세계의 eSIM 시장 : 기술별, 유형별, 네트워크 기술별, 서비스 제공업체별, 전개 모드별, 용도별 - 예측(2025-2030년)

The eSIM Market was valued at USD 12.39 billion in 2024 and is projected to grow to USD 13.78 billion in 2025, with a CAGR of 11.30%, reaching USD 23.57 billion by 2030.

The evolution of connectivity systems has reached a pivotal moment with the emergence of embedded SIM (eSIM) technology. In this report, we delve into the nuances of the eSIM market, examining how traditional connectivity models are being reshaped by innovations that enable devices to connect seamlessly without the limitations of conventional physical SIM cards. This analysis provides a robust understanding of the myriad factors driving market growth, consumers' shifting expectations, and the technological breakthroughs that are dissolving barriers to global communication.

The eSIM market is characterized by rapid adoption across an array of devices, from smartphones and tablets to the increasingly connected world of Internet of Things (IoT) devices. With connectivity becoming an essential element in both consumer electronics and enterprise systems, the industry is experiencing a wave of transformation that promises to fine-tune the conventional telecommunications ecosystem. As technological advancements accelerate and regulatory landscapes adjust, the eSIM market is uniquely poised to redefine how connectivity is provisioned and experienced on a global scale.

This comprehensive review presents an in-depth look at market trends, disruptive innovations, and strategic shifts that are influencing the current and future state of eSIM technology. By dissecting various market dimensions and identifying the core elements driving adoption rates, this report aims to provide decision-makers and industry experts with actionable insights rooted in the latest research and data-driven forecasts.

Transformative Shifts in the Connectivity Landscape

Recent years have witnessed transformative shifts in the connectivity landscape, largely driven by technological advancements that render traditional SIM paradigms nearly obsolete. The advent of 5G and the continuous evolution of mobile network infrastructures have catalyzed a new era of connectivity where speed, efficiency, and flexibility take center stage.

Across the telecom sector, the replacement of physical SIM cards with eSIMs is revolutionizing how connectivity is managed and delivered. The transition to eSIM technology is not merely a change in hardware but a fundamental rethinking of service provisioning that supports multi-network operations and streamlined device management. Traditionally, operators depended on physical SIM cards for authentication and subscription management. Today, the integration of eSIM technology supports remote provisioning and dynamic profile changes, reducing the need for physical interventions and fostering agile network operations.

Furthermore, this shift has profound implications for device manufacturers, network operators, and service providers. By enabling over-the-air updates and simplified service transitions, eSIM technology reduces operational costs and enhances the user experience. The surge in connected devices, firmly anchored by the Internet of Things, underscores the need for efficient connectivity solutions that can handle an unprecedented number of transactions. This trend is paving the way for innovations that can simultaneously cater to consumer electronics, enterprise communications, machine-to-machine (M2M) interactions, and even retail connectivity solutions.

As the industry continues to mature, stakeholders are increasingly recognizing the strategic importance of flexible network solutions that adapt to evolving consumer demands and technological advancements. The convergence of improved network technologies and robust digital infrastructures is creating a fertile environment for groundbreaking products and services that reshape connectivity models for the future.

Key Segmentation Insights in the eSIM Market

The segmentation of the eSIM market illuminates distinct trends and opportunities across various axes of analysis. From a technological viewpoint, the market is studied across consumer eSIM, enterprise eSIM, and machine-to-machine (M2M) segments, each of which is uniquely positioned to benefit from the rapid pace of digital transformation. Furthermore, when the market is dissected based on the type of service, it encompasses both data-only eSIM and the multifaceted voice, SMS, and data eSIM, addressing varied customer demands in communication.

In examining network technology, the study bifurcates the market into those leveraging the 4G/LTE network and those adopting 5G-enabled solutions. The 4G/LTE segment itself is further refined into categories such as Certified LTE and Enhanced LTE, while the 5G-enabled sphere is divided into Non-Standalone eSIM and Standalone eSIM options. Such segmentations are imperative for understanding the different adoption rates and the performance expectations that vary between legacy and next-generation networks.

When looking at service providers, the market is segmented to include mobile network operators, mobile virtual network operators, and original equipment manufacturers. The analysis of mobile virtual network operators goes one step further by differentiating between data-driven MVNOs and voice-driven MVNOs, thereby highlighting the nuanced differences in service delivery and customer targeting methods. Additionally, the market segmentation based on deployment mode provides insights into both local provisioning and remote provisioning models, with further details such as dual mode activation versus single mode activation in local settings, and multiple operator profiles versus single operator profiles within remote setups.

