통신 ID 및 인증 서비스 : 시장 점유율 분석, 업계 동향 및 통계, 성장 예측(2026-2031년)

The Telecom Identity and Authentication Services Market size is projected to be USD 7.19 billion in 2025, USD 8.17 billion in 2026, and reach USD 15.32 billion by 2031, growing at a CAGR of 13.39% from 2026 to 2031. Strong demand for network-level verification, escalating SIM-swap fraud, and monetization pressure on mobile network operators (MNOs) are expanding the addressable base of enterprises that now treat programmable telecom credentials as a core security control. Solutions captured a significant share of revenue in 2025, though managed services are scaling faster because banks, retailers, and fintechs prefer turnkey integrations that bundle regulatory compliance and real-time fraud intelligence. Cloud deployments dominate because authentication workloads spike during peak payment windows and benefit from elastic scaling. Geographically, North America remains the largest revenue contributor, while Asia-Pacific is the fastest-growing region, driven by government digital-identity schemes that use carrier APIs. Competitive intensity is moderate: messaging aggregators such as Twilio, Sinch, and Infobip compete with specialist identity platforms such as Prove and Trulioo, while hardware security vendors, including Thales and IDEMIA, leverage secure-element expertise to launch embedded authentication offerings.

Global Telecom Identity And Authentication Services Market Trends and Insights

Expansion of MNO Digital-Identity APIs

MNOs are transforming subscriber data into programmable identity primitives. GSMA's Mobile Connect reached 47 deployments across 31 countries by the end of 2025, giving enterprises a single contract for SIM-swap checks, device binding, and silent verification. Vodafone's TrustHub, launched in February 2025, exposes RESTful APIs with 99.99% uptime SLAs, lowering integration friction for banks that must satisfy real-time fraud controls. Telefonica integrated the same capabilities into Azure Active Directory in June 2025, signaling that carrier authentication is becoming a cloud infrastructure feature rather than a siloed telecom service. Competition now centers on latency, fraud-signal breadth, and commercial transparency rather than mere connectivity. Over 2026-2027, additional European and Latin-American operators will federate APIs, further standardizing implementation and expanding geographic coverage.

Surge in SIM-Swap and Account-Takeover Fraud

SIM-swap incidents grew 48% in 2025, generating global losses above USD 2.7 billion, according to the FBI Internet Crime Report issued in March 2026. Attackers exploit social-engineering gaps at retail outlets to port numbers and intercept one-time codes, bypassing two-factor authentication. The U.S. FCC responded in November 2025 with rules that force carriers to apply multi-factor verification before processing SIM changes. T-Mobile rolled out Account Takeover Protection in January 2026, automatically pausing authentication for 24 hours after a SIM change to deter fraud. Cyber-insurers now require carrier-grade verification as a prerequisite for coverage, pushing enterprises to retire vulnerable SMS OTP flows in favor of silent network checks that validate SIM tenure, device fingerprinting, and recent porting events.

Privacy Concerns Over Centralized Subscriber Data Repositories

The European Data Protection Board ruled in March 2025 that operators offering identity services are full data controllers, triggering GDPR duties such as data-protection impact assessments and breach notification within 72 hours. ETNO estimates that compliance overhead lifted operating costs by 22% for small carriers, discouraging some from launching identity APIs. Advocacy groups warn that a single breach could expose millions of subscriber records, enabling mass surveillance or fraud. Consequently, regulators push for tokenized confirmations that prove SIM possession without persisting personal identifiers, a design shift likely to slow platform rollouts in Europe and privacy-sensitive U.S. states through 2027.

Other drivers and restraints analyzed in the detailed report include:

1. Regulatory Mandates for Strong Customer Authentication
2. Rise of eSIM and IoT Device Authentication
3. Complex Revenue-Sharing Models Between MNOs and Identity Aggregators

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Solutions accounted for only 63.40% of the Telecom identity and authentication services market revenue in 2025, yet the services segment is forecast to grow at a 15.40% CAGR and surpass Solutions by 2031. Enterprises choose managed authentication to avoid capital expenditure, obtain instant geographic reach across hundreds of operators, and outsource regulatory change management. Twilio's USD 3.2 billion acquisition of Segment in 2025 bundled customer-data orchestration with number-based verification, illustrating the premium placed on integrated stacks that convert behavioral insights into adaptive authentication challenges.

