¡Ø º» »óǰÀº ¿µ¹® ÀÚ·á·Î Çѱ۰ú ¿µ¹® ¸ñÂ÷¿¡ ºÒÀÏÄ¡ÇÏ´Â ³»¿ëÀÌ ÀÖÀ» °æ¿ì ¿µ¹®À» ¿ì¼±ÇÕ´Ï´Ù. Á¤È®ÇÑ °ËÅ並 À§ÇØ ¿µ¹® ¸ñÂ÷¸¦ Âü°íÇØÁֽñ⠹ٶø´Ï´Ù.
SIM Ä«µå ¹× eSIM ½ÃÀåÀ» Á¶»çÇßÀ¸¸ç, ÀÓº£µðµåÇü SIM(eSIM) ¹× ¸®¹«¹öºí SIMÀÇ ÃâÇÏ·® ¹× ¸ÅÃâ ¿¹Ãø, eSIM µð¹ÙÀ̽º À¯Çüº° »ó¼¼ ¿¹Ãø, SIM, eSIM, SIM ½ÃÅ¥¾î IC º¥´õÀÇ ½ÃÀå Á¡À¯À² µîÀ» Á¤¸®ÇÏ¿© ÀüÇØµå¸³´Ï´Ù.
½Ç¿ëÀûÀÎ ÀÌÁ¡ :
- ÀÓº£µðµåÇü SIM(eSIM)¿¡ ÀÇÇÑ ¸®¹«¹öºí SIM Ä«µå ½ÃÀå¿¡ ´ëÇÑ ÀáÀçÀûÀÎ ¿µÇâÀ» ÃøÁ¤ÇÒ ¼ö ÀÖ½À´Ï´Ù.
- ÀÎÇ÷¹ÀÌ¼Ç ¿äÀÎ ¹× SGP.32 »ç¾ç µî ±âŸ ¿µÇâ·Â ÀÖ´Â ½ÃÀå ¿ªÇаú ÇÔ²² ½ÃÀåÀÇ °¨¼Ó °úÁ¦¸¦ ÆÄ¾ÇÇϰí, °úÀ× Àç°í µî Ĩ ºÎÁ·¿¡ ÀÇÇÑ ÈÄÀ¯ÁõÀ» ÀÌÇØÇÒ ¼ö ÀÖ½À´Ï´Ù.
- ¼ÒºñÀÚ¿ë ¹× M2M/IoT ¿ëµµ¿¡¼ eSIMÀÇ ÃÖ´ë ¼ºÀå ±âȸ¸¦ ½Äº°ÇÏ´Â °ÍÀ¸·Î Ÿ±êÀ» Á¼Èú ¼ö ÀÖ½À´Ï´Ù.
- eSIM/ÀÓº£µðµåÇü ¹ü¿ë ICÄ«µå(eUICC)ÀÇ Ã¤Åà ½ºÄÉÁÙÀ» ÀÌÇØÇϰí, ±âÁ¸ ¸®¹«¹öºí SIM Ä«µå ½ÃÀå¿¡ ´ëÇÑ ÀáÀçÀû ¿µÇâÀ» º¸´Ù ÀûÈ®ÇÏ°Ô ÆÄ¾ÇÇÒ ¼ö ÀÖ½À´Ï´Ù.
- SGP.32 ÇÁ·ÎÆÄÀÏ Æ®·£Àè¼ÇÀÇ ¿¹»ó ¼ºÀå ±Ëµµ¸¦ ÃøÁ¤ÇÒ ¼ö ÀÖ½À´Ï´Ù.
Áß¿äÇÑ Áú¹®¿¡ ´ëÇÑ ´äº¯ :
- ÀÎÇ÷¹À̼ÇÀº SIM Ä«µå ½ÃÀå¿¡ ¾î¶² ¿µÇâÀ» ¹ÌÄ¡´Â°¡?
- ¸®¹«¹öºí SIM°ú eSIMÀ» ÇÕÄ£ SIM Ä«µå ½ÃÀå ±Ô¸ð´Â?
