리서치사:Market Glass, Inc. (Formerly Global Industry Analysts, Inc.)
발행일:2025년 02월
페이지 정보:영문 184 Pages
라이선스 & 가격 (부가세 별도)
한글목차
eSIM 세계 시장, 2030년까지 58억 달러에 달할 전망
2024년 12억 달러로 추정되는 eSIM 세계 시장은 2024년부터 2030년까지 연평균 29.1%로 성장하여 2030년에는 58억 달러에 달할 것으로 예상됩니다. 본 보고서에서 분석한 부문 중 하나인 M2M 애플리케이션은 CAGR 28.3%를 기록하여 분석 기간 종료 시점에 18억 달러에 도달할 것으로 예상됩니다. 스마트폰 애플리케이션 부문의 성장률은 분석 기간 동안 CAGR 31.7%로 추정됩니다.
미국 시장 3억 6,090만 달러로 추정, 중국은 CAGR 32.9%로 성장 전망
미국 eSIM 시장은 2024년 3억 6,090만 달러로 추정됩니다. 세계 2위의 경제 대국인 중국은 2024-2030년 분석 기간 동안 32.9%의 CAGR로 2030년까지 4억 4,500만 달러의 시장 규모에 도달할 것으로 예상됩니다. 다른 주목할 만한 지역 시장으로는 일본과 캐나다가 분석 기간 동안 각각 25.0%와 26.4%의 CAGR을 기록할 것으로 예상됩니다. 유럽에서는 독일이 CAGR 28.2%로 성장할 것으로 예상됩니다.
세계 eSIM 시장 동향 및 촉진요인 정리
eSIM(임베디드 SIM)은 SIM 카드 기술의 중요한 발전으로, 모바일 연결에 새로운 차원의 유연성과 편리함을 제공합니다. 기기에 삽입되는 물리적 카드인 기존 SIM 카드와 달리, eSIM은 제조 시 기기의 하드웨어에 직접 내장되어 있습니다. 이러한 통합을 통해 모바일 네트워크 프로파일을 원격으로 프로비저닝하고 관리할 수 있어 물리적인 SIM 교체가 필요 없습니다. eSIM은 사용자가 소프트웨어 설정을 통해 다른 네트워크 사업자와 요금제를 원활하게 전환할 수 있기 때문에 여행자, 비즈니스 및 IoT 애플리케이션에 특히 유리합니다. eSIM 기술의 채택은 스마트폰, 태블릿, 스마트워치 및 기타 커넥티드 디바이스에서 빠르게 확대되고 있습니다.
기술 발전은 eSIM의 개발과 보급에 중요한 역할을 하고 있으며, GSMA의 eSIM 기술 표준화는 서로 다른 기기와 네트워크 사업자 간의 보급과 상호 운용성을 촉진했습니다. 원격 SIM 프로비저닝 및 보안 요소 통합과 같은 고급 보안 기능을 통해 eSIM은 무단 액세스 및 사이버 위협으로부터 안전하게 보호됩니다. 또한, 전자부품의 소형화로 인해 eSIM을 소형 기기에 통합할 수 있게 되어 웨어러블 기기 및 기타 소형 IoT 기기의 성장을 뒷받침하고 있습니다. 또한, eSIM 기술은 멀티 프로파일을 지원하기 때문에 개인용과 비즈니스용 또는 지역별로 프로파일을 분리할 수 있어 범용성과 매력도를 더욱 높일 수 있습니다.
