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임베디드 SIM(eSIM, 가입자 식별 모듈) 시장 : 성장, 동향, COVID-19의 영향, 예측(2022-2027년)

Embedded SIM (eSIM) Market - Growth, Trends, COVID-19 Impact, and Forecasts (2022 - 2027)

리서치사 Mordor Intelligence Pvt Ltd
발행일 2022년 01월 상품코드 965611
페이지 정보 영문 배송안내 2-3일 (영업일 기준)
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임베디드 SIM(eSIM, 가입자 식별 모듈) 시장 : 성장, 동향, COVID-19의 영향, 예측(2022-2027년) Embedded SIM (eSIM) Market - Growth, Trends, COVID-19 Impact, and Forecasts (2022 - 2027)
발행일 : 2022년 01월 페이지 정보 : 영문

본 상품은 영문 자료로 한글과 영문 목차에 불일치하는 내용이 있을 경우 영문을 우선합니다. 정확한 검토를 위해 영문목차를 참고해주시기 바랍니다.

임베디드 SIM(eSIM, 가입자 식별 모듈) 시장 규모는 예측기간 중 15.47%의 CAGR로 성장할 것으로 예측됩니다. 사물인터넷(IoT) 디바이스는 향후 수년 이내에 최대의 접속 카테고리가 되고, 휴대폰을 추월할 것으로 추정됩니다. eSIM은 이러한 접속된 디바이스의 동작을 지원하고, 타협이 적은 새로운 종류의 디바이스를 가능하게 합니다. 웨어러블은 eSIM으로부터 큰 이점을 얻는 카테고리의 하나입니다. 이것은 디바이스에 물리적인 SIM을 탑재하면 여분의 스페이스가 사용되어 웨어러블 배터 사이즈가 손상될 가능성이 있기 때문입니다. 자동차 제조업체는 eSIM을 사용해 사용자가 차를 셀룰러에 빠르게 접속할 수 있게 합니다. 랩톱은 eSIM의 추가 혜택을 받는 것과 동시에 브랜드나 재판업체에게 유연한 데이터 번들을 통해 업셀/크로스셀 기회를 제공합니다.

