Esim 全球市場

eSIM

出版日期: 2025年02月06日 | 出版商:

Global Industry Analysts, Inc. | 英文 184 Pages | 商品交期: 最快1-2個工作天內

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簡介目錄

預計到 2030 年全球 Esim 市場規模將達 58 億美元

2024 年全球 Esim 市場規模估計為 12 億美元，預計 2030 年將達到 58 億美元，2024 年至 2030 年的複合年成長率為 29.1%。 M2M 應用是報告中分析的細分市場之一，預計到分析期結束時複合年成長率將達到 28.3%，達到 18 億美元。在分析期內，智慧型手機應用程式領域的複合年成長率預計為 31.7%。

美國市場規模估計為 3.609 億美元，中國市場預計複合年成長率為 32.9%

預計 2024 年美國eSim 市場價值將達到 3.609 億美元。中國是世界第二大經濟體，預計到 2030 年市場規模將達到 4.45 億美元，2024-2030 年分析期間的複合年成長率為 32.9%。其他值得注意的區域市場包括日本和加拿大，預計在分析期間的複合年成長率分別為 25.0% 和 26.4%。在歐洲，德國的複合年成長率預計為 28.2%。

全球 Esim 市場趨勢與促進因素摘要

eSIM（嵌入式SIM）是 SIM 卡技術的重大發展，為行動連線提供了全新的靈活性和便利性。與插入裝置的實體卡的傳統 SIM 卡不同，eSIM 在製造過程中直接嵌入到裝置的硬體中。這種整合實現了行動網路設定檔的遠端配置和管理，從而無需進行實體 SIM 卡交換。用戶可以透過軟體設定在不同的網路營運商和計劃之間無縫切換，這使得 eSIM 對於旅客、企業和物聯網應用特別有利。 Esim 技術的應用正在智慧型手機、平板電腦、智慧型手錶和其他連網型設備上迅速擴大。

技術進步在 eSIM 的開發和部署中發揮關鍵作用。 GSMA 對 eSIM 技術的標準化促進了不同設備和網路營運商之間的採用和互通性。遠端 SIM 設定和安全元件整合等進階安全功能可確保 eSIM 免受未授權存取和網路威脅。此外，電子元件的小型化使得 eSIM 能夠嵌入到更小的裝置中，從而支援穿戴式裝置和其他小型物聯網裝置的發展。此外，E-SIM技術支援多種配置文件，可讓您個人或每個地區分離配置文件，進一步增加了其多功能性和吸引力。

Esim 市場的成長受到多種因素的推動。一個主要促進因素是需要可靠和靈活的連接解決方案的物聯網設備的日益普及，因為 eSIM 提供了有效管理多個設備的理想解決方案。此外，由於 eSIM 能夠實現大量設備和感測器的無縫連接和管理，對聯網汽車和智慧城市應用的需求不斷成長也在推動市場的發展。行動裝置和網路基礎設施的技術進步使得 eSIM 更加易於存取和實用，並有利於將其整合到更廣泛的產品中。此外，消費者對靈活、便捷的連接選項的需求不斷成長，加上簡化物流和透過消除實體 SIM 卡減少對環境影響的好處，進一步推動了市場的發展。這些因素共同為 E-Sim 技術創造了一個充滿活力的市場，為通訊業的創新和成長提供了重大機會。

部分

應用程式（M2M、智慧型手機、聯網汽車、筆記型電腦和平板電腦、穿戴式裝置、其他應用程式）

受訪企業範例（共38家）

Samsung Group
NXP Semiconductors NV
NTT Docomo, Inc.
Singapore Telecommunications Ltd.（SingTel）
Sierra Wireless, Inc.
Telenor ASA
Telenor Connexion
Telit IoT Platforms, LLC
Truphone Limited
1oT
GotYu
Airalo
Otono Networks
Gigs Inc
Monty Holding Group（Monty Mobile）

The global market for eSIM estimated at US$1.2 Billion in the year 2024, is expected to reach US$5.8 Billion by 2030, growing at a CAGR of 29.1% over the analysis period 2024-2030. M2M Application, one of the segments analyzed in the report, is expected to record a 28.3% CAGR and reach US$1.8 Billion by the end of the analysis period. Growth in the Smartphones Application segment is estimated at 31.7% CAGR over the analysis period.

