デフォルト表紙
市場調査レポート
商品コード
1696330

コンシューマーおよびM2M市場におけるeSIM

eSIM in the Consumer and M2M Markets


出版日
発行
ABI Research
ページ情報
英文 11 Pages
納期
即日から翌営業日
価格
価格表記: USDを日本円(税抜)に換算
本日の銀行送金レート: 1USD=143.57円
コンシューマーおよびM2M市場におけるeSIM
出版日: 2025年02月20日
発行: ABI Research
ページ情報: 英文 11 Pages
納期: 即日から翌営業日
GIIご利用のメリット
  • 全表示
  • 概要
  • 目次
概要

当レポートでは、コンシューマーおよびM2M市場におけるeSIMの動向を調査し、eSIM/eUICCおよびiSIM/iUICCの市場規模の推移・予測、デバイスタイプ/用途別の内訳、eSIM 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:

  • eSIM/eUICCおよびiSIM/iUICCのフォームファクタについて、コンシューマー向けおよびM2M/IoT用途全体における最大の成長機会を特定し、ターゲットを絞ることができます
  • SGP.32の商用開始予定時期を理解し、これがeSIM IoTデバイス市場にどのようなプラスの影響を与えるかを特定できます
  • eSIM/eUICCおよびiSIM/iUICCの採用スケジュールを理解し、従来の取り外し可能なSIMカード市場への潜在的な影響を把握できます
  • eSIM ICベンダーの情勢を理解し、戦略的パートナーシップや競合の脅威の特定に役立てられます

重要な質問への回答:

  • コンシューマー市場およびM2M市場におけるeSIM/eUICCおよびiSIM/iUICCの市場規模はどの程度か、また今後5年間の成長を牽引する用途/デバイスの種類は何か?
  • 新興の組み込み型iSIM/iUICCフォームファクターはどのように進展し、もしあるとすれば、従来のeSIM/eUICCハードウェア市場にどのような影響を与えるか?
  • eSIMと組み込みセキュアエレメント (eSE) の融合はどのように展開するか?
  • eSIMのアクティベーション率に関する状況と、今後5年間のアクティベーション率の推移は?
  • 次にeSIMの統合を進めるのはどの端末ベンダーか?
  • eSIM ICの主要サプライヤーは?

調査ハイライト:

  • コンシューマーおよびM2M/IoT向けSIM/eUICCデバイス/用途の予測
  • eSIM/eUICCのフォームファクター別予測:スタンドアロンおよびeSIM/eSEのデータポイントをカバー
  • デバイスタイプ/用途別のiSIM/iUICC予測
  • 主要デバイスOEM別スマートフォンeSIM予測:Apple、Samsung、Google、Huaweiなど
  • eSIM ICベンダー市場シェア:2018年上半期~2024年上半期

目次

テーブル

チャート

  • コンシューマー市場におけるeSIMの出荷数:デバイスタイプ別
  • コンシューマー市場におけるeSIMの出荷普及率:デバイスタイプ別
  • eSIMスマートフォン出荷数:OEM別
  • eSIMスマートフォン出荷数シェア:OEM別
  • M2M IoT eMFF SIM出荷数:用途別
  • RSP対応M2M IoT eMFF SIMの出荷数
  • eSIM ICベンダーの市場シェア
  • iUICCの出荷数:コンシューマー vs M2M IoT
  • iUICCの出荷数:エンドマーケット・デバイスタイプ別
目次
Product Code: MD-ESM-113

Actionable Benefits:

  • Identify and better target the largest growth opportunities for the Embedded Subscriber Identity Module (eSIM))/Embedded Universal Integrated Circuit Card (eUICC), and Integrated SIM (iSIM)/Integrated UICC (iUICC) form factors across consumer and Machine-to-Machine (M2M)/Internet of Things (IoT) applications.
  • Understand the likely commercial launch timeline for SGP.32 and identify how this will positively impact the market for eSIM IoT devices.
  • Understand the eSIM/eUICC and iSIM/iUICC adoption timelines to better gauge the potential impacts on the traditional removable Subscriber Identity Module (SIM) cards market.
  • Understand the eSIM Integrated Circuit (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 over the next 5 years?
  • How will emerging embedded iSIM/iUICC form factors progress and, if at all, affect the traditional eSIM/eUICC hardware market?
  • How will the convergence of eSIM and Embedded Secure Element (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 toward 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 Original Equipment Manufacturers (OEMs), including Apple, Samsung, Google, and Huawei.
  • 1H 2018 to 1H 2024 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 Addressable Market (TAM) size.

TABLE OF CONTENTS

Tables

  • Table 1 Total eSIM Shipments - Consumer Versus M2MIoT
  • Table 2 Total eSIM Shipments by Application
  • Table 3 Total RSP-Capable eSIM Shipments
  • Table 4 eSIM Profile Downloads by Specification Type
  • Table 5 eSIM Shipments by Form Factor
  • Table 6 Total eSIM IC Shipments by Application
  • Table 7 eSIM in the Consumer Market Shipments by Device Type
  • Table 8 eSIM Smartphone Penetration
  • Table 9 eSIM Smartphone Shipments by OEM
  • Table 10 eSIM Wearable Device Penetration
  • Table 11 eSIM Tablet Penetration
  • Table 12 eSIM Laptop Penetration
  • Table 13 eSIM in the Consumer Market IC Shipments by Application
  • Table 14 eSIM Smartphone Shipments by Region
  • Table 15 eSIM Apple Smartphone Shipments by Region
  • Table 16 eSIM Samsung Smartphone Shipments by Region
  • Table 17 eSIM Google Smartphone Shipments by Region
  • Table 18 eSIM Other Smartphone Shipments by Region
  • Table 19 eSIM Smartphone Shipments by OEM
  • Table 20 eSIM Smartphone Shipments by OEM
  • Table 21 eSIM Smartphone Shipments by OEM
  • Table 22 eSIM Smartphone Shipments by OEM
  • Table 23 eSIM Smartphone Shipments by OEM
  • Table 24 Total M2MIoT eMFF SIM Shipments by Application
  • Table 25 Total RSP-Capable M2MIoT eMFF Shipments by Application
  • Table 26 Total RSP-Capable M2MIoT eMFF Shipments
  • Table 27 eSIM M2MIoT IC Shipments by Application
  • Table 28 eSIM IC Vendor Market Shares
  • Table 29 iUICC Shipments - Consumer Versus M2MIoT
  • Table 30 iUICC Shipments by Device TypeEnd Market

Charts

  • Chart 1 eSIM in the Consumer Market Shipments by Device Type
  • Chart 2 eSIM in the Consumer Market Shipment Penetration by Device Type
  • Chart 3 eSIM Smartphone Shipments by OEM
  • Chart 4 eSIM Smartphone Shipment Penetration by OEM
  • Chart 5 Total M2MIoT eMFF SIM Shipments by Application
  • Chart 6 Total RSP-Capable M2MIoT eMFF SIM Shipments
  • Chart 7 eSIM IC Vendor Market Shares
  • Chart 8 iUICC Shipments - Consumer Versus M2MIoT
  • Chart 9 iUICC Shipments by Device TypeEnd Market