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嵌入式 SIM（eSIM）：市場佔有率分析、產業趨勢與統計、成長預測（2025-2030 年）

Embedded SIM (eSIM) - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)
出版日期: | 出版商: Mordor Intelligence | 英文 100 Pages | 商品交期: 2-3個工作天內

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簡介目錄

嵌入式 SIM（eSIM）市場預計在預測期內實現 7.05% 的複合年成長率。

嵌入式 SIM (eSIM)-市場-IMG1

eSIM 是一種小型可編程晶片，可直接嵌入智慧型手機、平板電腦、穿戴式裝置和其他物聯網裝置中，無需實體 SIM 卡即可實現遠端 SIM 配置。

主要亮點

  • 物聯網 (IoT) 是 eSIM 採用的主要驅動力之一。 eSIM 為全球部署和管理物聯網設備提供了可擴展的解決方案。
  • 互聯和機器對機器 (M2M) 生態系統的進步是市場成長的主要驅動力。 5G網路的發展也為eSIM的採用創造了新的機會。企業已採用 eSIM 進行 M2M 部署，例如資產追蹤、智慧計量、工業監控和供應鏈管理。
  • 對智慧型設備日益成長的需求是推動 eSIM 技術廣泛採用的關鍵促進因素之一。智慧型設備，包括智慧型手機、平板電腦、聯網汽車和各種物聯網 (IoT) 設備，在消費和工業應用中變得越來越普遍。
  • 安全性和互通性標準化問題正在限制市場的成長。對於傳統 SIM 卡，篡改或更換 SIM 卡需要實體訪問，這使得惡意行為者更難以破壞連接。然而，由於 eSIM 直接焊接在設備電路上，未授權存取或克隆的可能性會帶來重大的安全風險。

嵌入式 SIM (eSIM) 市場趨勢

智慧型手機應用領域預計將佔據主要市場佔有率

  • eSIM 消除了對實體 SIM 卡的需求，讓使用者更輕鬆地啟用和切換行動電話。借助 eSIM，用戶可以遠端為其設備配置新的營運商配置文件，而無需獲取實體 SIM 卡或等待其到達。
  • eSIM技術讓智慧型手機可以採用雙 SIM 卡功能。 eSIM 與實體卡槽結合，可讓使用者在同一裝置上擁有兩個活躍的電話號碼，這對於旅客、商務人士和擁有多份行動電話合約的人士尤其有用。
  • 對於行動網路營運商來說，eSIM技術在獲取新客戶方面提供了更大的靈活性。行動網路營運商無需透過零售通路分發實體 SIM 卡，而是可以遠端配置 eSIM，從而簡化啟動流程並降低分發成本。
  • eSIM 在實現物聯網設備的連接方面發揮關鍵作用。智慧型手機是各種物聯網應用的門戶，而eSIM技術提供了一種將物聯網設備連接到蜂巢式網路的安全有效的方式。
  • 5G 網路的不斷發展和物聯網設備的廣泛應用預計將導致 eSIM 更多地整合到智慧型手機和其他連接設備中。愛立信預計，2022年全球重要物聯網和蜂巢式物蜂巢式物聯網寬頻連線數將達到約15億。預計五年內此類蜂巢式物聯網連接數量將達到 33 億，且每年保持穩定成長。

