임베디드 SIM(eSIM) : 시장 점유율 분석, 업계 동향과 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, the embedded SIM market size in terms of shipment volume is projected to be 0.48 Billion units in 2025, 0.65 Billion units in 2026, and reach 2.12 Billion units by 2031, growing at a CAGR of 26.67% from 2026 to 2031.

This report is Segmented by Network Type (5G, 4G/LTE, and More), Device Type (Smartphones, Tablets and Laptops, and More), End-User Industry (Consumer Electronics, Automotive and Transportation, and More), Form Factor (MFF2, Wafer-Level CSP, and More), Provisioning Specification (SGP. 02, and More), and Geography. The Market Forecasts are Provided in Terms of Volume (Units).

Global Embedded SIM (eSIM) Market Trends and Insights

Rapid 5G Roll-Outs Accelerating eSIM Demand

Standalone 5G networks remove latency and throughput constraints that previously limited cellular IoT, enabling devices to switch network slices and roaming partners without physical intervention. China surpassed 1 billion 5G connections in 2024, and carriers there finalized nationwide eSIM enablement by October 2025. Japan achieved 98.4% population coverage in 2024 and targets 99% by 2030, giving enterprises a contiguous national footprint for remote provisioning. In Europe, household coverage reached 94.3% in 2024, creating a launchpad for smart-home and industrial sensors that rely on soldered SIMs. Vodafone's 5G standalone roaming proof-of-concept with A1 and Ericsson in April 2025 showcased frictionless cross-border profile switching. As operators commercialize network slicing, enterprises can guarantee quality of service while dynamically selecting carriers, catalyzing shipment growth across industrial gateways and connected vehicles.

Mandates for eCall and UN-R155 Driving Automotive Adoption

The United Nations UN-R155 regulation, compulsory for new vehicle types from July 2024, demands cyber-threat monitoring and secure over-the-air updates, both of which favor tamper-resistant embedded SIM designs. Europe's eCall directive has already hard-wired cellular emergency connectivity into passenger cars, and new models increasingly adopt soldered eSIMs to meet anti-removal requirements. Continental launched UN-R155-aligned cybersecurity solutions in November 2024 integrating eSIM modules to push security certificates remotely. Thales and Cubic followed in February 2025 with an SGP.32-compliant automotive platform that allows fleet managers to change mobile network operators over the air, lowering roaming charges for cross-border operations thalesgroup.com. As other regions copy the European framework, vehicle production volumes translate directly into multi-year demand for robust eSIM form factors.

Fragmented M2M Entitlement Specifications

Enterprises managing long-life industrial assets must juggle legacy SGP.02 provisioning stacks alongside newer SGP.32 workflows, inflating integration budgets and expanding the attack surface. Giesecke and Devrient's April 2025 attainment of full SGP.32 certification required major server re-architecture and cross-vendor test cycles, illustrating the technical lift. Utilities, logistics, and transportation verticals with 15-year device lifecycles are unwilling to abandon installed SGP.02 fleets, forcing dual-stack operations through at least 2035. The resulting complexity dampens near-term shipment growth for SGP.32 modules and partially offsets the embedded SIM (eSIM) market's otherwise steep expansion curve.

Other drivers and restraints analyzed in the detailed report include:

1. Apple-Led Smartphone OEM Shift to eSIM-Only Flagships
2. Limited Consumer Awareness Outside Premium Handsets

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

Segment Analysis

4G/LTE retained 52.11% embedded SIM (eSIM) market share in 2025 as a sizable installed base of smartphones and IoT sensors remained anchored to established networks. The 5G segment is, however, projected to scale at a 26.89% CAGR, reflecting operator migration to standalone cores that permit network slicing, ultra-reliable low-latency communication, and carrier aggregation. China's three national carriers concluded nationwide eSIM rollouts in October 2025, leveraging 5G architecture to deliver dynamic profile switching for autonomous trucking corridors. In Japan and the European Union, combined 5G population coverage above 94% enables real-time over-the-air provisioning for connected factories and smart-city grids.

As millimeter-wave densification advances, urban private networks will adopt embedded SIM (eSIM) market size modules that can toggle between public and dedicated slices without downtime. Operators in rural markets continue to deploy NB-IoT and LTE-M for low-bandwidth sensors, creating a dual-network strategy that favors multi-mode eSIM chipsets. Over the forecast horizon, 4G will migrate into maintenance mode, while 5G's contribution to embedded SIM (eSIM) market revenues surges, propelled by industrial automation, remote health care, and immersive media applications that demand deterministic latency guarantees.