  • 2019년 11월 세계의 IoT 디바이스 제조업체 가상 접속 프로바이더인 1oT와 eSIM 솔루션 프로바이더 Valid는 IoT 스페이스용 완전한 엔드 투 엔드 eSIM 솔루션을 도입하는 협업을 발표했습니다. Valid의 구독 관리 서비스와 eSIM 테크놀러지는 1oT의 스코프와 몇가지 사전에 교섭된 휴대폰 기업 거래와 결부되어 비용 효과가 높고 신뢰성 높은 접속 솔루션을 창출하고. 1oT의 eSIM 제품은 다양한 캐리어 서비스의 애그리게이터로 기능함으로써 IoT 접속의 단일 창구를 제공합니다. IoT 서비스 프로바이더는 다양한 국가와 지역에서 사용하기 위해서 다수의 캐리어 거래와 SIM 카드를 처리하는 대신에 하나의 산하에서 다양한 캐리어 거래와 eSIM 관리를 수집하는 하나의 견고한 시스템을 사용할 수 있게 되었습니다.
  • eSIM을 사용하면 사용자는 보다 많은 디바이스를 모바일 오퍼레이터로 접속할 수 있기 때문에 오퍼레이터는 멀티 디바이스 패키지와 맞춤형 데이터 플랜을 제공할 수 있습니다. eSIM을 사용하면 디바이스 번들이 훨씬 이용하기 쉬워지고, 소비자는 점포에 가거나 물리적인 SIM 카드가 우편으로 도착하는 것을 기다리지 않고 새로운 디바이스를 플랜에 간단하게 추가할 수 있습니다. 다음으로 이것은 고객이 데이터를 필요로 하는 새로운 디바이스를 추가하여 플랜을 확대하기 때문에 모바일 사업자에게 추가 수익 기회를 가져옵니다. 직원이 많은 휴대폰을 사용하고 있는 기업도 eSIM의 편리성으로부터 혜택을 받을 것입니다. eSIM은 셀룰러 접속을 관리하기 위해 보다 우수한 사용자 경험을 제공할 수 있습니다. 각 사용자의 프로파일도 개인화할 수 있고, 데이터 플랜은 eSIM 원격 관리 툴을 통해 조정 및 최적화할 수 있습니다.
  • 다수의 국가가 eSIM 전개를 목격하고 있습니다. 예를 들어 2020년 4월 stc는 사우디아라비아에서 처음으로 eSIM 로컬라이즈 플랫폼을 발표하고, eSIM 테크놀러지 전개에 필요하다고 보여지는 국제적인 인증을 취득했습니다. stc는 국내 모든 모바일 및 가상 네트워크 사업자(MNO/MVNO)에게 전국 eSIM 플랫폼으로서 eSIM 서비스를 제공할 수 있습니다. 또한 이 서비스는 아라비아만 지역의 기타 MNO에게도, stc로부터 eSIM 서비스를 취득하는데 국제적으로 관심 있는 사람에게도 확장할 수 있습니다. GSMA 인증과 협력해 사우디아라비아에서 eSIM을 채용하는 것은 eSIM 테크놀러지를 로컬라이즈하고, 디지털 전환을 더욱 가능하게 하여 사우디 비전 2030의 사명을 달성하기 위한 한 걸음이 될 것으로 기대됩니다.
  • 2020년 5월 Virgin Mobile은 사우디아라비아에서의 eSIM 카드 테크놀러지 전개에 의해 COVID-19 봉쇄 중에서 고객을 접속 상태로 유지하기 위한 통합 디지털 경험을 제공했습니다. 이것은 eSIM은 점포에 나가지 않아도 디지털 채널을 통해 직접 액티브화할 수 있기 때문에 고객에게 유연성과 고효율을 가져옵니다. 2020년 4월 온라인 eSIM 스토어인 eSIM.net Group Ltd와 MNVO는 유럽 최초의 Pay As You Go(PAYG) 데이터, 음성 및 SMS eSIM 플랜을 발표했습니다. 영국의 모바일 네트워크 사업자가 제공하고 있는 현재의 eSIM 플랜과는 달리 이 플랜은 어느 네트워크에도 락되지 않습니다. +44 전화번호를 갖춘 PAYG 플랜은 온라인에서 다운로드할 수 있어 모바일 네트워크의 블랙 스팟에 사는 사람들에게 있어서 COVID-19에 의한 봉쇄 동안 특히 유익합니다.

세계의 임베디드 SIM(eSIM, 가입자 식별 모듈) 시장을 조사했으며, 시장 개요, 시장 성장 촉진요인 및 저해요인 분석, 시장 기회, COVID­19의 영향, 용도별·지역별 시장 규모 추정과 예측, 경쟁 상황, 주요 기업 개요 등 체계적인 정보를 제공합니다.

목차

제1장 서론

제2장 조사 방법

제3장 주요 요약

제4장 시장 역학

  • 시장 개요
  • 시장 성장 촉진요인
    • 커넥티드와 M2M 생태계 분야의 진보
    • 스마트 디바이스 수요 상승
    • 기존 대체품보다 우수한 편리한 사용과 액세스
  • 시장 과제
    • 보안, 상호운용성 : 표준화 문제
  • 시장 기회
    • M2M 채용의 매우 긍정적인 예측
  • 업계의 이해관계자 분석 : 오퍼레이터, OEM, 시스템 통합사업자
  • Porter's Five Forces 분석
  • 접속성 상황에 대한 COVID-19의 영향
  • e-SIM 대응 디바이스의 세계적 출하 범위(2018-2022년)

제5장 세계의 SIM 카드 상황 분석(출하와 지역별 내역)

제6장 시장 세분화

  • 용도별
    • 스마트폰
    • 태블릿과 랩톱
    • 웨어러블
    • M2M(산업, 자동차 등)
  • 지역별
    • 북미
    • 유럽
    • 아시아태평양
    • 라틴아메리카
    • 중동과 아프리카

제7장 경쟁 상황

  • 기업 개요*
    • Gemalto NV(Thales Group)
    • Giesecke+Devrient GmbH
    • STMicroelectronics NV
    • Infineon Technologies AG
    • Valid SA
    • Idemia(Advent International Corp)
    • Workz Group
    • Truphone Limited
    • Gigsky, Inc.
    • ARM Limited

