面向消费者和物联网的eSIM市场

本报告分析了消费者和物联网 eSIM 市场，总结了 eSIM 设备出货量和个人资料下载量按地区、设备类型和其他类别分類的趋势和预测，以及 eSIM IC 供应商的市场份额。

实际益处：

• 追踪嵌入式SIM卡（eSIM）市场的成长情况，并找出最大的商机。本市场外形规格。
• 我们可以量化对 SGP.32 的期望及其对物联网应用的影响。
• 这使您能够了解消费市场的复杂区域格局，包括智慧型手机 OEM 供应商的细分情况。

主要问题解答：

• 2025 年至 2030 年间，eSIM 在消费者和物联网市场的总市场规模预计为何？
• 鑑于中国智慧型手机渗透率不断提高以及消费性智慧型手机的不断推出，未来四年消费者市场的区域组成如何？又将如何变化？
• 积体电路 (IC)外形规格（独立式与 3 合 1 eUICC、iUICC 采用率）的发展趋势将如何改变？
• 目前个人资料下载量规模如何？您预计未来四年这趋势将如何改变？
• 消费者激活率将如何变化？物联网活化将如何根据 GSMA SGP 标准进行细分？
• 主要的积体电路供应商有哪些？它们各自的市占率是多少？

研究亮点：

• 按地区和设备类型细分的消费性电子设备、物联网设备和积体电路的预测。
• eSIM在消费者和物联网中的渗透率
• 透过物联网应用交付相容远端SIM配置（RSP）的eSIM
• 消费品和物联网领域的设定檔下载预测（按规格细分）
• 按地区和厂商分類的 eSIM 智慧型手机出货量和渗透率
• eSIM IC供应商市场份额

目录

桌子

数位

• eSIM 设备出货量：依设备类型和终端市场划分。
• eSIM设定檔下载次数：依规范类型划分
• eSIM设定檔下载渗透率：依规格类型划分
• eSIM智慧型手机出货渗透率：依OEM厂商划分
• eSIM智慧型手机出货量：依地区划分
• eSIM 出货量：透过物联网应用
• iUICC 出货渗透率：消费者与 M2M 物联网应用
• eSIM IC供应商市场份额

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).
• Quantify expectations for 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 2025 to 2030?
• What is the regional breakdown of the consumer market, and how will this change over the coming 4 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 4 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 Device TypeEnd Market
• Table 3 eSIM Shipments by Form Factor
• Table 4 Total eSIM IC Shipments by Device TypeEnd Market
• Table 5 eSIM Profile Downloads by Specification Type
• Table 6 SGP22 Consumer Profile Downloads by Region
• Table 7 SGP32 Profile Downloads by Device TypeEnd Market
• Table 8 SGP02 Profile Downloads by Device TypeEnd Market
• 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 Device TypeEnd Market
• 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