SIM卡IC

本報告分析了全球 SIM 卡 IC 市場，提供了 19個國家/地區所有 SIM IC 的出貨量預測、依國家/地區和記憶體類型分類的平均售價（ASP）以及 SIM IC 供應商的市場佔有率。

實際益處：

• 在飽和且成長緩慢的SIM 卡市場中，可以識別出最大的成長機會並更精準定位目標。
• 能夠識別由於晶片組短缺而導致的平均售價（ASP）趨勢，以及由於記憶體短缺而預期的進一步價格上漲的潛在影響。
• 能夠了解所有地區和 19個國家/地區的SIM 卡部署的當前市場動態。
• 這使能夠了解安全積體電路供應商格局，這有助於建立策略夥伴關係和識別競爭威脅。

主要問題解答：

• 市場需要多久才能從晶片短缺和高庫存水準中恢復過來？
• 全球SIM卡晶片市場規模有多大？未來四年該市場預計將如何發展？
• 受身分證登記和行動網路營運商整合影響的關鍵國家（如印尼和印度）在快速飽和和成熟的市場中將如何發展？
• 哪一種記憶體容量是推動市場邁向更高附加價值平均售價的關鍵？
• 未來四年，哪個地區在SIM卡晶片出貨量方面將提供最大的機會？
• SIM卡晶片市場的主要供應商有哪些？

研究亮點：

• 所有地區和 19個國家的SIM IC 出貨量預測：加拿大、美國、巴西、墨西哥、中國、印度、印尼、日本、韓國、巴基斯坦、俄羅斯、土耳其、法國、德國、義大利、西班牙、英國、南非等。
• 依國家和記憶類型分類，涵蓋所有地區和 19個國家的平均售價（ASP）資訊。
• 2025年上半年SIM卡晶片供應商的市場佔有率

目錄

表

Actionable Benefits:

• Identify and better target the largest growth opportunities within a saturated and flattening Subscriber Identity Module (SIM) card market.
• Determine the potential impacts from Average Selling Price (ASP) evolution, driven by the chipset shortage and expectations for further increases driven by the memory shortage.
• Pinpoint the current market dynamics for SIM adoption across all regions and 19 individual countries.
• Understand the secure Integrated Circuit (IC) vendor landscape to help with strategic partnerships and to identify competitive threats.

Critical Questions Answered:

• How long will it take for the market to recover from the chip shortage and high levels of inventory?
• What is the global market size for SIM ICs and how will the market progress over the next 4 years?
• How will key countries impacted by Identity (ID) registration and Mobile Network Operator (MNO) consolidation (Indonesia and India) progress in a market that is rapidly saturating and reaching full maturity?
• What are the key memory sizes that will drive the market toward a higher-value ASP proposition?
• Which regions present the best SIM IC volume opportunity over the next 4 years?
• Who are the leading suppliers within the SIM IC market?

Research Highlights:

• Regional SIM IC shipment forecasts covering all regions and 19 countries, including 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.
• Country- and memory-level ASP information across all regions and 19 countries.
• 1H 2025 SIM IC vendor market shares.

Who Should Read This?

• Strategy planners within smart card and secure IC organizations.
• Sales and marketing leaders looking to understand the market volume and value opportunity, and to benchmark organizational performance.
• Other ecosystem players working in strategy, sales, and marketing capacities.

