※ 본 상품은 영문 자료로 한글과 영문 목차에 불일치하는 내용이 있을 경우 영문을 우선합니다. 정확한 검토를 위해 영문 목차를 참고해주시기 바랍니다.
구체적인 장점 :
- 임베디드 가입자 식별 모듈(eSIM) 및 고가 단말기의 비용이 기존 탈착식 가입자 식별 모듈(SIM) 카드 시장에 미치는 영향을 파악합니다.
- 신분증(ID) 등록, 이동통신사(MNO) 시장 통합, 반도체 부족, 과잉 재고, 인플레이션 등 시장의 불확실성을 유발하는 요인을 포함한 거시적 시장 역학을 파악하여 대응 방안을 마련합니다.
- SIM 카드 벤더의 벤더 현황을 파악하여 전략적 파트너십 구축 및 경쟁 위협을 파악하는 데 도움을 줍니다.
중요한 질문에 대한 답변 :
- 향후 5년간 eSIM 시장의 발전과 기존 SIM 카드 시장에 미치는 영향은?
- 반도체 부족의 영향과 재고 문제로 인해 시장은 어떻게 회복되고 있는가?
- 인플레이션은 SIM 카드 시장에 어떤 영향을 미치는가?
- 소비자 및 M2M(Machine-to-Machine) 용도에서 기존 탈착식 SIM 카드와 eSIM의 전체 시장 규모는?
- 이미 매우 성숙하고 포화상태에 이른 시장에서 가장 큰 기회를 제공할 수 있는 시장은 어디인가?
- 주요 SIM 카드 공급업체는 어떤 회사인가?
조사 하이라이트 :
- 소비자 및 M2M 카테고리의 설치 기반, 출하량, 매출 기회를 포괄하는 5년간의 SIM 카드 전망
- 세계 및 지역별 예측과 더불어 캐나다, 미국, 브라질, 멕시코, 멕시코, 중국, 인도, 인도네시아, 일본, 한국, 파키스탄, 러시아, 튀르키예, 프랑스, 독일, 이탈리아, 스페인, 영국, 남아프리카공화국을 대상으로 한 국가별 예측을 제공합니다.
- 2024년 전체 SIM 카드 공급업체별 시장 점유율
이 보고서의 대상 독자
- 스마트카드 및 보안 IC(집적회로) 조직내 전략 수립 담당자
- 매출 및 이익률 기회를 이해하고 조직의 성과를 벤치마킹하고자 하는 영업 및 마케팅 리더
- 전략, 영업, 마케팅 분야에서 활동하는 기타 생태계 관계자들
목차
표
KSA 25.11.21
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
Tables
- Table 1 Consumer Mobile Connections by Air Interface
- Table 2 SIM Installed Base by Technology Level
- Table 3 SIM Installed Base by End Product
- Table 4 SIM Shipments by End Product
- Table 5 SIM Shipments by Form Factor
- Table 6 Embedded SIM Shipments by Use Case
- Table 7 Embedded SIM Versus Traditional Removable SIM
- Table 8 SIM Shipments by Technology Level
- Table 9 SIM Shipments by OS
- Table 10 SIM Shipments by High-End Feature
- Table 11 SIM Shipments by Type of Memory
- Table 12 SIM Shipments by Memory Capacity
- Table 13 SIM ASPs by Memory Capacity
- Table 14 SIM Revenue by Memory Capacity
- Table 15 Consumer Mobile Connections by Air Interface
- Table 16 SIM Installed Base by Technology Level
- Table 17 SIM Installed Base by End Product
- Table 18 SIM Shipments by End Product
- Table 19 SIM Shipments by Form Factor
- Table 20 Embedded SIM Shipments by Use Case
- Table 21 Embedded SIM Versus Traditional Removable SIM
- Table 22 SIM Shipments by Technology Level
- Table 23 SIM Shipments by High-End Feature
- Table 24 SIM Shipments by Type of Memory
- Table 25 SIM Shipments by OS
- Table 26 SIM Shipments by Memory Capacity
- Table 27 SIM ASPs by Memory Capacity
- Table 28 SIM Revenue by Memory Capacity
- Table 29 Consumer Mobile Connections by Air Interface
- Table 30 SIM Installed Base by Technology Level
- Table 31 SIM Installed Base by End Product
- Table 32 SIM Shipments by End Product
- Table 33 SIM Shipments by Technology Level
- Table 34 SIM Shipments by Form Factor
- Table 35 Embedded SIM Shipments by Use Case
- Table 36 Embedded SIM Versus Traditional Removable SIM
- Table 37 SIM Shipments by High-End Feature
- Table 38 SIM Shipments by Type of Memory
- Table 39 SIM Shipments by OS
- Table 40 SIM Shipments by Memory Capacity
- Table 41 SIM ASPs by Memory Capacity
- Table 42 SIM Revenue by Memory Capacity
- Table 43 Consumer Mobile Connections by Air Interface
- Table 44 SIM Installed Base by Technology Level
- Table 45 SIM Installed Base by End Product
- Table 46 SIM Shipments by End Product
- Table 47 SIM Shipments by Technology Level
- Table 48 SIM Shipments by High-End Feature
- Table 49 SIM Shipments by Type of Memory
- Table 50 SIM Shipments by OS
- Table 51 SIM Shipments by Memory Capacity
- Table 52 SIM ASPs by Memory Capacity
- Table 53 SIM Revenue by Memory Capacity
- Table 54 Consumer Mobile Connections by Air Interface
- Table 55 SIM Installed Base by Technology Level
- Table 56 SIM Installed Base by End Product
- Table 57 SIM Shipments by End Product
- Table 58 SIM Shipments by Technology Level
- Table 59 SIM Shipments by High-End Feature
