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市場調查報告書
商品編碼
1843505
2025 年全球 eSIM 市場報告eSIM Global Market Report 2025 |
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近年來,eSIM市場發展迅猛,預計將從2024年的107.6億美元成長到2025年的119.8億美元,複合年成長率達11.4%。這段歷史性成長時期主要受以下因素驅動:物聯網設備的日益普及、行動連線需求的不斷成長、全球化和跨境連接、安全和認證要求,以及對緊湊型整合解決方案的需求。
預計未來幾年eSIM市場規模將快速成長,到2029年將達到197.9億美元,複合年成長率(CAGR)為13.4%。預測期內的成長可歸因於物聯網連接的持續成長、5G網路的擴展、新應用場景的湧現、行動裝置的日益普及以及對遠端SIM卡配置需求的不斷成長。預測期內的關鍵趨勢包括物聯網的廣泛應用、智慧家庭設備中嵌入式SIM卡的普及、跨產業合作、與區塊鏈技術的整合以及對安全性和認證的日益重視。
eSIM 代表嵌入式用戶識別模組,指的是嵌入式通用整合電路卡 (eUICC),它可以支援內建的各種網路營運商配置文件,使用戶無需物理 nano-SIM 卡即可使用營運商的蜂窩套餐。
eSIM 的主要解決方案包括硬體和連接服務。硬體包括電腦系統的實體組件,以及與其連接的設備。 eSIM 的應用範圍十分廣泛,涵蓋各種裝置和產業,例如聯網汽車、筆記型電腦、機器對機器 (M2M)通訊、智慧型手機、平板電腦、穿戴式裝置以及其他物聯網 (IoT) 裝置。這些應用遍及汽車、消費性電子、能源和公共、製造業、零售業以及運輸和物流等多個產業。
美國在2025年春季突然提高關稅及其引發的貿易摩擦,對資訊科技產業,特別是硬體製造、資料基礎設施和軟體部署領域,產生了重大影響。進口半導體、電路基板和網路設備的關稅上漲,推高了高科技公司、雲端服務供應商和資料中心的生產和營運成本。在全球範圍內採購筆記型電腦、伺服器和消費電子產品零件的公司,面臨更長的前置作業時間和價格壓力。同時,對專用軟體徵收的關稅以及主要國際市場的報復性措施,擾亂了全球IT供應鏈,並降低了海外對美國製造技術的需求。為了應對這些挑戰,該產業正在加大對國內晶片生產的投資,擴大供應商網路,並利用人工智慧驅動的自動化技術來增強韌性,更有效地控制成本。
本研究報告是商業研究公司(The Business Research Company)全新系列報告的一部分,提供eSIM市場統計數據,例如全球市場規模、區域佔有率、eSIM市場佔有率競爭對手、詳細的eSIM市場細分、市場趨勢和商業機會,為您提供在eSIM行業取得成功所需的數據。本eSIM市場研究報告全面概述了您所需的一切資訊,並對行業現狀和未來發展趨勢進行了詳細分析。
預測未來五年成長率為13.4%,較我們先前對該市場的預測略微下降0.8%。這一下降主要歸因於美國與其他國家之間的關稅影響。台灣地區可程式SIM卡硬體和整合網路組件成本因關稅上漲而增加,可能會阻礙eSIM在行動裝置和物聯網設備中的普及,並減緩通訊業者舉措。此外,相互關稅以及日益加劇的貿易緊張局勢和限制措施對全球經濟和貿易的負面影響也可能產生更廣泛的影響。
智慧型手機的日益普及是推動eSIM市場未來擴張的主要因素。 eSIM嵌入智慧型手機等消費性電子設備中,允許透過軟體重新編程SIM卡內容,例如國際行動用戶識別碼(IMSI)和網路營運商設定文件,從而無需更換實體SIM卡。例如,根據美國營收營運平台Demand Sage的報告顯示,全球智慧型手機用戶數量將從2022年的約66億增加到2023年7月的68億。這很可能推動智慧型手機的普及和eSIM市場的成長。
物聯網設備的日益普及預計將推動未來eSIM市場的成長。物聯網設備是指配備感測器、軟體和網路連接功能的實體設備,它們能夠透過網際網路進行資料收集和交換,從而實現遠端監控和控制。物聯網設備的普及得益於技術進步、網際網路接入的改善以及各行業對自動化和數據驅動型洞察日益成長的需求。 eSIM在物聯網設備中扮演關鍵角色,它能夠實現蜂窩連接的遠端配置和管理,使設備無需更換實體SIM卡即可輕鬆切換網路。例如,根據瑞典電信業者愛立信2022年11月發布的報告,連接大多數蜂巢式物聯網設備的寬頻物聯網(4G/5G)在2022年達到了13億連接。預計到2028年底,近60%的蜂巢式物聯網連接將是寬頻物聯網連接,主要使用4G網路。目前,東北亞在蜂巢式物聯網連接方面處於領先地位,預計到 2023 年連接數將超過 20 億。因此,物聯網連接設備的普及正在推動 eSIM 市場的成長。
eSIM市場的主要企業致力於開發創新解決方案,以滿足國際旅客日益成長的需求,尤其是5G旅遊eSIM。這些eSIM擁有許多獨特功能,例如可透過線上平台和應用程式輕鬆完成的簡化數位啟動流程。總部位於新加坡的電信業者Singtel於2023年9月推出了針對國際旅客的5G旅遊eSIM。這款eSIM旨在提升便利性和價值,讓旅客在抵達新加坡之前管理好他們的網路連線需求。 Singtel將專注於諸如一級方程式大獎賽等重大賽事,以展示eSIM的便捷激活流程,從而免去傳統的SIM卡購買步驟,並提供無縫的5G連接,提升旅行體驗。
eSIM市場的主要企業正優先開發能夠促進永續和永續連接解決方案的獨特功能。 「環保」指的是旨在最大限度減少環境影響的實踐和產品。例如,2023年1月,總部位於印度的電信業者Airtel推出了eSIM,這是一種數位SIM卡,可提供與實體SIM卡類似的無縫功能。 Airtel的eSIM不僅支援快速線上設置,還提供環保功能,例如在同一裝置上使用兩個號碼。這項服務與MTN和9mobile的服務一同提供,需要相容的設備,並在Airtel服務負責人的指導下進行SIM卡更換。
2023年7月,印度電信業者塔塔通訊(Tata Communications)收購了Oasis Smart SIM剩餘的41.9%股份,具體金額未揭露,此舉引發廣泛關注。此次策略性收購將Oasis Smart SIM在eSIM技術領域的專長融入塔塔通訊,進而增強其技術實力。 Oasis Smart SIM總部位於法國,專注於為物聯網(IoT)和機器對機器(M2M)應用提供客製化的eSIM解決方案。
eSIM市場由提供純資料通訊服務以及語音、簡訊和資料通訊服務的業者所獲得的收入所構成。市場價值包括服務供應商銷售的或包含在其服務產品中的相關商品的價值。 eSIM市場包括用於提供eSIM服務的嵌入式積體電路(eUICC)的銷售。該市場的價值為“出廠價”,即商品製造商或創造者銷售給其他營業單位(包括下游製造商、批發商、經銷商和零售商)或直接銷售給最終客戶的價值。該市場中的商品價值也包括商品創造者銷售的相關服務。
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.