Finally, a detailed segmentation based on applications underscores the diverse range of industries benefiting from eSIM technology. The application areas extend to consumer electronics, enterprise environments, machine-to-machine interactions, and retail connectivity ecosystems. Delving deeper within consumer electronics reveals further segmentation into smartphones, tablets, and wearables; while in enterprise solutions, the focus is on corporate communications, IoT devices, and laptops along with workstations. Similarly, the M2M sea of possibilities includes automotive telematics, smart cities applications, and utilities monitoring, and in retail connectivity, the study covers digital signages, interactive kiosks, and point-of-sale terminals. This structured breakdown offers a granular perspective on the market's multidimensional nature and assists in identifying niche areas ripe for further innovation and market penetration.

Based on By Technology, market is studied across Consumer eSIM, Enterprise eSIM, and Machine-to-Machine (M2M).

Based on Type, market is studied across Data-Only eSIM and Voice, SMS, & Data eSIM.

Based on Network Technology, market is studied across 4G/LTE Network and 5G Enabled. The 4G/LTE Network is further studied across Certified LTE and Enhanced LTE. The 5G Enabled is further studied across Non-Standalone eSIM and Standalone eSIM.

Based on Service Providers, market is studied across Mobile Network Operators, Mobile Virtual Network Operators, and Original Equipment Manufacturers. The Mobile Virtual Network Operators is further studied across Data-Driven MVNOs and Voice-Driven MVNOs.

Based on Deployment Mode, market is studied across Local Provisioning and Remote Provisioning. The Local Provisioning is further studied across Dual Mode Activation and Single Mode Activation. The Remote Provisioning is further studied across Multiple Operator Profiles and Single Operator Profile.

Based on Applications, market is studied across Consumer Electronics, Enterprise, Machine-To-Machine (M2M), and Retail Connectivity. The Consumer Electronics is further studied across Smartphones, Tablets, and Wearables. The Enterprise is further studied across Corporate Communications, IoT Devices, and Laptops & Workstations. The Machine-To-Machine (M2M) is further studied across Automotive Telematics, Smart Cities Applications, and Utilities Monitoring. The Retail Connectivity is further studied across Digital Signages, Interactive Kiosks, and Point Of Sale Terminals.

Key Regional Insights Shaping the eSIM Global Market

Examining the eSIM market from a regional standpoint reveals dynamic trends that are not only reflective of diverse socio-economic landscapes but also demonstrate significant regional disparities and opportunities. The Americas continue to serve as a core market where developed telecommunications infrastructure fosters rapid adoption of eSIM technology, while ongoing digital transformations support a seamless transition from physical SIM cards to more agile digital alternatives.

In regions spanning Europe, the Middle East, and Africa, market growth is fueled by combined efforts from regulatory bodies and telecommunications companies working to streamline digital integration. The maturity of mobile networks in these areas and supportive government policies have played a pivotal role in accelerating the shift toward eSIM-based solutions. This transition is enabling stakeholders to harness more efficient service provisioning and improved customer experience, thereby laying the foundation for future technologies and expanded connectivity solutions in traditionally underserved areas.

The Asia-Pacific region stands out due to its robust economic growth and technological innovation. Here, rapid urbanization, the increasing spread of smart devices, and a burgeoning middle-class population drive market dynamics that favor advanced connectivity models. The appetite for state-of-the-art digital solutions in Asia-Pacific is unmatched, making it a hotspot for groundbreaking research, development, and deployment of eSIM technologies. As regional markets continue to evolve, the emphasis on scalable, flexible, and efficient connectivity solutions ensures that eSIM technology remains at the forefront of telecommunications innovation across global markets.

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.

Key Companies Leading the Charge in eSIM Innovation

A closer analysis of the competitive landscape reveals that market leadership in the eSIM arena is distributed among a range of influential players, each contributing uniquely to the evolution of connectivity solutions. Esteemed companies such as Apple, Inc. and AT&T Inc. have long been at the forefront of mobile innovation, driving demand for integrated and versatile connectivity services. The strategic initiatives of Deutsche Telekom AG and Etisalat Group have also played a decisive role in pushing the boundaries of traditional mobile communications, leveraging eSIM technology to streamline consumer and enterprise experiences.

