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市場調查報告書

行動終端、平板、電子書閱讀器、消費者家電崁入式SIM全球市場

Embedded SIMs for Mobile Devices, Tablets, eReaders and Consumer Electronics

出版商 ABI Research 商品編碼 326274
出版日期 內容資訊 英文 25 Pages; 7 Tables
商品交期: 最快1-2個工作天內
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行動終端、平板、電子書閱讀器、消費者家電崁入式SIM全球市場 Embedded SIMs for Mobile Devices, Tablets, eReaders and Consumer Electronics
出版日期: 2015年03月23日 內容資訊: 英文 25 Pages; 7 Tables
簡介

關於崁入式SIM的使用有各種相關討論。目前M2M應用僅限一小部份但有引進多樣終端的潛力、包括行動電話與消費者家電終端,但必須開始改變MNO策略與商業慣例。

本報告針對崁入式SIM相關阻礙與促進因素進行驗證、介紹是否應該進一步更廣泛的引進各範圍。

第1章 主要調查結果、結論、建議

第2章 崁入式SIM-現況與今後情況

  • 崁入式SIM定義
  • 不存在的虛擬SIM
  • M2M背景
  • OTA有效化、服務開通、加入管理的必要性
  • 開發基準與方法
  • 可否克服保全、認證、信賴問題
  • 預估進展時間

第3章 行動終端與消費者家電終端崁入式SIM範例

  • 崁入式SIM可開啟新收益
  • 沒有聯盟市場無法發展
  • 加入管理者與商業模式
  • 分離的SIM卡市場-搶食效應與機會
  • 終端的OEM會與MNO競爭嗎
  • IC供應商
  • 崁入式SIM對其他保全終端內硬體安裝的影響
  • 最佳範例預想與風險程度
  • 規制開啟第三方服務供應商與應用者市場

第4章 創新大膽的MNO與OEM崁入式SIM獲得成功

  • MNO分為兩邊、勝敗尚未分明
  • 移動向最有潛力的行動化硬體軟體與服務的Gemalto與G&D:緊追在後的Oberthur
  • Morpho與大型亞洲智慧卡片供應商失敗的危險
  • M2M(與其他應用)崁入式SIM優勢的Infineon與STMicroelectronics
  • 造成NXP與Samsung Semiconductors的混亂
  • 行動快速的Apple、Google、與同業

本網頁內容可能與最新版本有所差異。詳細情況請與我們聯繫。

目錄
Product Code: AN-1028

There is much debate and discussion around the use of embedded SIMs. To date, this has been limited to a small proportion of M2M applications although the potential is there for them to be employed in a wider range of devices. This includes consumer electronics devices as well as mobile phones; however, for this to occur there needs to be a shift in MNO strategies and business practices.

This report examines the barriers and drivers surrounding embedded SIMs and analyses the pros and cons in terms of their wider deployment. Balanced discussion of major factors, including flexible tariffs, subscription management, device distribution, and activation, as well as alternative business models and standards are presented in an objective manner. Likely outcomes, including forecast shipments for expected, upside, and downside scenarios are delivered with analysis of the differing factors affecting each.

Technical, market, and summary section form the basis of the report whilst the final chapter reviews the possible winners and losers in the event of the different outcomes, taking into account the positioning and strategies of different stakeholder groups as well as individual companies.

Table of Contents

1. MAIN FINDINGS, CONCLUSIONS, AND RECOMMENDATIONS

2. EMBEDDED SIM - CURRENT SITUATION AND FUTURE SCENARIO

  • 2.1. Definition of an Embedded SIM
  • 2.2. This Is Not a Virtual SIM
  • 2.3. M2M Background
  • 2.4. The Need for OTA Activation, Provisioning, and Subscription Management
  • 2.5. Development of Standards and Procedures
  • 2.6. Can Security, Certification, and Liability Issues Be Overcome?
  • 2.7. The Expected Timeline for Progression

3. THE CASE FOR EMBEDDED SIMS IN HANDSETS AND CE DEVICES

  • 3.1. Embedded SIMs Could Open Up New Revenue Streams
  • 3.2. The Market Cannot Grow Unless Consensus Is Reached
  • 3.3. Subscription Managers and Business Models
  • 3.4. SIM Card Market is Divided - Cannibalization versus Opportunity
  • 3.5. Will Device OEMs Want to Compete with MNOs?
  • 3.6. IC Vendors
  • 3.7. What Will Be the Impact of Embedded SIMs on Other Secure Hardware Implementations in Devices?
  • 3.8. Best Case Scenario Forecast and Level of Risk
  • 3.9. Will Regulation Open Up the Market for Third-party Service Providers and Aggregators?

4. INNOVATIVE AND BOLD MNOS AND OEMS CAN BOTH PROSPER WITH EMBEDDED SIMS

  • 4.1. MNOs Could Fall into Two Camps and Be Both Winners and Losers
  • 4.2. Gemalto and G&D Best Positioned to Maximize the Potential of Any Move Away from Commoditized Hardware to Software and Services; Oberthur Close Behind
  • 4.3. Morpho and Major Asian Smart Card Vendors Could Be the Major Losers
  • 4.4. Infineon and STMicroelectronics Well Positioned for Embedded SIMs in M2M (and Other Applications?)
  • 4.5. What Impact Will Disruption Have on NXP and Samsung Semiconductors?
  • 4.6. Apple, Google and Their Peers Will Be Quick to Move - Will Samsung (Devices) and Micro

Tables

  • 1.Embedded SIM Shipments by Region, World Market, Likely and Best Case Scenario Forecast Comparison: 2011 to 2017
  • 2.Mobile Penetration, SIM Connections, Embedded SIM Shipments by Device Type, World Market, Forecast: 2011 to 2017
  • 3.Mobile Penetration, SIM Connections, Embedded SIM Shipments by Device Type, Americas, Forecast: 2011 to 2017
  • 4.Mobile Penetration, SIM Connections, Embedded SIM Shipments by Device Type, Asia-Pacific, Forecast: 2011 to 2017
  • 5.Mobile Penetration, SIM Connections, Embedded SIM Shipments by Device Type, Europe, Forecast: 2011 to 2017
  • 6.Mobile Penetration, SIM Connections, Embedded SIM Shipments by Device Type, Middle East & Africa, Forecast: 2011 to 2017
  • 7.Best Case Scenario Embedded SIM Shipments by Device Type, World and Regional Forecast: 2011 to 2017
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