The U.S. Market is Estimated at US$360.9 Million While China is Forecast to Grow at 32.9% CAGR

The eSIM market in the U.S. is estimated at US$360.9 Million in the year 2024. China, the world's second largest economy, is forecast to reach a projected market size of US$445.0 Million by the year 2030 trailing a CAGR of 32.9% over the analysis period 2024-2030. Among the other noteworthy geographic markets are Japan and Canada, each forecast to grow at a CAGR of 25.0% and 26.4% respectively over the analysis period. Within Europe, Germany is forecast to grow at approximately 28.2% CAGR.

Global eSIM Market - Key Trends & Drivers Summarized

eSIM, or embedded SIM, represents a significant evolution in SIM card technology, offering a new level of flexibility and convenience for mobile connectivity. Unlike traditional SIM cards, which are physical cards inserted into a device, eSIMs are embedded directly into the device's hardware during manufacturing. This integration allows for remote provisioning and management of mobile network profiles, eliminating the need for physical SIM swaps. Users can switch between different network operators or plans seamlessly through software settings, making eSIMs particularly advantageous for travelers, businesses, and IoT applications. The adoption of eSIM technology is rapidly growing in smartphones, tablets, smartwatches, and other connected devices, driven by its ability to simplify connectivity and enhance user experience.

Technological advancements have played a crucial role in the development and deployment of eSIMs. The standardization of eSIM technology by the GSMA has facilitated widespread adoption and interoperability across different devices and network operators. Advanced security features, such as remote SIM provisioning and secure element integration, ensure that eSIMs provide robust protection against unauthorized access and cyber threats. Furthermore, the miniaturization of electronic components has enabled the incorporation of eSIMs into compact devices, supporting the growth of wearables and other small IoT devices. eSIM technology also supports multiple profiles, allowing users to have separate profiles for personal and business use or for different regions, further enhancing its versatility and appeal.

The growth in the eSIM market is driven by several factors. The increasing adoption of IoT devices, which require reliable and flexible connectivity solutions, is a significant driver, as eSIMs offer an ideal solution for managing multiple devices efficiently. The growing demand for connected cars and smart city applications is also propelling the market, as eSIMs enable seamless connectivity and management for a multitude of devices and sensors. Technological advancements in mobile devices and network infrastructure are making eSIMs more accessible and practical, encouraging their integration into a broader range of products. Additionally, the rising consumer demand for flexible and convenient connectivity options, combined with the benefits of streamlined logistics and reduced environmental impact from eliminating physical SIM cards, is further boosting the market. Together, these factors are fostering a dynamic and expanding market for eSIM technology, presenting significant opportunities for innovation and growth in the telecommunications industry.

SCOPE OF STUDY:

The report analyzes the eSIM market in terms of units by the following Segments, and Geographic Regions/Countries:

Segments:

Application (M2M, Smartphones, Connected Cars, Laptops & Tablets, Wearables, Other Applications)

Geographic Regions/Countries:

World; USA; Canada; Japan; China; Europe; France; Germany; Italy; UK; Rest of Europe; Asia-Pacific; Rest of World.

Select Competitors (Total 38 Featured) -

Samsung Group
NXP Semiconductors NV
NTT Docomo, Inc.
Singapore Telecommunications Ltd. (SingTel)
Sierra Wireless, Inc.
Telenor ASA
Telenor Connexion
Telit IoT Platforms, LLC
Truphone Limited
1oT
GotYu
Airalo
Otono Networks
Gigs Inc
Monty Holding Group (Monty Mobile)

