2024年,eSIM市场规模为55.1亿美元,预计到2031年将达到179.8亿美元。预计2025年至2031年期间,该市场的复合年增长率将达到18.7%。人工智能与eSIM连接管理的融合,未来可能会带来新的市场趋势。
eSIM市场分析
智能手机的普及以及 eSIM 在汽车行业的集成,加上其节省成本的优势,推动了 eSIM 的普及。eSIM 技术在智能手机中的日益集成,推动了全球 eSIM 市场的增长。随着苹果、三星和谷歌等领先的智能手机制造商继续在其最新机型中嵌入 eSIM 功能,消费者的认知度和普及率正在显著提高。这种转变标志着 eSIM 卡的革新,提供了更高的灵活性、安全性和无缝的用户体验。根据 Telna, Inc. 的估计数据,到 2030 年,北美 98% 的智能手机连接将使用 eSIM 技术。谷歌于 2017 年推出了首款支持 eSIM 的智能手机 Google Pixel 2。谷歌正在其 Pixel 系列中不断扩展对 eSIM 的支持,强调其朝着仅限 eSIM 的未来迈进的战略重点。
eSIM市场概览
嵌入式 SIM (eSIM) 是新一代数字 SIM 技术,无需实体 SIM 卡。它直接内置于设备中,允许用户通过无线方式下载和激活移动网络配置文件。这项创新正在通过提供更高的灵活性、效率和可扩展性来改变电信格局。eSIM 简化了最终用户的激活流程,方便用户在网络提供商之间无缝切换,并支持在单个设备上使用多个配置文件。这对于经常出差、远程办公以及寻求经济高效、不间断连接且无需更换 SIM 卡的双 SIM 卡设备用户尤其有用。eSIM 技术显著提高了运营效率。它简化了物流流程,无需分发和管理实体 SIM 卡。它是管理大量联网设备(包括智能手机、平板电脑、可穿戴设备和物联网硬件)的理想选择。服务提供商可以从降低运营成本、改进客户引导流程以及提供更加个性化、按需连接服务的能力中受益。
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eSIM 市场:

- 获取此报告的顶级关键市场趋势。此免费样品将包括数据分析,从市场趋势到估计和预测。
eSIM 市场驱动因素和机遇
eSIM 在汽车行业的集成度不断提高
eSIM 技术在汽车领域迅速发展,与传统 SIM 卡相比具有显著优势。与可拆卸 SIM 卡不同,eSIM 卡直接嵌入车辆,可实现远程配置和集中连接管理。此功能可实现持续的车辆连接,支持实时交通更新、附近设施导航、远程诊断、无线 (OTA) 软件更新以及紧急服务等。对于全球汽车原始设备制造商 (OEM) 而言,汽车级 eSIM 卡简化了制造和供应链流程。标准化 eSIM 设计可集成到所有车型中,并在生产后远程配置网络配置文件。这消除了对特定区域 SIM 卡变体的需求,降低了物流复杂性,从而提高了运营效率。
eSIM卡在安全保障方面具有显著优势。这些卡在制造过程中嵌入,可在车辆运行过程中充当安全标识符并加密通信,从而确保数据完整性和隐私性。eSIM卡作为“信任根”的集成增强了基于互联互通服务的可靠性。此外,关键参与者正在推动eSIM卡的创新。例如,2025年2月,泰雷兹与Cubic宣布达成战略合作。此次合作旨在利用泰雷兹符合最新GSMA标准的eSIM管理平台,增强Cubic的eSIM卡功能。此次合作将实现汽车、交通运输和农业等多个行业的无缝、可扩展连接。随着汽车行业拥抱软件定义架构和互联出行,eSIM技术正逐渐成为一项基础要素,为安全、灵活且全球一致的互联互通解决方案提供支持。
旅行者 eSIM 激增
eSIM技术的普及势头强劲,预计将取代实体SIM卡成为移动服务认证的主要方式。凭借其全数字化特性和固有优势,eSIM预计将在预测期内推动多个行业,尤其是旅游行业的转型变革。根据Mobilise Global 2023年的数据,旅行运营商(尤其是航空公司)发现,在预订过程中提供附加服务时,每位乘客的附加收入增长了20%。此外,沃达丰于2025年6月推出了一个以Travel eSIM为中心的全新数字旅行平台,旨在为旅行者提供经济实惠且可靠的数据连接,无论他们当前的移动网络提供商是哪家。使用沃达丰的Travel eSIM,用户可以轻松添加移动数据流量,同时保留现有电话号码,确保在国外无缝连接。eSIM的上手流程简单快捷:出发前,用户可以下载专用应用程序或访问平台网站,自定义或选择预设流量套餐,并在几分钟内安装eSIM卡。
