SIM/eSIM 市場數據概覽（2025 年第三季）

本報告分析了 SIM/eSIM 市場，並對消費者/M2M 應用領域的 SIM 卡部署、出貨量和收入機會進行了五年預測，同時還提供了 2024 年 SIM 卡供應商的市場佔有率數據。

關鍵問題解答

• 未來五年 eSIM 市場將如何發展？傳統 SIM 卡市場將受到哪些影響？
• 市場如何從晶片短缺和庫存問題的影響中復甦？
• 通貨膨脹將如何影響 SIM 卡市場？
• 在消費者/機器對機器 (M2M) 應用中，傳統可移動 SIM 卡和 eSIM 卡的總市場規模是多少？
• 在一個已經高度成熟且過度飽和的市場中，哪些市場蘊藏著最大的機會？
• SIM卡的主要供應商有哪些？

本報告建議與 "SIM卡" （MD-SCSC-34）和 "SIM卡積體電路" （MD-SCIC-34）配合閱讀。

目錄

主要發現

最新資訊

研究方法

主要預測

SIM卡市佔率

SIM卡積體電路市場佔有率

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

This is meant to be read in conjunction with SIM Cards MD-SCSC-34 and SIM Card ICs MD-SCIC-34

Key Findings

Whats New

Methodology

Significant Forecasts

SIM Market Shares

SIM IC Market Shares