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市場調查報告書

eSIM的全球市場(2020年∼2027年)

Global eSIM Market - 2020-2027

出版商 DataM Intelligence 商品編碼 1004318
出版日期 內容資訊 英文 180 Pages
商品交期: 約2個工作天內
價格
eSIM的全球市場(2020年∼2027年) Global eSIM Market - 2020-2027
出版日期: 2021年04月29日內容資訊: 英文 180 Pages
簡介

新的數位服務繼續讓我們的生活和工作更輕鬆。2021年激增至137億台的IoT連接設備,預測2025年將達到308億台。全球eSIM市場由於IoT用途的需求增加,在預測期內將顯著增長。

更快、更可靠的網絡的發展,特別是5G的廣泛部署,正在加速物聯網的部署。隨著這一發展,許多汽車變得越來越互聯。對於商用車和消費者來說,這種情況預計將持續下去,並且預計將對 eSIM 市場產生直接影響,以保護 IP 地址、隱私、用戶、企業和品牌等敏感信息。

本報告提供全球eSIM市場的相關調查,提供市場機會和影響,成長及阻礙因素,用途·終端用戶·各地區的市場分析,競爭情形,主要企業的簡介等資訊。

目錄

第1章 全球eSIM市場調查手法和範圍

  • 調查手法
  • 調查的目的和調查範圍

第2章 全球eSIM市場:市場定義和概要

第3章 全球eSIM市場摘要整理

  • 各用途的市場明細
  • 各終端用戶的市場明細
  • 各地區的市場明細

第4章 全球eSIM市場動態

  • 影響市場的要素
    • 成長要素
    • 阻礙因素
    • 市場機會
    • 影響分析

第5章 全球eSIM市場:產業分析

  • 波特的五力分析
  • 法規分析
  • 供應鏈分析
  • 價格分析

第6章 全球eSIM市場:各用途

  • 簡介
    • 各用途的市場規模分析,及與前一年同期比較成長分析
    • 各用途的市場魅力指數
  • 聯網汽車
    • 簡介
    • 市場規模分析,及與前一年同期比較成長分析(2018-2027)
  • 智慧家庭
  • 智慧電表
  • 行動裝置·穿戴式
  • 筆記型電腦
  • 無人機
  • 其他

第7章 全球eSIM市場:各終端用戶

  • 簡介
    • 各終端用戶的市場規模分析,及與前一年同期比較成長分析
    • 各終端用戶的市場魅力指數
  • 汽車
    • 簡介
    • 市場規模分析,及與前一年同期比較成長分析(2018-2027)
  • 電器及電子
  • 能源·公共產業
  • 產業
  • 其他

第8章 全球eSIM市場:各地區

  • 簡介
    • 各地區的市場規模分析,及與前一年同期比較成長分析
    • 各地區市場魅力指數
  • 北美
    • 簡介
    • 主要每個地區的動態
    • 各用途:市場規模分析,及與前一年同期比較成長分析
    • 各終端用戶:市場規模分析,及與前一年同期比較成長分析
    • 各國:市場規模分析,及與前一年同期比較成長分析
  • 歐洲
    • 簡介
    • 主要每個地區的動態
    • 各用途:市場規模分析,及與前一年同期比較成長分析
    • 各終端用戶:市場規模分析,及與前一年同期比較成長分析
    • 各國:市場規模分析,及與前一年同期比較成長分析
  • 南美
    • 簡介
    • 主要每個地區的動態
    • 各用途:市場規模分析,及與前一年同期比較成長分析
    • 各終端用戶:市場規模分析,及與前一年同期比較成長分析
    • 各國:市場規模分析,及與前一年同期比較成長分析
  • 亞太地區
    • 簡介
    • 主要每個地區的動態
    • 各用途:市場規模分析,及與前一年同期比較成長分析
    • 各終端用戶:市場規模分析,及與前一年同期比較成長分析
    • 各國:市場規模分析,及與前一年同期比較成長分析
  • 中東和非洲
    • 簡介
    • 主要每個地區的動態
    • 各用途:市場規模分析,及與前一年同期比較成長分析
    • 各終端用戶:市場規模分析,及與前一年同期比較成長分析

第9章 全球eSIM市場競爭情形情形

  • 競爭模式
  • 市場地位/佔有率分析
  • 合併和收購分析

第10章 全球eSIM市場企業簡介

  • Infineon Technologies AG
    • 企業概要
    • 產品系列·概要
    • 要點
    • 財務概要
  • NXP Semiconductors N.V.
  • STMicroelectronics
  • Deutsche Telekom AG
  • Giesecke+Devrient Mobile Security GmbH
  • Gemalto NV
  • ARM Holdings
  • KORE Wireless Group Inc.
  • NTT Docomo Inc.
  • Sierra Wireless

