세계의 eSIM 시장 : 용도별, 업계별 예측(2025-2030년)

The eSIM Market was valued at USD 11.76 billion in 2023, expected to reach USD 13.54 billion in 2024, and is projected to grow at a CAGR of 15.27%, to USD 31.82 billion by 2030.

The Embedded SIM (eSIM) market is evolving rapidly due to its integration in various digital devices, enabling seamless connectivity. eSIMs are globally recognized for replacing traditional SIM cards, allowing remote provisioning and management of network services without physical SIM card replacement. The necessity of eSIMs lies in their capability to streamline flexible connectivity for IoT devices, smartphones, wearables, and automotive applications without direct access to a cellular network provider. This technology enhances the scope of mobile network operators and device manufacturers by enabling them to provide real-time connectivity solutions. Market growth is significantly influenced by the increase in demand for IoT solutions, the rise in mobile device penetration, and the need for a hassle-free switch between network providers. Opportunities abound in emerging economies where smartphone adoption and digital transformation are gaining traction. Key recommendations to leverage these opportunities include forming strategic partnerships with telecom operators and expanding reach into underserved markets. The primary limitation is the slow adoption rate among telecom operators due to infrastructural changes and cybersecurity concerns related to remote SIM provisioning. Additionally, consumer awareness is still relatively low, and compatibility issues with older devices present challenges. Despite these challenges, there is significant scope for innovation in enhancing security protocols for eSIM activation and creating reliable end-to-end management platforms for IoT applications. Research areas should focus on optimizing the eSIM software stack to support secure Over-The-Air (OTA) updates and expanding functionalities to support future 5G and IoT use cases. Firms should consider environmentally sustainable solutions in eSIM manufacturing processes as eco-consciousness influences consumer choice. The market remains in a dynamic growth phase, underscored by increasing demand for portable and interconnected devices, paving the way for eSIM technology to become a cornerstone of digital device connectivity.

Market Dynamics: Unveiling Key Market Insights in the Rapidly Evolving eSIM Market

The eSIM Market is undergoing transformative changes driven by a dynamic interplay of supply and demand factors. Understanding these evolving market dynamics prepares business organizations to make informed investment decisions, refine strategic decisions, and seize new opportunities. By gaining a comprehensive view of these trends, business organizations can mitigate various risks across political, geographic, technical, social, and economic domains while also gaining a clearer understanding of consumer behavior and its impact on manufacturing costs and purchasing trends.

• Market Drivers
  • Rising Focus on Remote SIM Provisioning for M2M
  • Growth in the Number of IoT Connected Devices in Different End-Use Verticals
  • Policy and Regulatory Aspects Related to M2M Communications
• Market Restraints
  • Rising Security Concerns
  • Issues in Transfer of the Credentials into a Different Device
• Market Opportunities
  • eSIM for 5G Cellular Connectivity to IoT-M2M Devices
  • Rising Smart Vehicle Segment
• Market Challenges
  • Technical challenges in eSIM integration and deployment

Porter's Five Forces: A Strategic Tool for Navigating the eSIM Market

Porter's five forces framework is a critical tool for understanding the competitive landscape of the eSIM Market. It offers business organizations with a clear methodology for evaluating their competitive positioning and exploring strategic opportunities. This framework helps businesses assess the power dynamics within the market and determine the profitability of new ventures. With these insights, business organizations can leverage their strengths, address weaknesses, and avoid potential challenges, ensuring a more resilient market positioning.

PESTLE Analysis: Navigating External Influences in the eSIM Market

External macro-environmental factors play a pivotal role in shaping the performance dynamics of the eSIM Market. Political, Economic, Social, Technological, Legal, and Environmental factors analysis provides the necessary information to navigate these influences. By examining PESTLE factors, businesses can better understand potential risks and opportunities. This analysis enables business organizations to anticipate changes in regulations, consumer preferences, and economic trends, ensuring they are prepared to make proactive, forward-thinking decisions.

Market Share Analysis: Understanding the Competitive Landscape in the eSIM Market

A detailed market share analysis in the eSIM Market provides a comprehensive assessment of vendors' performance. Companies can identify their competitive positioning by comparing key metrics, including revenue, customer base, and growth rates. This analysis highlights market concentration, fragmentation, and trends in consolidation, offering vendors the insights required to make strategic decisions that enhance their position in an increasingly competitive landscape.