預計北美將佔據較大的市場佔有率

  • 北美正在迅速發展物聯網設備在各行業的應用，包括醫療保健、汽車、智慧家庭和工業應用。 eSIM 技術在為這些設備提供無縫連接方面發揮關鍵作用，推動了 eSIM 市場的成長。
  • 製造商正在將 eSIM 技術融入許多裝置中，包括智慧型手機、平板電腦、穿戴式裝置和物聯網裝置。隨著越來越多的設備支援 eSIM，對 eSIM 服務的需求也預計會成長。
  • 隨著5G網路在北美加速部署，eSIM技術將透過提供無縫連接來補充5G網路功能，使消費者更容易切換通訊業者和計畫。根據Cisco預測，到 2022 年，北美將成為使用穿戴式裝置實現 5G 連接最多的地區。北美地區的連線數將達到4.39億，比2017年4G網路連線數多出2.22億。
  • 隨著該地區的 eSIM 價格大幅下降以及安全國際漫遊解決方案相關計劃的推出，這將大大促進該地區 eSIM 的採用。支援eSIM的行動電話允許用戶從多個國家或漫遊計劃中進行選擇，而多國營運商的價格往往比美國移動的解決方案要貴得多。如果用戶出國旅行，他們可以選擇營運商的漫遊計劃。有了 eSIM，更換通訊業者或漫遊變得非常容易，因為用戶只需掃描2D碼或從設備上的選單中選擇新的通訊業者。
  • 2022 年 12 月，頂級消費科技訂閱供應商之一 Grover 宣布推出美國科技租賃客戶的 MVNO Grover Connect。透過 Grover Connect，該國客戶可以快速啟動支援 eSIM 的技術設備。 Grover 也與電信即服務平台的全球領導者之一 Giggs 合作，該平台使任何企業或品牌都可以成為 MVNO，並推出了這項創新的新服務。顧客可以在美國結帳時購買 Grover 的 eSIM，它將很快在歐洲上市。

嵌入式 SIM (eSIM) 產業概覽

嵌入式 SIM（eSIM）市場較為分散，主要企業包括金雅拓公司（泰雷茲集團旗下）、Giesecke+Devrient GmbH、義法半導體公司、英飛凌科技股份公司和 Valid SA。市場參與者正在採取聯盟和收購等策略來增強其產品供應並獲得永續的競爭優勢。

2023 年 2 月，Giesecke+Devrient (G+D) 及其合作夥伴 NetLync 宣布推出 AirOn360 ES。 AirOn360 ES 支援權利部署，包括從實體 SIM 卡或 eSIM 到 iPhone 的無縫 SIM 卡傳輸，從而允許行動電話電信業者提供便利的服務，例如簡化的數位啟動流程、完整的裝置同步或 (e)SIM傳輸。對於用戶來說，eSIM可以實現輕鬆的數位連接或快速遷移現有計劃，從而可以在一台設備上使用多個行動電話計劃。

2022 年 11 月，義法半導體與泰雷茲合作，為 Google Pixel 7 提供安全、非接觸式的便利性。 ST54K 單晶片 NFC 控制器和安全元件與泰雷茲安全操作系統相結合，在嵌入式 SIM、交通票務和數位汽車鑰匙應用中提供卓越的性能。

其他福利：

  • Excel 格式的市場預測 (ME) 表
  • 3 個月的分析師支持

目錄

第 1 章 簡介

  • 研究假設和市場定義
  • 研究範圍

第2章調查方法

第3章執行摘要

第4章 市場洞察

  • 市場概況
  • 產業相關人員分析 營運商、 OEM、系統整合商
  • 產業吸引力－波特五力分析
    • 供應商的議價能力
    • 消費者議價能力
    • 新進入者的威脅
    • 替代品的威脅
    • 競爭對手之間的競爭強度
  • 新冠肺炎疫情如何影響連結性
  • 全球支援 e-SIM 的設備出貨量調查範圍

第5章 市場動態

第6章 市場促進因素

  • 互聯和 M2M 生態系的進展
  • 對智慧型設備的需求不斷增加
  • 與傳統方案相比，eSIM 具有易用性和可近性

第7章 市場挑戰市場挑戰

  • 安全性和互通性標準化問題

第8章 市場機會

  • 對 M2M 傳播的極為樂觀的預測

第9章：全球SIM卡情勢分析（出貨量及區域分​​佈）

第 10 章 市場細分

  • 按應用
    • 智慧型手機
    • 平板電腦和筆記型電腦
    • 穿戴式裝置
    • M2M（工業、汽車等）
  • 按地區
    • 北美洲
      • 美國
      • 加拿大
    • 歐洲
      • 英國
      • 德國
      • 法國
    • 亞洲
      • 中國
      • 韓國
      • 日本
      • 澳洲和紐西蘭
    • 拉丁美洲
    • 中東和非洲

第11章 競爭格局

  • 公司簡介
    • 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

第 12 章供應商定位分析

第13章 市場展望

簡介目錄
Product Code: 71632

The Embedded SIM Market is expected to register a CAGR of 7.05% during the forecast period.

