消費者和 M2M 中的 ESIM 市場

本報告調查了消費者和 M2M 中的 eSIM 市場，包括以下內容。

這份報告的好處

• 識別並更好地瞄準 eSIM/eUICC 和 iSIM/iUICC 消費和 M2M/IoT 應用中的外形尺寸增長機會
• 了解 eSIM/eUICC 和 iSIM/iUICC 的採用時間表，以更好地了解對傳統可移動 SIM 卡市場的潛在影響。
• 了解 eSIM IC 供應商的現狀，以幫助建立戰略合作夥伴關係並識別競爭威脅

主要問題的回答

• eSIM/eUICC 和 iSIM/iUICC 在消費和 M2M 市場中的總市場規模、將推動未來 5 年增長的應用程序/設備類型
• 新興嵌入式 iSIM/iUICC 外形尺寸的進步，對傳統 eSIM/eUICC 硬件市場的影響
• 部署 eSIM 和 eSE 融合
• 與 eSIM 激活率相關的狀態，未來 5 年激活率的轉變
• 接下來，手機供應商轉向 eSIM 集成
• eSIM IC 的主要供應商

調查重點

• SIM/eUICC 設備/消費者和 M2M/IoT 應用的應用預測
• eSIM/eUICC 外形尺寸預測、獨立和 eSIM/eSE 數據點
• iSIM/iUICC 按設備類型/應用預測
• Apple、Samsung、Google、Huawei 等設備 OEM 的智能手機 eSIM 預測
• 2018 年上半年至 2021 年上半年 eSIM IC 廠商市場佔有率

Actionable Benefits:

• Identify and better target the largest growth opportunities for the eSIM/eUICC and iSIM/iUICC form-factors across consumer and M2M/IoT applications.

• Understand the eSIM/eUICC and iSIM/iUICC adoption timelines to better gauge the potential impacts on the traditional removeable SIM cards market.

• Understand the eSIM IC vendor landscape to help with strategic partnerships and to identify competitive threats.

Critical Questions Answered:

• What is the total market size for eSIM/eUICC and iSIM/iUICC in the consumer and M2M markets and what applications/device types will drive growth other the next 5 years?

• How will emerging embedded iSIM/iUICC form-factor progress and, if at all, effect the traditional eSIM/eUICC hardware market?

• How will the convergence of eSIM and eSE play out?

• What is the situation related to eSIM activation rates and how will activation rates progress over the next 5 years?

• Which handset vendor will move towards eSIM integration next?

• Who are the leading suppliers of eSIM ICs?

Research Highlights:

• SIM/eUICC device/application forecasts across consumer and M2M/IoT applications.

• eSIM/eUICC forecasts by form-factor, covering standalone and combined eSIM/eSE datapoints.

• iSIM/iUICC forecasts by device type/application.

• Smartphone eSIM forecasts by select device OEMs including Apple, Samsung, Google and Huawei.

• First half 2018 to first half 2021 eSIM IC vendor market shares.

Who Should Read This?

• Strategy planners within smart card, secure IC, M2M module and other organizations reliant on cellular connectivity.

• Sales and marketing leaders looking to understand and benchmark organizational performance.

• Other ecosystem players working in strategy, sales and marketing capacities, including module vendors looking to understand the total available market size.

Table of Contents

List of Tables:

• 1. Total eSIM Shipments - Consumer versus M2M, World Markets: 2018 to 2026

• 2. Total eSIM Shipments by Application, World Markets: 2018 to 2026

• 3. Total RSM-Capable eSIM Shipments, World Markets: 2018 to 2026

• 4. eSIM Transactions, World Markets: 2018 to 2026

• 5. eSIM Shipments by Form Factor, World Markets: 2018 to 2026

• 6. Total eSIM IC Shipments by Application, World Markets: 2018 to 2026

• 7. eSIM in the Consumer Market, Shipments by Device Type, World Markets: 2018 to 2026

• 8. eSIM Smartphone Penetration, World Markets: 2018 to 2026

• 9. eSIM Smartphone Shipments by OEM, World Markets: 2018 to 2026

• 10. eSIM Smartphone Forecast Assumptions

• 11. eSIM Wearable Device Penetration, World Markets: 2018 to 2026

• 12. eSIM Wearable Device Forecast Assumptions

• 13. eSIM Tablet Penetration, World Markets: 2018 to 2026

• 14. eSIM Tablet Forecast Assumptions

• 15. eSIM Laptop Penetration, World Markets: 2018 to 2026

• 16. eSIM Laptop Forecast Assumptions

• 17. eSIM Other Consumer Devices Forecast Assumptions

• 18. eSIM in the Consumer Market IC Shipments by Device Type, World Markets: 2018 to 2026

• 19. Total M2M eMFF SIM Shipments by Application, World Markets: 2018 to 2026

• 20. Total RSM-Capable M2M eSIM Shipments, World Markets: 2018 to 2026

• 21. M2M eSIM Forecast Assumptions

• 22. eSIM in the M2M Market Total IC Shipments by Application, World Markets: 2018 to 2026

• 23. eSIM IC Vendor Market Shares, 1H 2018 to 1H 2021

• 24. iUICC Shipments - Consumer versus M2M/IoT, World Markets: 2018 to 2026

• 25. iUICC Shipments by Device Type, World Markets: 2018 to 2026

• 26. iUICC Forecast Assumptions