第11章 全球eSIM市場-DataM

  • 附錄
  • 關於本公司·服務
  • 諮詢方式

本網頁內容可能與最新版本有所差異。詳細情況請與我們聯繫。

目錄

Market Overview

The embedded SIM (eSIM) refers to a SIM capable of hosting multiple connectivity profiles (as defined by GSMA). It supports secure over-the-air remote SIM provisioning, as well as remote updates to the keys and applications. Moreover, eSIMs can be either soldered to a device or removable and sometimes used interchangeably with the term embedded Universal Integrated Circuit Card (eUICC). However, there is a difference as the eUICC is the platform that can run multiple security applications.

Furthermore, worldwide recognition is growing for the unique ability of the eSIM to deliver flexible control and dynamic security over a connected object's lifetime. Moreover, the eSIM shipment volumes showed significant global eSIM growth in 2020, with eSIM shipments collectively reported TCA members increasing 82% year-on-year to reach 308 million units.

The global eSIM market is estimated to reach USD XX billion by 2027 from the recorded market size of worth USD XX billion in 2019, growing at a CAGR of XX% during the forecast period (2020-2027).

Market Dynamics

New digital services continue to facilitate our personal and professional lives. The total established base of Internet of Things (IoT) connected devices globally is expected to amount to 30.8 billion units by 2025, from a sharp jump of 13.7 billion units expected in 2021. For instance, IoT connections are used in various applications, including connected cars, connected industrial equipment and smart home devices. In comparison, non-IoT connections include laptops, smartphones and computers, with connections of these types of devices set to amount to just over 9.5 billion units by 2025, approximately three times less than IoT device connections. As a result, the global eSIM market is expected to grow considerably during the forecast period due to the increasing demand for IoT applications.

Moreover, the development of faster and more reliable networks, especially with the extensive rollout of 5G, accelerates IoT deployment. Due to this development, many vehicles are becoming increasingly connected, which is forecast to continue both in the commercial and consumer-connected car markets that will directly impact the eSIM market for securing crucial information, including IP address, privacy, users, businesses and brands. It is expected that there are over one billion motor vehicles in use globally. In 2019, global sales of connected cars with embedded telematics were estimated to have hit 28.4 million units. The rising number of automobiles on the world streets requires more smart forms of urban transport than the standard ones, and today's smart cities are offering the smart infrastructure needed for the implementation of connected car programs.

Furthermore, the new generation of mobile communications was released in 2019, and as of June 2020, 125 countries globally have begun to invest in the technology. Moreover, 5G networks are the latest 3GPP standard, boasting speeds between 10 and 100 times faster than 4G. 5G is expected to transform mobile communications and enable the digitalization of various aspects of everyday life. Perhaps most significant for future innovation is the ability of 5G technology to transfer vast amounts of data in real-time. In addition, 5G could serve as the basis for a "Fourth Industrial Revolution" and provide the future's smart cities' connectivity. This technology will also bring ease and efficiency to the lives of countless individuals around the world, which is expected to increase the market growth for eSIM globally during the forecast period.

Segment Analysis

By application, the market is segmented into connected cars, smart homes, smart meters, mobile devices & wearables, laptops, drones and others. By end-user, the market is segmented into electrical & electronics, automotive, energy & utilities, industrial and others.

eSIM implements flexible trusted connectivity to meet multiple logistical needs across different industry verticals. Multiple connectivity profiles, post-issuance personalization and remote management capabilities simplify supply chains and ease deployment challenges. Moreover, eSIM technology also addresses security challenges over a connected object's lifetime. It is based on the widely distributed secure application delivery platform (SIM/USIM/UICC), and its usage is governed by interoperable solutions defined across various organizations such as ETSI, GSMA, GlobalPlatform, ISO and Java Card Forum. In addition, it is standard criteria certified and has advanced cryptographic features and security, including a securely designed central processing unit (CPU) and dedicated secure memory to store operating system programs, certificate data and keys. This guards devices against various hacking scenarios, such as physical attacks on a single device, remote and cloning attacks from the internet to numerous devices. This functionality is complemented by the capability to perform remote upgrades to apps, sensitive data and subscriptions according to GSMA and global platform specifications to quickly respond to emerging attacks and threats once a device is active in the field.

