SIM 카드 및 eSIM 시장 데이터 개요 : 2024년 하반기

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