Global eSIMs & iSIMs Market: 2024-2028

Description

'Emerging GSMA Specifications to Grow Global IoT eSIM & iSIM Connections by 680% over Next Four Years'

KEY STATISTICS
Total eSIM active devices & sensors in 2024:	1.1bn
Total iSIM active devices & sensors in 2028:	211.8mn
2024 to 2028 eSIM market value growth:	208%
Forecast period:	2024-2028

Overview

Our “eSIMs and iSIMs” research suite provides an in-depth analysis and evaluation of how connectivity requirements are changing specifically within the consumer and IoT markets. The report assesses how the release of eSIM-only smartphones and the GSMA's SGP.32 specifications will provide enhanced flexibility and report profile provisioning capabilities to complement the growth of the cellular IoT market. Additionally, Juniper Research leverages its expertise to hypothesise the impact the anticipated SGP.41/42 releases on the iSIMs and IoT market.

SAMPLE VIEW

Market Trends & Forecasts

The eSIMs market research reports provide incisive and detailed analysis for the study period, and a wide range of valuable insights featuring the key trends and major factors driving eSIM adoption, including the requirement for automation, the crucial role demand for remote service provisioning, in factory profile provisioning, the transition to cloud connectivity and how the increased deployment of 5G will impact the scope of eSIM and iSIM use cases. The eSIM and iSIM market growth research also features a comprehensive forecast suite, with data split by three key sectors: consumer, industrial and public. For each sector, eSIM market size forecasts are provided for:

Total Device/Sensors Leveraging eSIMs for Connectivity
Total Shipments of Device/Sensor eSIM Modules
eSIM Hardware Revenue
eSIM Management Platform Revenue
eSIM Market Value

The report also provides a quantitative evaluation on the impact of iSIMs in the eSIMs market. Despite SGP.41/42 specifications yet to be launched, this report provides in-depth forecasts on how iSIM adoption is impacting the SIM market in 60 key countries over the next four years and leverages interviews with key SIM management platforms to quantify this growth.

The suite includes several different options that can be purchased separately, including access to data mapping the adoption and future growth of eSIMs and iSIMs. This insightful study uncovers the latest trends and opportunities within the market, and a document containing extensive analysis of the 18 market leaders in the SIM management space. The coverage can also be purchased as a Full Research Suite, containing all these elements, and includes a substantial discount.

Key Features

Key Takeaways & Strategic Recommendations: An in-depth analysis of key development opportunities and findings within the eSIMs and iSIMs market, accompanied by key strategic recommendations for mobile operators and eSIM management platforms on which regions and technologies to target and how.
Country Readiness Index: Comprehensive coverage featuring country-level market analysis on the future of the market in 60 select countries split by 8 key regions; thoroughly analysing each country's potential success in the eSIMs and iSIMs market, with recommendations for future growth.
Benchmark Industry Forecasts: 5-year forecasts are provided for total eSIM and iSIM devices/sensors, total eSIM shipments and eSIM and iSIM revenue. These forecasts are split into 3 key market segments including consumer, industrial and public sectors.
Juniper Research Competitor Leaderboard: Key player capability and capacity assessment for 18 eSIM management platforms, via the Juniper Research Competitor Leaderboard, featuring eSIM and iSIM market sizing for major players in the communications industry.

Market Trends & Strategies

1. Key Takeaways & Strategic Recommendations

1.1. Key Takeaways
1.2. Strategic Recommendations

2. Market Landscape

2.1. Introduction & Definitions
- i. iSIMs
- ii. softSIM
- 2.1.2. eSIMs Current Market Overview
  - i. Global Chip Shortage
  - ii. Environmental Concerns
- 2.1.3. iSIMs Current Market Overview
2.2. Future Market Overview
- 2.2.1. 5G Connectivity
  - i. IFPP
- 2.2.2. IoT eSIMs
  - i. eSIM and IoT Security
  - ii. Enterprise IoT
  - iii. GSMA eSIM Specifications

3. Country Readiness Index

3.1. Introduction to Country Readiness Index
- 3.1.1. Focus Markets
  - i. Large Addressable User Base
  - ii. Apple iPhone 14 to Cause US Dominance
  - iii. How to Provide Competitor Advantage in Competitive Market
- 3.1.2. Growth Markets
  - i. Strong Consumer Device Market
  - ii. China
- 3.1.3. Saturated Market
- 3.1.4. Developing Markets

