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Telco Cybersecurity
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.
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.
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?
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.
Companies Mentioned
