중국에서 eSIM 스마트폰의 사업 기회

Actionable Benefits:

• Understand expectations around the launch of the Embedded Subscriber Identity Module (eSIM) for smartphones in China for domestic use.
• Identify key impacts on global trends in eSIM Integrated Circuit (IC) and smartphone markets.
• Quantify the regional shares of key smartphone vendors to identify impacted and impactful manufacturers.

Critical Questions Answered:

• How will the initial launch progress?
• What are the timelines, who are the key players, and what are the expectations around implementation?
• How will the launch impact global eSIM markets?
• What are the key drivers that will impact consumer adoption?

Research Highlights:

• Key findings outlining the launch and its impact across the value chain.
• Forecasts quantifying the Asia-Pacific smartphone market and eSIM adoption.
• Ecosystem breakdown of impactful local players in Chinese eSIM.

Who Should Read This?

• Strategists and marketers in international eSIM IC and infrastructure vendors looking to understand the launch and its global impact.
• Partnership leads assessing opportunity for collaboration with Chinese vendors.
• Wider eSIM ecosystem product strategists assessing future eSIM capability distribution (e.g., necessary smartphone support and travel eSIM opportunity for outbound Chinese travelers).

TABLE OF CONTENTS

1 KEY FINDINGS

2 KEY FORECASTS

3 KEY COMPANIES AND ECOSYSTEMS CHINAS MOST IMPACTFUL ESIM PLAYERS

• 3.1 CHINA UNICOM
• 3.2 REDTEA MOBILE
• 3.3 EASTCOMPEACE
• 3.4 CEC HUADA
• 3.5 TMC

4 CHIPMAKER IMPACT COLLABORATION AND EVOLUTION

5 TRAVEL THE MOST PROMISING USAGE DRIVER