Geographical Analysis

North American region is expected to hold a significant market share due to the first region that supports eSIM and services provided by the major companies in the region. Moreover, North America held a revenue share of over 33.5% in 2019 and is expected to continue dominating during the forecast period due to network providers' presence, rapid technological advancements and the early adoption of advanced IoT & artificial intelligence (AI) technologies. Europe is expected to grow at a significant CAGR during the forecast period. For instance, in March 2018, the European government implemented an eCall regulation, in which all new passenger cars and EVs will be equipped with eCall technology. This initiative is expected to drive market growth.

APAC is expected to witness the highest CAGR during the forecast period due to the growing adoption of IoT technology, and the rising demand for embedded connectivity in vehicles from the consumers is expected to boost the market growth. Moreover, according to GSMA, in 2018, the number of IoT connections in the region accounted for USD 3.4 billion and is expected to reach USD 10.5 billion by 2025. Moreover, the increasing adoption of consumer electronics solutions such as smartphones, wearables, laptops, among others, is further expected to create growth opportunities during the forecast period.

Competitive Landscape

The eSIM market is fragmented with the presence of regional and global players. The competitive contour lies with the increase in the regional company and growing investment in upstream application. Infineon Technologies AG, NXP Semiconductors N.V., STMicroelectronics, Deutsche Telekom AG, Giesecke+Devrient Mobile Security GmbH, Gemalto NV, ARM Holdings, KORE Wireless Group Inc., NTT Docomo Inc., Sierra Wireless are the major player in the sim market. The major players adopt several growth strategies such as product launches, acquisitions, and collaborations, contributing to growing the eSIM market globally.

Infineon Technologies AG

OPTIGA™ Connect IoT is a ready-to-connect eSIM solution for cellular IoT devices. This turnkey solution enables easy, secured and cost-optimized management and deployment of cellular-enabled IoT devices at scale. It arrives with a pre-installed GSMA-compliant operating system and pre-integrated connectivity capabilities supported by the partner Tata Communications. OPTIGA™ Connect IoT provides global cellular network coverage, including 2G, 3G, 4G, CATM and other LTE services spanning 640+ networks across 200 countries. Moreover, end-to-end connectivity management extending from design through manufacture to deployment reduces complexity, offers complete visibility into IoT devices and simplifies control. It addresses today's key pain points: interoperability, connectivity management, technical support, coverage, and cost. In addition, OPTIGA™ Connect IoT is based on Infineon's best-in-class standard criteria EAL5+ certified eSIM hardware designed to better the security standards typically required by industry today. This adds a level to these solutions and protects them against physical attacks, which is essential for long-term devices in the field.

The company offers various significant benefits such as:

  • Pre-integrated set of best-of-breed technologies
  • Turnkey solution
  • Ready to connect
  • Easy management and deployment of cellular IoT at scale
  • Flexible connectivity service for cellular IoT devices
  • Cost-effective, secured connectivity and pervasive (worldwide)
  • Simplified path to market
  • Reduced complexity through interoperability and connectivity management
  • Open for integration of additional applets
  • Low power consumption

The company offers various significant applications such as:

  • CAV Commercial Agricultural Vehicles
  • Cloud devices
  • Industry automation
  • Light Electric Vehicles
  • Smart Energy
  • Smart Home
  • Smart city infrastructure
  • Wearables

Table of Contents

1. Global eSIM Market Methodology and Scope

  • 1.1. Research Methodology
  • 1.2. Research Objective and Scope of the Report

2. Global eSIM Market- Market Definition and Overview

3. Global eSIM Market- Executive Summary

  • 3.1. Market Snippet by Application
  • 3.2. Market Snippet by End-User
  • 3.3. Market Snippet by Region

4. Global eSIM Market-Market Dynamics

  • 4.1. Market Impacting Factors
    • 4.1.1. Drivers
    • 4.1.2. Restraints
    • 4.1.3. Opportunity
    • 4.1.4. Impact Analysis

5. Global eSIM Market- Industry Analysis

  • 5.1. Porter's Five Forces Analysis
  • 5.2. Regulatory Analysis
  • 5.3. Supply Chain Analysis
  • 5.4. Pricing Analysis

6. Global eSIM Market- By Application

  • 6.1. Introduction
    • 6.1.1. Market Size Analysis, and Y-o-Y Growth Analysis (%), By Application
    • 6.1.2. Market Attractiveness Index, By Application
  • 6.2. Connected Cars*
    • 6.2.1. Introduction
    • 6.2.2. Market Size Analysis, USD Mn, 2018-2027 and Y-o-Y Growth Analysis (%), 2018-2027
  • 6.3. Smart Homes
  • 6.4. Smart Meters
  • 6.5. Mobile Devices & Wearables
  • 6.6. Laptops
  • 6.7. Drones
  • 6.8. Others