제8장 벤더의 포지셔닝 분석

제9장 시장 전망

KSM 20.11.17

The Embedded SIM (eSIM) Market is expected to register a CAGR of 15.47% over the forecast period from 2021 to 2026. It's been estimated that the Internet of Things (IoT) devices will become the largest connect category within the next few years, overtaking mobile phones. The eSIM helps these connected devices work and enables new types of devices with less compromise. Wearables are one category that significantly benefits from an eSIM because of the accommodation of a more significant physical sim in the device will result in the usage of extra space and to compensate that the batter size of the wearable can be compromised. Automotive makers, with the usage of an eSIM, allow the user to connect the cars to cellular quickly. Laptops will benefit from the addition of the eSIM while providing brands and re-sellers with the opportunity to up-sell/cross-sell through flexible data bundles.

Key Highlights

  • In November 2019, 1oT, the virtual connectivity provider for global IoT device makers and Valid, an eSIM solution provider, announced a collaboration introducing a full end-to-end eSIM solution for the IoT space. Valid's subscription management services and eSIM technology coupled with 1oT's scope and several pre-negotiated mobile carrier deals produce a cost-effective and reliable connectivity solution. 1oT's eSIM offering provides a single point of contact for IoT connectivity by acting as an aggregator of various carrier services. IoT service providers can now use one robust system that gathers different carrier deals and eSIM management under one roof instead of handling multiple carrier deals and SIM cards for use in different countries or regions.
  • As eSIM enables users to connect more devices to their mobile operator, operators can offer multi-device packages and bespoke data plans. With eSIM, device bundling will become much more accessible, with consumers conveniently adding new devices to their plans without having to go in-store or wait for a physical SIM card to arrive in the post. In turn, this presents additional revenue opportunities for mobile operators, as their customers scale-up their plans by adding new devices that require data. Businesses with many mobiles used by their employees will also benefit from the convenience of eSIM. eSIM can deliver a better user experience for managing cellular connectivity. Profiles for each user can also be personalized, and data plans can be adjusted and optimized via eSIM remote management tools.
  • Multiple countries are witnessing the deployment of eSIM. For instance, in April 2020, stc has announced a localizing platform for eSIM for the first time in Saudi, obtained an international accreditation deemed requisite for rolling out eSIM technology. stc can provide eSIM services to all Mobile and Virtual Network Operators (MNOs/MVNOs) in the country as a National eSIM Platform. Also, the service can be extended to other MNO's in the Arabian Gulf region or internationally interested in obtaining the eSIM service from stc. The adoption of eSIM in Saudi Arabia in cooperation with GSMA Certification is expected to be a step towards achieving the mandates of Saudi Vision 2030, by localizing eSIM technology and further enabling digital transformation.
  • In May 2020, Virgin Mobile offered an integrated digital experience to keep customers across the connected amid COVID-19 lockdown with the rollout eSIM card technology in Saudi Arabia because an eSIM could be activated directly through digital channels without the requirement for a visit to a store, bringing flexibility and high efficiency to customers. In April 2020, eSIM.net Group Ltd, an online eSIM store and MNVO announced Europe's first Pay As You Go (PAYG) data, voice, and SMS eSIM plan. Unlike current eSIM plans offered by the United Kingdom's mobile network operators, this plan is not locked to any network. Equipped with a +44 telephone number, the PAYG plan can be downloaded online and is particularly beneficial during lockdown due to COVID-19 for those living in mobile network black-spots.