eSIM 시장의 성장은 여러 요인에 의해 주도되고 있는데, eSIM은 여러 장치를 효율적으로 관리할 수 있는 이상적인 솔루션을 제공하기 때문에 신뢰할 수 있고 유연한 연결 솔루션을 필요로 하는 IoT 장치의 채택이 증가하고 있는 것이 주요 요인으로 작용하고 있습니다. 또한, 커넥티드카 및 스마트 시티 애플리케이션에 대한 수요 증가도 eSIM이 수많은 장치와 센서를 원활하게 연결하고 관리할 수 있다는 점에서 시장 성장에 기여하고 있습니다. 모바일 기기 및 네트워크 인프라의 기술 발전은 eSIM을 더욱 친숙하고 실용적인 것으로 만들어 더 많은 제품에 통합될 수 있는 기회를 제공하고 있습니다. 또한, 유연하고 편리한 연결 옵션에 대한 소비자 수요 증가와 물리적 SIM 카드 제거로 인한 물류 간소화 및 환경 영향 감소라는 이점이 결합되어 시장을 더욱 촉진하고 있습니다. 이러한 요인들이 결합되어 eSIM 기술 시장은 역동적으로 확대되고 있으며, 통신 산업에서 혁신과 성장의 큰 기회를 제공하고 있습니다.
부문
애플리케이션(M2M, 스마트폰, 커넥티드카, 노트북 및 태블릿, 웨어러블, 기타 애플리케이션)
조사 대상 기업 사례(총 38건)
Samsung Group
NXP Semiconductors NV
NTT Docomo, Inc.
Singapore Telecommunications Ltd.(SingTel)
Sierra Wireless, Inc.
Telenor ASA
Telenor Connexion
Telit IoT Platforms, LLC
Truphone Limited
1oT
GotYu
Airalo
Otono Networks
Gigs Inc
Monty Holding Group(Monty Mobile)
목차
제1장 조사 방법
제2장 주요 요약
시장 개요
주요 기업
시장 동향과 성장 촉진요인
세계 시장 전망
제3장 시장 분석
미국
캐나다
일본
중국
유럽
프랑스
독일
이탈리아
영국
기타 유럽
아시아태평양
기타 지역
제4장 경쟁
ksm
영문 목차
영문목차
Global eSIM Market to Reach US$5.8 Billion by 2030
The global market for eSIM estimated at US$1.2 Billion in the year 2024, is expected to reach US$5.8 Billion by 2030, growing at a CAGR of 29.1% over the analysis period 2024-2030. M2M Application, one of the segments analyzed in the report, is expected to record a 28.3% CAGR and reach US$1.8 Billion by the end of the analysis period. Growth in the Smartphones Application segment is estimated at 31.7% CAGR over the analysis period.
The U.S. Market is Estimated at US$360.9 Million While China is Forecast to Grow at 32.9% CAGR
The eSIM market in the U.S. is estimated at US$360.9 Million in the year 2024. China, the world's second largest economy, is forecast to reach a projected market size of US$445.0 Million by the year 2030 trailing a CAGR of 32.9% over the analysis period 2024-2030. Among the other noteworthy geographic markets are Japan and Canada, each forecast to grow at a CAGR of 25.0% and 26.4% respectively over the analysis period. Within Europe, Germany is forecast to grow at approximately 28.2% CAGR.
Global eSIM Market - Key Trends & Drivers Summarized
eSIM, or embedded SIM, represents a significant evolution in SIM card technology, offering a new level of flexibility and convenience for mobile connectivity. Unlike traditional SIM cards, which are physical cards inserted into a device, eSIMs are embedded directly into the device's hardware during manufacturing. This integration allows for remote provisioning and management of mobile network profiles, eliminating the need for physical SIM swaps. Users can switch between different network operators or plans seamlessly through software settings, making eSIMs particularly advantageous for travelers, businesses, and IoT applications. The adoption of eSIM technology is rapidly growing in smartphones, tablets, smartwatches, and other connected devices, driven by its ability to simplify connectivity and enhance user experience.
Technological advancements have played a crucial role in the development and deployment of eSIMs. The standardization of eSIM technology by the GSMA has facilitated widespread adoption and interoperability across different devices and network operators. Advanced security features, such as remote SIM provisioning and secure element integration, ensure that eSIMs provide robust protection against unauthorized access and cyber threats. Furthermore, the miniaturization of electronic components has enabled the incorporation of eSIMs into compact devices, supporting the growth of wearables and other small IoT devices. eSIM technology also supports multiple profiles, allowing users to have separate profiles for personal and business use or for different regions, further enhancing its versatility and appeal.