Critical contributions from technology specialists such as Giesecke+Devrient GmbH and insights from key industry bodies including the GSM Association further underscore the multifaceted growth of this market. Companies like IDEMIA Group and Infineon Technologies AG have concentrated on the security and semiconductor aspects, ensuring that eSIM solutions are robust and future-proof. Meanwhile, the innovative approaches from firms such as Kigen Ltd. and Maya Virtual, Inc. complement the technological landscape by offering agile, cloud-based management systems.

Major global players including Microsoft Corporation and NTT Docomo Inc. have also embraced eSIM technology, integrating it with next-generation devices to accommodate a range of communication needs. Contributions from NXP Semiconductors N.V. and Oasis Smart SIM have significantly enhanced technological versatility, while Orange S.A. and Quectel Wireless Solutions Co., Ltd. have been instrumental in expanding market reach through strategic alliances and optimized network infrastructures. The influence of Samsung Electronics Co., Ltd. and Sierra Wireless, Inc. is evident in the seamless integration of eSIM solutions across high-end consumer devices and industrial applications. Additionally, regional champions such as Singapore Telecommunications Limited, STMicroelectronics N.V., TelcoVillage GmbH, Telefonica, S.A., Telenor Connexion AB, Telit Communications, Thales Group, and Vodafone Group PLC have collectively contributed to building resilient infrastructure and scalable solutions that support both legacy operations and future innovations in telecommunications.

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

To maintain competitive advantage and secure long-term growth, industry leaders must implement strategic initiatives grounded in adaptability and foresight. First, it is essential to invest in research and development focused on enhancing security protocols and integration mechanisms. Companies should prioritize the transition from physical SIM cards to digital solutions by streamlining provisioning processes and ensuring seamless service transitions that are both efficient and secure.

Next, fostering strong alliances with partners across the device manufacturing and telecom sectors can expedite technological innovation. Collaborative efforts between network operators and technology providers can accelerate the adoption of dual-mode and remote provisioning capabilities, enhancing operational agility. In addition, industry players should harness the potential of next-generation connectivity infrastructures by investing in 5G and advanced LTE networks, thereby ensuring that service delivery meets modern consumer expectations.

Furthermore, the development of scalable solutions is paramount. Industry stakeholders are encouraged to build flexible platforms that cater to the diverse needs of consumer electronics, enterprise communications, and machine-to-machine applications. By providing modular and adaptable connectivity solutions, organizations can swiftly respond to market shifts and regulatory changes while minimizing risks associated with technological obsolescence.

Establishing clear communication channels with end-users is also critical. Proactive customer engagement strategies that incorporate feedback loops foster trust and brand loyalty, guiding product enhancements and service innovations. Finally, industry leaders must monitor global regulatory trends and adapt to emerging compliance requirements, ensuring that their offerings remain relevant and competitive in disparate markets. This multi-pronged strategic approach will not only improve operational efficiency but also secure a positioning advantage in an increasingly interconnected digital world.

Conclusion: Navigating the Future of eSIM Technology

In summary, the eSIM market represents a transformative force within the telecommunications industry, underpinning significant shifts in how connectivity is perceived and managed. This report has delineated the comprehensive landscape, highlighting groundbreaking innovations, segmentation nuances, and regional disparities that together form the backbone of the ensuing evolution in the sector.

Through a detailed exploration of technology-driven changes, market segmentation, and critical regional and corporate insights, it is evident that the eSIM ecosystem is poised for substantial growth and technological advancement. The interplay between enhanced network infrastructures and innovative service solutions is set to redefine industry paradigms. Decision-makers must stay informed, adapt dynamically, and embrace emerging opportunities to harness the full potential of eSIM technology.

As the market continues to expand, the emphasis on agility, security, and customer-centric innovation will serve as the cornerstone for sustainable growth. Bound by the inexorable demand for smarter connectivity, companies that lead through forward-thinking strategies and robust deployments are likely to shape the future trajectory of global telecommunications.

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 demand for enhanced connectivity solutions in the automotive industry's smart vehicles
    • 5.1.1.2. Growing adoption of IoT devices relying on seamless connectivity for optimal performance
    • 5.1.1.3. Increased investments in 5G infrastructure facilitating more robust eSIM applications and services
  • 5.1.2. Restraints
    • 5.1.2.1. Compatibility issues between eSIM and legacy systems
  • 5.1.3. Opportunities
    • 5.1.3.1. Harnessing advancements in eSIM data management for enhanced customer profiling and data analytics
    • 5.1.3.2. Integration of eSIM technology with wearable gadgets to transform the health and fitness market
  • 5.1.4. Challenges
    • 5.1.4.1. Navigating regulatory compliance issues and standardization hurdles
• 5.2. Market Segmentation Analysis
  • 5.2.1. Type : Wide usage of voice, SMS, & data eSIMs in smartphones and connected devices requiring voice communication
  • 5.2.2. Applications : Rapid eSIM adoption in consumer electronics due to innovations and consumer-centric advancements
• 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

