He aha te take e nui ai te auahatanga o te eSIM?
Ko te hangarau eSIM he hangarau e whakamahia ana hei whakakapi i ngā kāri SIM tūturu tuku iho i roto i te ahua o tētahi maramara kua whakauruhia ki roto i te taputapu. Hei otinga kāri SIM whakauru, he nui te kaha o te hangarau eSIM i roto i ngā mākete waea atamai, IoT, kaiwhakahaere waea pūkoro me ngā mākete kaihoko.
I tēnei wā, kua horapa noa te whakamahinga o te eSIM i roto i ngā waea atamai ki tāwāhi, engari nā te hiranga o te haumarutanga raraunga i Haina, ka roa pea te wā ka horapa te whakamahinga o te eSIM i roto i ngā waea atamai ki Haina. Heoi, nā te taenga mai o te 5G me te wā o te hononga atamai o ngā mea katoa, kua whakamahia e te eSIM, me te whakamahi i ngā taputapu mau atamai hei tīmatanga, ā, kua tere te kimi i ngā taunga uara i roto i ngā wāhanga maha o te Ipurangi o ngā Mea (IoT), ā, kua tutuki te taunekeneke tahi me te whanaketanga o te IoT.
E ai ki te matapae hou a TechInsights mō te mākete eSIM, e matapaetia ana ka neke atu i te 20% te urunga o te eSIM ki ngā taputapu IoT o te ao i te tau 2023. Ka tipu te mākete eSIM o te ao mō ngā tono IoT mai i te 599 miriona i te tau 2022 ki te 4,712 miriona i te tau 2030, he CAGR 29%. E ai ki a Juniper Research, ka piki te maha o ngā taputapu IoT e whakahohea ana e te eSIM mā te 780% puta noa i te ao i roto i ngā tau e toru e whai ake nei.
Ko ngā kaupapa matua e akiaki ana i te taenga mai o te eSIM ki te ao IoT ko:
1. Hononga whai hua: Ka tukuna e te eSIM he wheako hononga tere ake, pono ake hoki i te hononga IoT tuku iho, e whakarato ana i ngā āheinga whakawhitiwhiti kōrero wā-tūturu, maeneene hoki mō ngā taputapu IoT.
2. Ngāwari me te tauine: Mā te hangarau eSIM ka taea e ngā kaihanga taputapu te tāuta i mua i ngā kāri SIM i te wā o te tukanga hanga, ka taea ai te tuku i ngā taputapu me te urunga atu ki ngā whatunga kaiwhakahaere. Ka taea hoki e ngā kaiwhakamahi te whakawhiti kaiwhakahaere mā roto i ngā āheinga whakahaere mamao, ka kore ai e hiahiatia te whakakapi i te kāri SIM tūturu.
3. Te whai hua o te utu: Ka whakakorehia e te eSIM te hiahia mō tētahi kāri SIM tūturu, ka whakangāwari ake i te whakahaere mekameka tuku me ngā utu rarangi taonga, me te whakaiti i te mōrearea o ngā kāri SIM ngaro, pakaru rānei.
4. Te haumarutanga me te tiakitanga tūmataiti: I te piki haere o te maha o ngā taputapu IoT, ka tino hira haere ngā take haumarutanga me te tūmataiti. Ko ngā āhuatanga whakamunatanga me te tikanga whakamanatanga o te hangarau eSIM he taputapu nui hei tiaki i ngā raraunga me te whakarato i te taumata whakawhirinaki teitei ake mō ngā kaiwhakamahi.
Hei whakarāpopototanga, hei auahatanga hou, ka whakaitihia e te eSIM te utu me te uauatanga o te whakahaere kāri SIM tūturu, ka taea ai e ngā umanga e whakamahi ana i te tini o ngā taputapu IoT te whakaiti i te herenga o ngā utu a ngā kaiwhakahaere me ngā kaupapa urunga ā muri ake nei, ā, ka hoatu hoki ki te IoT he taumata teitei o te tauine.
Te tātari i ngā au matua o te eSIM
Kei te whakatikatikaina ngā paerewa hoahoa hei whakahaere i te hononga IoT
Mā te whakapai tonu i ngā whakatakotoranga hoahoa ka taea te whakahaere mamao me te whirihoranga o te eSIM mā roto i ngā kōwae whakahaere motuhake, ā, ka kore e hiahiatia he taunekeneke kaiwhakamahi me te whakaurunga kaiwhakahaere.