The growth in the eSIM market is driven by several factors. The increasing adoption of IoT devices, which require reliable and flexible connectivity solutions, is a significant driver, as eSIMs offer an ideal solution for managing multiple devices efficiently. The growing demand for connected cars and smart city applications is also propelling the market, as eSIMs enable seamless connectivity and management for a multitude of devices and sensors. Technological advancements in mobile devices and network infrastructure are making eSIMs more accessible and practical, encouraging their integration into a broader range of products. Additionally, the rising consumer demand for flexible and convenient connectivity options, combined with the benefits of streamlined logistics and reduced environmental impact from eliminating physical SIM cards, is further boosting the market. Together, these factors are fostering a dynamic and expanding market for eSIM technology, presenting significant opportunities for innovation and growth in the telecommunications industry.
SCOPE OF STUDY:
The report analyzes the eSIM market in terms of units by the following Segments, and Geographic Regions/Countries:
World; USA; Canada; Japan; China; Europe; France; Germany; Italy; UK; Rest of Europe; Asia-Pacific; Rest of World.
Select Competitors (Total 38 Featured) -
Samsung Group
NXP Semiconductors NV
NTT Docomo, Inc.
Singapore Telecommunications Ltd. (SingTel)
Sierra Wireless, Inc.
Telenor ASA
Telenor Connexion
Telit IoT Platforms, LLC
Truphone Limited
1oT
GotYu
Airalo
Otono Networks
Gigs Inc
Monty Holding Group (Monty Mobile)
TABLE OF CONTENTS
I. METHODOLOGY
II. EXECUTIVE SUMMARY
1. MARKET OVERVIEW
Influencer Market Insights
eSIM - Global Key Competitors Percentage Market Share in 2024 (E)
Global Economic Update
eSIM: An Introduction
eSIM to Revolutionize the Concept of Connected Devices
Benefits of eSIM
eSIM Brings in Opportunities for MVNOs and MNOs to Transform Services
Meeting the Challenges in IoT Environment Crucial for eSIM Adoption
embedded SIMs to be the Basis for all Future SIM Innovations
Managing the eSIM Wave
eSIMs: The Future
Recent Industry Activity
Competitive Market Presence - Strong/Active/Niche/Trivial for Players Worldwide in 2024 (E)
2. FOCUS ON SELECT PLAYERS
3. MARKET TRENDS & DRIVERS
eSIMs & IoT: Perfect Elements of Future Transformation
Global Number of IoT Connected Devices (In Billion Units) for the Years 2016, 2018, 2020, 2022 & 2025
Spurt in Connected Cars Growth and Demand for Seamless Connectivity Augurs Well for eSIM Market
Global Connected Vehicle Shipments (In Million Units) for the Years 2019, 2021, 2023, and 2025
Strong Gains for Cellular Segment Foreseen for Automotive V2X Communication
World Market for Automotive Vehicle-to-Everything (V2X) by Connectivity (2020 & 2027): Percentage Breakdown of Revenues for Dedicated Short Range Communication (DSRC), and Cellular Connectivity
M2M IoT Market Offers Massive Growth Opportunity
Importance of Various Technology Enablers in Achieving Industry 4.0 Value Driver
Global Investments in Industrial IoT (IIoT) Platforms (In US$ Million) for the Years 2018, 2022 and 2025
Machine-to-Machine (M2M) Communication: A Review
Cellular M2M Communication Technology: A Novel M2M Communication Model
Growing Importance of eSIMs inConsumer Electronics Markets
eSIMs Technology Leaps Forward with Adoption among Major Smartphone Makers
eSIM Enabled Smartphones as a Share of Global Smartphone Shipments: 2019 Vs 2025
Global Smartphone Shipments in Million Units: 2015, 2020, & 2025
Select eSIM Embedded Smartphones by Manufacturer
Wearable Devices Hold Significant Potential
Global Shipments of Wearable Devices (in Million Units): 2015-2025
