소비자 및 IoT 시장에서 eSIM의 시장 데이터 개요(2025년 3분기)

Actionable Benefits:

• Track growth and identify the largest opportunities in the Embedded Subscriber Identity Module (eSIM) markets-across embedded Universal Integrated Circuit Card (eUICC) and integrated Universal Integrated Circuit Card (iUICC) form factors, consumer and Internet of Things (IoT) device types, and IoT applications (verticals).
• Revise and quantify expectations following the delayed commercial launch of SGP.32 and its impact on IoT applications.
• Understand regional complexities in the consumer market with smartphone Original Equipment Manufacturer (OEM) vendor breakdowns.

Critical Questions Answered:

• What is the total market size for eSIM in the consumer and IoT markets from 2024 to 2030?
• What is the regional breakdown of the consumer market, and how will this change over the coming 5 years, given the increasing penetration and consumer smartphone launch in China?
• How will the Integrated Circuit (IC) form factor (standalone versus 3-in-1 eUICC, iUICC penetration) landscape evolve?
• What is the current scale of profile downloads, and how will this progress in the coming 5 years?
• How will consumer activation rates change, and how will IoT activations split across GSMA SGP standards?
• Who are the leading IC suppliers, and what are their respective market shares?

Research Highlights:

• Device and IC forecasts across consumer devices and IoT applications with regional consumer splits across device types.
• eSIM penetration rates across consumer and IoT.
• Remote SIM Provisioning (RSP)-capable eSIM shipments by IoT application.
• Profile download forecasts across consumer and IoT, split by specification.
• eSIM smartphone shipments and penetration rates by region and vendor.
• eSIM IC vendor market shares.

Who Should Read This?

• Strategic and product design leads within smart card, secure IC, module, and device makers.
• Sales and marketing leads seeking to understand key trends and priorities.
• eSIM infrastructure players looking to quantify Total Addressable Market (TAM) size, identify key opportunities and prioritize technology support features.
• IoT strategists and module vendors identifying integration requirements and TAM.

TABLE OF CONTENTS

This product is meant to be read in conjunction with eSIM in the Consumer and IoT Markets MD-ESM-114

Key Findings

Whats New

Methodology

Significant Forecasts

eSIM Device Shipments by ApplicationDevice Type

eSIM Smartphone Shipments OEM Shares

eSIM Smartphone Shipments by Region

IoT eSIM Shipments by Application

eSIM RSP Profile Downloads by Specification

eSIM IC Vendors