7. Global eSIM Market- By End-User

  • 7.1. Introduction
    • 7.1.1. Market Size Analysis, and Y-o-Y Growth Analysis (%), By End-User
    • 7.1.2. Market Attractiveness Index, By End-User
  • 7.2. Automotive*
    • 7.2.1. Introduction
    • 7.2.2. Market Size Analysis, USD Mn, 2018-2027 and Y-o-Y Growth Analysis (%), 2018-2027
  • 7.3. Electrical & Electronics
  • 7.4. Energy & Utilities
  • 7.5. Industrial
  • 7.6. Others

8. Global eSIM Market- By Region

  • 8.1. Introduction
    • 8.1.1. Market Size Analysis, and Y-o-Y Growth Analysis (%), By Region
    • 8.1.2. Market Attractiveness Index, By Region
  • 8.2. North America
    • 8.2.1. Introduction
    • 8.2.2. Key Region-Specific Dynamics
    • 8.2.3. Market Size Analysis, and Y-o-Y Growth Analysis (%), By Application
    • 8.2.4. Market Size Analysis, and Y-o-Y Growth Analysis (%), By End-User
    • 8.2.5. Market Size Analysis, and Y-o-Y Growth Analysis (%), By Country
      • 8.2.5.1. United States
      • 8.2.5.2. Canada
      • 8.2.5.3. Mexico
  • 8.3. Europe
    • 8.3.1. Introduction
    • 8.3.2. Key Region-Specific Dynamics
    • 8.3.3. Market Size Analysis, and Y-o-Y Growth Analysis (%), By Application
    • 8.3.4. Market Size Analysis, and Y-o-Y Growth Analysis (%), By End-User
    • 8.3.5. Market Size Analysis, and Y-o-Y Growth Analysis (%), By Country
      • 8.3.5.1. Germany
      • 8.3.5.2. United Kingdom
      • 8.3.5.3. France
      • 8.3.5.4. Italy
      • 8.3.5.5. Spain
      • 8.3.5.6. Rest of Europe
  • 8.4. South America
    • 8.4.1. Introduction
    • 8.4.2. Key Region-Specific Dynamics
    • 8.4.3. Market Size Analysis, and Y-o-Y Growth Analysis (%), By Application
    • 8.4.4. Market Size Analysis, and Y-o-Y Growth Analysis (%), By End-User
    • 8.4.5. Market Size Analysis, and Y-o-Y Growth Analysis (%), By Country
      • 8.4.5.1. Brazil
      • 8.4.5.2. Argentina
      • 8.4.5.3. Rest of South America
  • 8.5. Asia Pacific
    • 8.5.1. Introduction
    • 8.5.2. Key Region-Specific Dynamics
    • 8.5.3. Market Size Analysis, and Y-o-Y Growth Analysis (%), By Application
    • 8.5.4. Market Size Analysis, and Y-o-Y Growth Analysis (%), By End-User
    • 8.5.5. Market Size Analysis, and Y-o-Y Growth Analysis (%), By Country
      • 8.5.5.1. China
      • 8.5.5.2. India
      • 8.5.5.3. Japan
      • 8.5.5.4. Australia
      • 8.5.5.5. Rest of Asia Pacific
  • 8.6. Middle East and Africa
    • 8.6.1. Introduction
    • 8.6.2. Key Region-Specific Dynamics
    • 8.6.3. Market Size Analysis, and Y-o-Y Growth Analysis (%), By Application
    • 8.6.4. Market Size Analysis, and Y-o-Y Growth Analysis (%), By End-User

9. Global eSIM Market Competitive Landscape

  • 9.1. Competitive Scenario
  • 9.2. Market Positioning/Share Analysis
  • 9.3. Mergers and Acquisitions Analysis

10. Global eSIM Market Company Profiles

  • 10.1. Infineon Technologies AG*
    • 10.1.1. Company Overview
    • 10.1.2. Product Portfolio and Description
    • 10.1.3. Key Highlights
    • 10.1.4. Financial Overview
  • 10.2. NXP Semiconductors N.V.
  • 10.3. STMicroelectronics
  • 10.4. Deutsche Telekom AG
  • 10.5. Giesecke + Devrient Mobile Security GmbH
  • 10.6. Gemalto NV
  • 10.7. ARM Holdings
  • 10.8. KORE Wireless Group Inc.
  • 10.9. NTT Docomo Inc.
  • 10.10. Sierra Wireless

11. Global eSIM Market- DataM

  • 11.1. Appendix
  • 11.2. About Us and Services
  • 11.3. Contact Us