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ÀÌ º¸°í¼´Â ¼¼°è SIM Ä«µå ¹× eSIM ½ÃÀåÀ» Á¶»çÇßÀ¸¸ç, SIM Ä«µå ½ÃÀå °³¿ä, ½ÃÀå ¿µÇâ¿äÀÎ ºÐ¼®, SIM Ä«µå ÃâÇÏ·® 5°³³â ¿¹Ãø, À¯Çüº°/¿ëµµº° »ó¼¼ ºÐ¼®, eSIM µð¹ÙÀ̽º ¿¹Ãø µîÀÇ Á¤º¸¸¦ Á¤¸®ÇÏ¿© ÀüÇØµå¸³´Ï´Ù.
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- 2023³â ½ÃÀå ¿ªÇÐÀÇ °úÁ¦¸¦ ÆÄ¾ÇÇϰí, ÀÎÇ÷¹ÀÌ¼Ç ¿äÀÎ, SGP.32 »ç¾ç µî ±âŸ ¿µÇâ·Â ÀÖ´Â ½ÃÀå ¿ªÇаú ÇÔ²² Ĩ ºÎÁ· ÀÏÁ¤ ¹× ½ÃÀå Á¤»óÈ Àü¸Á¿¡ ´ëÇØ ÀÌÇØÇÒ ¼ö ÀÖ½À´Ï´Ù.
- ¼ÒºñÀÚ ¹× M2M/IoT ¾ÖÇø®ÄÉÀ̼ǿ¡¼ eSIMÀÇ °¡Àå Å« ¼ºÀå ±âȸ¸¦ ½Äº°Çϰí Ÿ±êÆÃÇÒ ¼ö ÀÖ½À´Ï´Ù.
- eSIM/eUICCÀÇ Ã¤Åà ÀÏÁ¤À» ÀÌÇØÇÏ°í ±âÁ¸ Å»Âø½Ä SIM Ä«µå ½ÃÀå¿¡ ¹ÌÄ¥ ¼ö ÀÖ´Â ÀáÀçÀû ¿µÇâÀ» º¸´Ù Á¤È®ÇÏ°Ô ÆÄ¾ÇÇÒ ¼ö ÀÖ½À´Ï´Ù.
- ±âÁ¸ Å»Âø½Ä SIM Ä«µå ½ÃÀå¿¡ eSIM°ú ÇÏÀÌ¿£µå ´Ü¸»±âÀÇ ºñ¿ëÀÌ ¹ÌÄ¡´Â ¿µÇâÀ» ÆÄ¾ÇÇÒ ¼ö ÀÖ½À´Ï´Ù.
ÁÖ¿ä Áú¹®¿¡ ´ëÇÑ ´äº¯:
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- ÀÎÇ÷¹À̼ÇÀº SIM Ä«µå ½ÃÀå¿¡ ¾î¶² ¿µÇâÀ» ¹ÌÄ¥ °ÍÀΰ¡?
- Å»Âø½Ä SIM°ú eSIMÀ» ÇÕÄ£ SIM Ä«µåÀÇ ½ÃÀå ±Ô¸ð´Â?
- ¼ÒºñÀÚ ¹× M2M ½ÃÀå¿¡¼ eSIM/eUICCÀÇ ÃÑ ½ÃÀå ±Ô¸ð¿Í ÇâÈÄ 5³â°£ ¼ºÀåÀ» ÁÖµµÇÒ ¾ÖÇø®ÄÉÀ̼Ç/µð¹ÙÀ̽º À¯ÇüÀº ¹«¾ùÀΰ¡?
- SGP.32 ±Ô°Ý ¹ßÇ¥´Â IoT ½ÃÀå¿¡ ¾î¶² Àǹ̰¡ ÀÖÀ»±î?
- eSIM ½ÃÀåÀº ÇâÈÄ 5³â°£ ¾î¶»°Ô ¹ßÀüÇÒ °ÍÀ̸ç, ±âÁ¸ SIM Ä«µå ½ÃÀå¿¡ ¾î¶² ¿µÇâÀ» ¹ÌÄ¥ °ÍÀΰ¡?
