El mercado de eSIM se valoró en 392,74 millones de dólares en 2019 y se prevé que alcance los 2.282,27 millones de dólares en 2027; se espera que crezca a una tasa compuesta anual del 27,36% de 2020 a 2027.
Se prevé que el mercado de SIM integrada (eSIM) será testigo de una tasa de crecimiento significativa durante el período de pronóstico . El crecimiento se atribuye principalmente a la adopción sustancial de la tecnología IoT en todas las industrias. La conectividad de red se ha convertido en un componente integral de cualquier instalación de fabricación. El crecimiento del mercado de SIM integrada (eSIM) también se relaciona con la presencia de una gran cantidad de actores bien establecidos y empresas emergentes en todo el mundo. Además, la fuerte asistencia de asociaciones como GSMA, el Instituto Europeo de Normas de Telecomunicaciones (ETSI), la Asociación de Telecomunicaciones de América del Norte y la Asociación de la Industria de las Telecomunicaciones está catalizando a los actores del mercado de tarjetas SIM integradas (eSIM) para mejorar su tecnología, lo que está atrayendo a un mayor número de usuarios finales. usuarios.
El mercado de SIM integrada (eSIM) también está impulsado por la posibilidad de un cambio fluido entre operadores de red. Tradicionalmente, el propietario del dispositivo tenía que reemplazar la SIM física mientras cambiaba a otro proveedor de red, y ha habido casos en los que los datos de la SIM se pierden durante el cambio de proveedor de red. El uso de eSIM omite esta amenaza de pérdida de datos, ya que la SIM está integrada permanentemente en el dispositivo. La oportunidad de cambiar de red de forma remota está influyendo en que las personas opten por las eSIM y, debido a la creciente demanda, los fabricantes de teléfonos inteligentes están haciendo cada vez más hincapié en integrar las mismas en los últimos teléfonos. Estos factores están impulsando el crecimiento del mercado de SIM integrada (eSIM).
América del Norte lideró el mercado de SIM integrada (eSIM) en 2019 y se espera que continúe su dominio. durante el período de pronóstico. La presencia de un gran número de empresas de telecomunicaciones, junto con mayores volúmenes de fabricantes de automóviles y electrónica de consumo inteligente en la región, están impulsando el crecimiento del mercado de tarjetas SIM integradas. La penetración de las tecnologías inteligentes entre la masa norteamericana es considerablemente mayor, debido a la conciencia sobre los beneficios de la eSIM entre la población estadounidense y canadiense. La mayor conciencia genera una mayor demanda de dispositivos integrados con eSIM, lo que cataliza el mercado de SIM integrada (eSIM) en la región.
Impacto de la pandemia de COVID-19 en el mercado de eSIM
La crisis de COVID-19 está afectando a las industrias en todo el mundo y se prevé que la economía global sufrirá el peor golpe en el año 2020 y probablemente también en 2021. El brote ha creado importantes perturbaciones en industrias primarias como la electrónica de consumo, los semiconductores, la automoción y la infraestructura de TI. Todas estas industrias son cruciales para el crecimiento del mercado global de eSIM, ya que son las principales industrias generadoras de demanda de eSIM. Los cierres de fábricas, las prohibiciones de viaje, las prohibiciones comerciales y los cierres de fronteras han afectado tanto a la fabricación como a las ventas de diversos productos y componentes electrónicos de consumo. La industria mundial de la electrónica y los semiconductores es una de las principales industrias que enfrenta graves interrupciones debido a problemas en la cadena de suministro y cierres de fabricación.
regiones lucrativas para el mercado eSIM
Perspectivas del mercado
Excelente demanda de tecnologías inteligentes
Tecnologías inteligentes, como Como los dispositivos portátiles inteligentes, los teléfonos inteligentes, la electrónica inteligente y los vehículos inteligentes o inteligentes están ganando una inmensa atracción en el escenario actual en todo el mundo.
La electrónica de consumo es una de las industrias clave para el crecimiento del mercado de SIM integrada (eSIM), impulsado principalmente por el sector de los teléfonos inteligentes. En la actualidad, una gran parte de la población de los países desarrollados y en desarrollo posee teléfonos inteligentes. A medida que los fabricantes de teléfonos inteligentes continúan desarrollando y comercializando teléfonos inteligentes con tecnología avanzada, varias industrias asociadas, como la industria de las telecomunicaciones, también se benefician. El crecimiento de la industria de los teléfonos inteligentes ha llevado a varias empresas de telecomunicaciones a diseñar y desarrollar eSIM con ventajas adicionales sobre las SIM extraíbles. La demanda de teléfonos inteligentes sigue creciendo y se prevé que la industria aumentará enormemente a lo largo de los años. Se espera que la tendencia ascendente en la adopción de teléfonos inteligentes impulse el mercado de SIM integrada (eSIM), ya que los fabricantes de teléfonos inteligentes están enfatizando en ofrecer sus productos con eSIM.
