Global Embedded SIM (eSIM) Market was valued at US$ X4.X Bn in 2019 and is expected to reach US$ X6.X5 Bn by 2027, at a CAGR of X5. 3X% during a forecast period. The expression of "eSIM" is nothing but the embedded SIM card. These SIMs should be supported by the network and enabled by them, so for the latest iPhone XS, XR, or the XS Max. These eSIMs are usually the small chip inside the telephone and that works respectively to the NFC chip inside the telephone. The report study has analyzed revenue impact of covid-19 pandemic on the sales revenue of market leaders, market followers and disrupters in the report and same is reflected in our analysis. Market Outlook The development of smart technology has significantly changed the outlook of several end-use industries like manufacturing, automotive, and construction, in terms of money saving, accessibility of the users, connectivity, and enhanced safety measures. The IoT and connected ecosystem have modernized infrastructure, automotive, electronics & semiconductor, healthcare, and agriculture industries. eSIM is one such technology, which has led to developments in the connected ecosystem by empowering more secure machine-to-machine (M2M) communication. To hold a noteworthy share in the IoT space, several new technologies like LTE Cat1, Cat NB, and NB-IoT and among others, are developed and are being implemented by different stakeholders. Furthermore, 5G has emerged as one more disruptive technology in the IoT space. 5G is anticipated to empower much faster data transmission capacity and support in faster deployment of autonomous vehicles in the forecast period. The beginning of 5G will further allow faster data communication with lesser latency, and hence will benefit the eSIM market. Faster communication will allow eSIM to send and receive data at lesser latency and to deliver better navigation, and more connected devices in smart homes. Market Scope According to specifications provided by GSMA, an eSIM is a universal integrated circuit card that is implanted on to the device and assists over the air (OTA) provisioning of an initial operator subscription, which can be transferred from one operator to another. The eSIM market is growing at XX% and is anticipated to reach $X6.X5 billion by 2027, because of rising global vehicle manufacturing and safety measures. Similarly, rising trend of smart homes, connected devices, and consumer inclination to a more connected ecosystem is amplifying the eSIM market. The eSIM market is anticipated to witness a robust growth during the forecast period 2019-2027, because of a wide-scale acceptance in automotive telematics for linking the connection among car and the server. Moreover, the use of eSIMs is anticipated to expand in a range of applications, like transportation, residential, and healthcare throughout the forecast period. The rising global vehicle production, growing trend of smart homes, and a rising consumer preference towards a more connected ecosystem, are driving for the growth of the eSIM market. Industry Dynamics Drivers Disruptive business models enabled by e-SIM New entrants & sales and service models will drive e-SIM’s impact on the mobile-telecommunications market in the forecast period. Revenue is at stake, and operators’ attitudes to new propositions, shared data-tariff portfolios, prospective new revenue streams, and handset-subsidy schemes across several markets will perform a key role in how they cost in the new e-SIM ecosystem. Whether an operator chooses to take a role as a smart follower or an early mover, an overall strategy and associated initiatives demand to be shaped thoughtfully now. Growth driven by IOT Nowadays, the eSIM market is totally driven by significant motivation of acceptance and variety of IoT devices. Due to this, IoT is expected to boot the growth of eSIM market during forecast period. Similarly, IoT eSIM technology, users can change to any other network carrier remotely in real time. Additionally, you can even store multiple profiles on a single device, allowing you to swap in between networks depending on factors such as roaming, pricing or even external factors that are affecting a certain carrier. These IoT eSIM technology amplify the growth of eSIM market. Remote