FPNV Positioning Matrix: Evaluating Vendors' Performance in the eSIM Market

The Forefront, Pathfinder, Niche, Vital (FPNV) Positioning Matrix is a critical tool for evaluating vendors within the eSIM Market. This matrix enables business organizations to make well-informed decisions that align with their goals by assessing vendors based on their business strategy and product satisfaction. The four quadrants provide a clear and precise segmentation of vendors, helping users identify the right partners and solutions that best fit their strategic objectives.

Key Company Profiles

The report delves into recent significant developments in the eSIM Market, highlighting leading vendors and their innovative profiles. These include Orange S.A., GSM Association., Microsoft Corporation, Sierra Wireless, Inc., Telit Communications, STMicroelectronics N.V., Infineon Technologies AG, Telefonica, S.A., Apple, Inc., NTT Docomo Inc., Deutsche Telekom AG, TelcoVillage GmbH, Maya Virtual, Inc., IDEMIA Group, Singapore Telecommunications Limited, Giesecke+Devrient GmbH, Kigen Ltd., AT&T Inc., Quectel Wireless Solutions Co., Ltd., Thales Group, Telenor Connexion AB, Oasis Smart SIM, Samsung Electronics Co., Ltd., NXP Semiconductors N.V., Etisalat Group, and Vodafone Group PLC.

Market Segmentation & Coverage

This research report categorizes the eSIM Market to forecast the revenues and analyze trends in each of the following sub-markets:

• Based on Application, market is studied across Connected Cars, Laptops, M2M, Smartphones, Tablets, and Wearables.
• Based on Vertical, market is studied across Automotive, Consumer Electronics, Energy & Utilities, Manufacturing, Retail, and Transportation & Logistics.
• Based on Region, market is studied across Americas, Asia-Pacific, and Europe, Middle East & Africa. The Americas is further studied across Argentina, Brazil, Canada, Mexico, and United States. The United States is further studied across California, Florida, Illinois, New York, Ohio, Pennsylvania, and Texas. The Asia-Pacific is further studied across Australia, China, India, Indonesia, Japan, Malaysia, Philippines, Singapore, South Korea, Taiwan, Thailand, and Vietnam. The Europe, Middle East & Africa is further studied across Denmark, Egypt, Finland, France, Germany, Israel, Italy, Netherlands, Nigeria, Norway, Poland, Qatar, Russia, Saudi Arabia, South Africa, Spain, Sweden, Switzerland, Turkey, United Arab Emirates, and United Kingdom.

The report offers a comprehensive analysis of the market, covering key focus areas:

1. Market Penetration: A detailed review of the current market environment, including extensive data from top industry players, evaluating their market reach and overall influence.

2. Market Development: Identifies growth opportunities in emerging markets and assesses expansion potential in established sectors, providing a strategic roadmap for future growth.

3. Market Diversification: Analyzes recent product launches, untapped geographic regions, major industry advancements, and strategic investments reshaping the market.

4. Competitive Assessment & Intelligence: Provides a thorough analysis of the competitive landscape, examining market share, business strategies, product portfolios, certifications, regulatory approvals, patent trends, and technological advancements of key players.

5. Product Development & Innovation: Highlights cutting-edge technologies, R&D activities, and product innovations expected to drive future market growth.

The report also answers critical questions to aid stakeholders in making informed decisions:

1. What is the current market size, and what is the forecasted growth?

2. Which products, segments, and regions offer the best investment opportunities?

3. What are the key technology trends and regulatory influences shaping the market?

4. How do leading vendors rank in terms of market share and competitive positioning?

5. What revenue sources and strategic opportunities drive vendors' market entry or exit strategies?

Table of Contents

1. Preface

• 1.1. Objectives of the Study
• 1.2. Market Segmentation & Coverage
• 1.3. Years Considered for the Study
• 1.4. Currency & Pricing
• 1.5. Language
• 1.6. Stakeholders

2. Research Methodology

• 2.1. Define: Research Objective
• 2.2. Determine: Research Design
• 2.3. Prepare: Research Instrument
• 2.4. Collect: Data Source
• 2.5. Analyze: Data Interpretation
• 2.6. Formulate: Data Verification
• 2.7. Publish: Research Report
• 2.8. Repeat: Report Update

