消費性與物聯網市場的 eSIM

實際優勢：

• 追蹤嵌入式用戶識別模組 (eSIM) 市場的成長情況，並識別其最大的機會。涵蓋嵌入式通用積體電路 (eUICC) 和整合式通用積體電路 (iUICC) 外形尺寸、消費性和物聯網 (IoT) 裝置類型以及物聯網應用垂直領域。
• 鑑於 SGP.32 商用發布延遲及其對物聯網應用的影響，修訂並量化預測。
• 透過分析智慧型手機 OEM 廠商，了解消費市場的區域複雜性。

關鍵問題解答：

• 2024 年至 2030 年，消費與物聯網市場的 eSIM 總市場規模將達到多少？
• 鑑於中國智慧型手機普及率不斷提高，消費者智慧型手機發布量持續成長，消費者市場的區域分佈如何？未來五年將如何改變？
• 積體電路 (IC) 外型尺寸（獨立式與三合一 eUICC、iUICC 的普及率）模式將如何演變？
• 目前設定檔下載量規模如何？未來五年將如何改變？
• 消費者活化率將如何改變？物聯網活化量在 GSMA SGP 標準之間的分佈如何？
• 主要 IC 供應商有哪些？他們的市佔率分別是多少？

主要發現：

• 消費性設備和物聯網應用的裝置和積體電路預測（包括依地區和設備類型劃分的消費市場區隔）
• 消費與物聯網領域的 eSIM 滲透率
• 依物聯網應用劃分的遠端 SIM 設定 (RSP) 支援的 eSIM 出貨量
• 依規格劃分的消費和物聯網設定檔下載預測
• 依地區和廠商劃分的 eSIM 智慧型手機出貨量和滲透率
• eSIM 積體電路廠商市場佔有率

本報告推薦給以下受眾：

• 智慧卡、安全積體電路、模組和設備製造商的策略和產品設計負責人
• 希望了解關鍵趨勢和優先事項的銷售和行銷負責人
• 希望量化總潛在市場 (TAM)、識別關鍵機會並優先考慮技術支援的 eSIM 基礎設施提供者功能
• 物聯網策略家和模組供應商確定整合需求和潛在市場規模

目錄

表格

圖表

• 圖 1：依應用裝置類型劃分的 eSIM 裝置出貨量
• 圖 2：依規範類型劃分的 eSIM 設定檔下載量
• 圖 3：依規範類型劃分的 eSIM 設定檔下載滲透率
• 圖 4：以 OEM 劃分的 eSIM 智慧型手機出貨滲透率
• 圖 5：依地區劃分的 eSIM 智慧型手機出貨量
• 圖 6：依應用程式劃分的物聯網 eSIM 出貨狀況
• 圖 7：iUICC 出貨滲透率 - 消費者與 M2MIoT
• 圖 8：eSIM IC 供應商市場佔有率

Actionable Benefits:

• Track growth and identify the largest opportunities in the Embedded Subscriber Identity Module (eSIM) markets-across embedded Universal Integrated Circuit Card (eUICC) and integrated Universal Integrated Circuit Card (iUICC) form factors, consumer and Internet of Things (IoT) device types, and IoT applications (verticals).
• Revise and quantify expectations following the delayed commercial launch of SGP.32 and its impact on IoT applications.
• Understand regional complexities in the consumer market with smartphone Original Equipment Manufacturer (OEM) vendor breakdowns.

Critical Questions Answered:

• What is the total market size for eSIM in the consumer and IoT markets from 2024 to 2030?
• What is the regional breakdown of the consumer market, and how will this change over the coming 5 years, given the increasing penetration and consumer smartphone launch in China?
• How will the Integrated Circuit (IC) form factor (standalone versus 3-in-1 eUICC, iUICC penetration) landscape evolve?
• What is the current scale of profile downloads, and how will this progress in the coming 5 years?
• How will consumer activation rates change, and how will IoT activations split across GSMA SGP standards?
• Who are the leading IC suppliers, and what are their respective market shares?

Research Highlights:

• Device and IC forecasts across consumer devices and IoT applications with regional consumer splits across device types.
• eSIM penetration rates across consumer and IoT.
• Remote SIM Provisioning (RSP)-capable eSIM shipments by IoT application.
• Profile download forecasts across consumer and IoT, split by specification.
• eSIM smartphone shipments and penetration rates by region and vendor.
• eSIM IC vendor market shares.

Who Should Read This?

• Strategic and product design leads within smart card, secure IC, module, and device makers.
• Sales and marketing leads seeking to understand key trends and priorities.
• eSIM infrastructure players looking to quantify Total Addressable Market (TAM) size, identify key opportunities and prioritize technology support features.
• IoT strategists and module vendors identifying integration requirements and TAM.

