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市场调查报告书
商品编码
1843505
2025 年全球 eSIM 市场报告eSIM Global Market Report 2025 |
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近年来,eSIM市场发展迅猛,预计将从2024年的107.6亿美元成长到2025年的119.8亿美元,复合年增长率达11.4%。这段历史性成长时期主要受以下因素驱动:物联网设备的日益普及、行动连线需求的不断增长、全球化和跨境连接、安全和认证要求,以及对紧凑型整合解决方案的需求。
预计未来几年eSIM市场规模将快速成长,到2029年将达到197.9亿美元,复合年增长率(CAGR)为13.4%。预测期内的成长可归因于物联网连接的持续成长、5G网路的扩展、新应用场景的涌现、行动装置的日益普及以及对远端SIM卡配置需求的不断增长。预测期内的关键趋势包括物联网的广泛应用、智慧家庭设备中嵌入式SIM卡的普及、跨产业合作、与区块链技术的整合以及对安全性和认证的日益重视。
eSIM 代表嵌入式用户识别模组,指的是嵌入式通用集成电路卡 (eUICC),它可以支援内建的各种网路运营商配置文件,使用户无需物理 nano-SIM 卡即可使用运营商的蜂窝套餐。
eSIM 的主要解决方案包括硬体和连接服务。硬体包括电脑系统的实体组件,以及与其连接的设备。 eSIM 的应用范围十分广泛,涵盖各种装置和产业,例如联网汽车、笔记型电脑、机器对机器 (M2M)通讯、智慧型手机、平板电脑、穿戴式装置以及其他物联网 (IoT) 装置。这些应用遍及汽车、消费性电子、能源和公共、製造业、零售业以及运输和物流等多个产业。
美国在2025年春季突然提高关税及其引发的贸易摩擦,对资讯科技产业,特别是硬体製造、资料基础设施和软体部署领域,产生了重大影响。进口半导体、电路基板和网路设备的关税上涨,推高了高科技公司、云端服务供应商和资料中心的生产和营运成本。在全球范围内采购笔记型电脑、伺服器和消费电子产品零件的公司,面临更长的前置作业时间和价格压力。同时,对专用软体征收的关税以及主要国际市场的报復性措施,扰乱了全球IT供应链,并降低了海外对美国製造技术的需求。为了应对这些挑战,该产业正在加大对国内晶片生产的投资,扩大供应商网络,并利用人工智慧驱动的自动化技术来增强韧性,更有效地控製成本。
本研究报告是商业研究公司(The Business Research Company)全新系列报告的一部分,提供eSIM市场统计数据,例如全球市场规模、区域份额、eSIM市场份额竞争对手、详细的eSIM市场细分、市场趋势和商业机会,为您提供在eSIM行业取得成功所需的数据。本eSIM市场研究报告全面概述了您所需的一切信息,并对行业现状和未来发展趋势进行了详细分析。
预测未来五年成长率为13.4%,较我们先前对该市场的预测略微下降0.8%。这一下降主要归因于美国与其他国家之间的关税影响。台湾地区可程式SIM卡硬体和整合网路组件成本因关税上涨而增加,可能会阻碍eSIM在行动装置和物联网设备中的普及,并减缓通讯业者倡议。此外,相互关税以及日益加剧的贸易紧张局势和限制措施对全球经济和贸易的负面影响也可能产生更广泛的影响。
智慧型手机的日益普及是推动eSIM市场未来扩张的主要因素。 eSIM嵌入智慧型手机等消费性电子设备中,允许透过软体重新编程SIM卡内容,例如国际行动用户识别码(IMSI)和网路营运商设定文件,从而无需更换实体SIM卡。例如,根据美国营收营运平台Demand Sage的报告显示,全球智慧型手机用户数量将从2022年的约66亿增加到2023年7月的68亿。这很可能推动智慧型手机的普及和eSIM市场的成长。
物联网设备的日益普及预计将推动未来eSIM市场的成长。物联网设备是指配备感测器、软体和网路连接功能的实体设备,它们能够透过互联网进行资料收集和交换,从而实现远端监控和控制。物联网设备的普及得益于技术进步、互联网接入的改善以及各行业对自动化和数据驱动型洞察日益增长的需求。 eSIM在物联网设备中扮演关键角色,它能够实现蜂窝连接的远端配置和管理,使设备无需更换实体SIM卡即可轻鬆切换网路。例如,根据瑞典电信业者爱立信2022年11月发布的报告,连接大多数蜂巢式物联网设备的宽频物联网(4G/5G)在2022年达到了13亿连接。预计到2028年底,近60%的蜂巢式物联网连接将是宽频物联网连接,主要使用4G网路。目前,东北亚在蜂巢式物联网连接方面处于领先地位,预计到 2023 年连接数将超过 20 亿。因此,物联网连接设备的普及正在推动 eSIM 市场的成长。