Embedded SIM (eSIM) - Market - IMG1

An eSIM is a small, programmable chip embedded directly into devices, such as smartphones, tablets, wearable devices, and other IoT devices, allowing remote SIM provisioning without needing a physical SIM card.

Key Highlights

  • The Internet of Things (IoT) was one of the key drivers for eSIM adoption. As the number of connected devices increased, managing physical SIM cards for each device became impartial. eSIM provided a scalable solution for deploying and managing IoT devices globally.
  • Advancements in the connected and M2M (machine-to-machine) ecosystem were key drivers in the market's growth. The growth of the 5G network also creates new opportunities for eSIM adoption. Enterprises embraced eSIM for their M2M deployments, such as asset tracking, smart meters, industrial monitoring, and supply chain management.
  • The growing demand for smart devices was one of the key drivers that increased the adoption of eSIM technology. Smart devices, including smartphones, tablets, wearables, connected cars, and various Internet of Things (IoT) devices, have become more prevalent in consumer and industrial applications.
  • Security and interoperability standardization issues are restraining the market growth. With traditional SIM cards, physical access is required to tamper with or replace the SIM, making it more difficult for malicious actors to compromise the connection. However, as eSIM is soldered directly onto the device's circuitry, the potential for unauthorized access or cloning could be a significant security risk.

Embedded SIM (eSIM) Market Trends

Smartphones Application Segment is Expected to Hold Significant Market Share

  • eSIM technology has been increasingly integrated into smartphones, bringing numerous benefits to consumers and mobile network operators (MNOs). eSIM eliminates the need for physical SIM cards, allowing users to activate and switch between mobile carriers more easily. With eSIMs, users can remotely provision their devices with a new carrier's profile without the hassle of acquiring a physical SIM card and waiting for it to be delivered.
  • eSIM technology has enabled the adoption of dual-SIM functionality in smartphones. With a combination of eSIM physical card slots, users can have two active phone numbers on the same devices, which is especially useful for travelers, business professionals, or people with multiple cellular subscriptions.
  • For mobile network operators, eSIM technology offers greater flexibility in onboarding new customers. Instead of distributing physical SIM cards through retail channels, MNOs can remotely provision eSIMs, simplifying the activation process and reducing distribution costs.
  • eSIM plays a significant role in enabling connectivity for IoT devices. Smartphones are a gateway for various IoT applications, and eSIM technology provides a secure and efficient way to connect IoT devices to cellular networks.
  • The ongoing development of 5G networks and the proliferation of IoT devices are expected to further the integration of eSIM in smartphones and other connected devices. According to Ericsson, the number of cellular IoT connections with critical IoT and broadband globally in 2022 was approximately 1.5 billion. In five years, the forecast is that the number of cellular IoT connections with the same connection type will continue to rise steadily each year, up to 3.3 billion.

North America is Expected to Hold Significant Market Share

  • North America has witnessed a rapid rise in the adoption of IoT devices across various industries, including healthcare, automotive, smart home, and industrial applications. eSIM technology plays a crucial role in providing seamless connectivity for these devices, driving the growth of the eSIM market.
  • Manufacturers have incorporated eSIM technology into many devices, including smartphones, tablets, wearables, and IoT devices. As more devices become eSIM-enabled, the demand for eSIM services is expected to rise.
  • The deployment of 5G networks in North America has been gaining momentum. eSIM technology complements the capabilities of the 5G network by providing seamless connectivity and making it easier for consumers to switch between carriers and plans. According to Cisco Systems, North America will have the most 5G connections made using wearable devices in 2022. The 439 million connections in North America would be 222 million more than those made to 4G networks in 2017.
  • 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 several 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. The user can also buy a local SIM card or a multi-country travel SIM card like KnowRoaming, which is 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 roam.
  • In December 2022, Grover, one of the top subscription providers for consumer technology, unveiled Grover Connect, an MVNO for clients renting technology in the United States. The country clients can quickly activate any eSIM-enabled technology gadget using Grover Connect. Also, Grover partnered with Gigs, one of the global leaders in telecom-as-a-service platforms in the world that enables any business or brand to become an MVNO, to introduce this innovative new offering. Customers can purchase a Grover eSIM at checkout in the United States, which will soon be available in its European regions.

