eSIM 시장 규모, 점유율, 성장 분석 : 솔루션별, 최종사용자별, 용도별, 유형별, 지역별 - 산업 예측(2024-2031년)

Global eSIM Market size was valued at USD 10.5 billion in 2022 and is poised to grow from USD 12.6 billion in 2023 to USD 42.7 billion by 2031, growing at a CAGR of 16.5% during the forecast period (2024-2031).

The demand for eSIM technology is surging as consumers increasingly seek the ability to manage multiple connected devices-from smartphones and laptops to wearables and medical equipment-remotely and digitally, without the need for physical SIM card replacements. In 2022 alone, over 350 million eSIM-capable devices were shipped across various categories, and projections indicate this figure could escalate to 16 billion devices by 2031, with nearly three out of four cellular devices expected to support eSIMs. Smartphones are poised to spearhead this trend, driving significant growth in the eSIM market by facilitating cellular connectivity for other devices, including smartwatches and laptops. This interconnectedness is exemplified by the growing demand for eSIM-enabled smartwatches that rely on smartphone connectivity. As the number of individuals using multiple devices grows-whether for work or personal use-the appeal of eSIM technology becomes even more apparent, allowing seamless switching between network carriers through a pre-programmed interface. Initially designed for the telecommunications sector, eSIMs are uniquely suited to meet the needs of today's multi-device landscape, offering convenience, flexibility, and enhanced connectivity without the logistical hassles of traditional SIM cards. This transformative technology is set to redefine how consumers interact with their devices, making it a crucial focal point for future market developments in connectivity solutions.

Top-down and bottom-up approaches were used to estimate and validate the size of the Global Esim market and to estimate the size of various other dependent submarkets. The research methodology used to estimate the market size includes the following details: The key players in the market were identified through secondary research, and their market shares in the respective regions were determined through primary and secondary research. This entire procedure includes the study of the annual and financial reports of the top market players and extensive interviews for key insights from industry leaders such as CEOs, VPs, directors, and marketing executives. All percentage shares split, and breakdowns were determined using secondary sources and verified through Primary sources. All possible parameters that affect the markets covered in this research study have been accounted for, viewed in extensive detail, verified through primary research, and analyzed to get the final quantitative and qualitative data.

Global Esim Market Segmental Analysis

Global eSIM Market is segmented by Solutions, application, end user, type and region. Based on Solutions, the market is segmented into hardware and Connectivity Services. Based on end user, the market is segmented into Retail, Consumer Electronics, Manufacturing, Automotive, Transportation & Logistics, Energy & Utilities, and Others. Based on application, the market is segmented into Smartphones, Laptops/Tablet, Connected Cars, Wearable Devices, Smart Home Appliances, Vehicle Tracking, and Others. Based on region, the market is segmented into Data-Only eSIM and Voice, SMS & Data eSIM. Based on region, the market is segmented into North America, Europe, Asia Pacific, Latin America and Middle East & and Africa.

Driver of the Global Esim Market

The global eSIM market is experiencing substantial growth driven by the rising popularity and utilization of machine-to-machine (M2M) applications. eSIM technology serves as a crucial enabler for M2M devices, ensuring seamless connectivity across various linked devices. With the embedded SIM's ability to facilitate hassle-free network carrier switchovers, it enhances operational flexibility while operating within a secure environment. This innovation significantly mitigates the risk of data loss during transitions between devices. As a result, these advantages are expected to propel the expansion of the global eSIM market in the coming years, particularly in regions like Asia Pacific and Europe, where adoption rates are rapidly increasing, such as in China, where a third of smartphone users now utilize eSIMs.

Restraints in the Global Esim Market

The global eSIM market faces several challenges that may impede its growth, particularly concerning security measures. As technology continues to advance rapidly, and with the proliferation of connected devices, including machine-to-machine (M2M) applications, ensuring secure communication between these devices has become increasingly crucial. Safeguarding the integrity of eSIM technology requires substantial effort, as it stores mobile network operator credentials within the device's embedded software. This makes it susceptible to various security threats and breaches, which presents a significant obstacle for stakeholders aiming to enhance the adoption and reliability of eSIM solutions in a competitive landscape.