E ai ki ngā whakaritenga eSIM i whakaputaina e te Global System for Mobile Communications Association (GSMA), e rua ngā hoahoa matua kua whakaaetia i tēnei wā, arā, ko te kaihoko me te M2M, e rite ana ki ngā whakaritenga hoahoa SGP.21 me SGP.22 eSIM me ngā whakaritenga whakaritenga hoahoa SGP.31 me SGP.32 eSIM IoT, ā, kei te whanakehia tonutia te whakaritenga hangarau e tika ana SGP.32V1.0. E oati ana te hoahoa hou ki te whakangawari i te hononga IoT me te whakateretere i te wā ki te mākete mō ngā whakatinanatanga IoT.
Te whakapai ake i te hangarau, ka taea e te iSIM te whakamahi hei taputapu whakaiti utu
Ko te eSIM te hangarau kotahi ki te iSIM mō te tautuhi i ngā kaiwhakamahi me ngā taputapu kua ohauruhia i runga i ngā whatunga pūkoro. He whakahoutanga hangarau te iSIM i runga i te kāri eSIM. Ahakoa i hiahiatia he maramara motuhake mō te kāri eSIM o mua, kāore te kāri iSIM e hiahia ana ki tētahi maramara motuhake, ka whakakorehia te wāhi motuhake kua tohaina ki ngā ratonga SIM, ā, ka whakauruhia tika ki roto i te tukatuka tono o te taputapu.
Nā reira, ka whakaitihia te whakapaunga hiko e te iSIM, ā, ka whakaitihia hoki te whakapaunga wāhi. Ki te whakatauritea ki tētahi kāri SIM noa, ki tētahi eSIM rānei, e 70% te iti iho o te hiko e pau ana i tētahi kāri iSIM.
I tēnei wā, e pāngia ana te whanaketanga o te iSIM e ngā huringa whanaketanga roa, ngā whakaritenga hangarau teitei, me te pikinga o te taupū uaua. Heoi anō, ina tīmata te hanga, ka whakaitihia e tōna hoahoa whakauru te whakamahinga o ngā wāhanga, ā, ka taea te penapena i te haurua o te utu hanga tuturu.
I roto i te ariā, ka whakakapia katoatia te eSIM e te iSIM ā tōna wā, engari he mārama he roa te wā e hiahiatia ana mō tēnei. I roto i tēnei mahi, he mārama he nui ake te wā o te eSIM "monomai, whakamahia" ki te hopu i te mākete kia mau tonu ai ki ngā whakahoutanga hua a ngā kaihanga.
Ahakoa e tautohetia ana mēnā ka whakakapia katoatia te eSIM e te iSIM, kāore e kore ka nui ake ngā taputapu a ngā kaiwhakarato otinga IoT. Ko te tikanga hoki o tēnei ka māmā ake, ka ngāwari ake, ka iti ake te utu ki te hanga me te whirihora i ngā taputapu hono.
Ka tere ake te whakatinanatanga o te eIM, ā, ka ea hoki ngā wero taunga o te eSIM
He taputapu whirihoranga eSIM paerewa te eIM, arā, he taputapu e āhei ai te whakatinanatanga me te whakahaere i ngā taputapu IoT e whakahaerehia ana e te eSIM i roto i te tauine nui.
E ai ki a Juniper Research, ka whakamahia ngā tono eSIM i roto i te 2% anake o ngā tono IoT i te tau 2023. Heoi, i te pikinga ake o te whakamahinga o ngā taputapu eIM, ka nui ake te tipu o te hononga eSIM IoT i te rāngai kaihoko, tae atu ki ngā waea atamai, i roto i ngā tau e toru e whai ake nei. Hei te tau 2026, ka whakamahia te 6% o ngā eSIM o te ao i roto i te ao IoT.