- ÇâÈÄ 5³â°£ÀÇ ¼ÒºñÀÚ ½ÃÀå ¹× M2M ½ÃÀå¿¡¼ eSIM/eUICCÀÇ Àüü ½ÃÀå ±Ô¸ð´Â?
- SGP.32 »ç¾çÀÇ ¹ßÇ¥´Â IoT ½ÃÀå¿¡ ¾î¶² ÀǹÌÀΰ¡?
- eSIM ½ÃÀåÀº ÇâÈÄ 5³â°£ ¾î¶»°Ô ÁøÀüÇϸç, ±âÁ¸ SIM Ä«µå ½ÃÀå¿¡ ¾î¶² ¿µÇâÀ» ¹ÌÄ¡´Â°¡?
Á¶»ç ÇÏÀ̶óÀÌÆ® :
- eSIM°ú ¸®¹«¹öºí SIM ¹è¸®¾ðÆ®¸¦ Ä¿¹öÇÏ´Â 5°³³â SIM Ä«µå ÃâÇÏ·® ¿¹Ãø
- SGP.32 ÇÁ·ÎÆÄÀÏ Æ®·£Àè¼Ç ¿¹Ãø
- eSIM ¿¹Ãø : µð¹ÙÀ̽º À¯Çüº°
- 2023³â ½ÃÀå Á¡À¯À² : SIM, eSIM, SIM ½ÃÅ¥¾î IC ÃâÇÏ·®º°
¸ñÂ÷
ÁÖ¿ä Á¶»ç °á°ú
½ÅÂø Á¤º¸
Á¶»ç ¹æ¹ý ÆÄÆ® 1 : SIM Ä«µå ½ÃÀå Àüü
Á¶»ç ¹æ¹ý ÆÄÆ® 2 : eSIM
SIM Ä«µå ÃâÇÏ·® : ÆûÆÑÅͺ°
eSIM ÃâÇÏ·® : ¼ÒºñÀÚ vs M2M IoT
eSIM SGP32 Æ®·£Àè¼Ç ¿¹Ãø
eSIM ¼ÒºñÀÚ µð¹ÙÀ̽º ÃâÇÏ·® : µð¹ÙÀ̽º À¯Çüº°
eSIM ½º¸¶Æ®Æù ÃâÇÏ·® : OEMº°
eSIM ½º¸¶Æ®Æù OEMº° ÃâÇÏ·® ¿¹ÃøÀÇ ÀüÁ¦Á¶°Ç
eSIM ¿þ¾î·¯ºí ÃâÇÏ·® ¿¹Ãø
eSIM ¿þ¾î·¯ºí ÃâÇÏ·® ¿¹ÃøÀÇ ÀüÁ¦Á¶°Ç
eSIM ÅÂºí¸´ ÃâÇÏ·® ¿¹Ãø¡¤ÀüÁ¦Á¶°Ç
eSIM ·¦Åé ÃâÇÏ·® ¿¹Ãø¡¤ÀüÁ¦Á¶°Ç
eSIM ºñ¼ÒºñÀÚ ÀÚµ¿Â÷¡¤IoT ÃâÇÏ·® ¿¹Ãø
eSIM ºñ¼ÒºñÀÚ ÀÚµ¿Â÷¡¤IoT ÃâÇÏ·® ¿¹ÃøÀÇ ÀüÁ¦Á¶°Ç
SGP21ÀÌ ÃÊ·¡ÇÏ´Â °Í
2023³â eSIM IC º¥´õÀÇ ½ÃÀå Á¡À¯À²
SIM Ä«µå ÃâÇÏ·® : µð¹ÙÀ̽º À¯Çüº°
CE µð¹ÙÀ̽º¿ë ¸®¹«¹öºí SIM Ä«µå ÃâÇÏ·® ¿¹Ãø
2023³â SIM Ä«µå º¥´õÀÇ ½ÃÀå Á¡À¯À²
2023³â SIM Ä«µå IC º¥´õÀÇ ½ÃÀå Á¡À¯À²
KSA 24.11.19
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