4. Market Segment Analysis

4.1. eSIMs & iSIMs: Market Segment Analysis
4.2. Consumer
- i. Smartphones
- ii. Consumer Vehicles
- iii. Consumer Wearables
- iv. Smart Meters
- v. Use Case: Travel eSIMs
- vi. Corporate
- vii. Geographical Spread
- viii. Key Clients & Strategic Partnerships
- ix. High-level View of Offerings
4.3. Industrial
4.4. Public Sector
- i. Smart Parking Solutions
- ii. Smart Street Lighting Solutions
- iii. Smart Traffic Management Solutions
  - Endnotes

Competitor Leaderboard

1. Juniper Research Competitor Leaderboard

1.1. Why Read This Report
- Table 1.1: Juniper Research Competitor Leaderboard: eSIM Management Platform Providers Included & Product Portfolio (Part 1)
- Table 1.2: Juniper Research Competitor Leaderboard: eSIM Management Platform Providers Included & Product Portfolio (Part 2)
- Figure 1.3: Juniper Research Competitor Leaderboard-eSIM/iSIM Platform Providers
- Table 1.4: Juniper Research Competitor Leaderboard: Vendors & Positioning
- Table 1.5: Juniper Research Competitor Leaderboard Heatmap-eSIM & iSIM Management Platform Providers

2. Company Profiles

2.1. eSIM & iSIM Platform Providers Vendor Profiles
- 2.1.1. Ericsson
  - i. Corporate
    - Table 2.1: Ericsson's Select Financial Information ($bn), 2018-202
  - ii. Geographical Spread
  - iii. Key Clients & Strategic Partnerships
  - iv. High-level View of Offerings
  - v. Juniper Research's View: Key Strengths & Strategic Development Opportunities
- 2.1.2. Eseye
  - i. Corporate
  - ii. Geographical Spread
  - iii. Key Clients & Strategic Partnerships
  - iv. High-level View of Offerings
  - v. Juniper Research's View: Key Strengths & Strategic Development Opportunities
- 2.1.3. Evolving Systems
  - i. Corporate
  - ii. Geographical Spread
  - iii. Key Clients & Strategic Partnerships
  - iv. High-level View of Offerings
    - Figure 2.2: Evolving System's Product Portfolio
    - Figure 2.3: DSA Core Technology Platform
  - v. Juniper Research's View: Key Strengths & Strategic Development Opportunities
- 2.1.4. Giesecke+Devrient
  - i. Corporate
    - Table 2.4: G+D's Select Financial Information ($m), 2019-2022
  - ii. Geographical Spread
  - iii. Key Clients & Strategic Partnerships
  - iv. High-level View of Offerings
  - v. Juniper Research's View: Key Strengths & Strategic Development Opportunities
- 2.1.5. Gigsky
  - i. Corporate
  - ii. Geographical Spread
  - iii. Key Clients & Strategic Partnerships
  - iv. High-level View of Offerings
  - v. Juniper Research's View: Key Strengths & Strategic Development Opportunities
- 2.1.6. iBASIS
  - i. Corportate
  - ii. Geographical Spread
  - iii. Key Clients & Strategic Partnerships
  - iv. High-level View of Offerings
  - v. Juniper Research's View: Key Strengths & Strategic Development Opportunities
- 2.1.7. IDEMIA
  - i. Corporate
  - ii. Geographical Spread
  - iii. Key Clients & Strategic Partnerships
  - iv. High-level View of Offerings
    - Figure 2.5: IDEMIA's Consumer eSIM Platform
    - Figure 2.6: IDEMIA's eSIM IoT Platform
  - v. Juniper Research's View: Key Strengths & Strategic Development Opportunities
- 2.1.8. Kigen
  - i. Corporate
  - ii. Geographical Spread
  - iii. Key Clients & Strategic Partnerships
  - iv. High-level View of Offerings
  - v. Juniper Research's View: Key Strengths & Strategic Development Opportunities
- 2.1.9. KORE Wireless
  - i. Corporate
    - Table 2.7: KORE Wireless' Acquisitions, November 2014-Present
  - ii. Geographical Spread
  - iii. Key Clients & Strategic Partnerships
  - iv. High-level View of Offerings
    - Figure 2.8: KORE One Architecture-A Single IoT Enablement Platform
  - v. Juniper Research's View: Key Strenghts & Strategic Development Opportunities
- 2.1.10. Monty Mobile
  - i. Corporate
  - ii. Geographical Spread
  - iii. Key Clients & Strategic Partnerships
  - iv. High-level View of Offerings
  - v. Juniper Research's View: Key Strengths & Strategic Development Opportunities
- 2.1.11. Redtea Mobile
  - i. Corporate
  - ii. Geographical Spread
  - iii. Key Clients & Strategic Partnerships
  - iv. High-level View of Offerings
  - v. Juniper Research's View: Key Strengths & Strategic Development Opportunities
- 2.1.12. Sierra Wireless
  - i. Corporate
  - ii. Geographical Spread
  - iii. Key Clients & Strategic Partnerships
  - iv. High-level View of Offerings
  - v. Juniper Research's View: Key Strengths & Strategic Development Opportunities
- 2.1.13. Tata Communications
  - Table 2.9: Tata Communications' Selected Financial Information ($m), 2021-2023
  - ii. Geographical Spread
  - iv. High-level View of Offerings
  - v. Juniper Research's View: Key Strengths & Strategic Development Opportunities
- 2.1.14. Telit Cinterion
  - i. Corporate
  - ii. Geographical Spreadh
  - iii. Key Clients & Strategic Partnerships
  - iv. High-level View of Offerings
  - v. Juniper Research's View: Key Strengths & Strategic Development Opportunities
- 2.1.15. Thales
  - i. Corporate
    - Table 2.10: Thales' Acquisitions, January 2019-Present
  - ii. Geographical Spread
  - iii. Key Clients & Strategic Partnerships
  - iv. High-level View of Offerings
    - Figure 2.11: Thales Embedded Portfolio
    - Figure 2.12: High-level Architecture of Thales Adaptive Connect
    - Figure 2.13: High-level Architecture of Thales Instant Connect
  - v. Juniper Research's View: Key Strengths & Strategic Development Opportunities
- 2.1.16. Valid
  - i. Corporate
  - ii. Geographical Spread
  - iii. Key Clients & Strategic Partnerships
  - iv. High-level View of Offerings
  - v. Juniper Research's View: Key Strengths & Strategic Development Opportunities
- 2.1.17. Workz Group
  - i. Corporate
  - ii. Geographical Spread
  - iii. Key Clients & Strategic Partnerships
  - iv. High-level View of Offerings
  - v. Juniper Research's View: Key Strengths & Strategic Development Opportunities
- 2.1.18. ZARIOT
  - i. Corporate
  - ii. Geographical Spread
  - iii. Key Clients & Strategic Partnerships
  - iv. High-level View of Offerings
    - Figure 2.14: ZARIOT Network Type and Operator Count
    - Figure 2.15: ZARIOT's End-to-End Security Offering
  - v. Juniper Research's View: Key Strengths & Strategic Development Opportunities
2.2. Juniper Research Leaderboard Assessment Methodology
2.3. Limitation & Interpretations
- Table 2.16: Juniper Research Competitor Leaderboard Scoring Criteria