I. METHODOLOGY

II. EXECUTIVE SUMMARY

1. MARKET OVERVIEW
- Influencer Market Insights
- eSIM - Global Key Competitors Percentage Market Share in 2024 (E)
- Global Economic Update
- eSIM: An Introduction
- eSIM to Revolutionize the Concept of Connected Devices
- Benefits of eSIM
- eSIM Brings in Opportunities for MVNOs and MNOs to Transform Services
- Meeting the Challenges in IoT Environment Crucial for eSIM Adoption
- embedded SIMs to be the Basis for all Future SIM Innovations
- Managing the eSIM Wave
- eSIMs: The Future
- Recent Industry Activity
- Competitive Market Presence - Strong/Active/Niche/Trivial for Players Worldwide in 2024 (E)
2. FOCUS ON SELECT PLAYERS
3. MARKET TRENDS & DRIVERS
- eSIMs & IoT: Perfect Elements of Future Transformation
- Global Number of IoT Connected Devices (In Billion Units) for the Years 2016, 2018, 2020, 2022 & 2025
- Spurt in Connected Cars Growth and Demand for Seamless Connectivity Augurs Well for eSIM Market
- Global Connected Vehicle Shipments (In Million Units) for the Years 2019, 2021, 2023, and 2025
- Strong Gains for Cellular Segment Foreseen for Automotive V2X Communication
- World Market for Automotive Vehicle-to-Everything (V2X) by Connectivity (2020 & 2027): Percentage Breakdown of Revenues for Dedicated Short Range Communication (DSRC), and Cellular Connectivity
- M2M IoT Market Offers Massive Growth Opportunity
- Importance of Various Technology Enablers in Achieving Industry 4.0 Value Driver
- Global Investments in Industrial IoT (IIoT) Platforms (In US$ Million) for the Years 2018, 2022 and 2025
- Machine-to-Machine (M2M) Communication: A Review
- Cellular M2M Communication Technology: A Novel M2M Communication Model
- Growing Importance of eSIMs inConsumer Electronics Markets
- eSIMs Technology Leaps Forward with Adoption among Major Smartphone Makers
- eSIM Enabled Smartphones as a Share of Global Smartphone Shipments: 2019 Vs 2025
- Global Smartphone Shipments in Million Units: 2015, 2020, & 2025
- Select eSIM Embedded Smartphones by Manufacturer
- Wearable Devices Hold Significant Potential
- Global Shipments of Wearable Devices (in Million Units): 2015-2025
- eSIM Technology Adoption to Accelerate with Arrival of 5G
- World 5G Mobile Subscriptions: 2019-2025
- eSIM.net Offers 5G eSIM Service
- Hybrid eSIM Management to Leverage Opportunities in both Consumer and M2M Markets
- Healthcare Industry Explores Potential of eSIMs for aiding Remote Medical Consultations
- Industry to Address Security Threats
- Rise of Smart Cities and Focus on Smart Energy Management Opens Up Opportunities
- Smart Meters: Potential Opportunities Ahead
- Global Smart Meters Market in US$ Billion: 2020, 2022, and 2025
- Strategies to Leverage Embedded Module
4. GLOBAL MARKET PERSPECTIVE
- TABLE 1: World Recent Past, Current & Future Analysis for eSIM by Geographic Region - USA, Canada, Japan, China, Europe, Asia-Pacific and Rest of World Markets - Independent Analysis of Annual Revenues in US$ Thousand for Years 2024 through 2030 and % CAGR
- TABLE 2: World 6-Year Perspective for eSIM by Geographic Region - Percentage Breakdown of Value Revenues for USA, Canada, Japan, China, Europe, Asia-Pacific and Rest of World Markets for Years 2025 & 2030
- TABLE 3: World Recent Past, Current & Future Analysis for M2M by Geographic Region - USA, Canada, Japan, China, Europe, Asia-Pacific and Rest of World Markets - Independent Analysis of Annual Revenues in US$ Thousand for Years 2024 through 2030 and % CAGR
- TABLE 4: World 6-Year Perspective for M2M by Geographic Region - Percentage Breakdown of Value Revenues for USA, Canada, Japan, China, Europe, Asia-Pacific and Rest of World for Years 2025 & 2030
- TABLE 5: World Recent Past, Current & Future Analysis for Smartphones by Geographic Region - USA, Canada, Japan, China, Europe, Asia-Pacific and Rest of World Markets - Independent Analysis of Annual Revenues in US$ Thousand for Years 2024 through 2030 and % CAGR
- TABLE 6: World 6-Year Perspective for Smartphones by Geographic Region - Percentage Breakdown of Value Revenues for USA, Canada, Japan, China, Europe, Asia-Pacific and Rest of World for Years 2025 & 2030
- TABLE 7: World Recent Past, Current & Future Analysis for Connected Cars by Geographic Region - USA, Canada, Japan, China, Europe, Asia-Pacific and Rest of World Markets - Independent Analysis of Annual Revenues in US$ Thousand for Years 2024 through 2030 and % CAGR
- TABLE 8: World 6-Year Perspective for Connected Cars by Geographic Region - Percentage Breakdown of Value Revenues for USA, Canada, Japan, China, Europe, Asia-Pacific and Rest of World for Years 2025 & 2030
- TABLE 9: World Recent Past, Current & Future Analysis for Laptops & Tablets by Geographic Region - USA, Canada, Japan, China, Europe, Asia-Pacific and Rest of World Markets - Independent Analysis of Annual Revenues in US$ Thousand for Years 2024 through 2030 and % CAGR
- TABLE 10: World 6-Year Perspective for Laptops & Tablets by Geographic Region - Percentage Breakdown of Value Revenues for USA, Canada, Japan, China, Europe, Asia-Pacific and Rest of World for Years 2025 & 2030
- TABLE 11: World Recent Past, Current & Future Analysis for Wearables by Geographic Region - USA, Canada, Japan, China, Europe, Asia-Pacific and Rest of World Markets - Independent Analysis of Annual Revenues in US$ Thousand for Years 2024 through 2030 and % CAGR
- TABLE 12: World 6-Year Perspective for Wearables by Geographic Region - Percentage Breakdown of Value Revenues for USA, Canada, Japan, China, Europe, Asia-Pacific and Rest of World for Years 2025 & 2030
- TABLE 13: World Recent Past, Current & Future Analysis for Other Applications by Geographic Region - USA, Canada, Japan, China, Europe, Asia-Pacific and Rest of World Markets - Independent Analysis of Annual Revenues in US$ Thousand for Years 2024 through 2030 and % CAGR
- TABLE 14: World 6-Year Perspective for Other Applications by Geographic Region - Percentage Breakdown of Value Revenues for USA, Canada, Japan, China, Europe, Asia-Pacific and Rest of World for Years 2025 & 2030
- TABLE 15: World eSIM Market Analysis of Annual Sales in US$ Thousand for Years 2020 through 2030

