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eSIM市场规模、份额和成长分析（按解决方案、最终用户产业、应用和地区划分）－2026-2033年产业预测

市场调查报告书

商品编码

1904187

eSIM市场规模、份额和成长分析（按解决方案、最终用户产业、应用和地区划分）－2026-2033年产业预测

eSIM Market Size, Share, and Growth Analysis, By Solution (Hardware, Connectivity Services), By End-User Industry (Consumer Electronics, M2M), By Application, By Region -Industry Forecast 2026-2033

出版日期: 2025年12月18日 | 出版商:

SkyQuest | 英文 260 Pages | 商品交期: 3-5个工作天内

价格

简介目录

预计到 2024 年，eSIM 市场规模将达到 146.8 亿美元，到 2025 年将达到 171 亿美元，到 2033 年将达到 580.3 亿美元，在预测期（2026-2033 年）内，复合年增长率将达到 16.5%。

受物联网连接设备在消费性电子产品和机器对机器 (M2M) 应用中日益普及的推动，eSIM 市场正经历显着成长。 eSIM 设定檔下载量大幅增加，反映出市场对支援 eSIM 的装置需求不断增长。汽车产业也正在采用 eSIM 技术为车辆提供蜂窝网路连接，从而提高柔软性并实现包括高级连网服务在内的新功能。预计这一发展趋势将在不久的将来推动蜂窝网路车辆的广泛应用，从而提升驾驶体验。此外，GSMA 嵌入式 SIM 标准的日益普及正在提升汽车产业的能力并加强互联服务的安全性。结合工业 4.0 的创新技术，eSIM 和高级资料通讯在自动化系统中的整合正在逐步实现。

eSIM市场驱动因素

全球eSIM市场的主要驱动力之一是物联网(IoT)设备在包括汽车、医疗保健和智慧家庭技术在内的各个领域的日益普及。随着企业和消费者采用连网设备，对高效、灵活和安全的连接解决方案的需求也随之飙升。 eSIM技术提供无缝的远端管理和设定功能，透过在单张SIM卡上实现多个设定文件，大幅提升使用者体验。这种柔软性不仅减少了传统SIM卡的实体限制，还有助于企业提高营运效率，从而推动了各种应用情境对eSIM解决方案的需求成长。

eSIM市场的限制

全球eSIM市场的主要限制因素之一是消费者和企业对eSIM的认知和理解不足，导致其普及速度缓慢。许多用户习惯了传统的SIM卡，可能不愿转向eSIM，认为它复杂或没有必要。此外，相容设备的可用性以及不同通讯业者eSIM实施方法的差异也会进一步增加使用者体验的复杂性。这种对变革的抵触情绪，加上营运商行销力度不足，可能会阻碍eSIM技术的广泛应用，并限制其市场成长潜力。

eSIM市场趋势

全球eSIM市场的一个关键趋势是人们对无缝连接和物联网(IoT)日益增长的需求，这推动了eSIM技术在各个领域的应用。随着包括智慧型手机、穿戴式装置和汽车在内的越来越多的装置配备eSIM功能，製造商正致力于整合这项技术，以改善用户体验并简化装置管理。此外，通讯业者也在扩展其eSIM服务，使消费者能够更轻鬆地切换营运商并管理多个设定檔。由于eSIM无需实体SIM卡，因此，促进永续性和减少电子废弃物的措施也进一步推动了这一趋势。

北美洲
- 美国
- 加拿大
欧洲
- 英国
- 德国
- 西班牙
- 法国
- 义大利
- 其他欧洲地区
亚太地区
- 中国
- 印度
- 日本
- 韩国
- 亚太其他地区
拉丁美洲
- 巴西
- 其他拉丁美洲地区
中东和非洲
- 海湾合作委员会国家
- 南非
- 其他中东和非洲地区

竞争资讯

前五大公司对比
主要企业的市场定位（2025 年）
主要市场参与者所采取的策略
近期市场趋势
公司市占率分析（2025 年）
主要企业公司简介
- 公司详情
- 产品系列分析
- 依业务板块进行公司股票分析
- 2021-2023年营收年比比较

