이 보고서에서는 eSIM 시장을 조사 분석하여, 컨슈머 디바이스 및 IoT용 디바이스 및 IC 예측, 컨슈머/IoT에서의 eSIM 보급률, RSP 대응 eSIM 출하량 등의 정보를 제공합니다.
중요한 질문에 대한 답변
- 2024-2030년 소비자/IoT 시장에서 eSIM의 전체 시장 규모 전망
- 중국내 보급과 소비자 스마트폰 출시를 고려한 소비자 시장의 지역적 분석과 향후 5년간의 소비자 시장 변화 전망
- IC 폼팩터(독립형 및 3-in-1 eUICC, iUICC 보급률)의 상황은 어떻게 변화하는가?
- 프로파일 다운로드의 현재 규모는 어느 정도이며, 향후 5년간 어떻게 발전하는가?
- 소비자 활성화율은 어떻게 변화하고, IoT 활성화는 GSMA 표준과 SGP 표준에 따라 어떻게 나뉘는가?
- 주요 IC 공급업체 및 시장 점유율
이 제품은 'eSIM in the Consumer and IoT Markets'(MD-ESM-114)와 함께 읽어야 합니다.
목차
주요 조사 결과
신정보
조사 방법
중요한 예측
eSIM 디바이스 출하량 : 용도별, 디바이스 유형별
eSIM 스마트폰 출하량 OEM 점유율
eSIM 스마트폰 출하량 : 지역별
IoT eSIM 출하량 : 용도별
eSIM RSP 개요 다운로드 수 : 사양별
eSIM IC 벤더
KSA
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).
- Revise and quantify expectations following the delayed commercial launch of 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 2024 to 2030?
- What is the regional breakdown of the consumer market, and how will this change over the coming 5 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 5 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
This product is meant to be read in conjunction with eSIM in the Consumer and IoT Markets MD-ESM-114
Key Findings
Whats New
Methodology
Significant Forecasts
eSIM Device Shipments by ApplicationDevice Type
eSIM Smartphone Shipments OEM Shares
eSIM Smartphone Shipments by Region
IoT eSIM Shipments by Application
eSIM RSP Profile Downloads by Specification
eSIM IC Vendors
