面向消費者和物聯網的eSIM市場

本報告分析了消費者和物聯網 eSIM 市場，總結了 eSIM 設備出貨量和個人資料下載量按地區、設備類型和其他類別分類的趨勢和預測，以及 eSIM IC 供應商的市場佔有率。

實際益處：

• 追蹤嵌入式SIM卡（eSIM）市場的成長情況，並找出最大的商機。本市場外形規格。
• 我們可以量化對 SGP.32 的期望及其對物聯網應用的影響。
• 這使您能夠了解消費市場的複雜區域格局，包括智慧型手機 OEM 供應商的詳細情形。

主要問題解答：

• 2025 年至 2030 年間，eSIM 在消費者和物聯網市場的總市場規模預計為何？
• 鑑於中國智慧型手機滲透率不斷提高以及消費性智慧型手機的不斷推出，未來四年消費者市場的區域組成如何？又將如何變化？
• 積體電路 (IC)外形規格（獨立式與 3 合 1 eUICC、iUICC 採用率）的發展趨勢將如何改變？
• 目前個人資料下載量規模如何？您預計未來四年這趨勢將如何改變？
• 消費者激活率將如何變化？物聯網活化將如何根據 GSMA SGP 標準進行細分？
• 主要的積體電路供應商有哪些？它們各自的市佔率是多少？

研究亮點：

• 按地區和設備類型細分的消費性電子設備、物聯網設備和積體電路的預測。
• eSIM在消費者和物聯網中的滲透率
• 透過物聯網應用交付相容遠端SIM配置（RSP）的eSIM
• 消費品和物聯網領域的設定檔下載預測（按規格細分）
• 按地區和廠商分類的 eSIM 智慧型手機出貨量和滲透率
• eSIM IC供應商市場佔有率

目錄

桌子

數位

• eSIM 設備出貨量：依設備類型和終端市場分類。
• eSIM設定檔下載次數：依規範類型分類
• eSIM設定檔下載滲透率：依規格類型分類
• eSIM智慧型手機出貨滲透率：依OEM廠商分類
• eSIM智慧型手機出貨量：依地區分類
• eSIM 出貨量：透過物聯網應用
• iUICC 出貨滲透率：消費者與 M2M 物聯網應用
• 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).
• Quantify expectations for 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 2025 to 2030?
• What is the regional breakdown of the consumer market, and how will this change over the coming 4 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 4 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 Device TypeEnd Market
• Table 3 eSIM Shipments by Form Factor
• Table 4 Total eSIM IC Shipments by Device TypeEnd Market
• Table 5 eSIM Profile Downloads by Specification Type
• Table 6 SGP22 Consumer Profile Downloads by Region
• Table 7 SGP32 Profile Downloads by Device TypeEnd Market
• Table 8 SGP02 Profile Downloads by Device TypeEnd Market
• 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 Device TypeEnd Market
• 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