eSIM市場：按應用、產業、地區分類

eSIM Market, By Application, By Vertical, By Geography

出版日期: 2026年07月13日 | 出版商:

Coherent Market Insights | 英文 257 Pages | 商品交期: 2-3個工作天內

價格

簡介目錄

預計到 2026 年，eSIM 市場規模將達到 231 億美元，到 2033 年將達到 663 億美元。預計從 2026 年到 2033 年，其複合年成長率將達到 16.3%。

報告範圍		報告詳情
基準年：	2025	2026年市場規模：	231億美元
歷史數據時期：	2020年至2024年	預測期：	2026年至2033年
2026年至2033年預測期間的複合年成長率：	16.30%	2033年市場規模預測：	663億美元

eSIM（嵌入式SIM卡）是一種用於遠端操作和管理全球多台行動裝置的技術。 eSIM必須符合GSMA（全球行動通訊系統協會）遠端SIM卡配置規範。這種SIM卡內建於設備中，無法取出。此外，將eSIM整合到設備中無需實體更換SIM卡。 eSIM廣泛應用於各種家用電子電器，包括智慧型手機、筆記型電腦、智慧穿戴裝置、平板電腦和智慧家居設備。 eSIM具有許多優勢，例如高品質的連線、使用者遠端切換通訊業者、在單一裝置上儲存多個設定檔以及維護兩個或多個可根據使用者需求切換的電話號碼。

2021年全球eSIM市場規模價值108.435億美元。

市場動態

物聯網技術的日益普及以及汽車、能源、零售等眾多行業連網型設備製造的不斷擴展，正在推動市場對eSIM的需求。例如，2020年4月，英飛凌科技股份公司宣布與印度電信業者塔塔通訊建立合作關係，共同推出物聯網應用的eSIM解決方案。此次合作將使英飛凌科技股份公司能夠利用塔塔通訊的「MOVE」平台在全球部署物聯網連接設備。該平台旨在為客戶提供整合的物聯網服務。此外，eSIM還支援營運商之間的無縫切換。過去，切換業者需要設備用戶更換SIM卡，這會帶來較高的資料遺失風險。由於eSIM永久嵌入設備中，因此降低了資料遺失的風險。能夠遠端切換網路的便利性促使用戶選擇eSIM而非傳統SIM卡。因此，eSIM製造商正日益致力於將傳統SIM卡與最新的eSIM技術整合。這些因素將推動預測期內eSIM的需求成長。此外，許多跨國公司正致力於開發具有新功能和新技術的新產品，以獲得市場競爭優勢。各行各業都在專注於開發具有新功能的新產品，以滿足終端用戶的需求。例如，英飛凌科技於2020年3月推出了以行動消費設備為導向的OPTIGA Connect eSIM。這款新型eSIM支援從3G到5G的所有GSMA（全球行動通訊系統協會）標準，並為使用者提供裝置認證，以便用戶連接到其選擇的通訊業者網路。

本次調查的主要特點

本研究揭示了各個細分市場的潛在商機，並為該市場說明了一個具有吸引力的投資提案矩陣。
此外，本研究還深入分析了市場促進因素、限制因素、機會、新產品發布和核准情況、區域展望以及主要市場參與者採取的競爭策略。
本研究根據以下參數介紹了全球 eSIM 市場主要參與者的概況：公司概況、財務表現、產品系列、企業發展區域、市值、主要發展、策略和未來計劃。
本報告提供的見解將使企業行銷負責人和經營團隊能夠就未來的產品發布、產品升級、市場擴張和行銷策略做出明智的決策。
這份全球 eSIM 市場報告的目標受群眾外包括行業內的各種相關人員，例如投資者、供應商、託管服務供應商、第三方服務供應商、分銷商、新參與企業和增值轉售商。
相關人員可以透過利用各種用於分析全球 eSIM 市場的策略矩陣來簡化決策過程。

北美洲
- 美國
- 加拿大
拉丁美洲
- 巴西
- 墨西哥
- 阿根廷
- 其他拉丁美洲國家
歐洲
- 英國
- 德國
- 義大利
- 法國
- 西班牙
- 俄羅斯
- 其他歐洲國家
亞太地區
- 中國
- 印度
- 日本
- ASEAN
- 澳洲
- 韓國
- 其他亞太國家
中東
- GCC
- 以色列
- 其他中東國家
非洲
- 北非
- 中非
- 南非