Smartphones accounted for 60.29% of 2025 unit shipments, yet the category's mid-single-digit growth contrasts with the 26.76% CAGR expected for wearables through 2031. Continuous-glucose monitors, cardiac implants, and fall-detection pendants from Medtronic and Abbott rely on always-on cellular links to cloud dashboards, removing the need for handset tethering. Embedded SIM solutions eliminate ingress points for moisture, dust, and tampering, critical to medical and fitness devices worn 24 hours a day. Laptops and tablets exploit instant-connect financing models that bundle data plans at point of sale, while M2M modules enable asset-tracking beacons and smart-meter retrofits.

Wearables also benefit from wafer-level chip-scale packaging that halves energy draw, extending battery life for thin form factors. Samsung's eSIM v3.0 specification introduces multiple enabled profiles, supporting personal and corporate lines on a single watch, while Qualcomm-Thales iSIM platforms place the secure element inside the system-on-chip. As health insurers reimburse remote monitoring and enterprises embrace field-force digitization, embedded SIM (eSIM) market size shipments for wearables are set to eclipse tablets by mid-forecast, solidifying the segment as the second-largest contributor after smartphones.

Complete Report Scope:

• Overall Market Estimates
  • Total Market Value
• By Network Type
  • 5G
  • 4G/LTE
  • NB-IoT / LTE-M
• By Device Type
  • Smartphones
  • Tablets and Laptops
  • Wearables
  • M2M/IoT Modules
• By End-User Industry
  • Consumer Electronics
  • Automotive and Transportation
  • Industrial and Manufacturing
  • Logistics and Asset Tracking
  • Energy and Utilities
  • Healthcare and Wearables
• By Form Factor
  • MFF2
  • Wafer-Level CSP
  • Plug-In eSIM
• By Provisioning Specification
  • SGP.02 (M2M)
  • SGP.22 (Consumer)
  • SGP.32 (IoT)
• By Geography
  • North America
    • United States
    • Canada
    • Mexico
  • South America
    • Brazil
    • Argentina
    • Rest of South America
  • Europe
    • United Kingdom
    • Germany
    • France
    • Italy
    • Spain
    • Rest of Europe
  • Asia-Pacific
    • China
    • Japan
    • South Korea
    • India
    • Rest of Asia-Pacific
  • Middle East
    • Saudi Arabia
    • United Arab Emirates
    • Israel
    • Rest of Middle East
  • Africa
    • South Africa
    • Nigeria
    • Rest of Africa

Geography Analysis

North America held 39.39% of 2025 unit volumes on the back of Apple's eSIM-only iPhone lineup and enterprise IoT rollouts in healthcare and logistics. Operators leverage matured 5G standalone cores to monetize premium data plans and remotely provision industrial gateways across oilfields and rail networks. Consumer adoption benefits from widespread carrier marketing that bundles travel eSIM packages into unlimited plans.

Asia Pacific is set to become the fastest-expanding region at a 27.36% CAGR to 2031. China's October 2025 nationwide rollout covers more than 1 billion 5G connections, enabling low-cost Android makers to eliminate SIM trays and free board space for larger batteries. India followed with Tata Communications and BSNL launching pan-India eSIM in October 2025, targeting both smartphone users and smart-meter deployments in rural electrification programs. Japan and South Korea, already near-saturated in 5G coverage, deploy eSIM in connected cars, wearable payment devices, and smart factories.

Europe enjoys regulatory pull, with 94.3% household 5G coverage and mandates such as eCall and UN-R155 that embed connectivity into vehicle homologation. The Radio Equipment Directive coming into force in August 2025 raises cybersecurity bars, nudging device makers toward soldered eSIM designs. Middle East adoption accelerates, with stc's national platform in Saudi Arabia cutting SIM logistics and MENA connections forecast to reach 135 million by 2028. Africa remains at a nascent stage except for pilot programs in South Africa and Nigeria, where urban operators test eSIM to serve expatriates and enterprise fleets.

South America shows rising momentum as 30 operators in 14 nations offer eSIM services. Penetration jumps from 5% in 2023 to an expected 75% of smartphone connections by 2030, aided by roaming-friendly tourist markets in Brazil and Argentina. Consumer awareness campaigns, combined with lower-cost eSIM-ready handsets, are expected to unlock latent demand across prepaid segments.

1. Thales Group
2. Giesecke + Devrient GmbH
3. STMicroelectronics N.V.
4. Infineon Technologies AG
5. IDEMIA Group S.A.S
6. Valid S.A.
7. Workz Group
8. Arm Ltd. / Kigen
9. Truphone Ltd.
10. GigSky Inc.
11. Apple Inc.
12. Samsung Electronics Co. Ltd.
13. Qualcomm Technologies Inc.
14. NXP Semiconductors N.V.
15. Deutsche Telekom AG
16. Vodafone Group Plc
17. Sierra Wireless Inc. (Semtech)
18. u-blox Holding AG
19. Telit Cinterion
20. Nordic Semiconductor ASA

