SIM卡、SIM晶片和eSIM市場數據概覽：2026年第二季度

本報告檢視了全球 SIM 卡、SIM IC 和 eSIM 市場，總結了各種產品的出貨量和收入趨勢及預測，並按地區、應用、設備類型和其他細分市場進行了詳細分析，以及市場佔有率。

實際益處：

• 本文分析了SIM卡、SIM積體電路（IC）和嵌入式SIM（eSIM）出貨量的最新市場數據中出現的關鍵趨勢，並對影響預測和市場狀況的因素進行了定性說明。
• 這使您能夠了解 SIM 卡市場不同細分市場之間的相互作用，並掌握數位化和向 eSIM 過渡的影響。
• 您可以識別影響價值鏈每個環節的機會和挑戰，並獲得有關如何應對這些機會和挑戰的建議。

主要問題解答：

• SIM卡和eSIM卡的市場規模有多大？
• 它如何按地區、應用和設備類型分佈？
• 產業數位化進程有多快？這將如何影響可移動 SIM 卡市場？

研究亮點：

• 市場數據 (MD) 部分中「主要發現」和「最新資訊」的更新投影片總結了與前一版本。
• 對 SIM 卡裝置量、SIM 卡和 eSIM 卡出貨量、平均售價和收入以及交易量的關鍵預測。
• 智慧卡和可移動 SIM 卡 (rSIM) 積體電路以及 eSIM 積體電路的市場佔有率細分。

目錄

本產品旨在與有關 SIM 卡 MD-SCSC-122 SIM 卡 IC (MD-SCIC-122) 和 eSIM 在消費和物聯網市場 (MD-ESM-115) 的市場數據一起閱讀。

主要發現

什麼是新的

主要預測

• 面向消費者的已裝置量
• SIM卡出貨量
• eSIM 出貨量
• eSIM智慧型手機
• 平均售價和收入面臨壓力
• 數位化概況交易
• SIM卡市佔率
• eSIM市場佔有率

調查方法

Actionable Benefits:

• Interpret key trends arising from the market data update of Subscriber Identity Module (SIM) cards, SIM Integrated Circuits (ICs), and Embedded SIM (eSIM) shipments, with qualitative explanations of the drivers and market conditions affecting forecasts.
• Understand the interactions between different portions of the SIM market, recognizing the impact of digitalization and a transition to eSIM.
• Recognize opportunities and challenges affecting different parts of the value chain, with recommendations provided on how to approach them.

Critical Questions Answered:

• What is the total market size for SIM and eSIM?
• How is this distributed by region, application, and device type?
• How quickly is the digitalization of the industry occurring, and what impact will this have on the removable SIM market?

Research Highlights:

• Market data (MD) “Key Findings” and “What’s New” update slides summarize differences since the previous iteration.
• Key forecasts address the SIM installed base, SIM and eSIM shipments, Average Selling Prices (ASPs) and revenue, and profile transactions.
• Market share splits for Removable SIM (rSIM) smart cards and ICs, and eSIM ICs.

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.

TABLE OF CONTENTS

This product is meant to be read in conjunction with the following market data SIM Cards MD-SCSC-122 SIM Card ICs MD-SCIC-122 and eSIM in the Consumer and IoT Markets MD-ESM-115

Key Findings

Whats New

Key Forecasts

• Consumer Installed Base
• SIM Shipments
• eSIM Shipments
• eSIM Smartphones
• Pressure on ASP and Revenue
• Digitalization Profile Transactions
• SIM Market Shares
• eSIM Market Shares

Methodology