Key Market Trends

Smartphone is Expected to Witness Significant Growth

  • As smartphone manufacturers continuously strive to make smaller, slimmer, and lighter devices with more features, space is at an absolute premium. The size of the Nano SIM card is about 12.30 mm in length and 8.80 mm wide. It also takes additional space associated with internal hardware and circuitry that needs to be accommodated. For many years, manufactures have had to design and adjust the physical SIM card via SIM card trays or other internal slots. The need for more durable and waterproof phones is expected to drive the removal of the physical SIM tray will drive the adoption of eSIM on smartphones. Remote Provisioning capabilities within the eSIM standard is expected to provide users with enhanced customer experience for activating and managing the phones.
  • Samsung's inclusion of eSIM technology in its S20 range of devices is expected to positively impact the adoption of eSIM in smartphones, which was previously confined to limited brands such as Apple and Google. In August 2020, NXP Semiconductors N.V. announced that NXP's embedded SIM (eSIM), Secure Ultra-Wideband (UWB) fine-ranging solution, as well as Secure Element (S.E.) and Near Field Communication (NFC) unit, are deployed in Samsung's new Galaxy Note20 Ultra. Unlike the physical SIM cards that must be removed and replaced in new devices, NXP's GSMA-compliant eSIM solution is integrated into a device, making remote SIM provisioning significantly easier and providing over-the-air SIM updates. The eSIM functionality comes with all Samsung Galaxy Note20 Ultra devices, excluding Japan, China, and Korea.
  • In July 2020, Vodafone Idea Ltd., India's telecommunications service provider, made the availability of eSIM for Vodafone postpaid customers for eSIM compatible Apple devices including iPhone 11, iPhone 11 Pro, iPhone 11 Pro Max, iPhone S.E., iPhone X.S., iPhone XS Max, and iPhone X.R. The service is currently available in certain cities such as Mumbai, Delhi, and Gujarat. In March 2020, Jio has enabled support for its eSIM service on the Motorola Razr. With the eSIM service, Jio users will be able to access the Internet, make calls, and use other web-based applications on the smartphone. All the present Jio users could convert their physical SIM cards to eSIM without any extra charge. The eSIM service is applicable for both postpaid and prepaid connections.
  • In February 2020, HMD Global has filed a patent for a new embedded SIM card (eSIM) solution with the European Union Intellectual Property Office (EUIPO). The tech is known as SIMLEY and will serve a multitude of purposes ranging from telecommunication services to an e-wallet and banking service tool and extended warranty service. The essential takeaway here is that HMD plans to introduce eSIM compatible Nokia phones shortly. While competitors such as Google and Apple have offered this type of service on their devices for some years now, the new standard is still not that common. SIMLEY is also expected to function as an electronic mobile payment service coupled with added protection for user data.

North America is Expected to Hold Significant Share

  • North American region is expected to hold significant share as it is the first region that rolled out the support for eSIM, and major carriers in the region provide the eSIM service. In the United States, AT&T, T-Mobile, Truphone, Ubigi, and Verizon Wireless offers the support of eSIM functionality, whereas, in Canada, Bell, Freedom, Fido, Koodo, Lucky Mobile, Rogers, Telus, and Virgin provide the support. In January 2020, Telus and its sub-brand Koodo announced the support eSIM in Canada. The supported list of phones includes the iPhone 11 series and XS series, Google Pixel 3a and 4 series, Motorola Razr and Samsung Galaxy Fold. Among other devices such as smartwatches, laptops, and tables, the Samsung Galaxy Watch Series, Apple iPad Pro 11-inch, Surface Pro X supports the eSIM functionality offered by Telus and Koodo.
  • The plans related to eSIM becoming significantly cheap in the region and a secure international roaming solution considerably drive the adoption of eSIM in the region. On phones with eSIM support, the user can select from a bunch of individual countries or roaming plans, where the multi-country operators tend to be significantly more expensive than US Mobile's solution. If the user is traveling abroad, he can select the carrier's roaming plan. On AT&T and Verizon, that's generally USD 10 per day for high-speed data. Otherwise, the user can still buy a local SIM card or use a multi-country travel SIM card like KnowRoaming, which tends to be the most expensive. eSIM lets the user scan a QR code or pick a new carrier from an on-device menu, making it much easier to switch carriers or roaming.
  • In September 2019, Truphone announced the extension of its eSIM support for iPhone to the new iPhone 11, 11 Pro and 11 Pro Max. Apple announced the latest additions to its iPhone series at its 2019 annual event. The newest iPhone models are a series of Apple products to provide eSIM to the consumer market. In 2018, Apple became the first consumer device manufacturer to enable eSIM services in a flagship smartphone series: the iPhone XS, iPhone XS Max, and iPhone XR. Truphone's eSIM is engineered to make connectivity easy for Apple iPhone users. Truphone's eSIM for iPhone plans work in 89 countries globally and ensures that the iPhone users get connected easily and quickly without the need of having to change plans when they travel to a different country.
  • In February 2020, MobileIron Inc., an American software company, and IDEMIA announced support for eSIM-enabled Windows 10 enterprise devices. Organizations in the region can onboard, manage, and configure eSIM-enabled Windows 10 devices as part of their established unified endpoint management (UEM) infrastructure, simplifying the complete device lifecycle. The IDEMIA Smart Connect Platform includes an Orchestration Hub and Subscription Manager (SM-DP+), Entitlement Server for a complete eSIM lifecycle management solution, which combines with mobile network operators (MNO) systems and bring control of eSIM subscription plans and their profiles within MobileIron's UEM platform. This includes selecting and browsing subscriptions, activation and profile provisioning on the MNO network, and assigning profiles to devices.