Solutions remain essential for highly regulated verticals that cannot rely on multi-tenant clouds. Banks migrating mainframe applications or hospitals subject to data-sovereignty statutes deploy on-premises engines with direct SS7 access and dedicated hardware security modules. Even here, a subscription mindset is emerging: license agreements increasingly include continuous rule-set updates and 24/7 fraud-intelligence feeds, blurring the line between perpetual software and managed service. Consequently, vendors are refining hybrid models that deliver cloud analytics while processing sensitive payloads locally, preserving compliance without conceding scalability.

Cloud deployments commanded 68.81% of the Telecom identity and authentication services market share in 2025 and will sustain double-digit growth at a 15.11% CAGR by 2031, as latency, elastic scaling, and geographic redundancy are non-negotiable for real-time payments. Sinch trimmed the average API response time from 340 ms to 180 ms after expanding its footprint to 18 additional AWS regions, delivering a measurable uplift in checkout conversion rates.

On-premise adoption shrinks each year but resists extinction in countries where national rules restrict cross-border data transfers. Defense agencies, critical-infrastructure operators, and sovereign cloud mandates in markets such as Germany and the United Arab Emirates keep a rump demand alive. Hybrid postures are popular: enterprises run decision engines behind corporate firewalls yet call cloud endpoints for SIM-swap checks, leveraging cached results to minimize external data transfer while sustaining sub-second user experiences.

The Telecom Identity and Authentication Services Market Report is Segmented by Component (Solutions and Services), Deployment Mode (On-Premise and Cloud), Authentication Type (SMS-Based OTP, Mobile Biometrics, and More), End-User (Mobile Network Operators, and More), Industry Vertical (Financial Services, Ecommerce and Retail, and More), and Geography. The Market Forecasts are Provided in Terms of Value (USD).

Geography Analysis

North America contributed 36.22% of the Telecom identity and authentication services market revenue in 2025, anchored by early adoption of MFA mandates in banking and healthcare and supported by direct carrier aggregation that enables sub-second API calls across the United States and Canada. Widespread 5G rollout improves signal quality for silent verification, while cyber-insurance prerequisites compel enterprises to sunset legacy SMS OTP.

Europe's growth is steadier but shaped by stringent privacy laws. The region benefits from harmonized PSD2 directives, yet implementation varies by country, adding complexity for cross-border ecommerce. Joint ventures such as the Orange and Deutsche Telekom European Identity Platform, announced in October 2025, aim to deliver a continent-wide wallet-compatible service that meets eIDAS 2.0 requirements, but the full rollout depends on member-state alignment.

Asia-Pacific, expanding at 16.72% CAGR, is propelled by India's SIM binding requirement for high-value UPI transactions and Indonesia's national digital ID that embeds telecom checks at onboarding. Chinese OEM dominance in the handset market is accelerating eSIM adoption, compelling carriers to rewrite their authentication logic for certificate-based validation. Meanwhile, emerging markets in Southeast Asia leapfrog straight to carrier APIs for KYC-lite onboarding of gig-economy workers, bypassing paper ID processes.

List of Companies Covered in this Report:

1. Boku Inc.
2. Infobip D.O.O.
3. Telesign Corporation
4. Sinch AB
5. Twilio Inc.
6. Mobileum Inc.
7. Prove Identity Inc.
8. Callsign Limited
9. 1Kosmos Inc.
10. Trulioo Information Services Inc.
11. Authlete, Inc.
12. Tru.ID Limited
13. IDEMIA Group S.A.S.
14. Giesecke+Devrient GmbH
15. Thales S.A.
16. Amdocs Limited
17. Tyntec GmbH
18. Mitek Systems Inc.
19. Aeris Communications Inc.
20. Nexmo Inc. (Vonage)

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumptions and Market Definition
• 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET LANDSCAPE

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 Expansion of Mobile Network Operator Digital Identity APIs
  • 4.2.2 Surge in SIM Swap and Account Takeover Fraud
  • 4.2.3 Regulatory Mandates for Strong Customer Authentication
  • 4.2.4 Rise of eSIM and IoT Device Authentication
  • 4.2.5 Telco Adoption of Decentralized Identifier Frameworks
  • 4.2.6 Monetization Pressure Leading to Identity-As-A-Service Offerings
• 4.3 Market Restraints
  • 4.3.1 Privacy Concerns Over Centralized Subscriber Data Repositories
  • 4.3.2 Limited Awareness Among MVNOs and SMEs
  • 4.3.3 Complex Revenue-Sharing Models Between MNOs and Identity Aggregators
  • 4.3.4 Fragmented International KYC Standards
• 4.4 Industry Value Chain Analysis
• 4.5 Regulatory Landscape
• 4.6 Technological Outlook
• 4.7 Impact of Macroeconomic Factors
• 4.8 Porter's Five Forces Analysis
  • 4.8.1 Threat of New Entrants
  • 4.8.2 Bargaining Power of Suppliers
  • 4.8.3 Bargaining Power of Buyers
  • 4.8.4 Threat of Substitutes
  • 4.8.5 Industry Rivalry