第7章競爭情勢

熱圖分析
市佔率分析
公司簡介
- Infineon Technologies AG
- STMicroelectronics
- Deutsche Telekom AG
- Giesecke+Devrient Mobile Security GmbH
- Thales Group
- KORE Wireless
- Arm Limited
- Truphone Limited
- Workz Group
- Sierra Wireless
- NXP Semiconductors
- AT&T
分析師意見

第8章

參考
調查方法
關於本公司

簡介目錄

Product Code: CMI4290

eSIM Market is estimated to be valued at USD 23.1 Bn in 2026 and is expected to reach USD 66.3 Bn by 2033, growing at a compound annual growth rate (CAGR) of 16.3% from 2026 to 2033.

Report Coverage		Report Details
Base Year:	2025	Market Size in 2026:	USD 23.1 Bn
Historical Data for:	2020 To 2024	Forecast Period:	2026 To 2033
Forecast Period 2026 to 2033 CAGR:	16.30%	2033 Value Projection:	USD 66.3 Bn

eSIM also is known as embedded SIM operates or remotely manages multiple mobile devices globally. It is mandatory for eSIMs to comply with Global System Mobile Association (GSMA) remote SIM provisioning specification. These types of SIMs are inbuilt into devices and cannot be removed. Moreover, the integration of devices with eSIM eliminating the need for physically replacing the SIM card. eSIM finds its applications in consumer electronics such as smartphones, laptops, smart wearable, tablet, smart home devices, and many others. There are many advantages offered by eSIM such as high-quality connectivity, enable users to change operators remotely and allow people to store multiple profiles on a single device having more than two numbers and can switch between one another depending on the users.

The Global eSIM market was valued for US$ 10843.5 Mn in 2021.

Market Dynamics

The increasing adoption of IoT technology across many verticals such as automotive, energy, retail for the manufacturing of connected devices is increasing the demand for eSIMs in the market. For instance, in April 2020, Infineon Technologies AG announced a partnership with Tata Communication, Indian based telecommunication company to launch an eSIM solution for IoT applications. Through this partnership, Infineon Technologies AG can deploy IoT connected devices around the world by using the Tata communication MOVE platform. This platform is used to offer IoT integrated services to its customers. Moreover, eSIM provides facilities for a seamless switch between the network carriers. Earlier, the device owner had to replace the physical SIM while switching to the network carrier. During the switching process, there is a high chance of data loss. The usage of eSIM reduces the threat of data loss as these SIMs are permanently integrated into the device. The facility of remotely switching between the network influencing individuals to select eSIMs over traditional SIMs. Thus, eSIMs manufactures are increasingly focusing on integrating traditional SIMs with the latest eSIMs. These factors have boosted the demand for eSIM market during the forecast period. Moreover, several global players across different countries are focusing on developing new products with new features and technologies to gain competitive edge in the market. Industries are focusing on developing new products with new features to cater to the demand from the end users. For instance, in March 2020, Infineon Technologies launched OPTIGA Connect eSIM for mobile consumer devices. This new eSIM support all Global System Mobile Association (GSMA) standards from 3G to 5G and authenticates device to subscribe to network carrier of choice.

Key features of the study

It elucidates potential revenue opportunities across different segments and explains attractive investment proposition matrices for this market
This study also provides key insights about market drivers, restraints, opportunities, new product launches or approvals, regional outlook, and competitive strategies adopted by the leading market players
It profiles leading players in the global eSIM market based on the following parameters - company overview, financial performance, product portfolio, geographical presence, market capital, key developments, strategies, and future plans
Companies covered as a part of this study include Infineon Technologies AG, STMicroelectronics, Deutsche Telekom AG, Giesecke+Devrient Mobile Security GmbH, Thales Group, KORE Wireless, Arm Limited, Truphone Limited, Workz Group, Sierra Wireless, NXP Semiconductors, AT&T.
Insights from this report would allow marketers and management authorities of companies to make informed decisions regarding future product launches, product upgrades, market expansion, and marketing tactics
The global eSIM market report caters to various stakeholders in this industry including investors, suppliers, managed service providers, third-party service providers, distributors, new entrants, and value-added resellers
Stakeholders would have ease in decision-making through various strategy matrices used in analyzing the global eSIM market

