e-SIM: Technological Developments and Market Sizing - e-SIM Enters a New Phase of Evolution and Growth

This report provides an in-depth analysis of the e-SIM (embedded SIM) ecosystem, a technology that, after a period of stagnation, is entering a new phase of development. Despite the initial challenges associated with its democratization, e-SIM has seen renewed interest since 2023, stimulated by the advent of 5G, the latest generations of smartphones, and the rise of IoT devices.

The paper explores the different regional ecosystems in which this technology is evolving and analyzes the two main segments: consumer e-SIM and professional e-SIM for M2M and IoT devices.

It examines the possible future applications of e-SIM, assessing its potential as a source of revenue and its appeal for telecom operators as well as for companies wishing to integrate or invest in this technology. The potential of i-SIM (integrated SIM), seen as the next step in this technological evolution, is also explored.

By analyzing the entire e-SIM ecosystem, this report details the strategies adopted by key players and explores various possible use cases, particularly in the automotive, delivery, connected objects, smart energy, agriculture, and tracking and security sectors.

It identifies the current challenges and limitations of this technology, offering a perspective on future issues for businesses. The report also anticipates the emergence of new complementary technologies, their key players, and the possibilities for transforming e-SIM trends with the introduction of i-SIM and the opportunities it represents