III. MARKET ANALYSIS

UNITED STATES
- eSIM Market Presence - Strong/Active/Niche/Trivial - Key Competitors in the United States for 2025 (E)
- TABLE 16: USA Recent Past, Current & Future Analysis for eSIM by Application - M2M, Smartphones, Connected Cars, Laptops & Tablets, Wearables and Other Applications - Independent Analysis of Annual Revenues in US$ Thousand for the Years 2024 through 2030 and % CAGR
- TABLE 17: USA 6-Year Perspective for eSIM by Application - Percentage Breakdown of Value Revenues for M2M, Smartphones, Connected Cars, Laptops & Tablets, Wearables and Other Applications for the Years 2025 & 2030
CANADA
- TABLE 18: Canada Recent Past, Current & Future Analysis for eSIM by Application - M2M, Smartphones, Connected Cars, Laptops & Tablets, Wearables and Other Applications - Independent Analysis of Annual Revenues in US$ Thousand for the Years 2024 through 2030 and % CAGR
- TABLE 19: Canada 6-Year Perspective for eSIM by Application - Percentage Breakdown of Value Revenues for M2M, Smartphones, Connected Cars, Laptops & Tablets, Wearables and Other Applications for the Years 2025 & 2030
JAPAN
- eSIM Market Presence - Strong/Active/Niche/Trivial - Key Competitors in Japan for 2025 (E)
- TABLE 20: Japan Recent Past, Current & Future Analysis for eSIM by Application - M2M, Smartphones, Connected Cars, Laptops & Tablets, Wearables and Other Applications - Independent Analysis of Annual Revenues in US$ Thousand for the Years 2024 through 2030 and % CAGR
- TABLE 21: Japan 6-Year Perspective for eSIM by Application - Percentage Breakdown of Value Revenues for M2M, Smartphones, Connected Cars, Laptops & Tablets, Wearables and Other Applications for the Years 2025 & 2030
CHINA
- eSIM Market Presence - Strong/Active/Niche/Trivial - Key Competitors in China for 2025 (E)
- TABLE 22: China Recent Past, Current & Future Analysis for eSIM by Application - M2M, Smartphones, Connected Cars, Laptops & Tablets, Wearables and Other Applications - Independent Analysis of Annual Revenues in US$ Thousand for the Years 2024 through 2030 and % CAGR
- TABLE 23: China 6-Year Perspective for eSIM by Application - Percentage Breakdown of Value Revenues for M2M, Smartphones, Connected Cars, Laptops & Tablets, Wearables and Other Applications for the Years 2025 & 2030
EUROPE
- eSIM Market Presence - Strong/Active/Niche/Trivial - Key Competitors in Europe for 2025 (E)
- TABLE 24: Europe Recent Past, Current & Future Analysis for eSIM by Geographic Region - France, Germany, Italy, UK and Rest of Europe Markets - Independent Analysis of Annual Revenues in US$ Thousand for Years 2024 through 2030 and % CAGR
- TABLE 25: Europe 6-Year Perspective for eSIM by Geographic Region - Percentage Breakdown of Value Revenues for France, Germany, Italy, UK and Rest of Europe Markets for Years 2025 & 2030
- TABLE 26: Europe Recent Past, Current & Future Analysis for eSIM by Application - M2M, Smartphones, Connected Cars, Laptops & Tablets, Wearables and Other Applications - Independent Analysis of Annual Revenues in US$ Thousand for the Years 2024 through 2030 and % CAGR
- TABLE 27: Europe 6-Year Perspective for eSIM by Application - Percentage Breakdown of Value Revenues for M2M, Smartphones, Connected Cars, Laptops & Tablets, Wearables and Other Applications for the Years 2025 & 2030
FRANCE
- eSIM Market Presence - Strong/Active/Niche/Trivial - Key Competitors in France for 2025 (E)
- TABLE 28: France Recent Past, Current & Future Analysis for eSIM by Application - M2M, Smartphones, Connected Cars, Laptops & Tablets, Wearables and Other Applications - Independent Analysis of Annual Revenues in US$ Thousand for the Years 2024 through 2030 and % CAGR