Market Segmentation

By Application (Revenue, USD Bn, 2021-2033)
Connected Cars
Laptops
M2M
Smartphones
Tablets
Wearables
Others
- Drones
- Smart Meters
- Smart Grids
By Vertical (Revenue, USD Bn, 2021-2033)
Automotive
Consumer Electronics
Energy & Utilities
Manufacturing
Retail
Transportation & Logistics
By Region (Revenue, USD Bn, 2021-2033)
North America
- U.S.
- Canada
Latin America
- Brazil
- Mexico
- Argentina
- Rest of Latin America
Europe
- Germany
- U.K.
- France
- Italy
- Spain
- Russia
- Rest of Europe
Asia Pacific
- China
- India
- Japan
- Australia
- South Korea
- ASEAN
- Rest of Asia Pacific
Middle East
- GCC
- Israel
- Rest of Middle East
Africa
- South Africa
- Central Africa
- North Africa
Key Players
Infineon Technologies AG
STMicroelectronics
Deutsche Telekom AG
Giesecke+Devrient Mobile Security GmbH
Thales Group
KORE Wireless
Arm Limited
Truphone Limited
Workz Group
Sierra Wireless
NXP Semiconductors
AT&T

1. Research Objectives and Assumptions

Research Objectives
Assumptions
Abbreviations

2. Market Overview

Report Description
- Market Definition and Scope
Executive Summary
- Market Snapshot, By Application
- Market Snapshot, By Vertical
- Market Snapshot, By Region
Coherent Opportunity Map (COM)

3. Market Dynamics, Regulations, and Trends Analysis

Market Dynamics
- Drivers
- Restraints
- Market Opportunities
Impact Analysis
Market Trends
Key Developments
Product Approval
Collaboration/Merge/Acquisition
Regulatory Landscape
PEST Analysis
Porter's Five Forces Analysis
Epidemiology
Robust Pipeline Analysis

4. Global eSIM Market, By Application, 2021 - 2033, (USD Billion)

Introduction
- Market Share Analysis, 2026 and 2033 (%)
- Y-o-Y Growth Analysis, 2022- 2033
- Segment Trends
Connected Cars
- Introduction
- Market Size and Forecast, and Y-o-Y Growth, 2021-2033, (USD Billion)
Laptops
- Introduction
- Market Size and Forecast, and Y-o-Y Growth, 2021-2033, (USD Billion)
M2M
- Introduction
- Market Size and Forecast, and Y-o-Y Growth, 2021-2033, (USD Billion)
Smartphones
- Introduction
- Market Size and Forecast, and Y-o-Y Growth, 2021-2033, (USD Billion)
Tablets
- Introduction
- Market Size and Forecast, and Y-o-Y Growth, 2021-2033, (USD Billion)
Wearables
- Introduction
- Market Size and Forecast, and Y-o-Y Growth, 2021-2033, (USD Billion)
Others
- Introduction
- Market Size and Forecast, and Y-o-Y Growth, 2021-2033, (USD Billion)
  - Drones
  - Smart Meters
  - Smart Grids

5. Global eSIM Market, By Vertical, 2021 - 2033, (USD Billion)

Introduction
- Market Share Analysis, 2026 and 2033 (%)
- Y-o-Y Growth Analysis, 2022- 2033
- Segment Trends
Automotive
- Introduction
- Market Size and Forecast, and Y-o-Y Growth, 2021-2033, (USD Billion)
Consumer Electronics
- Introduction
- Market Size and Forecast, and Y-o-Y Growth, 2021-2033, (USD Billion)
Energy & Utilities
- Introduction
- Market Size and Forecast, and Y-o-Y Growth, 2021-2033, (USD Billion)
Manufacturing
- Introduction
- Market Size and Forecast, and Y-o-Y Growth, 2021-2033, (USD Billion)
Retail
- Introduction
- Market Size and Forecast, and Y-o-Y Growth, 2021-2033, (USD Billion)
Transportation & Logistics
- Introduction
- Market Size and Forecast, and Y-o-Y Growth, 2021-2033, (USD Billion)