- Table 60 SIM Shipments by Type of Memory
- Table 61 SIM Shipments by OS
- Table 62 SIM Shipments by Memory Capacity
- Table 63 SIM ASPs by Memory Capacity
- Table 64 SIM Revenue by Memory Capacity
- Table 65 Consumer Mobile Connections by Air Interface
- Table 66 SIM Installed Base by Technology Level
- Table 67 SIM Installed Base by End Product
- Table 68 SIM Shipments by End Product
- Table 69 SIM Shipments by Form Factor
- Table 70 Embedded SIM Shipments by Use Case
- Table 71 Embedded SIM Versus Traditional Removable SIM
- Table 72 SIM Shipments by Technology Level
- Table 73 SIM Shipments by High-End Feature
- Table 74 SIM Shipments by OS
- Table 75 SIM Shipments by Type of Memory
- Table 76 SIM Shipments by Memory Capacity
- Table 77 SIM ASPs by Memory Capacity
- Table 78 SIM Revenue by Memory Capacity
- Table 79 Consumer Mobile Connections by Air Interface
- Table 80 SIM Installed Base by Technology Level
- Table 81 SIM Installed Base by End Product
- Table 82 SIM Shipments by End Product
- Table 83 SIM Shipments by Technology Level
- Table 84 SIM Shipments by High-End Feature
- Table 85 SIM Shipments by Type of Memory
- Table 86 SIM Shipments by OS
- Table 87 SIM Shipments by Memory Capacity
- Table 88 SIM ASPs by Memory Capacity
- Table 89 SIM Revenue by Memory Capacity
- Table 90 Consumer Mobile Connections by Air Interface
- Table 91 SIM Installed Base by Technology Level
- Table 92 SIM Installed Base by End Product
- Table 93 SIM Shipments by End Product
- Table 94 SIM Shipments by Technology Level
- Table 95 SIM Shipments by High-End Feature
- Table 96 SIM Shipments by Type of Memory
- Table 97 SIM Shipments by OS
- Table 98 SIM Shipments by Memory Capacity
- Table 99 SIM ASPs by Memory Capacity
- Table 100 SIM Revenue by Memory Capacity
- Table 101 Consumer Mobile Connections by Air Interface
- Table 102 SIM Installed Base by Technology Level
- Table 103 SIM Installed Base by End Product
- Table 104 SIM Shipments by End Product
- Table 105 SIM Shipments by Technology Level
- Table 106 SIM Shipments by High-End Feature
- Table 107 SIM Shipments by Type of Memory
- Table 108 SIM Shipments by OS
- Table 109 SIM Shipments by Memory Capacity
- Table 110 SIM ASPs by Memory Capacity
- Table 111 SIM Revenue by Memory Capacity
- Table 112 Consumer Mobile Connections by Air Interface
- Table 113 SIM Installed Base by Technology Level
- Table 114 SIM Installed Base by End Product
- Table 115 SIM Shipments by End Product
- Table 116 SIM Shipments by Form Factor
- Table 117 Embedded SIM Shipments by Use Case
- Table 118 Embedded SIM Versus Traditional Removable SIM
- Table 119 SIM Shipments by Technology Level
- Table 120 SIM Shipments by High-End Feature
- Table 121 SIM Shipments by Type of Memory
- Table 122 SIM Shipments by OS
- Table 123 SIM Shipments by Memory Capacity
- Table 124 SIM ASPs by Memory Capacity
- Table 125 SIM Revenue by Memory Capacity
- Table 126 Consumer Mobile Connections by Air Interface
- Table 127 SIM Installed Base by Technology Level
- Table 128 SIM Installed Base by End Product
- Table 129 SIM Shipments by End Product
- Table 130 SIM Shipments by Technology Level
- Table 131 SIM Shipments by High-End Feature
- Table 132 SIM Shipments by Type of Memory
- Table 133 SIM Shipments by OS
- Table 134 SIM Shipments by Memory Capacity
- Table 135 SIM ASPs by Memory Capacity
- Table 136 SIM Revenue by Memory Capacity
- Table 137 Consumer Mobile Connections by Air Interface
- Table 138 SIM Installed Base by Technology Level
- Table 139 SIM Installed Base by End Product
- Table 140 SIM Shipments by End Product
- Table 141 SIM Shipments by Technology Level
- Table 142 SIM Shipments by High-End Feature
- Table 143 SIM Shipments by Type of Memory
