嵌入式SIM (eSIM) -市场占有率分析、产业趋势与统计、2024-2029 年成长预测

本财年嵌入式SIM（eSIM）市场规模预估为77.1亿美元，复合年增长率为7.05%，预估五年内将达117.1亿美元。

eSIM 是一种小型可编程晶片，直接嵌入到智慧型手机、平板电脑、穿戴式装置和其他物联网装置等装置中，无需实体 SIM 卡即可进行远端 SIM 配置。

主要亮点

• 物联网 (IoT) 是 eSIM 采用的关键驱动力之一。 eSIM 为全球部署和管理物联网设备提供了可扩展的解决方案。
• 连网型和 M2M（机器对机器）生态系统的进步是市场成长的关键驱动力。 5G 网路的发展也为 eSIM 的采用创造了新的机会。企业已采用 eSIM 进行 M2M 部署，例如资产追踪、智慧计量、工业监控和供应链管理。
• 对智慧型设备不断增长的需求是增加 eSIM 技术采用的关键驱动因素之一。智慧型设备，包括智慧型手机、平板电脑、穿戴式装置、联网汽车和各种物联网 (IoT) 设备，在消费和工业应用中变得越来越普及。
• 安全和互通性标准化问题正在限制市场成长。传统的 SIM 卡需要实体存取才能窜改或更换 SIM 卡，这使得恶意行为者更难破坏连线。然而，由于 eSIM 直接焊接到设备的电路上，因此未授权存取和克隆的可能性可能会带来重大的安全风险。
• COVID-19 大流行迫使组织迅速适应远距工作和数位解决方案。这导致人们越来越依赖连网型设备和物联网技术，而 eSIM 已成为实现安全、无缝连接的关键。

嵌入式SIM (eSIM) 市场趋势

智慧型手机应用领域预计将占据主要市场占有率

• eSIM不需要实体SIM卡，使用户更容易启动和切换行动电话。 eSIM 允许用户远端为设备配置新的运营商配置文件，而无需获取或等待实体 SIM 卡的麻烦。
• eSIM 技术使得双 SIM 卡功能在智慧型手机中得以采用。结合eSIM实体卡插槽，使用者可以在同一装置上拥有两个有效的电话号码，这对于旅客、商务人士和拥有多个行动电话合约的人尤其有用。
• 对于行动网路营运商来说，eSIM 技术在获取新客户方面提供了更大的弹性。行动网路业者无需透过零售通路分发实体 SIM 卡，而是可以远端配置 eSIM，从而简化启动过程并降低分发成本。
• eSIM 在实现物联网设备连接方面发挥关键作用。智慧型手机是各种物联网应用的网关，而 eSIM 技术提供了一种安全且高效的方式将物联网设备连接到蜂巢式网路。
• 5G 网路的持续发展和物联网设备的普及预计将进一步增加 eSIM 与智慧型手机和其他连网装置的整合。根据爱立信预测，到 2022 年，全球重要的物联网和宽频蜂巢式物联网连接数量将约为 15 亿。五年内，此类蜂巢式物联网连接数量将每年持续稳定成长，达到33亿。

预计北美将占据较大市场占有率

• 在北美，物联网设备在各个行业的采用正在迅速增加，包括医疗保健、汽车、智慧家庭和工业应用。 eSIM 技术在为这些设备提供无缝连接方面发挥关键作用，并正在推动 eSIM 市场的成长。
• 製造商正在将 eSIM 技术整合到许多设备中，包括智慧型手机、平板电脑、穿戴式装置和物联网设备。随着越来越多的设备相容于 eSIM，对 eSIM 服务的需求预计将会增加。
• 随着北美 5G 网路部署的加速，eSIM 技术透过提供无缝连接并允许消费者轻鬆切换通讯业者和套餐来补充 5G 网路功能。据Cisco称，到 2022 年，穿戴式装置将成为北美拥有最多 5G 连接的装置。北美地区的 4.39 亿连线数比 2017 年 4G 网路连线数多了 2.22 亿。
• eSIM 在该地区将变得更加便宜，与安全国际漫游解决方案相关的计划将显着促进该地区 eSIM 的采用。支援eSIM的行动电话允许用户从多个国家或漫游计划中进行选择，而多国营运商的行动解决方案往往比美国的行动解决方案贵得多。用户出国旅行时，可以选择电信商的漫游套餐。 eSIM 允许用户扫描二维码或从设备选单中选择新的通讯业者，从而更轻鬆地更改通讯业者和漫游。
• 2022 年 12 月，顶级消费科技订阅供应商之一 Grover 宣布推出 Grover Connect，这是一家针对美国科技租赁客户的 MVNO。该国的客户可以使用 Grover Connect 快速启动其支援 eSIM 的技术设备。 Grover 也与全球领先的电信即服务平台之一 Giggs 合作，推出了这项创新服务，使任何公司或品牌都可以成为 MVNO。客户可以在美国结帐时购买 Grover eSIM，很快就会在欧洲上市。