6. Global eSIM Market, By Region, 2021 - 2033, (USD Billion)

Introduction
- Market Share Analysis, By Region, 2026 and 2033 (%)
- Y-o-Y Growth Analysis, For Regions, 2022-2033
- Regional Trends
North America
- Introduction
- Market Size and Forecast, and Y-o-Y Growth, By Application, 2021 - 2033, (USD Billion)
- Market Size and Forecast, and Y-o-Y Growth, By Vertical, 2021 - 2033, (USD Billion)
- Market Size and Forecast, and Y-o-Y Growth, By Country, 2021 - 2033, (USD Billion)
  - U.S.
  - Canada
Latin America
- Introduction
- Market Size and Forecast, and Y-o-Y Growth, By Application, 2021 - 2033, (USD Billion)
- Market Size and Forecast, and Y-o-Y Growth, By Vertical, 2021 - 2033, (USD Billion)
- Market Size and Forecast, and Y-o-Y Growth, By Country, 2021 - 2033, (USD Billion)
  - Brazil
  - Mexico
  - Argentina
  - Rest of Latin America
Europe
- Introduction
- Market Size and Forecast, and Y-o-Y Growth, By Application, 2021 - 2033, (USD Billion)
- Market Size and Forecast, and Y-o-Y Growth, By Vertical, 2021 - 2033, (USD Billion)
- Market Size and Forecast, and Y-o-Y Growth, By Country, 2021 - 2033, (USD Billion)
  - U.K.
  - Germany
  - Italy
  - France
  - Spain
  - Russia
  - Rest of Europe
Asia Pacific
- Introduction
- Market Size and Forecast, and Y-o-Y Growth, By Application, 2021 - 2033, (USD Billion)
- Market Size and Forecast, and Y-o-Y Growth, By Vertical, 2021 - 2033, (USD Billion)
- Market Size and Forecast, and Y-o-Y Growth, By Country, 2021 - 2033, (USD Billion)
  - China
  - India
  - Japan
  - ASEAN
  - Australia
  - South Korea
  - Rest of Asia Pacific
Middle East
- Introduction
- Market Size and Forecast, and Y-o-Y Growth, By Application, 2021 - 2033, (USD Billion)
- Market Size and Forecast, and Y-o-Y Growth, By Vertical, 2021 - 2033, (USD Billion)
- Market Size and Forecast, and Y-o-Y Growth, By Country, 2021 - 2033, (USD Billion)
  - GCC
  - Israel
  - Rest of Middle East
Africa
- Introduction
- Market Size and Forecast, and Y-o-Y Growth, By Application, 2021 - 2033, (USD Billion)
- Market Size and Forecast, and Y-o-Y Growth, By Vertical, 2021 - 2033, (USD Billion)
- Market Size and Forecast, and Y-o-Y Growth, By Country, 2021 - 2033, (USD Billion)
  - North Africa
  - Central Africa
  - South Africa

7. Competitive Landscape

Heat Map Analysis
Market Share Analysis
Company Profile
- Infineon Technologies AG
  - Company Highlights
  - Product Portfolio
  - Financial Performance
  - Recent Highlights
  - Market Strategies
- STMicroelectronics
  - Company Highlights
  - Product Portfolio
  - Financial Performance
  - Recent Highlights
  - Market Strategies
- Deutsche Telekom AG
  - Company Highlights
  - Product Portfolio
  - Financial Performance
  - Recent Highlights
  - Market Strategies
- Giesecke+Devrient Mobile Security GmbH
  - Company Highlights
  - Product Portfolio
  - Financial Performance
  - Recent Highlights
  - Market Strategies
- Thales Group
  - Company Highlights
  - Product Portfolio
  - Financial Performance
  - Recent Highlights
  - Market Strategies
- KORE Wireless
  - Company Highlights
  - Product Portfolio
  - Financial Performance
  - Recent Highlights
  - Market Strategies
- Arm Limited
  - Company Highlights
  - Product Portfolio
  - Financial Performance
  - Recent Highlights
  - Market Strategies
- Truphone Limited
  - Company Highlights
  - Product Portfolio
  - Financial Performance
  - Recent Highlights
  - Market Strategies
- Workz Group
  - Company Highlights
  - Product Portfolio
  - Financial Performance
  - Recent Highlights
  - Market Strategies
- Sierra Wireless
  - Company Highlights
  - Product Portfolio
  - Financial Performance
  - Recent Highlights
  - Market Strategies
- NXP Semiconductors
  - Company Highlights
  - Product Portfolio
  - Financial Performance
  - Recent Highlights
  - Market Strategies
- AT&T
  - Company Highlights
  - Product Portfolio
  - Financial Performance
  - Recent Highlights
  - Market Strategies
Analyst Views