eSIM市场的主要企业致力于开发创新解决方案,以满足国际旅客日益增长的需求,尤其是5G旅游eSIM。这些eSIM拥有许多独特功能,例如可透过线上平台和应用程式轻鬆完成的简化数位启动流程。总部位于新加坡的电信业者Singtel于2023年9月推出了针对国际旅客的5G旅游eSIM。这款eSIM旨在提升便利性和价值,让旅客在抵达新加坡之前管理好他们的网路连线需求。 Singtel将专注于诸如一级方程式大奖赛等重大赛事,以展示eSIM的便捷激活流程,从而免去传统的SIM卡购买步骤,并提供无缝的5G连接,提升旅行体验。
eSIM市场的主要企业正优先开发能够促进永续和永续连接解决方案的独特功能。 「环保」指的是旨在最大限度减少环境影响的实践和产品。例如,2023年1月,总部位于印度的电信业者Airtel推出了eSIM,这是一种数位SIM卡,可提供与实体SIM卡类似的无缝功能。 Airtel的eSIM不仅支援快速线上设置,还提供环保功能,例如在同一装置上使用两个号码。这项服务与MTN和9mobile的服务一同提供,需要相容的设备,并在Airtel服务负责人的指导下进行SIM卡更换。
2023年7月,印度电信业者塔塔通讯(Tata Communications)收购了Oasis Smart SIM剩余的41.9%股份,具体金额未揭露,此举引发广泛关注。此次策略性收购将Oasis Smart SIM在eSIM技术领域的专长融入塔塔通信,进而增强其技术实力。 Oasis Smart SIM总部位于法国,专注于为物联网(IoT)和机器对机器(M2M)应用提供客製化的eSIM解决方案。
eSIM市场由提供纯资料通讯服务以及语音、简讯和资料通讯服务的业者所获得的收入所构成。市场价值包括服务供应商销售的或包含在其服务产品中的相关商品的价值。 eSIM市场包括用于提供eSIM服务的嵌入式积体电路(eUICC)的销售。该市场的价值为“出厂价”,即商品製造商或创造者销售给其他营业单位(包括下游製造商、批发商、经销商和零售商)或直接销售给最终客户的价值。该市场中的商品价值也包括商品创造者销售的相关服务。
eSIM, short for embedded Subscriber Identity Module, refers to an embedded universal integrated circuit card (eUICC) capable of supporting different network carrier profiles that are embedded within it. It allows users to utilize a cellular plan from a carrier without the need for a physical nano-SIM card.
The main solutions associated with eSIM include hardware and connectivity services. Hardware encompasses all the physical components of a computer system, including the devices it is connected to. eSIM finds applications in various devices and industries, including connected cars, laptops, Machine-to-Machine (M2M) communication, smartphones, tablets, wearables, and other Internet of Things (IoT) devices. These applications span across different verticals such as automotive, consumer electronics, energy and utilities, manufacturing, retail, transportation, and logistics.
Note that the outlook for this market is being affected by rapid changes in trade relations and tariffs globally. The report will be updated prior to delivery to reflect the latest status, including revised forecasts and quantified impact analysis. The report's Recommendations and Conclusions sections will be updated to give strategies for entities dealing with the fast-moving international environment.