- Table 144 SIM Shipments by OS
- Table 145 SIM Shipments by Memory Capacity
- Table 146 SIM ASPs by Memory Capacity
- Table 147 SIM Revenue by Memory Capacity
- Table 148 Consumer Mobile Connections by Air Interface
- Table 149 SIM Installed Base by Technology Level
- Table 150 SIM Installed Base by End Product
- Table 151 SIM Shipments by End Product
- Table 152 SIM Shipments by Technology Level
- Table 153 SIM Shipments by High-End Feature
- Table 154 SIM Shipments by Type of Memory
- Table 155 SIM Shipments by OS
- Table 156 SIM Shipments by Memory Capacity
- Table 157 SIM ASPs by Memory Capacity
- Table 158 SIM Revenue by Memory Capacity
- Table 159 Consumer Mobile Connections by Air Interface
- Table 160 SIM Installed Base by Technology Level
- Table 161 SIM Installed Base by End Product
- Table 162 SIM Shipments by End Product
- Table 163 SIM Shipments by Technology Level
- Table 164 SIM Shipments by High-End Feature
- Table 165 SIM Shipments by Type of Memory
- Table 166 SIM Shipments by OS
- Table 167 SIM Shipments by Memory Capacity
- Table 168 SIM ASPs by Memory Capacity
- Table 169 SIM Revenue by Memory Capacity
- Table 170 Consumer Mobile Connections by Air Interface
- Table 171 SIM Installed Base by Technology Level
- Table 172 SIM Installed Base by End Product
- Table 173 SIM Shipments by End Product
- Table 174 SIM Shipments by Technology Level
- Table 175 SIM Shipments by High-End Feature
- Table 176 SIM Shipments by Type of Memory
- Table 177 SIM Shipments by OS
- Table 178 SIM Shipments by Memory Capacity
- Table 179 SIM ASPs by Memory Capacity
- Table 180 SIM Revenue by Memory Capacity
- Table 181 Consumer Mobile Connections by Air Interface
- Table 182 SIM Installed Base by Technology Level
- Table 183 SIM Installed Base by End Product
- Table 184 SIM Shipments by End Product
- Table 185 SIM Shipments by Technology Level
- Table 186 SIM Shipments by High-End Feature
- Table 187 SIM Shipments by Type of Memory
- Table 188 SIM Shipments by OS
- Table 189 SIM Shipments by Memory Capacity
- Table 190 SIM ASPs by Memory Capacity
- Table 191 SIM Revenue by Memory Capacity
- Table 192 Consumer Mobile Connections by Air Interface
- Table 193 SIM Installed Base by Technology Level
- Table 194 SIM Installed Base by End Product
- Table 195 SIM Shipments by End Product
- Table 196 SIM Shipments by Technology Level
- Table 197 SIM Shipments by High-End Feature
- Table 198 SIM Shipments by Type of Memory
- Table 199 SIM Shipments by OS
- Table 200 SIM Shipments by Memory Capacity
- Table 201 SIM ASPs by Memory Capacity
- Table 202 SIM Revenue by Memory Capacity
- Table 203 Consumer Mobile Connections by Air Interface
- Table 204 SIM Installed Base by Technology Level
- Table 205 SIM Installed Base by End Product
- Table 206 SIM Shipments by End Product
- Table 207 SIM Shipments by Form Factor
- Table 208 Embedded SIM Shipments by Use Case
- Table 209 Embedded SIM Versus Traditional Removable SIM
- Table 210 SIM Shipments by Technology Level
- Table 211 SIM Shipments by High-End Feature
- Table 212 SIM Shipments by Type of Memory
- Table 213 SIM Shipments by OS
- Table 214 SIM Shipments by Memory Capacity
- Table 215 SIM ASPs by Memory Capacity
- Table 216 SIM Revenue by Memory Capacity
- Table 217 Consumer Mobile Connections by Air Interface
- Table 218 SIM Installed Base by Technology Level
- Table 219 SIM Installed Base by End Product
- Table 220 SIM Shipments by End Product
- Table 221 SIM Shipments by Form Factor
- Table 222 Embedded SIM Shipments by Use Case
- Table 223 Embedded SIM Versus Traditional Removable SIM
- Table 224 SIM Shipments by Technology Level
- Table 225 SIM Shipments by High-End Feature