Competitive Landscape

The Embedded SIM (eSIM) market primarily comprises multiple domestic and international players in quite a fragmented and highly competitive environment. Major players in the market include Gemalto N.V. (Thales Group), STMicroelectronics N.V., Infineon Technologies AG, etc. Technological advancements in the market are also bringing considerable competitive advantage to the companies, and the market is also witnessing multiple partnerships.

  • May 2020 - Thales has deployed a public cloud version of its embedded SIM (eSIM) remote subscription platform on Google Cloud to help telcos manage the increase of mobile subscriptions for eSIM-capable devices. As part of the deployment, the platform is GSMA-certified, will be accessible by telcos on Google Cloud in more than 200 countries and territories.
  • March 2020 - STMicroelectronics and Truphone collaborated to launch a full-stack embedded SIM (eSIM) infrastructure solution compliant with GSMA M2M standards. S.T. provides its ST4SIM-200A/M, a GSMA-certified SOC solution with eSIM software and industrial and automotive-qualified secure hardware, while Truphone provides its seamless connectivity and remote SIM provisioning (RSP) capabilities.

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 DYNAMICS

  • 4.1 Market Overview
  • 4.2 Market Drivers
    • 4.2.1 Advancements in the field of connected & M2M ecosystem
    • 4.2.2 Growing demand for Smart devices
    • 4.2.3 Ease of use and access provided by eSIM over traditional substitutes
  • 4.3 Market Challenges
    • 4.3.1 Security, Interoperability - Standardization issues
  • 4.4 Market Opportunities
    • 4.4.1 Highly positive forecasts for M2M adoption
  • 4.5 Industry Stakeholder Analysis - Operator, OEM & System Integrators
  • 4.6 Industry Attractiveness - Porter's Five Forces Analysis
    • 4.6.1 Bargaining Power of Suppliers
    • 4.6.2 Bargaining Power of Consumers
    • 4.6.3 Threat of New Entrants
    • 4.6.4 Threat of Substitute Products
    • 4.6.5 Intensity of Competitive Rivalry
  • 4.7 Impact of COVID-19 on the Connectivity Landscape
  • 4.8 Coverage on e-SIM enabled device shipments globally (2018-2022)

5 GLOBAL SIM CARD LANDSCAPE ANALYSIS (SHIPMENTS & REGIONAL BREAKDOWN)

6 MARKET SEGMENTATION

  • 6.1 By Application
    • 6.1.1 Smartphones
    • 6.1.2 Tablets & Laptops
    • 6.1.3 Wearables
    • 6.1.4 M2M (Industrial, Automotive, etc.)
  • 6.2 Geography
    • 6.2.1 North America
      • 6.2.1.1 United States
      • 6.2.1.2 Canada
    • 6.2.2 Europe
      • 6.2.2.1 United Kingdom
      • 6.2.2.2 Germany
      • 6.2.2.3 France
      • 6.2.2.4 Rest of Europe
    • 6.2.3 Asia-Pacific
      • 6.2.3.1 China
      • 6.2.3.2 South Korea
      • 6.2.3.3 Japan
      • 6.2.3.4 Rest of Asia-Pacific
    • 6.2.4 Latin America
    • 6.2.5 Middle East and Africa

7 COMPETITIVE LANDSCAPE

  • 7.1 Company Profiles*
    • 7.1.1 Gemalto N.V. (Thales Group)
    • 7.1.2 Giesecke+Devrient GmbH
    • 7.1.3 STMicroelectronics N.V.
    • 7.1.4 Infineon Technologies AG
    • 7.1.5 Valid S.A.
    • 7.1.6 Idemia (Advent International Corp)
    • 7.1.7 Workz Group
    • 7.1.8 Truphone Limited
    • 7.1.9 Gigsky, Inc.
    • 7.1.10 ARM Limited

8 VENDOR POSITIONING ANALYSIS

9 MARKET OUTLOOK

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