The sharp rise in U.S. tariffs and the ensuing trade tensions in spring 2025 are having a significant impact on the information technology sector, especially in hardware manufacturing, data infrastructure, and software deployment. Increased duties on imported semiconductors, circuit boards, and networking equipment have driven up production and operating costs for tech companies, cloud service providers, and data centers. Firms that depend on globally sourced components for laptops, servers, and consumer electronics are grappling with extended lead times and mounting pricing pressures. At the same time, tariffs on specialized software and retaliatory actions by key international markets have disrupted global IT supply chains and dampened foreign demand for U.S.-made technologies. In response, the sector is ramping up investments in domestic chip production, broadening its supplier network, and leveraging AI-powered automation to improve resilience and manage costs more effectively.
The eSIM market research report is one of a series of new reports from The Business Research Company that provides eSIM market statistics, including eSIM industry global market size, regional shares, competitors with eSIM market share, detailed eSIM market segments, market trends, and opportunities, and any further data you may need to thrive in the eSIM industry. This eSIM market research report delivers a complete perspective of everything you need, with an in-depth analysis of the current and future scenarios of the industry.
The esim market size has grown rapidly in recent years. It will grow from $10.76 billion in 2024 to $11.98 billion in 2025 at a compound annual growth rate (CAGR) of 11.4%. The growth in the historic period can be attributed to increasing adoption of iot devices, rising mobile connectivity needs, globalization and cross-border connectivity, security and authentication requirements, demand for compact and integrated solutions.
The esim market size is expected to see rapid growth in the next few years. It will grow to $19.79 billion in 2029 at a compound annual growth rate (CAGR) of 13.4%. The growth in the forecast period can be attributed to continued growth in IoT connectivity, expansion of 5G networks, emergence of new use cases, increasing mobile device proliferation, rising demand for remote sim provisioning. Major trends in the forecast period include IoT proliferation, embedded sims in smart home devices, cross-industry collaboration, integration with blockchain technology, security and authentication focus.
The forecast of 13.4% growth over the next five years reflects a modest reduction of 0.8% from the previous estimate for this market. This reduction is primarily due to the impact of tariffs between the US and other countries. Tariff-related cost surges for programmable SIM hardware from Taiwan and integrated network components could hinder eSIM adoption across mobile and IoT devices, delaying telco digital initiatives. The effect will also be felt more widely due to reciprocal tariffs and the negative effect on the global economy and trade due to increased trade tensions and restrictions.
The growing penetration of smartphones is a significant factor contributing to the expansion of the eSIM market in the future. A smartphone is defined as a mobile phone that offers advanced functions. eSIMs are integrated into consumer devices like smartphones, enabling users to reprogram SIM content, including the International Mobile Subscriber Identifier (IMSI) and network carrier profiles, through software, thus eliminating the need for physical SIM card replacements. For example, a report from Demand Sage, a US-based revenue operations platform, indicated that in July 2023, the global number of smartphone users reached 6.8 billion, up from approximately 6.6 billion users in 2022. As a result, the increasing penetration of smartphones is set to drive growth in the eSIM market.
The increasing adoption of IoT-connected devices is projected to drive the growth of the eSIM market in the future. IoT-connected devices are tangible objects equipped with sensors, software, and network connectivity, enabling them to gather and exchange data over the internet, which facilitates remote monitoring and control. The surge in IoT-connected devices is fueled by technological advancements, greater internet accessibility, and a rising demand for automation and data-driven insights across various sectors. eSIMs play a crucial role for IoT-connected devices by enabling the remote provisioning and management of cellular connectivity, allowing devices to switch networks effortlessly without needing physical SIM card replacements. For example, a report published by Ericsson, a Swedish telecommunications company, in November 2022 stated that broadband IoT (4G/5G), which connects most cellular IoT devices, reached 1.3 billion connections in 2022. By the end of 2028, it is expected that nearly 60% of cellular IoT connections will be broadband IoT connections, predominantly using 4G. Currently, North East Asia leads in cellular IoT connections, with projections indicating it will exceed 2 billion connections by 2023. Thus, the rising adoption of IoT-connected devices is driving the growth of the eSIM market.
Leading companies in the eSIM market are dedicated to crafting innovative solutions, particularly digital 5G tourist eSIMs, catering to the burgeoning demands of international travelers. These eSIMs boast unique features such as simplified digital activation processes accessible through online platforms or applications. Singtel, a Singapore-based telecommunications company, unveiled the 5G Tourist eSIM in September 2023, targeting international travelers. This eSIM, designed to enhance convenience and value, allows tourists to manage connectivity needs before arriving in Singapore. Singtel's focus on major events such as the Grand Prix showcases the eSIM's hassle-free activation, eliminating the traditional SIM card purchase process and providing seamless 5G connectivity for enhanced travel experiences.
