findings

Whats New

Methodology

Significant Forecasts

SIM Market Shares

SIM IC Market Shares