TABLE OF CONTENTS

Tables

• Table 1 eSIM Device Shipments - Consumer Versus M2MIoT
• Table 2 eSIM Device Shipments by Application
• Table 3 eSIM Shipments by Form Factor
• Table 4 Total eSIM IC Shipments by Application
• Table 5 eSIM Profile Downloads by Specification Type
• Table 6 SGP22 Consumer Profile Downloads by Region
• Table 7 SGP32 Profile Downloads by Application
• Table 8 SGP02 Profile Downloads by Application
• Table 9 eSIM Smartphone Shipments by OEM
• Table 10 eSIM Smartphone Shipments by Region
• Table 11 eSIM Smartphone Shipments by OEM
• Table 12 eSIM Smartphone Shipments by OEM
• Table 13 eSIM Smartphone Shipments by OEM
• Table 14 eSIM Smartphone Shipments by OEM
• Table 15 eSIM Smartphone Shipments by OEM
• Table 16 eSIM Smartphone Shipments by OEM
• Table 17 eSIM Smartphone Shipments by OEM
• Table 18 Apple eSIM Enabled Smartphone Shipments by Region
• Table 19 Google eSIM Enabled Smartphone Shipments by Region
• Table 20 HONOR eSIM Enabled Smartphone Shipments by Region
• Table 21 Huawei eSIM Enabled Smartphone Shipments by Region
• Table 22 Motorola eSIM Enabled Smartphone Shipments by Region
• Table 23 MicrosoftNokia eSIM Enabled Smartphone Shipments by Region
• Table 24 OPPO eSIM Enabled Smartphone Shipments by Region
• Table 25 Samsung eSIM Enabled Smartphone Shipments by Region
• Table 26 Sony eSIM Enabled Smartphone Shipments by Region
• Table 27 TCLAlcatel eSIM Enabled Smartphone Shipments by Region
• Table 28 vivo eSIM Enabled Smartphone Shipments by Region
• Table 29 Xiaomi eSIM Enabled Smartphone Shipments by Region
• Table 30 Other eSIM Enabled Smartphone Shipments by Region
• Table 31 Total eSIM Enabled Smartphone Shipment Penetration Rate
• Table 32 Apple eSIM Enabled Smartphone Shipment Penetration Rate
• Table 33 Google eSIM Enabled Smartphone Shipment Penetration Rate
• Table 34 HONOR eSIM Enabled Smartphone Shipment Penetration Rate
• Table 35 Huawei eSIM Enabled Smartphone Shipment Penetration Rate
• Table 36 Motorola eSIM Enabled Smartphone Shipment Penetration Rate
• Table 37 MicrosoftNokia eSIM Enabled Smartphone Shipment Penetration Rate
• Table 38 OPPO eSIM Enabled Smartphone Shipment Penetration Rate
• Table 39 Samsung eSIM Enabled Smartphone Shipment Penetration Rate
• Table 40 Sony eSIM Enabled Smartphone Shipment Penetration Rate
• Table 41 TCLAlcatel eSIM Enabled Smartphone Shipment Penetration Rate
• Table 42 vivo eSIM Enabled Smartphone Shipment Penetration Rate
• Table 43 Xiaomi eSIM Enabled Smartphone Shipment Penetration Rate
• Table 44 Other eSIM Enabled Smartphone Shipment Penetration Rate
• Table 45 eSIM Non Smartphone Device Shipments by Type
• Table 46 eSIM Wearable Device Shipments by Region
• Table 47 eSIM Wearable Device Shipments by Type
• Table 48 eSIM Wearable Device Shipments by Type
• Table 49 eSIM Wearable Device Shipments by Type
• Table 50 eSIM Wearable Device Shipments by Type
• Table 51 eSIM Wearable Device Shipments by Type
• Table 52 eSIM Wearable Device Shipments by Type
• Table 53 eSIM Wearable Device Shipments by Type
• Table 54 eSIM Tablet Device Shipments by Region
• Table 55 eSIM Laptop Device Shipments by Region
• Table 56 eSIM Other Consumer Device Shipments by Region
• Table 57 Wearable eSIM Enabled Device Shipment Penetration Rate
• Table 58 Tablet eSIM Enabled Device Shipment Penetration Rate
• Table 59 Laptop eSIM Enabled Device Shipment Penetration Rate
• Table 60 IoT eSIM Shipments by Application
• Table 61 IoT RSP Capable eSIM Shipments by Application
• Table 62 IoT RSP Capable eSIM Shipments Penetration Rate by Application
• Table 63 iUICC Shipments - Consumer Versus M2MIoT
• Table 64 iUICC Shipments by Device TypeEnd Market
• Table 65 eSIM IC Vendor Market Shares

Charts

• Chart 1 eSIM Device Shipments by ApplicationDevice Type
• Chart 2 eSIM Profile Downloads by Specification Type
• Chart 3 eSIM Profile Download Penetration Rates by Specification Type
• Chart 4 eSIM Smartphone Shipment Penetration Rate by OEM
• Chart 5 eSIM Smartphone Shipments by Region
• Chart 6 IoT eSIM Shipments by Application
• Chart 7 iUICC Shipment Penetration Rates - Consumer Versus M2MIoT
• Chart 8 eSIM IC Vendor Market Shares