eSIM Technology Adoption to Accelerate with Arrival of 5G
World 5G Mobile Subscriptions: 2019-2025
eSIM.net Offers 5G eSIM Service
Hybrid eSIM Management to Leverage Opportunities in both Consumer and M2M Markets
Healthcare Industry Explores Potential of eSIMs for aiding Remote Medical Consultations
Industry to Address Security Threats
Rise of Smart Cities and Focus on Smart Energy Management Opens Up Opportunities
Smart Meters: Potential Opportunities Ahead
Global Smart Meters Market in US$ Billion: 2020, 2022, and 2025
Strategies to Leverage Embedded Module
4. GLOBAL MARKET PERSPECTIVE
TABLE 1: World Recent Past, Current & Future Analysis for eSIM by Geographic Region - USA, Canada, Japan, China, Europe, Asia-Pacific and Rest of World Markets - Independent Analysis of Annual Revenues in US$ Thousand for Years 2024 through 2030 and % CAGR
TABLE 2: World 6-Year Perspective for eSIM by Geographic Region - Percentage Breakdown of Value Revenues for USA, Canada, Japan, China, Europe, Asia-Pacific and Rest of World Markets for Years 2025 & 2030
TABLE 3: World Recent Past, Current & Future Analysis for M2M by Geographic Region - USA, Canada, Japan, China, Europe, Asia-Pacific and Rest of World Markets - Independent Analysis of Annual Revenues in US$ Thousand for Years 2024 through 2030 and % CAGR
TABLE 4: World 6-Year Perspective for M2M by Geographic Region - Percentage Breakdown of Value Revenues for USA, Canada, Japan, China, Europe, Asia-Pacific and Rest of World for Years 2025 & 2030
TABLE 5: World Recent Past, Current & Future Analysis for Smartphones by Geographic Region - USA, Canada, Japan, China, Europe, Asia-Pacific and Rest of World Markets - Independent Analysis of Annual Revenues in US$ Thousand for Years 2024 through 2030 and % CAGR
TABLE 6: World 6-Year Perspective for Smartphones by Geographic Region - Percentage Breakdown of Value Revenues for USA, Canada, Japan, China, Europe, Asia-Pacific and Rest of World for Years 2025 & 2030
TABLE 7: World Recent Past, Current & Future Analysis for Connected Cars by Geographic Region - USA, Canada, Japan, China, Europe, Asia-Pacific and Rest of World Markets - Independent Analysis of Annual Revenues in US$ Thousand for Years 2024 through 2030 and % CAGR
TABLE 8: World 6-Year Perspective for Connected Cars by Geographic Region - Percentage Breakdown of Value Revenues for USA, Canada, Japan, China, Europe, Asia-Pacific and Rest of World for Years 2025 & 2030
TABLE 9: World Recent Past, Current & Future Analysis for Laptops & Tablets by Geographic Region - USA, Canada, Japan, China, Europe, Asia-Pacific and Rest of World Markets - Independent Analysis of Annual Revenues in US$ Thousand for Years 2024 through 2030 and % CAGR
TABLE 10: World 6-Year Perspective for Laptops & Tablets by Geographic Region - Percentage Breakdown of Value Revenues for USA, Canada, Japan, China, Europe, Asia-Pacific and Rest of World for Years 2025 & 2030
TABLE 11: World Recent Past, Current & Future Analysis for Wearables by Geographic Region - USA, Canada, Japan, China, Europe, Asia-Pacific and Rest of World Markets - Independent Analysis of Annual Revenues in US$ Thousand for Years 2024 through 2030 and % CAGR
TABLE 12: World 6-Year Perspective for Wearables by Geographic Region - Percentage Breakdown of Value Revenues for USA, Canada, Japan, China, Europe, Asia-Pacific and Rest of World for Years 2025 & 2030
TABLE 13: World Recent Past, Current & Future Analysis for Other Applications by Geographic Region - USA, Canada, Japan, China, Europe, Asia-Pacific and Rest of World Markets - Independent Analysis of Annual Revenues in US$ Thousand for Years 2024 through 2030 and % CAGR