Mercado basado en aplicaciones Insights
Basado en la aplicación, el mercado global de eSIM se segmenta en automóviles conectados, computadoras portátiles y tabletas, M2M, teléfonos inteligentes, dispositivos portátiles y otros. Los OEM de todo el mundo se están centrando en el desarrollo y la integración de eSIM en diversas aplicaciones. La creciente demanda de miniaturización y tecnología IoT en diversas industrias también está impulsando el mercado eSIM a nivel mundial. La aplicación de la tecnología eSIM con módulos celulares M2M desenvuelve más innovación y desarrollo tecnológico a nivel global. Las aplicaciones M2M están impulsando la demanda de eSIM en diversas industrias, como la automoción, la electrónica de consumo, el comercio minorista, la energía y la industria. servicios públicos y logística y servicios. transporte. La creciente demanda de tecnología avanzada e innovadora, como aplicaciones M2M e IoT, está impulsando la integración de eSIM en diversas industrias.
Mercado de eSIM, por aplicación: ; 2019 y 2027
Perspectivas del mercado vertical basado en tipos
Los crecientes avances tecnológicos y el crecimiento La tendencia de miniaturización de dispositivos en varios sectores verticales de la industria está impulsando la integración de eSIM. Los proveedores de telecomunicaciones se están centrando en el desarrollo y los avances en las tecnologías de conectividad entre los dispositivos. Optimiza el espacio en los dispositivos y la eSIM está ampliando el alcance de los dispositivos de consumo conectados de nueva generación. Según la vertical, el mercado de eSIM se segmenta en automoción, energía y servicios públicos, fabricación, venta minorista, electrónica de consumo, transporte y logística, entre otros.
Información estratégica
El desarrollo de productos son las estrategias comúnmente adoptadas por las empresas para ampliar su cartera de productos. NXP Semiconductor, IDEMIA y Gemalto se encuentran entre los actores clave que implementan estrategias para ampliar la base de clientes y ganar una participación significativa en el mercado eSIM, lo que a su vez les permite mantener su marca en el mercado global.
Segmentación del mercado eSIM:
Por aplicación
- Coches conectados
- Portátiles y tabletas
- M2M
- Smartphones
- Usables
- Otros
Por vertical
- Consumidor Electrónica
- Automoción
- Energía y servicios públicos
- Fabricación
- Venta al por menor
- Transporte y logística < li>Otros
Perfiles de empresas
- Deutsche Telekom AG.
- Gemalto NV < li>GieseckeDevrient GmbH
- IDEMIA
- Infenion Technologies AG
- NXP Semiconductor NV
- Sierra Wireless Inc.
- STMicroelectronics NV
- Telefónica S.A.
- Vodafone Group Plc.
Report Coverage
Revenue forecast, Company Analysis, Industry landscape, Growth factors, and Trends
Segment Covered
This text is related
to segments covered.
Regional Scope
North America, Europe, Asia Pacific, Middle East & Africa, South & Central America
Country Scope
This text is related
to country scope.
Frequently Asked Questions
Consumer electronics are among the key end users in the eSIM market.Growing digitalization and expansion of the semiconductor equipment in the consumer devices is driving the growth of the eSIM market. In the consumer electronics industry, technological advancements are continuously growing with the development of connected bikes, smart camera, and smart wearable devices, among others. For instance, Gemalto provides its customers with On-Demand Subscription Manager (OSM) solution, which depends on the cutting-edge GSMA specifications as well as manufactured on Global Platform standards.
The machine-machine (M2M) communication is steadily growing across a variety of applications across the globe. The M2M technologies are transforming the organization's operational pattern and are creating newer revenue generation streams. Automotive, manufacturing, and consumer electronics industries are among the leading industries to integrate their manufacturing facilities with M2M communication technologies in order to facilitate communication. The acceptance of the connected ecosystem has revolutionized the industries such as manufacturing, utilities, automotive, and others. The advent of 5G and M2M communication are significantly driving the global eSIM market.
The eSIMmarket was dominated by North America due to developed economies such as the US, Canada, and Mexico.The US is the early adopters of advanced technologies. The rise in penetration of smart phones and connected cars and autonomous vehicles in the region is paving the way of eSIM adoption. For instance, Panasonic Corporation of North America is reaching towards a finishing line on a Connected Vehicle Demo Center in their Peña Station hub. The Connected Vehicle Demo Center is a partnership between Panasonic and Colorado Dept. of Transportation to develop first production-grade. Any development taking place in respect to connected cars technologies might result into introduction of eSIM technology.
The List of companies - eSIM Market
- DEUTSCHE TELEKOM AG
- Gemalto N.V.
- GieseckeDevrient GmbH
- IDEMIA
- INFINEON TECHNOLOGIES AG
- NXP SEMICONDUCTORS N.V.
- Sierra Wireless, Inc.
- STMicroelectronics N.V.
- TELEFÓNICA S.A.
- VODAFONE GROUP PLC
The Insight Partners performs research in 4 major stages: Data Collection & Secondary Research, Primary Research, Data Analysis and Data Triangulation & Final Review.