6. eSIM Market, by By Technology

• 6.1. Introduction
• 6.2. Consumer eSIM
• 6.3. Enterprise eSIM
• 6.4. Machine-to-Machine (M2M)

7. eSIM Market, by Type

• 7.1. Introduction
• 7.2. Data-Only eSIM
• 7.3. Voice, SMS, & Data eSIM

8. eSIM Market, by Network Technology

• 8.1. Introduction
• 8.2. 4G/LTE Network
  • 8.2.1. Certified LTE
  • 8.2.2. Enhanced LTE
• 8.3. 5G Enabled
  • 8.3.1. Non-Standalone eSIM
  • 8.3.2. Standalone eSIM

9. eSIM Market, by Service Providers

• 9.1. Introduction
• 9.2. Mobile Network Operators
• 9.3. Mobile Virtual Network Operators
  • 9.3.1. Data-Driven MVNOs
  • 9.3.2. Voice-Driven MVNOs
• 9.4. Original Equipment Manufacturers

10. eSIM Market, by Deployment Mode

• 10.1. Introduction
• 10.2. Local Provisioning
  • 10.2.1. Dual Mode Activation
  • 10.2.2. Single Mode Activation
• 10.3. Remote Provisioning
  • 10.3.1. Multiple Operator Profiles
  • 10.3.2. Single Operator Profile

11. eSIM Market, by Applications

• 11.1. Introduction
• 11.2. Consumer Electronics
  • 11.2.1. Smartphones
  • 11.2.2. Tablets
  • 11.2.3. Wearables
• 11.3. Enterprise
  • 11.3.1. Corporate Communications
  • 11.3.2. IoT Devices
  • 11.3.3. Laptops & Workstations
• 11.4. Machine-To-Machine (M2M)
  • 11.4.1. Automotive Telematics
  • 11.4.2. Smart Cities Applications
  • 11.4.3. Utilities Monitoring
• 11.5. Retail Connectivity
  • 11.5.1. Digital Signages
  • 11.5.2. Interactive Kiosks
  • 11.5.3. Point Of Sale Terminals

12. Americas eSIM Market

• 12.1. Introduction
• 12.2. Argentina
• 12.3. Brazil
• 12.4. Canada
• 12.5. Mexico
• 12.6. United States

13. Asia-Pacific eSIM Market

• 13.1. Introduction
• 13.2. Australia
• 13.3. China
• 13.4. India
• 13.5. Indonesia
• 13.6. Japan
• 13.7. Malaysia
• 13.8. Philippines
• 13.9. Singapore
• 13.10. South Korea
• 13.11. Taiwan
• 13.12. Thailand
• 13.13. Vietnam

14. Europe, Middle East & Africa eSIM Market

• 14.1. Introduction
• 14.2. Denmark
• 14.3. Egypt
• 14.4. Finland
• 14.5. France
• 14.6. Germany
• 14.7. Israel
• 14.8. Italy
• 14.9. Netherlands
• 14.10. Nigeria
• 14.11. Norway
• 14.12. Poland
• 14.13. Qatar
• 14.14. Russia
• 14.15. Saudi Arabia
• 14.16. South Africa
• 14.17. Spain
• 14.18. Sweden
• 14.19. Switzerland
• 14.20. Turkey
• 14.21. United Arab Emirates
• 14.22. United Kingdom

15. Competitive Landscape

• 15.1. Market Share Analysis, 2024
• 15.2. FPNV Positioning Matrix, 2024
• 15.3. Competitive Scenario Analysis
  • 15.3.1. KOHO and Singapore startups Boxo and Airalo launch seamless eSIM integration for global connectivity
  • 15.3.2. TEAL and Three Group Solutions partner to boost global IoT eSIM adoption
  • 15.3.3. Trasna Holdings acquires Workz, enhancing presence in eSIM and IoT Solutions
  • 15.3.4. Sensorise Launched Travel eSIM for Consumers
  • 15.3.5. Telefonica Invests in Airalo in a Round That Closes with 60 Million Dollars
  • 15.3.6. IDEMIA collaborates with Microsoft to Provide Next-generation eSIM Connectivity Services
• 15.4. Strategy Analysis & Recommendation

Companies Mentioned

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