TABLE 14: World 6-Year Perspective for Other Applications by Geographic Region - Percentage Breakdown of Value Revenues for USA, Canada, Japan, China, Europe, Asia-Pacific and Rest of World for Years 2025 & 2030
TABLE 15: World eSIM Market Analysis of Annual Sales in US$ Thousand for Years 2020 through 2030
III. MARKET ANALYSIS
UNITED STATES
eSIM Market Presence - Strong/Active/Niche/Trivial - Key Competitors in the United States for 2025 (E)
TABLE 16: USA Recent Past, Current & Future Analysis for eSIM by Application - M2M, Smartphones, Connected Cars, Laptops & Tablets, Wearables and Other Applications - Independent Analysis of Annual Revenues in US$ Thousand for the Years 2024 through 2030 and % CAGR
TABLE 17: USA 6-Year Perspective for eSIM by Application - Percentage Breakdown of Value Revenues for M2M, Smartphones, Connected Cars, Laptops & Tablets, Wearables and Other Applications for the Years 2025 & 2030
CANADA
TABLE 18: Canada Recent Past, Current & Future Analysis for eSIM by Application - M2M, Smartphones, Connected Cars, Laptops & Tablets, Wearables and Other Applications - Independent Analysis of Annual Revenues in US$ Thousand for the Years 2024 through 2030 and % CAGR
TABLE 19: Canada 6-Year Perspective for eSIM by Application - Percentage Breakdown of Value Revenues for M2M, Smartphones, Connected Cars, Laptops & Tablets, Wearables and Other Applications for the Years 2025 & 2030
JAPAN
eSIM Market Presence - Strong/Active/Niche/Trivial - Key Competitors in Japan for 2025 (E)
TABLE 20: Japan Recent Past, Current & Future Analysis for eSIM by Application - M2M, Smartphones, Connected Cars, Laptops & Tablets, Wearables and Other Applications - Independent Analysis of Annual Revenues in US$ Thousand for the Years 2024 through 2030 and % CAGR
TABLE 21: Japan 6-Year Perspective for eSIM by Application - Percentage Breakdown of Value Revenues for M2M, Smartphones, Connected Cars, Laptops & Tablets, Wearables and Other Applications for the Years 2025 & 2030
CHINA
eSIM Market Presence - Strong/Active/Niche/Trivial - Key Competitors in China for 2025 (E)
TABLE 22: China Recent Past, Current & Future Analysis for eSIM by Application - M2M, Smartphones, Connected Cars, Laptops & Tablets, Wearables and Other Applications - Independent Analysis of Annual Revenues in US$ Thousand for the Years 2024 through 2030 and % CAGR
TABLE 23: China 6-Year Perspective for eSIM by Application - Percentage Breakdown of Value Revenues for M2M, Smartphones, Connected Cars, Laptops & Tablets, Wearables and Other Applications for the Years 2025 & 2030
EUROPE
eSIM Market Presence - Strong/Active/Niche/Trivial - Key Competitors in Europe for 2025 (E)
TABLE 24: Europe Recent Past, Current & Future Analysis for eSIM by Geographic Region - France, Germany, Italy, UK and Rest of Europe Markets - Independent Analysis of Annual Revenues in US$ Thousand for Years 2024 through 2030 and % CAGR
TABLE 25: Europe 6-Year Perspective for eSIM by Geographic Region - Percentage Breakdown of Value Revenues for France, Germany, Italy, UK and Rest of Europe Markets for Years 2025 & 2030
TABLE 26: Europe Recent Past, Current & Future Analysis for eSIM by Application - M2M, Smartphones, Connected Cars, Laptops & Tablets, Wearables and Other Applications - Independent Analysis of Annual Revenues in US$ Thousand for the Years 2024 through 2030 and % CAGR
TABLE 27: Europe 6-Year Perspective for eSIM by Application - Percentage Breakdown of Value Revenues for M2M, Smartphones, Connected Cars, Laptops & Tablets, Wearables and Other Applications for the Years 2025 & 2030
FRANCE
eSIM Market Presence - Strong/Active/Niche/Trivial - Key Competitors in France for 2025 (E)