Market Trends of the Global Esim Market

The global eSIM market is experiencing robust growth, driven by the escalating number of connected devices across consumer electronics and machine-to-machine (M2M) applications, which reached approximately 9.81 billion in 2022. This surge in Internet of Things (IoT) connectivity is significantly enhancing eSIM adoption, particularly following the swift integration of eSIM technology into prominent smartphone models like Samsung's S20 series since 2020. As manufacturers increasingly embrace eSIM functionalities to accommodate the proliferation of smart devices, market trends indicate a continued upward trajectory, forecasted to reshape mobile connectivity with enhanced flexibility and streamlined user experiences in the coming years.

Table of Contents

Introduction

• Objectives of the Study
• Scope of the Report
• Definitions

Research Methodology

• Information Procurement
• Secondary & Primary Data Methods
• Market Size Estimation
• Market Assumptions & Limitations

Executive Summary

• Global Market Outlook
• Supply & Demand Trend Analysis
• Segmental Opportunity Analysis

Market Dynamics & Outlook

• Market Overview
• Market Size
• Market Dynamics
  • Driver & Opportunities
  • Restraints & Challenges
• Porters Analysis & Impact
  • Competitive rivalry
  • Threat of substitute
  • Bargaining power of buyers
  • Threat of new entrants
  • Bargaining power of suppliers

Key Market Insights

• Key Success Factors
• Degree of Competition
• Regulatory Landscape
• Top Investment Pockets
• Market Attractiveness Index
• Technology Advancement
• Market Ecosystem
• Patent Analysis
• Value Chain Analysis
• Case Study Analysis
• Macro-Economic Indicators

Global eSIM Market Size by Solutions & CAGR (2024-2031)

• Market Overview
• Hardware
• Connectivity Services

Global eSIM Market Size by End-User Industry & CAGR (2024-2031)

• Market Overview
• Retail
• Consumer Electronics
• Manufacturing
• Automotive
• Transportation & Logistics
• Energy & Utilities
• Others

Global eSIM Market Size by Application & CAGR (2024-2031)

• Market Overview
• Smartphones
• Laptops/Tablet
• Connected Cars
• Wearable Devices
• Smart Home Appliances
• Vehicle Tracking
• Others

Global eSIM Market Size by Type & CAGR (2024-2031)

• Market Overview
• Data-Only eSIM
• Voice, SMS & Data eSIM

Global eSIM Market Size & CAGR (2024-2031)

• North America, (By Solutions, By End-User Industry, By Application, By Type)
  • US
  • Canada
• Europe, (By Solutions, By End-User Industry, By Application, By Type)
  • UK
  • Germany
  • Spain
  • France
  • Italy
  • Rest of Europe
• Asia-Pacific, (By Solutions, By End-User Industry, By Application, By Type)
  • China
  • India
  • Japan
  • South Korea
  • Rest of Asia Pacific
• Latin America, (By Solutions, By End-User Industry, By Application, By Type)
  • Brazil
  • Rest of Latin America
• Middle East & Africa, (By Solutions, By End-User Industry, By Application, By Type)
  • GCC Countries
  • South Africa
  • Rest of Middle East & Africa

Competitive Intelligence

• Top 5 Player Comparison
• Market Positioning of Key Players, 2023
• Strategies Adopted by Key Market Players
• Recent Developments in the Market
• Company Market Share Analysis, 2023
• Company Profiles of All Key Players
  • Company Details
  • Product Portfolio Analysis
  • Company's Segmental Share Analysis
  • Revenue Y-O-Y Comparison (2021-2023)

Key Company Profiles

• Gemalto/Thales DIS (France)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• G+D Mobile Security (Germany)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• STMicroelectronics (Switzerland)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Infineon Technologies (Germany)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• NXP Semiconductors (Netherlands)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Qualcomm (United States)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Apple (United States)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Samsung Electronics (South Korea)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Idemia (France)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Deutsche Telekom AG (Germany)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Vodafone (United Kingdom)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• NTT Docomo (Japan)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Sierra Wireless (Canada)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Telit (Italy)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• ARM Holdings (United Kingdom)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• AT&T (United States)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• China Mobile (China)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Orange (France)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Cisco Systems (United States)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• T-Mobile US (United States)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments

Conclusion & Recommendation