provisioning technology is driving SIM evolution A new attitude to SIM technology was mandatory by the evolving M2M and IoT ecosystems. Precisely, more durable, tamper-resistant solutions were needed where the SIM profile could be updated remotely using over-the-air (OTA) technology. As a result, in current years embedded form factors and remote provisioning technologies have been developed and deployed in some markets. As per the GSMA Intelligence, there were a total of 7.9 Bn mobile connections and 4.9 Bn unique mobile subscribed worldwide at the end of 2019, demonstrating 65% penetration of the global population. This penetration is predicted to reach 93% by the end of 2027. eSIMs for automotive applications As the automotive industry transfers towards remote controlled vehicles and greater automation in driving, it is going to need better and faster access to cellular networks. eSim in automobiles is utilized for real-time navigation, infotainment services like weather information, traffic, and insurance and breakdown services. Other applications of the eSIM card in the automotive industry comprise remote vehicle monitoring, automatic placing of an emergency call in the event of an emergency, and car control if driver loses consciousness. Thus, the automotive sector is anticipated to arise as one of the most promising areas of application areas of E-SIM in the forecast period, providing vendors in the market massive growth opportunities. Challenges There are some rationale why e-SIM is challenging to the market. eSIM depends on networks supporting it. If any networks do hold out, then the device will be incapable to use them with an e-SIM. GSMA eSIMs will empower remote service provisioning and will enable the entrance of many new players, which may further weaken operators’ relationships with their consumers. For transferors, this technology offerings both challenges and opportunities. The shift places three profit streams at risk: roaming fees, handset sales and earnings from customers to SIM vendors. Short-term growth will be driven by internet of things, consumer electronics and wearable, but it would only be when e-SIM is extensively accepted in the customer telephone market that sales will really take off. By implementing e-SIM technology quicker rather than later, MNOs can get opportunity to take a prominent role in the IoT market. Recent Key Development • In September 2018, STMicroelectronics discovered a highly integrated mobile-security solution–ST54J. It is a system-on-chip (SoC) IC that comprises NFC controller and eSIM. Single-chip ST54J confirms faster contactless interaction than a discrete chipset and data exchange among the secure element and NFC controller. • In February 2018, NXP Semiconductor introduced SN100U, the first eSIM chipset. The single-die chipset contains an embedded secure element (SE), NFC, and eSIM for added advanced functionality, cellular connectivity, and security. The product is developed for OEMs to integrate applications for mobile transit, smart access control, contactless payments, and platform security. • In February 2018, Deutsche Telekom introduced a multi-device management (MDM) software to integrate the eSIM connectivity for automotive applications. The MDM application provides navigation services for the riders. • In June 2018, NTT DOCOMO and China Mobile partnered to provide eSIM solutions to enable cross-vendor SIM profile switching from DOCOMO to China Mobile. The partnership allows the former to expand its business in China Geographic Overview North America is dominated region in terms of XX% market share in the eSIM market in 2019. The market growth is recognized to the existence of several eSIM network provision suppliers that offer network support to eSIM devices. The prominent players in the region comprise Verizon Wireless, AT&T, Deutsche Telekom AG and Virgin Mobile, which operate across the region. Europe was the second-largest market in the eSIM market in 2019. Germany is anticipated to gain the highest XX% market share followed by the UK. Some of the factors accountable for the market growth comprise the existence of an enormous number of platform vendors who deliver the underlying hardware for eSIM integration. The key players