主要企业简介

Gemalto/Thales DIS（France）
G+D Mobile Security（Germany）
STMicroelectronics（Switzerland）
Infineon Technologies（Germany）
NXP Semiconductors（Netherlands）
Qualcomm（United States）
Apple（United States）
Samsung Electronics（South Korea）
Idemia（France）
Deutsche Telekom AG（Germany）
Vodafone（United Kingdom）
NTT Docomo（Japan）
Sierra Wireless（Canada）
Telit（Italy）
ARM Holdings（United Kingdom）
AT&T（United States）
China Mobile（China）
Orange（France）
Cisco Systems（United States）
T-Mobile US（United States）

结论与建议

简介目录

Product Code: SQMIG50B2011

eSIM Market size was valued at USD 14.68 Billion in 2024 and is poised to grow from USD 17.1 Billion in 2025 to USD 58.03 Billion by 2033, growing at a CAGR of 16.5% during the forecast period (2026-2033).

The eSIM market is experiencing significant growth, driven by the increasing integration of IoT-connected devices across consumer electronics and machine-to-machine (M2M) applications. A notable rise in eSIM profile downloads is being observed, reflecting heightened demand for eSIM-enabled devices. The automotive sector is also embracing eSIM technology, providing cellular connectivity to vehicles, which enhances flexibility and unlocks new features, including advanced connected services. This evolution is expected to lead to widespread cellular-enabled vehicles in the near future, contributing to improved driving experiences. Moreover, the adoption of GSMA-embedded SIM standards is advancing the automotive industry's capabilities, ensuring enhanced security for connected services. Coupled with Industry 4.0's innovative technologies, the path is set for enhanced data communication and integration of eSIMs in automated systems.

Top-down and bottom-up approaches were used to estimate and validate the size of the eSIM market and to estimate the size of various other dependent submarkets. The research methodology used to estimate the market size includes the following details: The key players in the market were identified through secondary research, and their market shares in the respective regions were determined through primary and secondary research. This entire procedure includes the study of the annual and financial reports of the top market players and extensive interviews for key insights from industry leaders such as CEOs, VPs, directors, and marketing executives. All percentage shares split, and breakdowns were determined using secondary sources and verified through Primary sources. All possible parameters that affect the markets covered in this research study have been accounted for, viewed in extensive detail, verified through primary research, and analyzed to get the final quantitative and qualitative data.

eSIM Market Segments Analysis

Global eSIM Market is segmented by Solutions, application, end user, type and region. Based on Solutions, the market is segmented into hardware and Connectivity Services. Based on end user, the market is segmented into Retail, Consumer Electronics, Manufacturing, Automotive, Transportation & Logistics, Energy & Utilities, and Others. Based on application, the market is segmented into Smartphones, Laptops/Tablet, Connected Cars, Wearable Devices, Smart Home Appliances, Vehicle Tracking, and Others. Based on region, the market is segmented into Data-Only eSIM and Voice, SMS & Data eSIM. Based on region, the market is segmented into North America, Europe, Asia Pacific, Latin America and Middle East & and Africa.

Driver of the eSIM Market

One of the key market drivers for the global eSIM market is the increasing adoption of Internet of Things (IoT) devices across various sectors, including automotive, healthcare, and smart home technologies. As businesses and consumers embrace connected devices, the need for efficient, flexible, and secure connectivity solutions has surged. eSIM technology provides seamless remote management and provisioning capabilities, significantly enhancing the user experience by allowing multiple profiles on a single SIM card. This flexibility not only reduces the physical constraints tied to traditional SIM cards but also enables businesses to streamline their operations, resulting in higher demand for eSIM solutions in diverse applications.

Restraints in the eSIM Market

One key market restraint for the global eSIM market is the slow adoption rate among consumers and businesses due to a lack of awareness and understanding of the technology. Many users are accustomed to traditional SIM cards and may be hesitant to transition to eSIM, perceiving it as complex or unnecessary. Additionally, the availability of compatible devices and the variability in eSIM implementation by different mobile carriers can further complicate the user experience. This resistance to change, coupled with inadequate marketing efforts by providers, can hinder the widespread acceptance of eSIM technology, limiting its growth potential within the market.

