eSIM 市场基于(主要地区、市场参与者、规模和市场份额)- 预测至 2031 年

  • Report Code : TIPTE00002282
  • Category : Electronics and Semiconductor
  • No. of Pages : 150
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eSIM Market Trends, Size and Forecast (2021-2031)

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eSIM 市场规模预计将从 2023 年的 8.4933 亿美元增至 2031 年的 72.3861 亿美元。预计 2023-2031 年该市场的复合年增长率为 30.7%。客户越来越多地采用物联网技术可能仍然是 eSIM 市场的一个关键趋势。

 

eSIM市场分析

由于对 M2M 远程 SIM 配置的日益关注以及消费者对创新消费电子设备的需求不断增长,eSIM 市场正在快速增长。在政府对 M2M 通信有利的法规的推动下,市场正在稳步扩张。此外,对智能解决方案不断增长的需求为市场增长提供了丰厚的机会。  

 

eSIM 市场概览

eSIM 或嵌入式用户识别模块是一种数字 SIM 卡,可轻松集成到平板电脑或智能手机等移动设备中。与可移除和更换的传统物理 SIM 卡不同,eSIM 可无缝集成到设备的硬件基础设施中,并可使用各种移动网络配置文件进行精心编程。此功能使消费者能够顺利地在运营商之间切换,并轻松启动或调整其移动计划,而无需更换物理 SIM 卡。

eSIM 在汽车行业的引入使得通过实施附加功能为卡车和汽车配备蜂窝连接提供了更大的灵活性。汽车行业正计划通过支持 GSMA 嵌入式 SIM 规范来采用下一代联网汽车,以改善车辆连接性。这是为了提高各种链接服务的安全性。然而,eSIM 在汽车行业拥有巨大潜力,预计将在预测期内创造增长机会。

 

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eSIM 市场:

eSIM Market: Strategic Insights

eSIM Market

  • CAGR (2023 - 2031)
    30.7%
  • Market Size 2023
    US$ 849.33 Million
  • Market Size 2031
    US$ 7,238.61 Million

Key Players

  • 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

Regional Overview

  • 北美(美国、加拿大、墨西哥)
  • 欧洲(英国、德国、法国、俄罗斯、意大利、欧洲其他地区)
  • 亚太地区(中国、印度、日本、澳大利亚、亚太地区其他地区)
  • 南美洲和中美洲(巴西、阿根廷、南美洲和中美洲其他地区)
  • 中东和非洲(南非、沙特阿拉伯、阿联酋、中东和非洲其他地区)

Market Segmentation

应用(联网汽车、笔记本电脑和平板电脑、M2M、智能手机、可穿戴设备等)
    垂直行业(汽车、能源与公用事业、制造、零售、消费电子、运输与物流、其他)

      eSIM市场

      • 年均复合增长率(2023 - 2031)
        30.7%
      • 2023年市场规模
        8.4933亿美元
      • 2031年市场规模
        72.3861亿美元

      市场动态

      增长动力
      • 不适用
      未来的趋势
      • 不适用
      机会
      • 不适用

      关键人物;主力;重要一员

      • 德国电信公司
      • 金雅拓
      • 吉塞克德夫里恩有限公司
      • 艾迪米
      • 英飞凌科技股份公司
      • 恩智浦半导体公司
      • Sierra Wireless 公司
      • 意法半导体公司
      • 西班牙电信公司
      • 沃达丰集团

      区域概况

      • 北美
      • 欧洲
      • 亚太
      • 南美洲和中美洲
      • 中东和非洲

      市场细分

      应用
      • 联网汽车
      • 笔记本电脑和平板电脑
      • 机对机
      • 智能手机
      • 可穿戴设备
      • 其他的
      垂直的
      • 汽车
      • 能源和公用事业
      • 制造业
      • 零售
      • 消费类电子产品
      • 运输和物流
      • 其他的
      • 示例 PDF 通过定性和定量分析展示了内容结构和信息的性质。

       

      eSIM 市场驱动因素和机遇

       

      越来越关注 M2M 远程 SIM 配置以吸引市场

      远程配置允许用户将运营商配置文件下载到市场上的 SIM 卡上,并更改或删除用户身份模块 (SIM) 配置文件,而无需物理访问 SIM 卡。 eSIM 卡是机器对机器 (M2M) 连接的重要组件,其中包括为所有形式的链接设备提供简单、无缝的移动连接。 M2M 需要跨地理区域的普遍连接。 eSIM 消除了更换服务提供商带来的不便,提高了运营效率,并在受控和安全的环境中运行。最新的 eSIM 卡可确保配置文件兼容性,并为游戏玩家在共同基础上进行协作提供主要平台。

       