Embedded SIM (eSIM) Industry Overview

The embedded SIM (eSIM) market is fragmented, with the presence of major players like Gemalto N.V. (Thales Group), Giesecke+Devrient GmbH, STMicroelectronics N.V., Infineon Technologies AG, and Valid S.A. Players in the market are adopting strategies such as partnerships and acquisitions to enhance their product offerings and gain sustainable competitive advantage.

In February 2023, Giesecke+Devrient (G+D) and its partner NetLync launched AirOn360 ES, enabling Mobile Network Operators to deploy Entitlements, including the seamless SIM transfer on iPhone from physical SIM card or eSIM, allowing mobile operators to offer convenient services such as simplified and digital activation processes, synchronization of all devices, or (e)SIM transfers. For users, eSIM allows them to easily connect or quickly transfer their existing plans digitally and provides for multiple cellular plans on a single device.

In November 2022, STMicroelectronics collaborated with Thales, which powers secure, contactless convenience in Google Pixel 7. The ST54K single-chip NFC controller and secure element combine with Thales secure OS for superior performance in embedded SIM, transit ticketing, and digital car-key applications.

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 INSIGHTS

  • 4.1 Market Overview
  • 4.2 Industry Stakeholder Analysis Operator, OEM & System Integrators
  • 4.3 Industry Attractiveness - Porter's Five Forces Analysis
    • 4.3.1 Bargaining Power of Suppliers
    • 4.3.2 Bargaining Power of Consumers
    • 4.3.3 Threat of New Entrants
    • 4.3.4 Threat of Substitute Products
    • 4.3.5 Intensity of Competitive Rivalry
  • 4.4 Impact of COVID-19 on the Connectivity Landscape
  • 4.5 Coverage on e-SIM Enabled Device Shipments Globally

5 MARKET DYNAMICS

6 Market Drivers

  • 6.1 Advancements in the Field of Connected & M2M Ecosystem
  • 6.2 Growing Demand for Smart Devices
  • 6.3 Ease of Use and Access Provided by eSIM over Traditional Substitutes

7 Market Challenges

  • 7.1 Security, Interoperability Standardization Issues

8 Market Opportunities

  • 8.1 Highly Positive Forecasts for M2M Adoption

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

10 MARKET SEGMENTATION

  • 10.1 By Application
    • 10.1.1 Smartphones
    • 10.1.2 Tablets & Laptops
    • 10.1.3 Wearables
    • 10.1.4 M2M (Industrial, Automotive, etc.)
  • 10.2 By Geography
    • 10.2.1 North America
      • 10.2.1.1 United States
      • 10.2.1.2 Canada
    • 10.2.2 Europe
      • 10.2.2.1 United Kingdom
      • 10.2.2.2 Germany
      • 10.2.2.3 France
    • 10.2.3 Asia
      • 10.2.3.1 China
      • 10.2.3.2 South Korea
      • 10.2.3.3 Japan
      • 10.2.3.4 Australia and New Zealand
    • 10.2.4 Latin America
    • 10.2.5 Middle East and Africa

11 COMPETITIVE LANDSCAPE

  • 11.1 Company Profiles
    • 11.1.1 Gemalto N.V. (Thales Group)
    • 11.1.2 Giesecke+Devrient GmbH
    • 11.1.3 STMicroelectronics N.V.
    • 11.1.4 Infineon Technologies AG
    • 11.1.5 Valid S.A.
    • 11.1.6 Idemia (Advent International Corp)
    • 11.1.7 Workz Group
    • 11.1.8 Truphone Limited
    • 11.1.9 Gigsky, Inc.
    • 11.1.10 ARM Limited

12 VENDOR POSITIONING ANALYSIS

13 MARKET OUTLOOK