eSIM：技術發展與市場規模預估－eSIM進入演進與成長的新階段

儘管eSIM（嵌入式SIM）在民主化方面遇到了最初的課題，但在5G、最新一代智慧型手機的出現和物聯網設備的興起的推動下，從2023 年開始，它重新獲得了人們的關注。

本報告審視和分析了 eSIM 生態系統，提供了有關 eSIM 未來適用性、主要公司的策略、當前課題和限制以及我對公司未來課題的看法。我們還預測新的互補技術的出現、其關鍵參與者、整合 SIM (iSIM) 引入帶來的 eSIM 趨勢的潛在轉變以及由此帶來的機會。

目錄

第1章 摘要整理

第2章 消費者取向eSIM生態系統

• 消費者 eSIM 的定義
• 為什麼 eSIM 仍未普及？
• 歐洲消費者行動市場規模估算
• 北美行動消費市場規模估算
• 估算拉丁美洲消費者行動市場的規模
• 估算亞太地區行動消費者的市場規模
• 中東與非洲消費者行動市場規模估算
• 消費者 eSIM 市場動態
• 消費者 eSIM 的優點和缺點

第3章 eSIM M2M/IoT生態系統

• M2M/IoT eSIM 定義
• 歐洲 M2M 行動市場規模估算
• 北美 M2M 行動市場規模估算
• 拉丁美洲 M2M 行動市場規模估算
• 亞太地區 M2M 行動市場規模估算
• 中東和非洲 M2M 行動市場規模估算
• M2M/物聯網 eSIM 市場動態
• M2M eSIM 的優點和缺點

第4章 通訊業者和eSIM廠商

• 通訊業者的使用案例
• 通訊業者:各收益
• eSIM解決方案供應商:各收益

第5章 eSIM的使用案例

• eSIM的使用案例:汽車
• eSIM的使用案例:商品的追蹤，發送，物流
• eSIM的使用案例:智慧型能源
• eSIM的使用案例:行動裝置
• eSIM的使用案例:智慧型農業
• eSIM的使用案例:智慧家庭保全

第6章 iSIM

• iSIM 定義
• iSIM 與 eSIM 相比的優勢

第7章 市場規模的估計

• 全球eSIM的市場金額

This report provides an in-depth analysis of the e-SIM (embedded SIM) ecosystem, a technology that, after a period of stagnation, is entering a new phase of development. Despite the initial challenges associated with its democratization, e-SIM has seen renewed interest since 2023, stimulated by the advent of 5G, the latest generations of smartphones, and the rise of IoT devices.

The paper explores the different regional ecosystems in which this technology is evolving and analyzes the two main segments: consumer e-SIM and professional e-SIM for M2M and IoT devices.

It examines the possible future applications of e-SIM, assessing its potential as a source of revenue and its appeal for telecom operators as well as for companies wishing to integrate or invest in this technology. The potential of i-SIM (integrated SIM), seen as the next step in this technological evolution, is also explored.

By analyzing the entire e-SIM ecosystem, this report details the strategies adopted by key players and explores various possible use cases, particularly in the automotive, delivery, connected objects, smart energy, agriculture, and tracking and security sectors.

It identifies the current challenges and limitations of this technology, offering a perspective on future issues for businesses. The report also anticipates the emergence of new complementary technologies, their key players, and the possibilities for transforming e-SIM trends with the introduction of i-SIM and the opportunities it represents

Table of Contents

1. Executive Summary

2. Consumer e-SIM ecosystem

• 2.1. Definition of consumer e-SIM
• 2.2. Why has e-SIM still not been democratised?
• 2.3 Market sizing of the consumer mobile in Europe
• 2.4. Market sizing of the mobile consumer in North America
• 2.5. Market sizing of the consumer mobile in Latin America
• 2.6. Market sizing of the mobile consumer in Asia-Pacific
• 2.7. Market sizing of the consumer mobile in the MEA region
• 2.8. Dynamics of the consumer e-SIM market
• 2.9. Advantages & disadvantages of consumer e-SIM

3. e-SIM M2M / IoT ecosystem

• 3.1. Definition of M2M / IoT e-SIM
• 3.2 Market sizing of the M2M mobile in Europe
• 3.3 Market sizing of the M2M mobile in North America
• 3.4. Market sizing of the M2M mobile in Latin America
• 3.5. Market sizing of the M2M mobile in Asia-Pacific
• 3.6. Market sizing of the M2M mobile in the MEA region
• 3.7. M2M / IoT e-SIM Market dynamics
• 3.8. Advantages & disadvantages of M2M e-SIM

4. Telecom operators and e-SIM manufacturers

• 4.1. Telecom operator use cases
• 4.2. Telecom operators by revenue
• 4.3. e-SIM solution providers by revenue

5. e-SIM use cases

• 5.1. e-SIM use case: Automotive
• 5.2. e-SIM use case: Item tracking, shipping and logistics
• 5.3. e-SIM use case: Intelligent energy
• 5.4. e-SIM use cases: Portable devices
• 5.5. e-SIM use case: Intelligent agriculture
• 5.4. e-SIM use case: Smart Home Security

6. I-SIM

• 6.1. Definition of i-SIM
• 6.2. Advantages of i-SIM over e-SIM

7. Market sizing

• 7.1 Global value of the e-SIM market