TABLE 28: France Recent Past, Current & Future Analysis for eSIM by Application - M2M, Smartphones, Connected Cars, Laptops & Tablets, Wearables and Other Applications - Independent Analysis of Annual Revenues in US$ Thousand for the Years 2024 through 2030 and % CAGR
TABLE 29: France 6-Year Perspective for eSIM by Application - Percentage Breakdown of Value Revenues for M2M, Smartphones, Connected Cars, Laptops & Tablets, Wearables and Other Applications for the Years 2025 & 2030
GERMANY
eSIM Market Presence - Strong/Active/Niche/Trivial - Key Competitors in Germany for 2025 (E)
TABLE 30: Germany Recent Past, Current & Future Analysis for eSIM by Application - M2M, Smartphones, Connected Cars, Laptops & Tablets, Wearables and Other Applications - Independent Analysis of Annual Revenues in US$ Thousand for the Years 2024 through 2030 and % CAGR
TABLE 31: Germany 6-Year Perspective for eSIM by Application - Percentage Breakdown of Value Revenues for M2M, Smartphones, Connected Cars, Laptops & Tablets, Wearables and Other Applications for the Years 2025 & 2030
ITALY
TABLE 32: Italy Recent Past, Current & Future Analysis for eSIM by Application - M2M, Smartphones, Connected Cars, Laptops & Tablets, Wearables and Other Applications - Independent Analysis of Annual Revenues in US$ Thousand for the Years 2024 through 2030 and % CAGR
TABLE 33: Italy 6-Year Perspective for eSIM by Application - Percentage Breakdown of Value Revenues for M2M, Smartphones, Connected Cars, Laptops & Tablets, Wearables and Other Applications for the Years 2025 & 2030
UNITED KINGDOM
eSIM Market Presence - Strong/Active/Niche/Trivial - Key Competitors in the United Kingdom for 2025 (E)
TABLE 34: UK Recent Past, Current & Future Analysis for eSIM by Application - M2M, Smartphones, Connected Cars, Laptops & Tablets, Wearables and Other Applications - Independent Analysis of Annual Revenues in US$ Thousand for the Years 2024 through 2030 and % CAGR
TABLE 35: UK 6-Year Perspective for eSIM by Application - Percentage Breakdown of Value Revenues for M2M, Smartphones, Connected Cars, Laptops & Tablets, Wearables and Other Applications for the Years 2025 & 2030
REST OF EUROPE
TABLE 36: Rest of Europe Recent Past, Current & Future Analysis for eSIM by Application - M2M, Smartphones, Connected Cars, Laptops & Tablets, Wearables and Other Applications - Independent Analysis of Annual Revenues in US$ Thousand for the Years 2024 through 2030 and % CAGR
TABLE 37: Rest of Europe 6-Year Perspective for eSIM by Application - Percentage Breakdown of Value Revenues for M2M, Smartphones, Connected Cars, Laptops & Tablets, Wearables and Other Applications for the Years 2025 & 2030
ASIA-PACIFIC
eSIM Market Presence - Strong/Active/Niche/Trivial - Key Competitors in Asia-Pacific for 2025 (E)
TABLE 38: Asia-Pacific Recent Past, Current & Future Analysis for eSIM by Application - M2M, Smartphones, Connected Cars, Laptops & Tablets, Wearables and Other Applications - Independent Analysis of Annual Revenues in US$ Thousand for the Years 2024 through 2030 and % CAGR
TABLE 39: Asia-Pacific 6-Year Perspective for eSIM by Application - Percentage Breakdown of Value Revenues for M2M, Smartphones, Connected Cars, Laptops & Tablets, Wearables and Other Applications for the Years 2025 & 2030
REST OF WORLD
TABLE 40: Rest of World Recent Past, Current & Future Analysis for eSIM by Application - M2M, Smartphones, Connected Cars, Laptops & Tablets, Wearables and Other Applications - Independent Analysis of Annual Revenues in US$ Thousand for the Years 2024 through 2030 and % CAGR
TABLE 41: Rest of World 6-Year Perspective for eSIM by Application - Percentage Breakdown of Value Revenues for M2M, Smartphones, Connected Cars, Laptops & Tablets, Wearables and Other Applications for the Years 2025 & 2030