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?
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
What’s New
Methodology, Part 1: Overall SIM Cards Market
Methodology, Part 2: eSIM
SIM Card Shipments by Form Factor
eSIM Shipments—Consumer versus M2M/IoT
eSIM SGP.32 Transaction Forecasts
eSIM Consumer Device Shipments by Device Type
eSIM Smartphone Shipments by OEM (Part 1/3)
eSIM Smartphone Shipments by OEM Forecast Assumptions (Part 2/3)
eSIM Smartphone Shipments by OEM Forecast Assumptions (Part 3/3)