Prominent players in the eSIM market are prioritizing the development of distinctive features that promote planet-friendly and sustainable connectivity solutions. The term 'planet-friendly' refers to practices or products designed to minimize environmental impact. For example, in January 2023, Airtel, an India-based telecommunications company, introduced its eSIM, a digital SIM offering seamless functionality akin to a physical SIM. Airtel's eSIM not only facilitates quick online setup but also champions environmental friendliness, allowing users to operate two numbers on a single device. This service, now available alongside offerings from MTN and 9mobile, necessitates a compatible device and a SIM swap guided by Airtel service personnel.
In July 2023, Tata Communications, an India-based telecommunications company, made headlines by acquiring the remaining 41.9% equity stake in Oasis Smart SIM for an undisclosed amount. This strategic acquisition bolsters Tata Communications' technological capabilities by incorporating Oasis Smart SIM's expertise in eSIM technology. Oasis Smart SIM, based in France, specializes in providing eSIMs tailored for applications in IoT (Internet of Things) and M2M (Machine-to-Machine) operations.
Major companies operating in the eSIM market include Infineon Technologies AG, NXP Semiconductors N.V, Samsung Group, STMicroelectronics, CEC Huada Electronic Design Co Ltd, Eastcompeace Technology Co Ltd, Valid S.A., Microchip Technology Incorporated, Sony Group Corporation, EM Microelectronic, Watchdata Technologies Ptd Ltd, CardLogix Corporation, Gemalto (now Thales Digital Identity and Security), IDEMIA, Giesecke+Devrient, Sierra Wireless, Deutsche Telekom AG, Telit, Arm Holdings, Vodafone Group, Telefonica, Cubic Telecom, Truphone, Workz Group, KORE Wireless, Kigen
North America was the largest region in the eSIM market in 2024. The regions covered in the esim market report are Asia-Pacific, Western Europe, Eastern Europe, North America, South America, Middle East, Africa
The countries covered in the esim market report are Australia, Brazil, China, France, Germany, India, Indonesia, Japan, Russia, South Korea, UK, USA, Canada, Italy, Spain.
The eSIM market consists of revenues earned by entities by providing data only and voice, SMS, and data services. The market value includes the value of related goods sold by the service provider or included within the service offering. The eSIM market includes sales of embedded universal integrated circuit card (eUICC) which is used for providing eSIM services. Values in this market are 'factory gate' values, that is the value of goods sold by the manufacturers or creators of the goods, whether to other entities (including downstream manufacturers, wholesalers, distributors and retailers) or directly to end customers. The value of goods in this market includes related services sold by the creators of the goods.
The market value is defined as the revenues that enterprises gain from the sale of goods and/or services within the specified market and geography through sales, grants, or donations in terms of the currency (in USD, unless otherwise specified).
The revenues for a specified geography are consumption values that are revenues generated by organizations in the specified geography within the market, irrespective of where they are produced. It does not include revenues from resales along the supply chain, either further along the supply chain or as part of other products.
eSIM Global Market Report 2025 from The Business Research Company provides strategists, marketers and senior management with the critical information they need to assess the market.
This report focuses on esim market which is experiencing strong growth. The report gives a guide to the trends which will be shaping the market over the next ten years and beyond.
Where is the largest and fastest growing market for esim ? How does the market relate to the overall economy, demography and other similar markets? What forces will shape the market going forward, including technological disruption, regulatory shifts, and changing consumer preferences? The esim market global report from the Business Research Company answers all these questions and many more.
The report covers market characteristics, size and growth, segmentation, regional and country breakdowns, competitive landscape, market shares, trends and strategies for this market. It traces the market's historic and forecast market growth by geography.
The forecasts are made after considering the major factors currently impacting the market. These include the technological advancements such as AI and automation, Russia-Ukraine war, trade tariffs (government-imposed import/export duties), elevated inflation and interest rates.