嵌入式SIM (eSIM) 产业概述

嵌入式SIM (eSIM) 市场较为分散，主要企业包括 Gemalto NV（泰雷兹集团）、Giesecke+Devrient GmbH、STMicroElectronics NV、Infineon Technologies AG 和 Valid SA。市场参与者正在采取联盟和收购等策略来加强其产品供应并获得永续的竞争优势。

2023 年 2 月，Giesecke+Devrient (G+D) 及其合作伙伴 NetLync 发布了 AirOn360 ES。 AirOn360 ES 支援权利部署，包括从实体 SIM 卡或 eSIM 到 iPhone 的无缝 SIM传输，使行动电话电信业者能够简化数位启动流程、同步所有设备，或 (e) 使我们能够提供 SIM传输等便利服务；对于用户而言，eSIM 使他们能够轻鬆地进行数位连接或快速迁移现有套餐，从而使他们能够在一台设备上利用多个行动电话套餐。

2022 年 11 月，义法半导体与泰雷兹合作，为 Google Pixel 7 提供安全、非接触式体验。 ST54K 单晶片 NFC 控制器和安全元件与泰雷兹安全作业系统结合，可在嵌入式SIM、交通票务和数位汽车钥匙应用中提供卓越的效能。

其他福利：

• Excel 格式的市场预测 (ME) 表
• 3 个月的分析师支持

目录

第一章简介

• 研究假设和市场定义
• 调查范围

第二章调查方法

第三章执行摘要

第四章市场洞察

• 市场概况
• 产业相关人员分析营运商、OEM、系统整合商
• 产业吸引力－波特五力分析
  • 供应商的议价能力
  • 消费者议价能力
  • 新进入者的威胁
  • 替代品的威胁
  • 竞争公司之间敌对关係的强度
• COVID-19 对连结产业的影响
• e-SIM 相容设备的全球出货覆盖范围

第五章市场动态

第六章 市场促进因素

• 连网型与M2M生态系领域的进展
• 智慧型设备需求不断成长
• 与传统替代方案相比，eSIM 更易于使用和访问

第七章 市场问题 市场问题

• 安全性、互通性标准化问题

第八章市场机会

• 对 M2M普及的极为正面的预测

第九章 全球SIM卡形势分析（出货货量/地区分布）

第十章市场区隔

• 按用途
  • 智慧型手机
  • 平板电脑和笔记型电脑
  • 穿戴式的
  • M2M（工业、汽车等）
• 按地区
  • 北美洲
    • 美国
    • 加拿大
  • 欧洲
    • 英国
    • 德国
    • 法国
    • 欧洲其他地区
  • 亚太地区
    • 中国
    • 韩国
    • 日本
    • 其他亚太地区
  • 拉丁美洲
  • 中东/非洲

第十一章竞争形势

• 公司简介
  • 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

第十二章供应商定位分析

第十三章市场展望 市场展望

The Embedded SIM (eSIM) Market was valued at USD 7.71 billion in the current year and is expected to register a CAGR of 7.05%, reaching USD 11.71 billion in five years. 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.
• The COVID-19 pandemic forced organizations to adapt rapidly to remote work and digital solutions. This increased reliance on connected devices and IoT technologies, where eSIM is vital in enabling secure and seamless connectivity.

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
    • 10.2.2.4 Rest of Europe
  • 10.2.3 Asia-Pacific
    • 10.2.3.1 China
    • 10.2.3.2 South Korea
    • 10.2.3.3 Japan
    • 10.2.3.4 Rest of Asia-Pacific
  • 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