- TABLE 29: France 6-Year Perspective for eSIM by Application - Percentage Breakdown of Value Revenues for M2M, Smartphones, Connected Cars, Laptops & Tablets, Wearables and Other Applications for the Years 2025 & 2030
GERMANY
- eSIM Market Presence - Strong/Active/Niche/Trivial - Key Competitors in Germany for 2025 (E)
- TABLE 30: Germany Recent Past, Current & Future Analysis for eSIM by Application - M2M, Smartphones, Connected Cars, Laptops & Tablets, Wearables and Other Applications - Independent Analysis of Annual Revenues in US$ Thousand for the Years 2024 through 2030 and % CAGR
- TABLE 31: Germany 6-Year Perspective for eSIM by Application - Percentage Breakdown of Value Revenues for M2M, Smartphones, Connected Cars, Laptops & Tablets, Wearables and Other Applications for the Years 2025 & 2030
ITALY
- TABLE 32: Italy Recent Past, Current & Future Analysis for eSIM by Application - M2M, Smartphones, Connected Cars, Laptops & Tablets, Wearables and Other Applications - Independent Analysis of Annual Revenues in US$ Thousand for the Years 2024 through 2030 and % CAGR
- TABLE 33: Italy 6-Year Perspective for eSIM by Application - Percentage Breakdown of Value Revenues for M2M, Smartphones, Connected Cars, Laptops & Tablets, Wearables and Other Applications for the Years 2025 & 2030
UNITED KINGDOM
- eSIM Market Presence - Strong/Active/Niche/Trivial - Key Competitors in the United Kingdom for 2025 (E)
- TABLE 34: UK Recent Past, Current & Future Analysis for eSIM by Application - M2M, Smartphones, Connected Cars, Laptops & Tablets, Wearables and Other Applications - Independent Analysis of Annual Revenues in US$ Thousand for the Years 2024 through 2030 and % CAGR
- TABLE 35: UK 6-Year Perspective for eSIM by Application - Percentage Breakdown of Value Revenues for M2M, Smartphones, Connected Cars, Laptops & Tablets, Wearables and Other Applications for the Years 2025 & 2030
REST OF EUROPE
- TABLE 36: Rest of Europe Recent Past, Current & Future Analysis for eSIM by Application - M2M, Smartphones, Connected Cars, Laptops & Tablets, Wearables and Other Applications - Independent Analysis of Annual Revenues in US$ Thousand for the Years 2024 through 2030 and % CAGR
- TABLE 37: Rest of Europe 6-Year Perspective for eSIM by Application - Percentage Breakdown of Value Revenues for M2M, Smartphones, Connected Cars, Laptops & Tablets, Wearables and Other Applications for the Years 2025 & 2030
ASIA-PACIFIC
- eSIM Market Presence - Strong/Active/Niche/Trivial - Key Competitors in Asia-Pacific for 2025 (E)
- TABLE 38: Asia-Pacific Recent Past, Current & Future Analysis for eSIM by Application - M2M, Smartphones, Connected Cars, Laptops & Tablets, Wearables and Other Applications - Independent Analysis of Annual Revenues in US$ Thousand for the Years 2024 through 2030 and % CAGR
- TABLE 39: Asia-Pacific 6-Year Perspective for eSIM by Application - Percentage Breakdown of Value Revenues for M2M, Smartphones, Connected Cars, Laptops & Tablets, Wearables and Other Applications for the Years 2025 & 2030
REST OF WORLD
- TABLE 40: Rest of World Recent Past, Current & Future Analysis for eSIM by Application - M2M, Smartphones, Connected Cars, Laptops & Tablets, Wearables and Other Applications - Independent Analysis of Annual Revenues in US$ Thousand for the Years 2024 through 2030 and % CAGR
- TABLE 41: Rest of World 6-Year Perspective for eSIM by Application - Percentage Breakdown of Value Revenues for M2M, Smartphones, Connected Cars, Laptops & Tablets, Wearables and Other Applications for the Years 2025 & 2030