- Table 226 SIM Shipments by Type of Memory
- Table 227 SIM Shipments by OS
- Table 228 SIM Shipments by Memory Capacity
- Table 229 SIM ASPs by Memory Capacity
- Table 230 SIM Revenue by Memory Capacity
- Table 231 Consumer Mobile Connections by Air Interface
- Table 232 SIM Installed Base by Technology Level
- Table 233 SIM Installed Base by End Product
- Table 234 SIM Shipments by End Product
- Table 235 SIM Shipments by Technology Level
- Table 236 SIM Shipments by High-End Feature
- Table 237 SIM Shipments by Type of Memory
- Table 238 SIM Shipments by OS
- Table 239 SIM Shipments by Memory Capacity
- Table 240 SIM ASPs by Memory Capacity
- Table 241 SIM Revenue by Memory Capacity
- Table 242 Consumer Mobile Connections by Air Interface
- Table 243 SIM Installed Base by Technology Level
- Table 244 SIM Installed Base by End Product
- Table 245 SIM Shipments by End Product
- Table 246 SIM Shipments by Technology Level
- Table 247 SIM Shipments by High-End Feature
- Table 248 SIM Shipments by Type of Memory
- Table 249 SIM Shipments by OS
- Table 250 SIM Shipments by Memory Capacity
- Table 251 SIM ASPs by Memory Capacity
- Table 252 SIM Revenue by Memory Capacity
- Table 253 Consumer Mobile Connections by Air Interface
- Table 254 SIM Installed Base by Technology Level
- Table 255 SIM Installed Base by End Product
- Table 256 SIM Shipments by End Product
- Table 257 SIM Shipments by Technology Level
- Table 258 SIM Shipments by High-End Feature
- Table 259 SIM Shipments by Type of Memory
- Table 260 SIM Shipments by OS
- Table 261 SIM Shipments by Memory Capacity
- Table 262 SIM ASPs by Memory Capacity
- Table 263 SIM Revenue by Memory Capacity
- Table 264 Consumer Mobile Connections by Air Interface
- Table 265 SIM Installed Base by Technology Level
- Table 266 SIM Installed Base by End Product
- Table 267 SIM Shipments by End Product
- Table 268 SIM Shipments by Form Factor
- Table 269 Embedded SIM Shipments by Use Case
- Table 270 Embedded SIM Versus Traditional Removable SIM
- Table 271 SIM Shipments by Technology Level
- Table 272 SIM Shipments by High-End Feature
- Table 273 SIM Shipments by Type of Memory
- Table 274 SIM Shipments by OS
- Table 275 SIM Shipments by Memory Capacity
- Table 276 SIM ASPs by Memory Capacity
- Table 277 SIM Revenue by Memory Capacity
- Table 278 Consumer Mobile Connections by Air Interface
- Table 279 SIM Installed Base by Technology Level
- Table 280 SIM Installed Base by End Product
- Table 281 SIM Shipments by End Product
- Table 282 SIM Shipments by Technology Level
- Table 283 SIM Shipments by High-End Feature
- Table 284 SIM Shipments by Type of Memory
- Table 285 SIM Shipments by OS
- Table 286 SIM Shipments by Memory Capacity
- Table 287 SIM ASPs by Memory Capacity
- Table 288 SIM Revenue by Memory Capacity
- Table 289 Consumer Mobile Connections by Air Interface
- Table 290 SIM Installed Base by Technology Level
- Table 291 SIM Installed Base by End Product
- Table 292 SIM Shipments by End Product
- Table 293 SIM Shipments by Technology Level
- Table 294 SIM Shipments by High-End Feature
- Table 295 SIM Shipments by Type of Memory
- Table 296 SIM Shipments by OS
- Table 297 SIM Shipments by Memory Capacity
- Table 298 SIM ASPs by Memory Capacity
- Table 299 SIM Revenue by Memory Capacity
- Table 300 Consumer Mobile Connections by Air Interface
- Table 301 SIM Installed Base by Technology Level
- Table 302 SIM Installed Base by End Product
- Table 303 SIM Shipments by End Product
- Table 304 SIM Shipments by Technology Level
- Table 305 SIM Shipments by High-End Feature
- Table 306 SIM Shipments by Type of Memory
- Table 307 SIM Shipments by OS
- Table 308 SIM Shipments by Memory Capacity
