eSIM：技术发展与市场规模预估－eSIM进入演进与成长的新阶段

儘管eSIM（嵌入式SIM）在民主化方面遇到了最初的课题，但在5G、最新一代智慧型手机的出现和物联网设备的兴起的推动下，从2023 年开始，它重新获得了人们的关注。

本报告审视和分析了 eSIM 生态系统，提供了有关 eSIM 未来适用性、主要公司的策略、当前课题和限制以及我对公司未来课题的看法。我们还预测新的互补技术的出现、其关键参与者、整合 SIM (iSIM) 引入带来的 eSIM 趋势的潜在转变以及由此带来的机会。

目录

第1章 摘要整理

第2章 消费者取向eSIM生态系统

• 消费者 eSIM 的定义
• 为什么 eSIM 仍未普及？
• 欧洲消费者行动市场规模估算
• 北美行动消费市场规模估算
• 估算拉丁美洲消费者行动市场的规模
• 估算亚太地区行动消费者的市场规模
• 中东与非洲消费者行动市场规模估算
• 消费者 eSIM 市场动态
• 消费者 eSIM 的优点和缺点

第3章 eSIM M2M/IoT生态系统

• M2M/IoT eSIM 定义
• 欧洲 M2M 行动市场规模估算
• 北美 M2M 行动市场规模估算
• 拉丁美洲 M2M 行动市场规模估算
• 亚太地区 M2M 行动市场规模估算
• 中东和非洲 M2M 行动市场规模估算
• M2M/物联网 eSIM 市场动态
• M2M eSIM 的优点和缺点

第4章 通讯业者和eSIM厂商

• 通讯业者的使用案例
• 通讯业者:各收益
• eSIM解决方案供应商:各收益

第5章 eSIM的使用案例

• eSIM的使用案例:汽车
• eSIM的使用案例:商品的追踪，发送，物流
• eSIM的使用案例:智慧型能源
• eSIM的使用案例:行动装置
• eSIM的使用案例:智慧型农业
• eSIM的使用案例:智慧家庭保全

第6章 iSIM

• iSIM 定义
• iSIM 与 eSIM 相比的优势

第7章 市场规模的估计

• 全球eSIM的市场金额

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