in the region comprise NXP Semiconductors. (Netherlands), STMicroelectronics (Switzerland), Infineon Technologies AG (Germany), and Gemalto NV. (Netherlands) which operate across the region. The APAC region is anticipated to grow at XX% CAGR during forecast period, due to the raising manufacturing of laptops, consumer electronics, smartphones, and others in emerging countries like China, India, and others in this region, resulting in the acceptance of eSIMs. The eSIM market in the MEA region is anticipated to grow at comparatively moderate CAGR, due to the slow acceptance rate of these eSIMs. The report covers the market leaders, followers and new entrants in the industry with the market dynamics by region. It will also help to understand the position of each player in the market by region, by segment with their expansion plans, R&D expenditure and organic & in-organic growth strategies. Long term association, strategic alliances, supply chain agreement and M&A activities are covered in the report in detail from 2014 to 2019. Expected alliances and agreement in forecast period will give future course of action in the market to the readers. More than ten companies are profiled, benchmarked in the report on different parameters that will help reader to gain insight about the market in minimum time. The objective of the report is to present a comprehensive analysis of the Global ESIM Market including all the stakeholders of the industry. The past and current status of the industry with forecasted market size and trends are presented in the report with the analysis of complicated data in simple language. The report covers all the aspects of the industry with a dedicated study of key players that includes market leaders, followers and new entrants by Vehicle. PORTER, SVOR, PESTEL analysis with the potential impact of micro-economic factors by Vehicle on the market have been presented in the report. External as well as internal factors that are supposed to affect the business positively or negatively have been analyzed, which will give a clear futuristic view of the industry to the decision-makers. The report also helps in understanding Global ESIM Market dynamics, structure by analyzing the market segments and project the Global ESIM Market size. Clear representation of competitive analysis of key players by Application, price, financial position, Product portfolio, growth strategies, and regional presence in the Global ESIM Market make the report investor’s guide. Key Players in the eSIM Market Are: • Gemalto • Infineon Technologies • Stmicroelectronics • Giesecke & Devrient • Deutsche Telekom • NXP Semiconductors • NTT Docomo • Telefónica • Singtel • Apple Key Target Audience: • SIM card manufacturers • Original design manufacturers (ODMs) • Original equipment manufacturers (OEMs) • Mobile network operators (MNOs) • End-users/enterprise-users • Research institutes and organizations • Government bodies, venture capitalists, and private equity firms • Market research and consulting firms • Enterprise data center professionals
Scope of the report:Research report categorizes the eSIM Market based on application, vertical, and geography (region wise). Market size by value is estimated and forecasted with the revenues of leading companies operating in the eSIM Market with key developments in companies and market trends. eSIM Market, By Application: • Smartphones • Tablets • Connected Cars • Wearables • Laptops • M2M eSIM Market, By Vertical: • Automotive • Consumer Electronics • Energy & Utilities • Transportation & Logistics • Retail • Manufacturing eSIM Market, By Geography: • North America • Europe • Asia Pacific • Middle East & Africa • Latin America Available Customization Maximize Market Research offers customization of report and scope of the report as per the specific requirement of our client.
Table of Contents