TABLE OF CONTENTS

Tables

• Table 1 IC Shipments by Memory Capacity
• Table 2 IC ASPs by Memory Capacity
• Table 3 IC Revenue by Memory Capacity
• Table 4 SWP SE IC Shipments
• Table 5 IC Shipments by Memory Capacity
• Table 6 IC ASPs by Memory Capacity
• Table 7 IC Revenue by Memory Capacity
• Table 8 SWP SE IC Shipments
• Table 9 IC Shipments by Memory Capacity
• Table 10 IC ASPs by Memory Capacity
• Table 11 IC Revenue by Memory Capacity
• Table 12 SWP SE IC Shipments
• Table 13 IC Shipments by Memory Capacity
• Table 14 IC ASPs by Memory Capacity
• Table 15 IC Revenue by Memory Capacity
• Table 16 SWP SE IC Shipments
• Table 17 IC Shipments by Memory Capacity
• Table 18 IC ASPs by Memory Capacity
• Table 19 IC Revenue by Memory Capacity
• Table 20 SWP SE IC Shipments
• Table 21 IC Shipments by Memory Capacity
• Table 22 IC ASPs by Memory Capacity
• Table 23 IC Revenue by Memory Capacity
• Table 24 SWP SE IC Shipments
• Table 25 IC Shipments by Memory Capacity
• Table 26 IC ASPs by Memory Capacity
• Table 27 IC Revenue by Memory Capacity
• Table 28 SWP SE IC Shipments
• Table 29 IC Shipments by Memory Capacity
• Table 30 IC ASPs by Memory Capacity
• Table 31 IC Revenue by Memory Capacity
• Table 32 SWP SE IC Shipments
• Table 33 IC Shipments by Memory Capacity
• Table 34 IC ASPs by Memory Capacity
• Table 35 IC Revenue by Memory Capacity
• Table 36 SWP SE IC Shipments
• Table 37 IC Shipments by Memory Capacity
• Table 38 IC ASPs by Memory Capacity
• Table 39 IC Revenue by Memory Capacity
• Table 40 SWP SE IC Shipments
• Table 41 IC Shipments by Memory Capacity
• Table 42 IC ASPs by Memory Capacity
• Table 43 IC Revenue by Memory Capacity
• Table 44 SWP SE IC Shipments
• Table 45 IC Shipments by Memory Capacity
• Table 46 IC ASPs by Memory Capacity
• Table 47 IC Revenue by Memory Capacity
• Table 48 SWP SE IC Shipments
• Table 49 IC Shipments by Memory Capacity
• Table 50 IC ASPs by Memory Capacity
• Table 51 IC Revenue by Memory Capacity
• Table 52 SWP SE IC Shipments
• Table 53 IC Shipments by Memory Capacity
• Table 54 IC ASPs by Memory Capacity
• Table 55 IC Revenue by Memory Capacity
• Table 56 SWP SE IC Shipments
• Table 57 IC Shipments by Memory Capacity
• Table 58 IC ASPs by Memory Capacity
• Table 59 IC Revenue by Memory Capacity
• Table 60 SWP SE IC Shipments
• Table 61 IC Shipments by Memory Capacity
• Table 62 IC ASPs by Memory Capacity
• Table 63 IC Revenue by Memory Capacity
• Table 64 SWP SE IC Shipments
• Table 65 IC Shipments by Memory Capacity
• Table 66 IC ASPs by Memory Capacity
• Table 67 IC Revenue by Memory Capacity
• Table 68 SWP SE IC Shipments
• Table 69 IC Shipments by Memory Capacity
• Table 70 IC ASPs by Memory Capacity
• Table 71 IC Revenue by Memory Capacity
• Table 72 SWP SE IC Shipments
• Table 73 IC Shipments by Memory Capacity
• Table 74 IC ASPs by Memory Capacity
• Table 75 IC Revenue by Memory Capacity
• Table 76 SWP SE IC Shipments
• Table 77 IC Shipments by Memory Capacity
• Table 78 IC ASPs by Memory Capacity
• Table 79 IC Revenue by Memory Capacity
• Table 80 SWP SE IC Shipments
• Table 81 IC Shipments by Memory Capacity
• Table 82 IC ASPs by Memory Capacity
• Table 83 IC Revenue by Memory Capacity
• Table 84 SWP SE IC Shipments
• Table 85 IC Shipments by Memory Capacity
• Table 86 IC ASPs by Memory Capacity
• Table 87 IC Revenue by Memory Capacity
• Table 88 SWP SE IC Shipments
• Table 89 IC Shipments by Memory Capacity
• Table 90 IC ASPs by Memory Capacity
• Table 91 IC Revenue by Memory Capacity
• Table 92 SWP SE IC Shipments
• Table 93 IC Shipments by Memory Capacity
• Table 94 IC ASPs by Memory Capacity
• Table 95 IC Revenue by Memory Capacity
• Table 96 SWP SE IC Shipments
• Table 97 IC Shipments by Memory Capacity
• Table 98 IC ASPs by Memory Capacity
• Table 99 IC Revenue by Memory Capacity
• Table 100 SWP SE IC Shipments
• Table 101 IC Shipments by Memory Capacity
• Table 102 IC ASPs by Memory Capacity
• Table 103 IC Revenue by Memory Capacity
• Table 104 SWP SE IC Shipments
• Table 105 IC Shipments by Memory Capacity
• Table 106 IC ASPs by Memory Capacity
• Table 107 IC Revenue by Memory Capacity
• Table 108 SWP SE IC Shipments
• Table 109 IC Shipments by Memory Capacity
• Table 110 IC ASPs by Memory Capacity
• Table 111 IC Revenue by Memory Capacity
• Table 112 SWP SE IC Shipments
• Table 113 IC Shipments by Memory Capacity
• Table 114 IC ASPs by Memory Capacity
• Table 115 IC Revenue by Memory Capacity
• Table 116 SWP SE IC Shipments
• Table 117 IC Shipments by Memory Capacity
• Table 118 IC ASPs by Memory Capacity
• Table 119 IC Revenue by Memory Capacity
• Table 120 SWP SE IC Shipments
• Table 121 IC Shipments by Memory Capacity
• Table 122 IC ASPs by Memory Capacity
• Table 123 IC Revenue by Memory Capacity
• Table 124 SWP SE IC Shipments
• Table 125 IC Shipments by Memory Capacity
• Table 126 IC ASPs by Memory Capacity
• Table 127 IC Revenue by Memory Capacity
• Table 128 SWP SE IC Shipments
• Table 129 IC Shipments by Memory Capacity
• Table 130 IC ASPs by Memory Capacity
• Table 131 IC Revenue by Memory Capacity
• Table 132 SWP SE IC Shipments
• Table 133 Secure IC Manufacturer Market Shares