SIMカードおよびeSIMの市場データ概要：2024年下半期

当レポートでは、SIMカードおよびeSIMの市場を調査し、組み込み型SIM (eSIM) およびリムーバブルSIMの出荷数および収益の予測、eSIMのデバイスタイプ別の詳細予測、SIM、eSIM、SIMセキュアICベンダーの市場シェアなどをまとめています。

実用的なメリット：

• 組み込み型SIM (eSIM) によるリムーバブルSIMカードの市場への潜在的な影響を測定できます
• インフレ要因やSGP.32仕様など、その他の影響力のある市場力学とともに、市場の減速の課題を把握し、過剰在庫などチップ不足による後遺症を理解できます
• 消費者向けおよびM2M/IoT用途におけるeSIMの最大の成長機会を特定することで、ターゲットを絞れます
• eSIM/組み込み型汎用ICカード (eUICC) の採用スケジュールを理解し、従来のリムーバブルSIMカード市場への潜在的影響をより的確に把握できます
• SGP.32プロファイルトランザクションの予想成長軌道を測定できます

重要な質問に対する回答：

• インフレはSIMカード市場にどのような影響を与えるか？
• リムーバブルSIMとeSIMを合わせたSIMカード市場規模は？
• 今後5年間の消費者市場およびM2M市場におけるeSIM/eUICCの総市場規模は？
• SGP.32仕様の発表はIoT市場にとってどのような意味を持つか？
• eSIM市場は今後5年間でどのように進展し、従来のSIMカード市場にどのような影響を与えるか？

調査ハイライト：

• eSIMとリムーバブルSIMのバリエーションをカバーする5カ年のSIMカード出荷数の予測
• SGP.32プロファイルのトランザクションの予測
• eSIM予測：デバイスタイプ別
• 2023年の市場シェア：SIM、eSIM、SIMセキュアICの出荷数別

目次

主な調査結果

新着情報

調査手法パート1：SIMカード市場全体

調査手法パート2：eSIM

SIMカードの出荷数：フォームファクタ別

eSIMの出荷数：消費者 vs M2M IoT

eSIM SGP32トランザクション予測

eSIM消費者デバイスの出荷数：デバイスタイプ別

eSIMスマートフォンの出荷数：OEM別

eSIMスマートフォンのOEM別出荷数予測の前提条件

eSIMウェアラブルの出荷数の予測

eSIMウェアラブルの出荷数予測の前提条件

eSIMタブレットの出荷数の予測・前提条件

eSIMラップトップの出荷数の予測・前提条件

eSIM非消費者自動車・IoTの出荷数の予測

eSIM非消費者自動車・IoTの出荷数予測の前提条件

SGP21は何をもたらすのか

2023年のeSIM ICベンダーの市場シェア

SIMカードの出荷数：デバイスタイプ別

CEデバイス用リムーバブルSIMカードの出荷数の予測

2023年のSIMカードベンダーの市場シェア

2023年のSIMカードICベンダーの市場シェア

Actionable Benefits:

• Measure the potential impact on the removable Subscriber Identity Module (SIM) card market driven by Embedded SIM (eSIM).
• Come to grips with the market slowdown challenges and understand the aftereffects from the chip shortage, such as over stocking, alongside other impactful market dynamics, including inflationary factors and the SGP.32 specification.
• Identify and better target the largest growth opportunities for the eSIM across consumer and Machine-to-Machine (M2M)/Internet of Things (IoT) applications.
• Understand eSIM/Embedded Universal Integrated Circuit Card (eUICC) adoption timelines to better gauge the potential impacts on the traditional removable SIM card market.
• Measure the expected growth trajectory of SGP.32 profile transactions.

Critical Questions Answered:

• How will/is inflation impacting the SIM card market?
• What is the total SIM card market size, encompassing both removable and eSIM variants?
• What is the total market size for eSIM/eUICC in the consumer and M2M markets over the next 5 years?
• What will the launch of the SGP.32 specification mean for the IoT market?
• How will the eSIM market progress over the next 5 years and how will that impact the traditional SIM card market?

Research Highlights:

• Five-year SIM card shipment forecasts covering eSIM and removable SIM variants.
• SGP.32 profile transaction forecasts.
• eSIM forecasts by device type.
• Full year 2023 market shares covering SIM, eSIM, and SIM secure Integrated Circuit (IC) shipments.

Who Should Read This?

• Strategy planners within the smart card and secure IC market, 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 Mobile Network Operators (MNOs) and Mobile Virtual Network Operators (MVNOs) looking to understand the Total Addressable Market (TAM) size as it relates to eSIM.

TABLE OF CONTENTS

Key Findings

Whats New

Methodology Part 1 Overall SIM Cards Market

Methodology Part 2 eSIM

SIM Card Shipments by Form Factor

eSIM ShipmentsmdashConsumer versus M2MIoT

eSIM SGP32 Transaction Forecasts

eSIM Consumer Device Shipments by Device Type

eSIM Smartphone Shipments by OEM Part 13

eSIM Smartphone Shipments by OEM Forecast Assumptions Part 23

eSIM Smartphone Shipments by OEM Forecast Assumptions Part 33

eSIM Wearable Shipment Forecasts Part 12

eSIM Wearable Shipment Forecast Assumptions Part 22

eSIM Tablet Shipment Forecasts and Assumptions

eSIM Laptop Shipment Forecasts and Assumptions

eSIM Non-Consumer Automotive and IoT Shipment Forecasts Part 12

eSIM Non-Consumer Automotive and IoT Shipment Forecast Assumptions Part 22

What Does SGP21 Bring to the Table

Full Year 2023 eSIM IC Vendor Market Shares

SIM Card Shipments be Device Type

CE Device Removable SIM Card Shipment Forecasts

Full Year 2023 SIM Card Vendor Market Shares

Full Year 2023 SIM Card IC Vendor Market Shares