- Data Collection and Secondary Research:
As a market research and consulting firm operating from a decade, we have published and advised several client across the globe. First step for any study will start with an assessment of currently available data and insights from existing reports. Further, historical and current market information is collected from Investor Presentations, Annual Reports, SEC Filings, etc., and other information related to company’s performance and market positioning are gathered from Paid Databases (Factiva, Hoovers, and Reuters) and various other publications available in public domain.
Several associations trade associates, technical forums, institutes, societies and organization are accessed to gain technical as well as market related insights through their publications such as research papers, blogs and press releases related to the studies are referred to get cues about the market. Further, white papers, journals, magazines, and other news articles published in last 3 years are scrutinized and analyzed to understand the current market trends.
- Primary Research:
The primarily interview analysis comprise of data obtained from industry participants interview and answers to survey questions gathered by in-house primary team.
For primary research, interviews are conducted with industry experts/CEOs/Marketing Managers/VPs/Subject Matter Experts from both demand and supply side to get a 360-degree view of the market. The primary team conducts several interviews based on the complexity of the markets to understand the various market trends and dynamics which makes research more credible and precise.
A typical research interview fulfils the following functions:
- Provides first-hand information on the market size, market trends, growth trends, competitive landscape, and outlook
- Validates and strengthens in-house secondary research findings
- Develops the analysis team’s expertise and market understanding
Primary research involves email interactions and telephone interviews for each market, category, segment, and sub-segment across geographies. The participants who typically take part in such a process include, but are not limited to:
- Industry participants: VPs, business development managers, market intelligence managers and national sales managers
- Outside experts: Valuation experts, research analysts and key opinion leaders specializing in the electronics and semiconductor industry.
Below is the breakup of our primary respondents by company, designation, and region:
Once we receive the confirmation from primary research sources or primary respondents, we finalize the base year market estimation and forecast the data as per the macroeconomic and microeconomic factors assessed during data collection.
- Data Analysis:
Once data is validated through both secondary as well as primary respondents, we finalize the market estimations by hypothesis formulation and factor analysis at regional and country level.
- Macro-Economic Factor Analysis:
We analyse macroeconomic indicators such the gross domestic product (GDP), increase in the demand for goods and services across industries, technological advancement, regional economic growth, governmental policies, the influence of COVID-19, PEST analysis, and other aspects. This analysis aids in setting benchmarks for various nations/regions and approximating market splits. Additionally, the general trend of the aforementioned components aid in determining the market's development possibilities.
- Country Level Data:
Various factors that are especially aligned to the country are taken into account to determine the market size for a certain area and country, including the presence of vendors, such as headquarters and offices, the country's GDP, demand patterns, and industry growth. To comprehend the market dynamics for the nation, a number of growth variables, inhibitors, application areas, and current market trends are researched. The aforementioned elements aid in determining the country's overall market's growth potential.
- Company Profile:
The “Table of Contents” is formulated by listing and analyzing more than 25 - 30 companies operating in the market ecosystem across geographies. However, we profile only 10 companies as a standard practice in our syndicate reports. These 10 companies comprise leading, emerging, and regional players. Nonetheless, our analysis is not restricted to the 10 listed companies, we also analyze other companies present in the market to develop a holistic view and understand the prevailing trends. The “Company Profiles” section in the report covers key facts, business description, products & services, financial information, SWOT analysis, and key developments. The financial information presented is extracted from the annual reports and official documents of the publicly listed companies. Upon collecting the information for the sections of respective companies, we verify them via various primary sources and then compile the data in respective company profiles. The company level information helps us in deriving the base number as well as in forecasting the market size.
- Developing Base Number:
Aggregation of sales statistics (2020-2022) and macro-economic factor, and other secondary and primary research insights are utilized to arrive at base number and related market shares for 2022. The data gaps are identified in this step and relevant market data is analyzed, collected from paid primary interviews or databases. On finalizing the base year market size, forecasts are developed on the basis of macro-economic, industry and market growth factors and company level analysis.
- Data Triangulation and Final Review:
The market findings and base year market size calculations are validated from supply as well as demand side. Demand side validations are based on macro-economic factor analysis and benchmarks for respective regions and countries. In case of supply side validations, revenues of major companies are estimated (in case not available) based on industry benchmark, approximate number of employees, product portfolio, and primary interviews revenues are gathered. Further revenue from target product/service segment is assessed to avoid overshooting of market statistics. In case of heavy deviations between supply and demand side values, all thes steps are repeated to achieve synchronization.
We follow an iterative model, wherein we share our research findings with Subject Matter Experts (SME’s) and Key Opinion Leaders (KOLs) until consensus view of the market is not formulated – this model negates any drastic deviation in the opinions of experts. Only validated and universally acceptable research findings are quoted in our reports.
We have important check points that we use to validate our research findings – which we call – data triangulation, where we validate the information, we generate from secondary sources with primary interviews and then we re-validate with our internal data bases and Subject matter experts. This comprehensive model enables us to deliver high quality, reliable data in shortest possible time.
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