5 MARKET SIZE AND GROWTH FORECASTS (VALUE)

• 5.1 By Component
  • 5.1.1 Solutions
  • 5.1.2 Services
• 5.2 By Deployment Mode
  • 5.2.1 On-Premise
  • 5.2.2 Cloud
• 5.3 By Authentication Type
  • 5.3.1 SMS-Based OTP
  • 5.3.2 Mobile Biometrics
  • 5.3.3 Multi-Factor Authentication Token
  • 5.3.4 Digital Identity Verification API
• 5.4 By End-User
  • 5.4.1 Mobile Network Operators
  • 5.4.2 Mobile Virtual Network Operators
  • 5.4.3 Over-The-Top Service Providers
  • 5.4.4 Enterprises
• 5.5 By Industry Vertical
  • 5.5.1 Financial Services
  • 5.5.2 Ecommerce and Retail
  • 5.5.3 Government and Public Sector
  • 5.5.4 Healthcare
  • 5.5.5 Media and Entertainment
• 5.6 By Geography
  • 5.6.1 North America
    • 5.6.1.1 United States
    • 5.6.1.2 Canada
    • 5.6.1.3 Mexico
  • 5.6.2 South America
    • 5.6.2.1 Brazil
    • 5.6.2.2 Argentina
    • 5.6.2.3 Rest of South America
  • 5.6.3 Europe
    • 5.6.3.1 Germany
    • 5.6.3.2 United Kingdom
    • 5.6.3.3 France
    • 5.6.3.4 Russia
    • 5.6.3.5 Rest of Europe
  • 5.6.4 Asia-Pacific
    • 5.6.4.1 China
    • 5.6.4.2 Japan
    • 5.6.4.3 India
    • 5.6.4.4 South Korea
    • 5.6.4.5 Rest of Asia-Pacific
  • 5.6.5 Middle East and Africa
    • 5.6.5.1 Middle East
      • 5.6.5.1.1 Saudi Arabia
      • 5.6.5.1.2 United Arab Emirates
      • 5.6.5.1.3 Rest of the Middle East
    • 5.6.5.2 Africa
      • 5.6.5.2.1 South Africa
      • 5.6.5.2.2 Nigeria
      • 5.6.5.2.3 Rest of Africa

6 COMPETITIVE LANDSCAPE

• 6.1 Market Concentration
• 6.2 Strategic Moves
• 6.3 Market Share Analysis
• 6.4 Company Profiles (Includes Global Level Overview, Market Level Overview, Core Segments, Financials as Available, Strategic Information, Market Rank/Share For Key Companies, Products and Services, and Recent Developments)
  • 6.4.1 Boku Inc.
  • 6.4.2 Infobip D.O.O.
  • 6.4.3 Telesign Corporation
  • 6.4.4 Sinch AB
  • 6.4.5 Twilio Inc.
  • 6.4.6 Mobileum Inc.
  • 6.4.7 Prove Identity Inc.
  • 6.4.8 Callsign Limited
  • 6.4.9 1Kosmos Inc.
  • 6.4.10 Trulioo Information Services Inc.
  • 6.4.11 Authlete, Inc.
  • 6.4.12 Tru.ID Limited
  • 6.4.13 IDEMIA Group S.A.S.
  • 6.4.14 Giesecke+Devrient GmbH
  • 6.4.15 Thales S.A.
  • 6.4.16 Amdocs Limited
  • 6.4.17 Tyntec GmbH
  • 6.4.18 Mitek Systems Inc.
  • 6.4.19 Aeris Communications Inc.
  • 6.4.20 Nexmo Inc. (Vonage)

7 MARKET OPPORTUNITIES AND FUTURE OUTLOOK

• 7.1 White-Space and Unmet-Need Assessment
• 7.2 Analyst Recommendations and Suggestions