Global eSIM MARKET1. EXECUTIVE SUMMARY 2. RESEARCH METHODOLOGY 2.1. Market Definition 2.2. Market Scope 2.3. Data Sources 3. MARKET DYNAMICS 3.1. Market Drivers 3.2. Market Restraints 3.3. Market Opportunities 4. END-USER OVERVIEW 4.1. Value Chain Analysis 4.2. Key Trends 5. eSIM MARKET, BY APPLICATION (2020-2027) 5.1. Introduction 5.2. Smartphones 5.2.1. Smartphones Market Overview 5.2.2. Smartphones Market Size & Forecast 5.3. Tablets 5.3.1. Tablets Market Overview 5.3.2. Tablets Market Size & Forecast 5.4. Connected Cars 5.4.1. Connected Cars Market Overview 5.4.2. Connected Cars Market Size & Forecast 5.5. Wearables 5.5.1. Wearables Market Overview 5.5.2. Wearables Market Size & Forecast 5.6. Laptops 5.6.1. Laptops Market Overview 5.6.2. Laptops Market Size & Forecast 5.7. M2M 5.7.1. M2M Market Overview 5.7.2. M2M Market Size & Forecast 6. eSIM MARKET, BY VERTICAL (2020-2027) 6.1. Introduction 6.2. Automotive 6.2.1. Automotive Market Overview 6.2.2. Automotive Market Size & Forecast 6.3. Consumer Electronics 6.3.1. Consumer Electronics Market Overview 6.3.2. Consumer Electronics Market Size & Forecast 6.4. Energy & Utilities 6.4.1. Energy & Utilities Market Overview 6.4.2. Energy & Utilities Market Size & Forecast 6.5. Transportation & Logistics 6.5.1. Transportation & Logistics Market Overview 6.5.2. Transportation & Logistics Market Size & Forecast 6.6. Retail 6.6.1. Retail Market Overview 6.6.2. Retail Market Size & Forecast 6.7. Manufacturing 6.7.1. Manufacturing Market Overview 6.7.2. Manufacturing Market Size & Forecast 7. eSIM MARKET, BY GEOGRAPHY (2020-2027) 7.1. North America ESIM Market 7.1.1. North America ESIM Market, by Application 7.1.2. North America ESIM Market, by Vertical 7.1.3. North America ESIM Market, by Region 220.127.116.11. U.S. ESIM Market 18.104.22.168. Canada ESIM Market 7.2. Europe ESIM Market 7.2.1. Europe ESIM Market, by Application 7.2.2. Europe ESIM Market, by Vertical 7.2.3. Europe ESIM Market, by Region 22.214.171.124. France ESIM Market 126.96.36.199. Germany ESIM Market 188.8.131.52. U.K .ESIM Market 184.108.40.206. Rest of Europe ESIM Market 7.3. Asia Pacific ESIM Market 7.3.1. Asia-Pacific ESIM Market, by Application 7.3.2. Asia-Pacific ESIM Market, by Vertical 7.3.3. Asia-Pacific ESIM Market, by Region 220.127.116.11. China ESIM Market 18.104.22.168. Japan ESIM Market 22.214.171.124. India ESIM Market 126.96.36.199. Australia ESIM Market 188.8.131.52. South Korea ESIM Market 184.108.40.206. Rest of Asia Pacific ESIM Market 7.4. Middle East & Africa ESIM Market 7.4.1. Middle East & Africa ESIM Market, by Application 7.4.2. Middle East & Africa ESIM Market, by Vertical 7.4.3. Middle East & Africa ESIM Market, by Region 220.127.116.11. South Africa ESIM Market 18.104.22.168. Egypt ESIM Market 22.214.171.124. Nigeria ESIM Market 126.96.36.199. Rest of Middle East & Africa ESIM Market 7.5. Latin America ESIM Market 7.5.1. Latin America ESIM Market, by Application 7.5.2. Latin America ESIM Market, by Vertical 7.5.3. Latin America ESIM Market, by Region 188.8.131.52. Brazil ESIM Market 184.108.40.206. Argentina ESIM Market 220.127.116.11. Columbia ESIM Market 18.104.22.168. Mexico ESIM Market 22.214.171.124. Rest of Latin America ESIM Market 8. MARKET COMPETITION ANALYSIS 8.1 Market Share/Positioning Analysis 8.2 Key Innovators 8.3 Company Profiles 8.3.1 Gemalto 126.96.36.199 Overview 188.8.131.52 Products/ End-User 184.108.40.206 Strategy 220.127.116.11 Key Developments 8.3.2 Infineon Technologies 18.104.22.168 Overview 22.214.171.124 Products/ End-User 126.96.36.199 Strategy 188.8.131.52 Key Developments 8.3.3 Stmicroelectronics 184.108.40.206 Overview 220.127.116.11 Products/ End-User 18.104.22.168 Strategy 22.214.171.124 Key Developments 8.3.4 Giesecke & Devrient 126.96.36.199 Overview 188.8.131.52 Products/ End-User 184.108.40.206 Strategy 220.127.116.11 Key Developments 8.3.5 Deutsche Telekom 18.104.22.168 Overview 22.214.171.124 Products/ End-User 126.96.36.199 Strategy 188.8.131.52 Key Developments 8.3.6 NXP Semiconductors 184.108.40.206 Overview 220.127.116.11 Products/ End-User 18.104.22.168 Strategy 22.214.171.124 Key Developments 8.3.7 NTT Docomo 126.96.36.199 Overview 188.8.131.52 Products/ End-User 184.108.40.206 Strategy 220.127.116.11 Key Developments 8.3.8 Telefónica 18.104.22.168 Overview 22.214.171.124 Products/ End-User 126.96.36.199 Strategy 188.8.131.52 Key Developments 8.3.9 Singtel 184.108.40.206 Overview 220.127.116.11 Products/ End-User 18.104.22.168 Strategy 22.214.171.124 Key Developments 8.3.10 Apple 126.96.36.199 Overview 188.8.131.52 Products/ End-User 184.108.40.206 Strategy 220.127.116.11 Key Developments