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시장보고서
상품코드
2020380
보안 스마트 카드 및 임베디드 보안 IC 기술Secure Smart Card and Embedded Security IC Technologies |
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가격
※ 부가세 별도
한글목차
영문목차
※ 본 상품은 영문 자료로 한글과 영문 목차에 불일치하는 내용이 있을 경우 영문을 우선합니다. 정확한 검토를 위해 영문 목차를 참고해주시기 바랍니다.
세계의 보안 스마트 카드 및 임베디드 보안 IC 기술 시장을 조사했으며, 스마트 카드 IC의 시장 규모 추정과 예측, 용도별 - 지역별 상세 분석, 보안 IC 벤더의 시장 점유율 등의 정보를 정리하여 전해드립니다.
실용적인 장점:
- 8가지 주요 애플리케이션에서 비접촉식 기술로의 전환에 대한 현재 시장 역학을 정확하게 파악하여 고부가가치 폼팩터 제안을 정확하게 타겟팅할 수 있습니다.
- 보안 IC 벤더의 벤더 현황을 파악함으로써 전략적 파트너십과 경쟁 위협을 파악하고 경쟁 전략 평가를 강화할 수 있습니다.
- 포화상태에 이르렀거나 정체되어 있는 스마트 카드 IC 시장 및 신흥 임베디드 보안 IC 시장에서 가장 큰 성장 기회를 식별하고 타겟팅함으로써 전략적 및 시장적 초점을 어디에 두어야 할지 결정할 수 있습니다.
주요 답변 사항:
- 재고 과잉은 향후 실적에 어떤 영향을 미칠 것이며, 그 영향은 얼마나 오래 지속될 것인가?
- 칩 부족은 스마트 카드 IC 시장에 어떤 영향을 미치고, 칩의 평균판매가격(ASP)에 어떤 영향을 미치며, ASP는 언제부터 하락하기 시작할 것인가?
- 인증 IC, 임베디드 보안 요소(eSE), 임베디드 SIM(eSIM) 등 어떤 임베디드 보안 IC가 가장 큰 수익 기회를 가져다 줄까?
- SIM, 결제, 정부 ID라는 스마트 카드 IC의 주요 3개 분야의 시장 규모는 총 얼마이며, 향후 4년간 어떻게 변화할 것인가?
- 빠르게 포화상태에 이르러 성숙기에 접어든 시장에서 SIM과 결제 등 주요 용도는 어떻게 변화할 것인가?
- 비접촉식 인터페이스로의 고부가가치 전환을 주도하는 주요 응용 분야는 무엇인가?
- 향후 4년간 스마트 카드 및 임베디드 IC 출하량에서 가장 큰 기회를 제공할 지역은 어디일까?
- 보안 IC 시장의 주요 공급업체는 어디인가?
조사 하이라이트:
- 지역별 스마트 카드 IC 전망(-2030년) : 8개 용도별(출입통제, 정부ID, 결제, 유료방송, 소매/로열티, SIM, 공중전화, 발권)
- 지역별 임베디드 보안 IC 예측 : 인증 IC, 근거리 무선 통신(NFC) 컨트롤러, NFC eSE 및 eSIM
- 총 출하량 및 비접촉식 출하량 내역 : 용도별(출입통제, 정부 ID, 결제, 유료방송, 소매 및 로열티, SIM, 공중전화, 발권, NFC 컨트롤러, eSE 및 인증 IC)
- 2025년 상반기 보안 IC 벤더별 시장 점유율, 전체 스마트 카드 시장, 임베디드 시장, SIM 및 결제 시장, 개별 시장 점유율 분석
목차
표
KSM 26.05.11Actionable Benefits:
- Pinpoint the current market dynamics for contactless migration across eight key applications to better target the higher-value form factor proposition.
- Enhance competitive strategy assessments by understanding the secure Integrated Circuit (IC) vendor landscape to identify strategic partnerships and competitive threats.
- Determine where to place strategic and market emphasis by identifying and targeting the largest growth opportunities within saturated and flattening smart card IC markets and emerging embedded secure IC opportunities.
Critical Questions Answered:
- How is overstocking expected to impact future results and how long will the impact continue?
- How did the chip shortage impact the smart card IC market, how did it affect chip Average Selling Prices (ASPs), and when will ASPs begin to decline?
- Which embedded secure IC variants, e.g., authentication ICs, Embedded Secure Elements (eSEs), and Embedded Subscriber Identity Modules (eSIMs), present the best revenue opportunity?
- What is the total market size for the top three smart card IC verticals: SIM, payment, and government Identity (ID), and how will this progress over the next 4 years?
- How will key market applications, most notably SIM and payments, progress in markets that are rapidly saturating and reaching full maturity?
- What are the key application segments that will drive higher-value migration to the contactless interface?
- What regions present the best smart card and embedded IC volumes opportunity over the next 4 years?
- Who are the leading suppliers within the secure IC market?
Research Highlights:
- Regional smart card IC forecasts, ending 2030, covering eight different applications-access control, government ID, payments, pay TV, retail and loyalty, SIM, payphone, and ticketing.
- Regional embedded secure IC forecasts covering authentication ICs, Near Field Communication (NFC) controllers, and NFC eSEs and eSIMs.
- Total shipments and contactless shipment data splits across all applications-access control, government ID, payments, pay TV, retail and loyalty, SIM, payphone, ticketing, NFC controllers, and eSE and authentication ICs.
- 1H 2025 secure IC vendor market shares covering the complete market, as well as individual market share analysis covering the total smart card market, embedded market, and the SIM and payment markets.
Who Should Read This?
- Strategy planners within smart card and secure IC organizations.
- Sales and marketing leaders looking to understand the market volume opportunity and benchmark organizational performance.
- Other ecosystem players working in strategy, sales, and marketing capacities, including contact plate, sensor, and card module vendors looking to understand the Total Addressable Market (TAM) size.
TABLE OF CONTENTS
Tables
- Table 1 Emerging IC Applications versus Traditional Card Form Factors
- Table 2 Smart Card IC Shipments by Application
- Table 3 Contactless Smart Card IC Shipments by Application and Product Type
- Table 4 Contactless Smart Card IC Shipments by Application and Interface
- Table 5 Smart Card IC Revenue by Application
- Table 6 Authentication and Anti-Counterfeiting IC Market
- Table 7 Authentication and Anti-Counterfeiting IC Market
- Table 8 Authentication and Anti-Counterfeiting IC Market
- Table 9 Authentication and Anti-Counterfeiting IC Market
- Table 10 Authentication and Anti-Counterfeiting IC Market
- Table 11 Enterprise ID and Access Smart Card IC Market
- Table 12 Enterprise ID and Access Smart Card IC Market
- Table 13 Enterprise ID and Access Smart Card IC Market
- Table 14 Enterprise ID and Access Smart Card IC Market
- Table 15 Enterprise ID and Access Smart Card IC Market
- Table 16 Government and Healthcare Citizen ID Smart Card IC Market
- Table 17 Government and Healthcare Citizen ID Smart Card IC Market
- Table 18 Government and Healthcare Citizen ID Smart Card IC Market
- Table 19 Government and Healthcare Citizen ID Smart Card IC Market
- Table 20 Government and Healthcare Citizen ID Smart Card IC Market
- Table 21 NFC Controller IC Market
- Table 22 NFC Controller IC Market
- Table 23 NFC Controller IC Market
- Table 24 NFC Controller IC Market
- Table 25 NFC Controller IC Market
- Table 26 NFC Embedded Secure Element Smart Card IC Market
- Table 27 NFC Embedded Secure Element Smart Card IC Market
- Table 28 NFC Embedded Secure Element Smart Card IC Market
- Table 29 NFC Embedded Secure Element Smart Card IC Market
- Table 30 NFC Embedded Secure Element Smart Card IC Market
- Table 31 Payment and Banking Smart Card IC Market
- Table 32 Payment and Banking Smart Card IC Market
- Table 33 Payment and Banking Smart Card IC Market
- Table 34 Payment and Banking Smart Card IC Market
- Table 35 Payment and Banking Smart Card IC Market
- Table 36 Pay TVConditional Access Smart Card IC Market
- Table 37 Pay TVConditional Access Smart Card IC Market
- Table 38 Pay TVConditional Access Smart Card IC Market
- Table 39 Pay TVConditional Access Smart Card IC Market
- Table 40 Pay TVConditional Access Smart Card IC Market
- Table 41 Retail and Loyalty Smart Card IC Market
- Table 42 Retail and Loyalty Smart Card IC Market
- Table 43 Retail and Loyalty Smart Card IC Market
- Table 44 Retail and Loyalty Smart Card IC Market
- Table 45 Retail and Loyalty Smart Card IC Market
- Table 46 Standard SIM Card IC Market
- Table 47 Standard SIM Card IC Market
- Table 48 Standard SIM Card IC Market
- Table 49 Standard SIM Card IC Market
- Table 50 Standard SIM Card IC Market
- Table 51 SWP SIM Card IC Market
- Table 52 SWP SIM Card IC Market
- Table 53 SWP SIM Card IC Market
- Table 54 SWP SIM Card IC Market
- Table 55 SWP SIM Card IC Market
- Table 56 eSIM IC Market
- Table 57 eSIM IC Market
- Table 58 eSIM IC Market
- Table 59 eSIM IC Market
- Table 60 eSIM IC Market
- Table 61 Telco Smart Card IC Market
- Table 62 Telco Smart Card IC Market
- Table 63 Telco Smart Card IC Market
- Table 64 Telco Smart Card IC Market
- Table 65 Telco Smart Card IC Market
- Table 66 Transportation Smart Card IC Market
- Table 67 Transportation Smart Card IC Market
- Table 68 Transportation Smart Card IC Market
- Table 69 Transportation Smart Card IC Market
- Table 70 Transportation Smart Card IC Market
- Table 71 Other Applications Smart Card IC Market
- Table 72 Other Applications Smart Card IC Market
- Table 73 Other Applications Smart Card IC Market
- Table 74 Other Applications Smart Card IC Market
- Table 75 Other Applications Smart Card IC Market
- Table 76 Smart Card IC Shipments by Application
- Table 77 Contactless Smart Card IC Shipments by Application and Product Type
- Table 78 Contactless Smart Card IC Shipments by Application and Interface
- Table 79 Smart Card IC Revenue by Application
- Table 80 Smart Card IC Shipments by Application
- Table 81 Contactless Smart Card IC Shipments by Application and Product Type
- Table 82 Contactless Smart Card IC Shipments by Application and Interface
- Table 83 Smart Card IC Revenue by Application
- Table 84 Smart Card IC Shipments by Application
- Table 85 Contactless Smart Card IC Shipments by Application and Product Type
- Table 86 Contactless Smart Card IC Shipments by Application and Interface
- Table 87 Smart Card IC ASPs by Application
- Table 88 Smart Card IC Revenue by Application
- Table 89 Smart Card IC Shipments by Application
- Table 90 Contactless Smart Card IC Shipments by Application and Product Type
- Table 91 Contactless Smart Card IC Shipments by Application and Interface
- Table 92 Smart Card IC ASPs by Application
- Table 93 Smart Card IC Revenue by Application
- Table 94 Smart Card IC Shipments by Application
- Table 95 Contactless Smart Card IC Shipments by Application and Product Type
- Table 96 Contactless Smart Card IC Shipments by Application and Interface
- Table 97 Smart Card IC Revenue by Application
- Table 98 Smart Card IC Shipments by Application
- Table 99 Contactless Smart Card IC Shipments by Application and Product Type
- Table 100 Contactless Smart Card IC Shipments by Application and Interface
- Table 101 Smart Card IC ASPs by Application
- Table 102 Smart Card IC Revenue by Application
- Table 103 Smart Card IC Shipments by Application
- Table 104 Contactless Smart Card IC Shipments by Application and Product Type
- Table 105 Contactless Smart Card IC Shipments by Application and Interface
- Table 106 Smart Card IC ASPs by Application
- Table 107 Smart Card IC Revenue by Application
- Table 108 Smart Card IC Shipments by Application
- Table 109 Contactless Smart Card IC Shipments by Application and Product Type
- Table 110 Contactless Smart Card IC Shipments by Application and Interface
- Table 111 Smart Card IC ASPs by Application
- Table 112 Smart Card IC Revenue by Application
- Table 113 Smart Card IC Shipments by Application
- Table 114 Contactless Smart Card IC Shipments by Application and Product Type
- Table 115 Contactless Smart Card IC Shipments by Application and Interface
- Table 116 Smart Card IC ASPs by Application
- Table 117 Smart Card IC Revenue by Application
- Table 118 Smart Card IC Shipments by Application
- Table 119 Contactless Smart Card IC Shipments by Application and Product Type
- Table 120 Contactless Smart Card IC Shipments by Application and Interface
- Table 121 Smart Card IC Revenue by Application
- Table 122 Smart Card IC Shipments by Application
- Table 123 Contactless Smart Card IC Shipments by Application and Product Type
- Table 124 Contactless Smart Card IC Shipments by Application and Interface
- Table 125 Smart Card IC ASPs by Application
- Table 126 Smart Card IC Revenue by Application
- Table 127 Smart Card IC Shipments by Application
- Table 128 Contactless Smart Card IC Shipments by Application and Product Type
- Table 129 Contactless Smart Card IC Shipments by Application and Interface
- Table 130 Smart Card IC ASPs by Application
- Table 131 Smart Card Secure IC Revenue by Application
- Table 132 Total Secure IC Revenue Market Share by Manufacturer
- Table 133 Total Secure IC Annual Shipments Market Share by Manufacturer
- Table 134 Smart Card IC Revenue Market Share by Manufacturer
- Table 135 Smart Card IC Annual Shipment Market Share by Manufacturer
- Table 136 Embedded Secure IC Revenue Market Share by Manufacturer
- Table 137 Embedded Secure IC Annual Shipment Market Share by Manufacturer
- Table 138 SIM Card IC Annual Shipment Market Share by IC Manufacturer
- Table 139 Payment Card Annual Shipment Market Share by IC Manufacturer