3. Executive Summary

4. Market Overview

5. Market Insights

• 5.1. Market Dynamics
  • 5.1.1. Drivers
    • 5.1.1.1. Rising Focus on Remote SIM Provisioning for M2M
    • 5.1.1.2. Growth in the Number of IoT Connected Devices in Different End-Use Verticals
    • 5.1.1.3. Policy and Regulatory Aspects Related to M2M Communications
  • 5.1.2. Restraints
    • 5.1.2.1. Rising Security Concerns
    • 5.1.2.2. Issues in Transfer of the Credentials into a Different Device
  • 5.1.3. Opportunities
    • 5.1.3.1. eSIM for 5G Cellular Connectivity to IoT-M2M Devices
    • 5.1.3.2. Rising Smart Vehicle Segment
  • 5.1.4. Challenges
    • 5.1.4.1. Technical challenges in eSIM integration and deployment
• 5.2. Market Segmentation Analysis
  • 5.2.1. Application: Significant penetration of eSIM in smartphones
  • 5.2.2. Vertical: eSIM revolutionizing connectivity in automotive industry
• 5.3. Porter's Five Forces Analysis
  • 5.3.1. Threat of New Entrants
  • 5.3.2. Threat of Substitutes
  • 5.3.3. Bargaining Power of Customers
  • 5.3.4. Bargaining Power of Suppliers
  • 5.3.5. Industry Rivalry
• 5.4. PESTLE Analysis
  • 5.4.1. Political
  • 5.4.2. Economic
  • 5.4.3. Social
  • 5.4.4. Technological
  • 5.4.5. Legal
  • 5.4.6. Environmental
• 5.5. Client Customization

6. eSIM Market, by Application

• 6.1. Introduction
• 6.2. Connected Cars
• 6.3. Laptops
• 6.4. M2M
• 6.5. Smartphones
• 6.6. Tablets
• 6.7. Wearables

7. eSIM Market, by Vertical

• 7.1. Introduction
• 7.2. Automotive
• 7.3. Consumer Electronics
• 7.4. Energy & Utilities
• 7.5. Manufacturing
• 7.6. Retail
• 7.7. Transportation & Logistics

8. Americas eSIM Market

• 8.1. Introduction
• 8.2. Argentina
• 8.3. Brazil
• 8.4. Canada
• 8.5. Mexico
• 8.6. United States

9. Asia-Pacific eSIM Market

• 9.1. Introduction
• 9.2. Australia
• 9.3. China
• 9.4. India
• 9.5. Indonesia
• 9.6. Japan
• 9.7. Malaysia
• 9.8. Philippines
• 9.9. Singapore
• 9.10. South Korea
• 9.11. Taiwan
• 9.12. Thailand
• 9.13. Vietnam

10. Europe, Middle East & Africa eSIM Market

• 10.1. Introduction
• 10.2. Denmark
• 10.3. Egypt
• 10.4. Finland
• 10.5. France
• 10.6. Germany
• 10.7. Israel
• 10.8. Italy
• 10.9. Netherlands
• 10.10. Nigeria
• 10.11. Norway
• 10.12. Poland
• 10.13. Qatar
• 10.14. Russia
• 10.15. Saudi Arabia
• 10.16. South Africa
• 10.17. Spain
• 10.18. Sweden
• 10.19. Switzerland
• 10.20. Turkey
• 10.21. United Arab Emirates
• 10.22. United Kingdom

11. Competitive Landscape

• 11.1. Market Share Analysis, 2023
• 11.2. FPNV Positioning Matrix, 2023
• 11.3. Competitive Scenario Analysis
  • 11.3.1. Sensorise Launched Travel eSIM for Consumers
  • 11.3.2. Telefonica Invests in Airalo in a Round That Closes with 60 Million Dollars
  • 11.3.3. IDEMIA collaborates with Microsoft to Provide Next-generation eSIM Connectivity Services

Companies Mentioned

• 1. Orange S.A.
• 2. GSM Association.
• 3. Microsoft Corporation
• 4. Sierra Wireless, Inc.
• 5. Telit Communications
• 6. STMicroelectronics N.V.
• 7. Infineon Technologies AG
• 8. Telefonica, S.A.
• 9. Apple, Inc.
• 10. NTT Docomo Inc.
• 11. Deutsche Telekom AG
• 12. TelcoVillage GmbH
• 13. Maya Virtual, Inc.
• 14. IDEMIA Group
• 15. Singapore Telecommunications Limited
• 16. Giesecke+Devrient GmbH
• 17. Kigen Ltd.
• 18. AT&T Inc.
• 19. Quectel Wireless Solutions Co., Ltd.
• 20. Thales Group
• 21. Telenor Connexion AB
• 22. Oasis Smart SIM
• 23. Samsung Electronics Co., Ltd.
• 24. NXP Semiconductors N.V.
• 25. Etisalat Group
• 26. Vodafone Group PLC