旅行者是加速 eSIM 普及的关键催化剂。在当今数字化互联的世界,不间断的互联网接入已成为旅行决策的关键因素,81% 的旅行者认为互联网可用性在选择目的地时至关重要。eSIM 技术满足了这些需求,使旅行者能够无缝连接到可靠的本地网络,无需更换实体 SIM 卡、依赖不安全的公共 Wi-Fi 或支付过高的漫游费。这种无缝连接确保了他们在整个旅程中都能享受不间断的移动体验。对于旅行社而言,eSIM 的数字功能开辟了新的收入多元化和增加辅助收入的途径。因此,预计未来几年旅行者 eSIM 的使用量将为市场带来丰厚的增长机会。
eSIM市场报告细分分析
有助于得出eSIM 市场分析的关键部分是组件和类型。
- 根据组件,市场分为硬件和软件及服务。2024年,硬件部分占据市场主导地位。
- 就类型而言,市场细分为消费者 eSIM、物联网 eSIM 和旅行 eSIM。消费者 eSIM 细分市场进一步细分为智能手机、笔记本电脑和平板电脑、可穿戴设备、联网汽车等。2024 年,消费者 eSIM 细分市场占据主导地位。
eSIM 市场份额(按地区)分析
- eSIM 市场分为五大区域:北美、欧洲、亚太地区 (APAC)、中东和非洲 (MEA) 以及南美和中美。2024 年,北美占据 eSIM 市场主导地位。欧洲是全球 eSIM 市场的第二大贡献者,其次是亚太地区。
- 北美的 eSIM 市场分为美国、加拿大和墨西哥三个地区。由于对灵活连接的需求不断增长、电信数字化以及跨境旅行的增加,北美的 eSIM 市场正在快速增长。eSIM 消除了对实体 SIM 卡的需求,提供了便利性、安全性和成本节省。eTravelSim、Airalo 和其他公司提供价格实惠、无限或灵活的数据套餐,覆盖美国和国际。消费者更喜欢数字优先的服务,这些服务可以即时激活,无需实体文档。远程 SIM 配置使用户能够轻松切换运营商,并帮助企业简化设备管理。随着兼容 eSIM 的设备日益普及,市场正在转向全数字化、高效的移动连接解决方案。
eSIM 市场区域洞察
Insight Partners 的分析师已详尽阐述了预测期内影响 eSIM 市场的区域趋势和因素。本节还讨论了北美、欧洲、亚太地区、中东和非洲以及南美和中美洲的 eSIM 市场细分和地理位置。

- 获取 eSIM 市场的区域特定数据
eSIM市场报告范围
报告属性 | 细节 |
---|---|
2024年的市场规模 | 55.1亿美元 |
2031年的市场规模 | 179.8亿美元 |
全球复合年增长率(2025-2031) | 18.7% |
史料 | 2021-2023 |
预测期 | 2025-2031 |
涵盖的领域 | 按组件
|
覆盖地区和国家 | 北美
|
市场领导者和主要公司简介 |
|
eSIM 市场参与者密度:了解其对业务动态的影响
eSIM 市场正在快速增长,这得益于终端用户需求的不断增长,而这些需求的驱动因素包括消费者偏好的不断变化、技术进步以及对产品优势的认知度不断提高。随着需求的增长,企业正在扩展产品线,不断创新以满足消费者需求,并抓住新兴趋势,从而进一步推动市场增长。
市场参与者密度是指特定市场或行业内企业或公司的分布情况。它表明特定市场空间内竞争对手(市场参与者)的数量相对于其规模或总市值而言。
在 eSIM 市场运营的主要公司有:
- 捷德有限公司
- 西班牙电信公司
- 德国电信公司
- IDEMIA法国SAS
- 英飞凌科技股份公司
- 沃达丰集团
免责声明:以上列出的公司没有按照任何特定顺序排列。

- 获取 eSIM 市场顶级关键参与者概览
eSIM 市场新闻和最新发展
eSIM 市场评估是通过收集一手和二手资料后进行的定性和定量数据进行的,这些数据包括重要的企业出版物、协会数据和数据库。以下列出了 eSIM 市场的一些关键发展:
- 英飞凌科技股份公司宣布推出 OPTIGA Connect Consumer OC1230,这是业界尺寸最小、符合 GSMA 标准且首款 28 纳米 eSIM 解决方案。与市面上现有的 eSIM 相比,该解决方案可降低高达 50% 的能耗,从而延长设备电池的使用寿命。该 eSIM 解决方案面向可穿戴设备、平板电脑、智能手机和笔记本电脑等移动消费设备,并有助于增强设备功能。
(来源:英飞凌科技股份公司,新闻稿,2025 年 1 月)
- 意法半导体 (STMicroelectronics) 已完成其 ST4SIM-300 嵌入式 SIM 卡 (eSIM) 的 GSMA SGP.32 eSIM 物联网规范认证。ST4SIM-300 是首批获得 SGP.32 认证的 eSIM 卡之一,该规范适用于用户界面功能有限或连接受限(例如仅支持窄带通信)的物联网设备。SGP.32 的特色功能包括批量配置 SIM 卡配置文件以简化大量设备的管理、无需短信即可配置,以及用于优化下载的轻量级配置文件模板。
(来源:意法半导体,新闻稿,2025 年 5 月)
eSIM 市场报告覆盖范围及交付成果
“eSIM 市场规模和预测(2021-2031)”对以下领域进行了详细的市场分析:
- 涵盖范围内所有关键细分市场的全球、区域和国家层面的 eSIM 市场规模和预测
- eSIM 市场趋势以及市场动态,例如驱动因素、限制因素和关键机遇
- 详细的 PEST 和 SWOT 分析
- eSIM 市场分析涵盖主要市场趋势、全球和区域框架、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、知名参与者以及 eSIM 市场的最新发展
- 详细的公司简介
- 历史分析(2 年)、基准年、预测(7 年)及复合年增长率
- PEST 和 SWOT 分析
- 市场规模价值/数量 - 全球、区域、国家
- 行业和竞争格局
- Excel 数据集


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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
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to country scope.
常见问题
The market is expected to reach a value of US$ 17.98 billion by 2031.
The market is anticipated to expand at a CAGR of 18.7% during 2025-2031.
Rising adoption in smartphones, increasing integration of eSIM in the automotive industry, and growing inclination for cost-saving options are driving the market growth.
NXP Semiconductors, STMicroelectronics, Thales, Verizon, and AT&T Intellectual Property are major players in the market.
AI in eSIM connectivity management is one of the key trends in the market.
The List of Companies – eSIM Market
- Giesecke Devrient GmbH
- Telefonica SA
- Deutsche Telekom AG
- IDEMIA France SAS
- Infineon Technologies AG
- Vodafone Group Plc
- NXP Semiconductors NV.
- KORE Wireless
- STMicroelectronics NV
- Thales SA.
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.