- Table 309 SIM ASPs by Memory Capacity
- Table 310 SIM Revenue by Memory Capacity
- Table 311 Consumer Mobile Connections by Air Interface
- Table 312 SIM Installed Base by Technology Level
- Table 313 SIM Installed Base by End Product
- Table 314 SIM Shipments by End Product
- Table 315 SIM Shipments by Technology Level
- Table 316 SIM Shipments by High-End Feature
- Table 317 SIM Shipments by Type of Memory
- Table 318 SIM Shipments by OS
- Table 319 SIM Shipments by Memory Capacity
- Table 320 SIM ASPs by Memory Capacity
- Table 321 SIM Revenue by Memory Capacity
- Table 322 Consumer Mobile Connections by Air Interface
- Table 323 SIM Installed Base by Technology Level
- Table 324 SIM Installed Base by End Product
- Table 325 SIM Shipments by End Product
- Table 326 SIM Shipments by Technology Level
- Table 327 SIM Shipments by High-End Feature
- Table 328 SIM Shipments by Type of Memory
- Table 329 SIM Shipments by OS
- Table 330 SIM Shipments by Memory Capacity
- Table 331 SIM ASPs by Memory Capacity
- Table 332 SIM Revenue by Memory Capacity
- Table 333 Consumer Mobile Connections by Air Interface
- Table 334 SIM Installed Base by Technology Level
- Table 335 SIM Installed Base by End Product
- Table 336 SIM Shipments by End Product
- Table 337 SIM Shipments by Technology Level
- Table 338 SIM Shipments by High-End Feature
- Table 339 SIM Shipments by Type of Memory
- Table 340 SIM Shipments by OS
- Table 341 SIM Shipments by Memory Capacity
- Table 342 SIM ASPs by Memory Capacity
- Table 343 SIM Revenue by Memory Capacity
- Table 344 Consumer Mobile Connections by Air Interface
- Table 345 SIM Installed Base by Technology Level
- Table 346 SIM Installed Base by End Product
- Table 347 SIM Shipments by End Product
- Table 348 SIM Shipments by Form Factor
- Table 349 Embedded SIM Shipments by Use Case
- Table 350 Embedded SIM Versus Traditional Removable SIM
- Table 351 SIM Shipments by Technology Level
- Table 352 SIM Shipments by High-End Feature
- Table 353 SIM Shipments by Type of Memory
- Table 354 SIM Shipments by OS
- Table 355 SIM Shipments by Memory Capacity
- Table 356 SIM ASPs by Memory Capacity
- Table 357 SIM Revenue by Memory Capacity
- Table 358 Consumer Mobile Connections by Air Interface
- Table 359 SIM Installed Base by Technology Level
- Table 360 SIM Installed Base by End Product
- Table 361 SIM Shipments by End Product
- Table 362 SIM Shipments by Technology Level
- Table 363 SIM Shipments by High-End Feature
- Table 364 SIM Shipments by Type of Memory
- Table 365 SIM Shipments by OS
- Table 366 SIM Shipments by Memory Capacity
- Table 367 SIM ASPs by Memory Capacity
- Table 368 SIM Revenue by Memory Capacity
- Table 369 Consumer Mobile Connections by Air Interface
- Table 370 SIM Installed Base by Technology Level
- Table 371 SIM Installed Base by End Product
- Table 372 SIM Shipments by End Product
- Table 373 SIM Shipments by Technology Level
- Table 374 SIM Shipments by High-End Feature
- Table 375 SIM Shipments by Type of Memory
- Table 376 SIM Shipments by OS
- Table 377 SIM Shipments by Memory Capacity
- Table 378 SIM ASPs by Memory Capacity
- Table 379 SIM Revenue by Memory Capacity
- Table 380 Consumer Mobile Connections by Air Interface
- Table 381 SIM Installed Base by Technology Level
- Table 382 SIM Installed Base by End Product
- Table 383 SIM Shipments by End Product
- Table 384 SIM Shipments by Technology Level
- Table 385 SIM Shipments by High-End Feature
- Table 386 SIM Shipments by Type of Memory
- Table 387 SIM Shipments by OS
- Table 388 SIM Shipments by Memory Capacity
- Table 389 SIM ASPs by Memory Capacity
- Table 390 SIM Revenue by Memory Capacity
- Table 391 Smart Card Manufacturer Market Shares - SIM Cards