Market Trends of the eSIM Market

A key market trend in the global eSIM market is the increasing adoption of eSIM technology across various sectors, driven by the growing demand for seamless connectivity and the Internet of Things (IoT). As more devices, including smartphones, wearables, and vehicles, incorporate eSIM capabilities, manufacturers are focusing on integrating this technology to enhance user experiences and streamline device management. Additionally, telecommunication companies are expanding their eSIM offerings, making it easier for consumers to switch operators and manage multiple profiles. This trend is further supported by the push for sustainability and reduced electronic waste, as eSIMs eliminate the need for physical SIM cards.

Introduction

Objectives of the Study
Scope of the Report
Definitions

Research Methodology

Information Procurement
Secondary & Primary Data Methods
Market Size Estimation
Market Assumptions & Limitations

Executive Summary

Global Market Outlook
Supply & Demand Trend Analysis
Segmental Opportunity Analysis

Market Dynamics & Outlook

Market Overview
Market Size
Market Dynamics
- Driver & Opportunities
- Restraints & Challenges
Porters Analysis & Impact
- Competitive rivalry
- Threat of substitute
- Bargaining power of buyers
- Threat of new entrants
- Bargaining power of suppliers

Key Market Insights

Key Success Factors
Degree of Competition
Regulatory Landscape
Top Investment Pockets
Market Attractiveness Index
Technology Advancement
Market Ecosystem
Patent Analysis
Value Chain Analysis
Case Study Analysis
Macro-Economic Indicators

Global eSIM Market Size by Solutions & CAGR (2026-2033)

Market Overview
Hardware
Connectivity Services

Global eSIM Market Size by End-User Industry & CAGR (2026-2033)

Market Overview
Retail
Consumer Electronics
Manufacturing
Automotive
Transportation & Logistics
Energy & Utilities
Others

Global eSIM Market Size by Application & CAGR (2026-2033)

Market Overview
Smartphones
Laptops/Tablet
Connected Cars
Wearable Devices
Smart Home Appliances
Vehicle Tracking
Others

Global eSIM Market Size by Type & CAGR (2026-2033)

Market Overview
Data-Only eSIM
Voice, SMS & Data eSIM

Global eSIM Market Size & CAGR (2026-2033)

North America, (By Solutions, By End-User Industry, By Application, By Type)
- US
- Canada
Europe, (By Solutions, By End-User Industry, By Application, By Type)
- UK
- Germany
- Spain
- France
- Italy
- Rest of Europe
Asia-Pacific, (By Solutions, By End-User Industry, By Application, By Type)
- China
- India
- Japan
- South Korea
- Rest of Asia Pacific
Latin America, (By Solutions, By End-User Industry, By Application, By Type)
- Brazil
- Rest of Latin America
Middle East & Africa, (By Solutions, By End-User Industry, By Application, By Type)
- GCC Countries
- South Africa
- Rest of Middle East & Africa

Competitive Intelligence

Top 5 Player Comparison
Market Positioning of Key Players, 2025
Strategies Adopted by Key Market Players
Recent Developments in the Market
Company Market Share Analysis, 2025
Company Profiles of All Key Players
- Company Details
- Product Portfolio Analysis
- Company's Segmental Share Analysis
- Revenue Y-O-Y Comparison (2021-2023)

Key Company Profiles

Gemalto/Thales DIS (France)
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
G+D Mobile Security (Germany)
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
STMicroelectronics (Switzerland)
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
Infineon Technologies (Germany)
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
NXP Semiconductors (Netherlands)
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
Qualcomm (United States)
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
Apple (United States)
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
Samsung Electronics (South Korea)
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
Idemia (France)
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
Deutsche Telekom AG (Germany)
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
Vodafone (United Kingdom)
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
NTT Docomo (Japan)
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
Sierra Wireless (Canada)
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
Telit (Italy)
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
ARM Holdings (United Kingdom)
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
AT&T (United States)
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
China Mobile (China)
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
Orange (France)
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
Cisco Systems (United States)
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
T-Mobile US (United States)
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments