消費者和 M2M 領域的 eSIM 市場

本報告調查了面向消費者和M2M 領域的全球eSIM 市場，分析了市場影響因素、趨勢和市場規模預測，按外形尺寸和設備等各個類別進行了詳細分析，並提供了主要eSIM IC 的資訊。總結供應商的市場佔有率。

報告的優點：

• 確定並更好地瞄準消費者和 M2M/IoT 應用中 eSIM/eUICC 和 iSIM/iUICC 外形規格的成長機會
• 了解 eSIM/eUICC 和 iSIM/iUICC 的採用時間表，以便更好地了解對傳統可拆卸 SIM 卡市場的潛在影響
• 了解 eSIM IC 供應商格局，協助辨識策略夥伴關係和競爭威脅

關鍵問題的答案：

• 消費者和 M2M 領域的 eSIM/eUICC 和 iSIM/iUICC 整體市場規模有多大？ 此外，哪些應用程式/設備將推動未來五年的成長？
• 新的嵌入式 iSIM/iUICC 外形尺寸將如何演變？它們會對傳統 eSIM/eUICC 硬體市場產生什麼影響（如果有）？
• eSIM 和嵌入式安全元件 (eSE) 的融合將如何發展？
• eSIM 活化率的狀況如何？未來五年活化率將如何改變？
• 接下來哪一家行動供應商將轉向 eSIM 整合？
• eSIM IC 的主要供應商有哪些？

研究亮點：

• 預測消費性與 M2M/IoT 應用中的 SIM/eUICC 設備/應用
• 以 eSIM/eUICC 外形尺寸預測：獨立資料點和 eSIM/eSE 資料點
• 依裝置類型/應用程式進行 iSIM/iUICC 預測
• 主要 OEM 廠商對智慧型手機 eSIM 的預測：蘋果、三星、Google、華為
• 2018 年上半年至 2022 年全年 eSIM IC 供應商市佔率

目錄

• 表格
• 圖表

Actionable Benefits:

• Identify and better target the largest growth opportunities for the Embedded Subscriber Identity Module (eSIM))/Embedded Universal Integrated Circuit Card (eUICC) and Integrated SIM (iSIM)/Integrated IUICC (iUICC) form factors across consumer and Machine-to-Machine (M2M)/Internet of Things (IoT) applications.
• Understand the eSIM/eUICC and iSIM/iUICC adoption timelines to better gauge the potential impacts on the traditional removable SIM cards market.
• Understand the eSIM Integrated Circuit (IC) vendor landscape to help with strategic partnerships and to identify competitive threats.

Critical Questions Answered:

• What is the total market size for eSIM/eUICC and iSIM/iUICC in the consumer and M2M markets and what applications/device types will drive growth over the next 5 years?
• How will emerging embedded iSIM/iUICC form factors progress and, if at all, affect the traditional eSIM/eUICC hardware market?
• How will the convergence of eSIM and Embedded Secure Element (eSE) play out?
• What is the situation related to eSIM activation rates and how will activation rates progress over the next 5 years?
• Which handset vendor will move toward eSIM integration next?
• Who are the leading suppliers of eSIM ICs?

Research Highlights:

• SIM/eUICC device/application forecasts across consumer and M2M/IoT applications.
• eSIM/eUICC forecasts by form factor, covering standalone and combined eSIM/eSE datapoints.
• iSIM/iUICC forecasts by device type/application.
• Smartphone eSIM forecasts by select device Original Equipment Manufacturers (OEMs), including Apple, Samsung, Google, and Huawei.
• 1H 2018 to full year 2022 eSIM IC vendor market shares.

Who Should Read This?

• Strategy planners within smart card, secure IC, M2M module, 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 module vendors looking to understand the Total Addressable Market (TAM) size.

Table of Contents

Tables

• Table 1: Total eSIM Shipments - Consumer versus M2M
• Table 2: Total eSIM Shipments by Device Type and Application
• Table 3: Total RSM Capable eSIM Shipments
• Table 4: eSIM Profile Transactions by Specification Type
• Table 5: eSIM Shipments by Form-Factor
• Table 6: Total eSIM IC Shipments by Device Type and Application
• Table 7: "eSIM in the Consumer Market, Shipments by Device Type"
• Table 8: eSIM Smartphone Penetration
• Table 9: eSIM Smartphone Shipments by OEM
• Table 10: eSIM Smartphone Forecast Assumptions
• Table 11: eSIM Wearable Device Penetration
• Table 12: eSIM Wearable Device Forecast Assumptions
• Table 13: eSIM Tablet Penetration
• Table 14: eSIM Tablet Forecast Assumptions
• Table 15: eSIM Laptop Penetration
• Table 16: eSIM Laptop Forecast Assumptions
• Table 17: eSIM in the Consumer Market IC Shipments by Device Type
• Table 18: eSIM Smartphone Shipments by Region
• Table 19: eSIM Apple Smartphone Shipments by Region
• Table 20: eSIM Samsung Smartphone Shipments by Region
• Table 21: eSIM Google Smartphone Shipments by Region
• Table 22: eSIM Other Smartphone Shipments by Region
• Table 23: eSIM Smartphone Shipments by OEM
• Table 24: eSIM Smartphone Shipments by OEM
• Table 25: eSIM Smartphone Shipments by OEM
• Table 26: eSIM Smartphone Shipments by OEM
• Table 27: eSIM Smartphone Shipments by OEM
• Table 28: Total M2M eMFF SIM Shipments by Application
• Table 29: Total RSM Capable M2M eMFF Shipments
• Table 30: M2M eMFF eSIM Forecast Assumptions
• Table 31: eSIM in the M2M Market Total IC Shipments by Application
• Table 32: eSIM IC Vendor Market Shares
• Table 33: iUICC Shipments - Consumer versus M2M/IoT
• Table 34: iUICC Shipments by Device Type and Application
• Table 35: iUICC Forecast Assumptions

Charts

• Chart 1: "eSIM in the Consumer Market, Shipments by Device Type"
• Chart 2: "eSIM in the Consumer Market, Shipment Penetration by Device Type"
• Chart 3: eSIM Smartphone Shipments by OEM
• Chart 4: eSIM Smartphone Shipment Penetration by OEM
• Chart 5: Total M2M eMFF SIM Shipments by Application
• Chart 6: Total RSM Capable M2M eMFF SIM Shipments
• Chart 7: eSIM IC Vendor Market Shares
• Chart 8: iUICC Shipments - Consumer versus M2M/IoT
• Chart 9: iUICC Shipments by Device Type and Application