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 Rapid 5G Roll-Outs Accelerating eSIM Demand
  • 4.2.2 Mandates for eCall and UN-R155 Driving Automotive Adoption
  • 4.2.3 Apple-Led Smartphone OEM Shift to eSIM-Only Flagships
  • 4.2.4 Telco OPEX Savings Via Remote SIM Provisioning
  • 4.2.5 Government IoT Security Regulations Favouring Soldered SIMs
  • 4.2.6 Emergence of GSMA SGP.32 Specification Unlocking Mass-Scale IoT Deployments
• 4.3 Market Restraints
  • 4.3.1 Fragmented M2M Entitlement Specifications
  • 4.3.2 Limited Consumer Awareness Outside Premium Handsets
  • 4.3.3 Supply-Chain Trust Concerns (Tamper and Side-Channel Attacks)
  • 4.3.4 Operator Lock-In Worries Among Enterprise IoT Buyers
• 4.4 Industry Value/Supply-Chain Analysis
• 4.5 Regulatory Landscape
• 4.6 Technological Outlook
• 4.7 Impact of Macroeconomic Factors on the Market
• 4.8 Porter's Five Forces Analysis
  • 4.8.1 Bargaining Power of Suppliers
  • 4.8.2 Bargaining Power of Consumers
  • 4.8.3 Threat of New Entrants
  • 4.8.4 Threat of Substitute Products
  • 4.8.5 Intensity of Competitive Rivalry

5 MARKET SIZE AND GROWTH FORECASTS (VALUE)

• 5.1 Overall Market Estimates
  • 5.1.1 Total Market Value
• 5.2 By Network Type
  • 5.2.1 5G
  • 5.2.2 4G/LTE
  • 5.2.3 NB-IoT / LTE-M
• 5.3 By Device Type
  • 5.3.1 Smartphones
  • 5.3.2 Tablets and Laptops
  • 5.3.3 Wearables
  • 5.3.4 M2M/IoT Modules
• 5.4 By End-User Industry
  • 5.4.1 Consumer Electronics
  • 5.4.2 Automotive and Transportation
  • 5.4.3 Industrial and Manufacturing
  • 5.4.4 Logistics and Asset Tracking
  • 5.4.5 Energy and Utilities
  • 5.4.6 Healthcare and Wearables
• 5.5 By Form Factor
  • 5.5.1 MFF2
  • 5.5.2 Wafer-Level CSP
  • 5.5.3 Plug-In eSIM
• 5.6 By Provisioning Specification
  • 5.6.1 SGP.02 (M2M)
  • 5.6.2 SGP.22 (Consumer)
  • 5.6.3 SGP.32 (IoT)
• 5.7 By Geography
  • 5.7.1 North America
    • 5.7.1.1 United States
    • 5.7.1.2 Canada
    • 5.7.1.3 Mexico
  • 5.7.2 South America
    • 5.7.2.1 Brazil
    • 5.7.2.2 Argentina
    • 5.7.2.3 Rest of South America
  • 5.7.3 Europe
    • 5.7.3.1 United Kingdom
    • 5.7.3.2 Germany
    • 5.7.3.3 France
    • 5.7.3.4 Italy
    • 5.7.3.5 Spain
    • 5.7.3.6 Rest of Europe
  • 5.7.4 Asia-Pacific
    • 5.7.4.1 China
    • 5.7.4.2 Japan
    • 5.7.4.3 South Korea
    • 5.7.4.4 India
    • 5.7.4.5 Rest of Asia-Pacific
  • 5.7.5 Middle East
    • 5.7.5.1 Saudi Arabia
    • 5.7.5.2 United Arab Emirates
    • 5.7.5.3 Israel
    • 5.7.5.4 Rest of Middle East
  • 5.7.6 Africa
    • 5.7.6.1 South Africa
    • 5.7.6.2 Nigeria
    • 5.7.6.3 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 Thales Group
  • 6.4.2 Giesecke + Devrient GmbH
  • 6.4.3 STMicroelectronics N.V.
  • 6.4.4 Infineon Technologies AG
  • 6.4.5 IDEMIA Group S.A.S
  • 6.4.6 Valid S.A.
  • 6.4.7 Workz Group
  • 6.4.8 Arm Ltd. / Kigen
  • 6.4.9 Truphone Ltd.
  • 6.4.10 GigSky Inc.
  • 6.4.11 Apple Inc.
  • 6.4.12 Samsung Electronics Co. Ltd.
  • 6.4.13 Qualcomm Technologies Inc.
  • 6.4.14 NXP Semiconductors N.V.
  • 6.4.15 Deutsche Telekom AG
  • 6.4.16 Vodafone Group Plc
  • 6.4.17 Sierra Wireless Inc. (Semtech)
  • 6.4.18 u-blox Holding AG
  • 6.4.19 Telit Cinterion
  • 6.4.20 Nordic Semiconductor ASA

7 MARKET OPPORTUNITIES AND FUTURE OUTLOOK

• 7.1 White-Space and Unmet-Need Assessment