Kia tae rā anō ki te ara paerewa o ngā otinga eSIM, kāore ngā otinga whirihoranga noa eSIM e tika ana mō ngā hiahia tono o te mākete IoT, e ārai nui ana i te whakatinanatanga nui o te eSIM i roto i te mākete IoT. Ina koa, ko te ara haumaru whakahaere-ohauru (SMSR), hei tauira, ka taea e te atanga kaiwhakamahi kotahi anake te whirihora me te whakahaere i te maha o ngā taputapu, engari ka taea e te eIM te whakatinana i ngā hononga maha i te wā kotahi hei whakaiti i ngā utu, ā, ka whakanui ake i ngā whakatinanatanga kia rite ki ngā hiahia o ngā whakatinanatanga i roto i te ao IoT.
I runga i tēnei, ka ārahi te eIM i te whakatinanatanga whai hua o ngā otinga eSIM i a ia e whakatinanahia ana puta noa i te tūāpapa eSIM, ka noho hei miihini nui hei ārahi i te eSIM ki te ao o te IoT.
Te whakamahi i te whakawāhanga hei whakatuwhera i te pūmanawa tipu
I te haere tonu o te whanaketanga o ngā ahumahi 5G me te IoT, ka tahuri ngā tono e hangai ana ki ngā āhuatanga pēnei i te kawe waka atamai, te rongoā tawhiti, te ahumahi atamai me ngā tāone atamai ki te eSIM. Ka taea te kī ko ngā tono kanorau me ngā tono wehewehe i roto i te mara IoT he oneone momona mō te eSIM.
E ai ki te kaituhi, e rua ngā āhuatanga o te whanaketanga o te eSIM i roto i te mara o te IoT: te hopu i ngā kaupapa matua me te pupuri i te tono whānui.
Tuatahi, i runga i te whakawhirinaki ki ngā whatunga whānui iti-mana me te hiahia mō te whakatinanatanga nui i roto i te umanga IoT, ka taea e te eSIM te kimi i ngā wāhanga matua pēnei i te IoT ahumahi, te whakahaere waka atamai me te tango hinu me te hau. E ai ki a IHS Markit, ko te ōwehenga o ngā taputapu IoT ahumahi e whakamahi ana i te eSIM puta noa i te ao ka eke ki te 28% i te tau 2025, me te tere tipu ā-tau o te 34%, i te mea e ai ki a Juniper Research, ko te whakahaere waka me te tango hinu me te hau ngā ahumahi ka tino whai hua mai i te whakatinanatanga o ngā tono eSIM, me ēnei mākete e rua e matapaetia ana ka eke ki te 75% o ngā tono eSIM o te ao i te tau 2026. E matapaetia ana ka eke ki te 75% o te whakamahinga eSIM o te ao i te tau 2026 ēnei mākete e rua.
Tuarua, he nui ngā wāhanga mākete hei whakawhānui mā te eSIM i roto i ngā ara ahumahi kua whakatūria kētia i roto i te ao IoT. Kei raro nei ētahi o ngā rāngai e wātea ana ngā raraunga mōna.
01 Ngā taputapu kāinga atamai:
Ka taea te whakamahi i te eSIM hei hono i ngā taputapu kāinga atamai pēnei i ngā rama atamai, ngā taputapu atamai, ngā pūnaha haumarutanga me ngā taputapu aroturuki hei whakahohe i te mana mamao me te hononga. E ai ki te GSMA, ka neke atu i te 500 miriona ngā taputapu kāinga atamai e whakamahi ana i te eSIM puta noa i te ao i te mutunga o te tau 2020.
ā, e matapaetia ana ka piki ki te 1.5 piriona pea i te tau 2025.
02 Ngā Tāone Atamai:
Ka taea te whakamahi i te eSIM ki ngā otinga tāone atamai pēnei i te whakahaere waka atamai, te whakahaere pūngao atamai me te aroturukitanga taputapu atamai hei whakarei ake i te pumau me te whai huatanga o ngā tāone. E ai ki tētahi rangahau a Berg Insight, ka piki ake te whakamahinga o te eSIM i roto i te whakahaere atamai o ngā taputapu tāone mā te 68% i te tau 2025.
03 Ngā waka atamai:
E ai ki a Counterpoint Research, ka tata ki te 20 miriona ngā waka atamai kua whakauruhia ki te eSIM puta noa i te ao i te mutunga o te tau 2020, ā, e matapaetia ana ka piki ake tēnei ki te 370 miriona i te tau 2025.
Wā tuku: Pipiri-01-2023