Actionable Benefits
- Identify the impacts from embedded Subscriber Identity Module (eSIM) and higher-end handset costs on the traditional removable Subscriber Identity Module (SIM) card market.
- Identify macro market dynamics and prepare for market uncertainty driven by items including Identity (ID) registration and Mobile Network Operator (MNO) market consolidation, the chip shortage, overstocking, and inflation.
- Understand the SIM card vendor landscape to help with strategic partnerships and to identify competitive threats.
Research Highlights
- 5-year SIM card forecasts covering the installed base, shipments, and revenue opportunity across consumer and M2M categories.
- Global and regional forecasts, alongside country-level forecasts covering Canada, the United States, Brazil, Mexico, China, India, Indonesia, Japan, South Korea, Pakistan, Russia, Turkey, France, Germany, Italy, Spain, the United Kingdom, and South Africa.
- 1H 2025 SIM card vendor market shares.
Critical Questions Answered
- How will the eSIM market progress over the next 4 years and what will be the impact on the traditional SIM card market?
- How is the market recovering from the chip shortage impact and high levels of inventory?
- How will the memory shortage impact SIM Average Selling Prices (ASPs)?
- What is the total market size for traditional removable SIM and eSIM across consumer and Machine-to-Machine (M2M) applications?
- What markets, if any, will present the most opportunity in an already extremely mature and overly saturated market?
- Who are the leading suppliers of SIM cards?
Who Should Read This?
- Strategy planners within smart card and secure Integrated Circuit (IC) organizations.
- Sales and marketing leaders looking to understand the revenue and margin opportunity, and benchmark organizational performance.
- Other ecosystem players working in strategy, sales, and marketing capacities.