eSIM : 기술개발과 시장 규모 추산 - eSIM은 진화와 성장의 새로운 단계에 진입한다.

This report provides an in-depth analysis of the e-SIM (embedded SIM) ecosystem, a technology that, after a period of stagnation, is entering a new phase of development. Despite the initial challenges associated with its democratization, e-SIM has seen renewed interest since 2023, stimulated by the advent of 5G, the latest generations of smartphones, and the rise of IoT devices.

The paper explores the different regional ecosystems in which this technology is evolving and analyzes the two main segments: consumer e-SIM and professional e-SIM for M2M and IoT devices.

It examines the possible future applications of e-SIM, assessing its potential as a source of revenue and its appeal for telecom operators as well as for companies wishing to integrate or invest in this technology. The potential of i-SIM (integrated SIM), seen as the next step in this technological evolution, is also explored.

By analyzing the entire e-SIM ecosystem, this report details the strategies adopted by key players and explores various possible use cases, particularly in the automotive, delivery, connected objects, smart energy, agriculture, and tracking and security sectors.

It identifies the current challenges and limitations of this technology, offering a perspective on future issues for businesses. The report also anticipates the emergence of new complementary technologies, their key players, and the possibilities for transforming e-SIM trends with the introduction of i-SIM and the opportunities it represents

Table of Contents

1. Executive Summary

2. Consumer e-SIM ecosystem

• 2.1. Definition of consumer e-SIM
• 2.2. Why has e-SIM still not been democratised?
• 2.3 Market sizing of the consumer mobile in Europe
• 2.4. Market sizing of the mobile consumer in North America
• 2.5. Market sizing of the consumer mobile in Latin America
• 2.6. Market sizing of the mobile consumer in Asia-Pacific
• 2.7. Market sizing of the consumer mobile in the MEA region
• 2.8. Dynamics of the consumer e-SIM market
• 2.9. Advantages & disadvantages of consumer e-SIM

3. e-SIM M2M / IoT ecosystem

• 3.1. Definition of M2M / IoT e-SIM
• 3.2 Market sizing of the M2M mobile in Europe
• 3.3 Market sizing of the M2M mobile in North America
• 3.4. Market sizing of the M2M mobile in Latin America
• 3.5. Market sizing of the M2M mobile in Asia-Pacific
• 3.6. Market sizing of the M2M mobile in the MEA region
• 3.7. M2M / IoT e-SIM Market dynamics
• 3.8. Advantages & disadvantages of M2M e-SIM

4. Telecom operators and e-SIM manufacturers

• 4.1. Telecom operator use cases
• 4.2. Telecom operators by revenue
• 4.3. e-SIM solution providers by revenue

5. e-SIM use cases

• 5.1. e-SIM use case: Automotive
• 5.2. e-SIM use case: Item tracking, shipping and logistics
• 5.3. e-SIM use case: Intelligent energy
• 5.4. e-SIM use cases: Portable devices
• 5.5. e-SIM use case: Intelligent agriculture
• 5.4. e-SIM use case: Smart Home Security

6. I-SIM

• 6.1. Definition of i-SIM
• 6.2. Advantages of i-SIM over e-SIM

7. Market sizing

• 7.1 Global value of the e-SIM market