- ¹Ì±¹¿¡¼ Ãâ½ÃµÈ eSIM Àü¿ë ¾ÖÇà ½º¸¶Æ®Æù ½Ã¸®Áî´Â Å»Âø½Ä SIM Ä«µå ½ÃÀå¿¡ ¾î¶² Àǹ̰¡ ÀÖÀ¸¸ç, ¾ÖÇÃÀº ¾ðÁ¦/¾îµð¼ ´ÙÀ½ Á¦Ç°À» Ãâ½ÃÇÒ °ÍÀΰ¡?
Á¶»ç ÇÏÀ̶óÀÌÆ®:
- 5°³³â SIM Ä«µå ÃâÇÏ·® ¿¹Ãø : eSIM ¹× Å»Âø½Ä SIM
- ¼ÒºñÀÚ ¹× M2M/IoT¿ë eSIM/eUICC µð¹ÙÀ̽º/¿ëµµ ¿¹Ãø
- OEMº° ½º¸¶Æ®Æù eSIM Àü¸Á : ¾ÖÇÃ, »ï¼º, ±¸±Û, È¿þÀÌ µî
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- Áß¿äÇÑ Áú¹®
- ¼¼°èÀÇ SIM ½ÃÀå : °³¿ä
- Ĩ¼Â ºÎÁ· - ¾ðÁ¦ ³¡³ª´Â°¡?
- ÀÎÇ÷¹À̼ǰú eSIMÀÇ ¿µÇâ
- Áß±¹ : ¾ðÁ¦ eSIM ½º¸¶Æ®ÆùÀ» ä¿ëÇϴ°¡
- eSIM : ¼¼°è ½ÃÀå °³¿ä
- eSIM ½º¸¶Æ®Æù ½ÃÀå
- eSIM ¿þ¾î·¯ºí ¿¹Ãø¡¤°¡Á¤
- eSIM ÅÂºí¸´ ¿¹Ãø¡¤°¡Á¤
- eSIM ·¦Åé ¿¹Ãø¡¤°¡Á¤
- eSIM M2M/IoT : ¼¼°è ½ÃÀå °³¿ä
- iUICC : ¼¼°è ½ÃÀå °³¿ä
- eSIM 3-in-1 ÄÁ¹öÁöµå ¼Ö·ç¼Ç
- eSIM °Å·¡
ksm 23.10.26
Actionable Benefits:
- Measure the potential impact on the removable Subscriber Identity Module (SIM) card market driven by Apple's Embedded SIM (eSIM)-only smartphone launch in the United States.
- Come to grips with the market challenges presented in 2023 and understand the chip shortage timeline and expectant return to market normalcy, 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.
- Identify the impacts from eSIM and higher-end handset costs on the traditional removable SIM card market.
Critical Questions Answered:
- How will the chip shortage and continued market uncertainty impact the SIM card market and how long will it last?
- How will inflation impact 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 and what applications/device types will drive growth 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 what will be the impact on the traditional SIM card market?
- What does the eSIM-only Apple smartphone range launched in the United States mean for the removable SIM card market and when/where will Apple launch next?
Research Highlights:
- Five-year SIM card shipment forecasts covering eSIM and removable SIM variants.
- eSIM/eUICC device/application forecasts across consumer and M2M/IoT applications.
- Smartphone eSIM forecasts by select device Original Equipment Manufacturers (OEMs), including Apple, Samsung, Google, and Huawei.
Who Should Read This?
- Strategy planners within the smart card and secure Integrated Circuit (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
- The Critical Questions to Answer
- Global SIM Overview
- The Chipset Shortage-When Will It End?
- Inflation and the eSIM Impact
- When Will China Embrace eSIM Smartphones
- eSIM Global Overview
- eSIM Smartphone Market
- eSIM Wearables Forecasts and Assumptions
- eSIM Tablet Forecasts and Assumptions
- eSIM Laptop Forecasts and Assumptions
- eSIM M2M/IoT Global Overview
- iUICC Global Overview
- eSIM 3-in-1 Converged Solutions
- eSIM Transactions