      对智能解决方案的需求不断增长——eSIM 的机遇

      由于物联网基础设施提供的灵活性和连接性,电动汽车、智慧城市和智能电表等各种智能解决方案在全球范围内得到越来越多的应用,加速了新兴国家智慧城市和基础设施的发展。网络的演进和扩展、包括执行器和传感器在内的硬件组件成本的降低以及新商业模式的出现是引入智能电网部署、自动安全系统、联网汽车等服务的几个关键因素。这导致为客户开发创新智能解决方案的投资增加。因此,汽车、能源和公用事业、制造、零售、消费电子、运输和物流等众多行业对智能解决方案的需求不断增加,在预测期内为 eSIM 市场参与者创造了机会。

       

      eSIM 市场报告细分分析

      促成 eSIM 市场分析的关键部分是应用和垂直领域。

      • 根据应用,eSIM 市场分为联网汽车、笔记本电脑和平板电脑、M2M、智能手机、可穿戴设备等。 2023 年,M2M 细分市场将占据更大的市场份额。
      • 根据垂直行业,市场细分为汽车、能源和公用事业、制造、零售、消费电子、运输和物流等。消费电子领域在 2023 年占据了最大的市场份额。

       

      eSIM 市场份额(按地区)分析

      eSIM 市场报告的地理范围主要分为五个区域:北美、亚太、欧洲、中东和非洲以及南美/南美和中美。就收入而言,由于技术进步,北美占据了 eSIM 最大的市场份额。

      预计亚太地区在预测期内将以显着的复合年增长率扩张。该地区的市场分为澳大利亚、中国、日本、印度、韩国和亚太地区其他地区。华为技术有限公司和三星电子有限公司等主要智能手机参与者的出现已经开发了 eSIM 手机,这加速了 eSIM 在智能手机市场的采用。此外,eSIM 还代表着联网设备 SIM 技术的未来。此外,来自中国和印度等国家的各种 OEM 正在创建 eSIM 解决方案,并在整个生态系统中组建协作开发团队,以创建战术开发路径。例如,2021 年 6 月,eSIM 制造公司 IDEMIA 在印度建立了一个新的生产工厂,预计将扩大全球 eSIM 的生产能力。根据德国数字解决方案公司 Giesecke+Devrient (G&D) 的数据,到 2024 年底,25-30% 的智能手机将具备 eSIM 功能。然而,与日益数字化相关的智能手机行业的扩张正在为预测期内的市场创造机会。

       

      eSIM 市场报告范围

      报告属性细节
      2023 年的市场规模8.4933亿美元
      2031 年市场规模72.3861亿美元
      全球复合年增长率(2023 - 2031)30.7%
      历史数据2021-2022
      预测期2024-2031
      涵盖的细分市场按应用
      • 联网汽车
      • 笔记本电脑和平板电脑
      • 机对机
      • 智能手机
      • 可穿戴设备
      • 其他的
      按垂直
      • 汽车
      • 能源和公用事业
      • 制造业
      • 零售
      • 消费类电子产品
      • 运输和物流
      • 其他的
      覆盖地区和国家北美
      • 我们
      • 加拿大
      • 墨西哥
      欧洲
      • 英国
      • 德国
      • 法国
      • 俄罗斯
      • 意大利
      • 欧洲其他地区
      亚太
      • 中国
      • 印度
      • 日本
      • 澳大利亚
      • 亚太其他地区
      南美洲和中美洲
      • 巴西
      • 阿根廷
      • 南美洲和中美洲其他地区
      中东和非洲
      • 南非
      • 沙特阿拉伯
      • 阿联酋
      • 中东和非洲其他地区
      市场领导者和主要公司简介
      • 德国电信公司
      • 金雅拓
      • 吉塞克德夫里恩有限公司
      • 艾迪米
      • 英飞凌科技股份公司
      • 恩智浦半导体公司
      • Sierra Wireless 公司
      • 意法半导体公司
      • 西班牙电信公司
      • 沃达丰集团
      • 示例 PDF 通过定性和定量分析展示了内容结构和信息的性质。

       

      eSIM 市场新闻和最新动态

      eSIM 市场是通过收集初级和二级研究后的定性和定量数据进行评估的,其中包括重要的企业出版物、协会数据和数据库。以下是eSIM市场的发展及策略:

      • 2023 年 2 月,Amdocs Ltd 与 Drei Austria 合作推出创新的 eSIM 解决方案,让这家奥地利运营商的客户能够在纯粹基于应用程序的体验中享受数字 eSIM 技术的优势。使用 up³ 应用程序的 Drei Austria 客户现在可以在 Apple、Google、Samsung 等生产的设备上管理其 eSIM。 (来源:Amdocs Ltd,新闻稿,2023 年)
      • 2022 年 12 月,Grover 宣布在美国推出自己的移动虚拟网络运营商 (MVNO),供科技租赁客户使用,即 Grover Connect。借助 Grover Connect,美国客户可以轻松激活任何支持 eSIM 的技术设备,没有任何麻烦。Grover eSIM 在美国结账时可供客户使用,并将在不久的将来推广到其欧洲市场。(来源:Grover,新闻稿,2022 年)
      • 2022 年 10 月,Bharti Airtel Ltd 在印度推出“Always On”物联网连接解决方​​案。 Airtel 的“Always On”解决方案包括双配置文件 M2M eSim,它允许 IOT 设备始终与 eSIM 中不同移动网络运营商 (MNO) 的移动网络保持连接。 Airtel 的解决方案是符合 AIS-140 标准的双配置文件 M2M eSim,最适合车辆跟踪提供商、汽车制造商以及设备在需要无处不在的连接的远程位置工作的任何用例。 (来源:Bharti Airtel Ltd,新闻稿,2022 年)

       

      eSIM 市场报告覆盖范围和交付成果

      《eSIM 市场规模和预测(2021-2031)》报告对涵盖以下领域的市场进行了详细分析:

      • 范围内所有主要细分市场的全球、区域和国家层面的市场规模和预测
      • 市场动态,如驱动因素、限制因素和关键机遇
      • 未来主要趋势
      • 详细的 PEST/波特五力分析和 SWOT 分析
      • 全球和区域市场分析涵盖关键市场趋势、主要参与者、法规和最新市场发展
      • 行业格局和竞争分析,涵盖市场集中度、热图分析、知名参与者和最新发展
      • 详细的公司简介

      eSIM Market Report Scope

      Report Attribute Details
      Market size in US$ 849.33 Million
      Market Size by US$ 7,238.61 Million
      Global CAGR 30.7%
      Historical Data 2021-2022
      Forecast period 2024-2031
      Segments Covered By 应用(联网汽车、笔记本电脑和平板电脑、M2M、智能手机、可穿戴设备等)
      By 垂直行业(汽车、能源与公用事业、制造、零售、消费电子、运输与物流、其他)
      Regions and Countries Covered 北美(美国、加拿大、墨西哥)
      • 北美(美国、加拿大、墨西哥)
      欧洲(英国、德国、法国、俄罗斯、意大利、欧洲其他地区)
      • 欧洲(英国、德国、法国、俄罗斯、意大利、欧洲其他地区)
      亚太地区(中国、印度、日本、澳大利亚、亚太地区其他地区)
      • 亚太地区(中国、印度、日本、澳大利亚、亚太地区其他地区)
      南美洲和中美洲(巴西、阿根廷、南美洲和中美洲其他地区)
      • 南美洲和中美洲(巴西、阿根廷、南美洲和中美洲其他地区)
      中东和非洲(南非、沙特阿拉伯、阿联酋、中东和非洲其他地区)
      • 中东和非洲(南非、沙特阿拉伯、阿联酋、中东和非洲其他地区)
      Market leaders and key company profiles
    • 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
    • Report Coverage
      Report Coverage

      Revenue forecast, Company Analysis, Industry landscape, Growth factors, and Trends

      Segment Covered
      Segment Covered

      This text is related
      to segments covered.

      Regional Scope
      Regional Scope

      North America, Europe, Asia Pacific, Middle East & Africa, South & Central America

      Country Scope
      Country Scope

      This text is related
      to country scope.

      Frequently Asked Questions


      What is the estimated market size for the global eSIM market in 2023?

      The global eSIM market was estimated to be US$ 849.33 million in 2023 and is expected to grow at a CAGR of 30.7% during the forecast period 2023 - 2031.

      What are the driving factors impacting the global eSIM market?

      The growing focus on remote SIM provisioning for M2M and rising demand for innovative consumer electronics devices among consumers are the major factors that propel the global eSIM market.

      What are the future trends of the global eSIM market?

      The rising adoption of IoT technology among customers is anticipated to play a significant role in the global eSIM market in the coming years.

      Which are the key players holding the major market share of the global eSIM market?

      The key players holding majority shares in the global eSIM market are Deutsche Telekom AG, Thales SA, IDEMIA France SAS, Infineon Technologies AG, and NXP Semiconductors NV.

      What will be the market size of the global eSIM market by 2031?

      The global eSIM market is expected to reach US$ 7,238.61 million by 2031.

      What is the incremental growth of the global eSIM market during the forecast period?

      The incremental growth expected to be recorded for the global eSIM market during the forecast period is US$ 6,389.28 million.

      The Insight Partners performs research in 4 major stages: Data Collection & Secondary Research, Primary Research, Data Analysis and Data Triangulation & Final Review.

      1. 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.

      1. 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:

      Research Methodology

      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.

      1. 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.

      1. 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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