Data & Forecasting Table of Contents

1. eSIMs Market Forecasts & Key Takeaways

1.1. eSIMs Market Summary & Future Outlook
- Figure 1.1: Number of Connected Devices & Sensors with eSIMs Leveraging eSIMs for Connectivity (m), Split by Category, 2024-2028
- 1.1.1. eSIM Forecast Methodology
  - Table 1.2: Forecast Methodology Industry Splits
  - Figure 1.3: Total eSIMs Market Forecast Methodology
- 1.1.2. Total Number of Device and Sensors Leveraging eSIM Connectivity
  - Figure & Table1.4: Number of Connected Devices & Sensors with eSIMs Leveraging eSIMs for Connectivity (m), Split by 8 Key Regions, 2023-2028
  - Table 1.5: Number of Connected Devices & Sensors Leveraging eSIMs for Connectivity (m), Split by Category, 2023-2028
- 1.1.3. Total Market Value of Connected eSIM Devices and Sensors
  - Figure & Table 1.6: Total Market Value of Connected Devices & Sensors eSIMs ($m), Split by 8 Key Regions, 2023-2028
  - Table 1.7: Share of Market Value of Connected Devices & Sensor eSIMs ($m), Split by Software and Hardware, 2023-2028

2. iSIMs Market Forecast & Key Takeaways

2.1. iSIMs Market Summary & Future Outlook
- Figure 2.1: Proportion of Connected eSIMs That Are iSIMs (%), Split by 8 Key Regions, 2023-2028
- 2.1.1. iSIMs Forecast Methodology
  - Figure 2.2: Total iSIMs Market Forecast Methodology
- 2.1.2. Total Number of Devices and Sensors Leveraging iSIMs for Connectivity
  - Figure & Table 2.3: Total Number of iSIMs Installed in Connected Devices & Sensors (m), Split by 8 Key Regions, 2023-2028
  - Table 2.4: Share of Market Value of Connected Devices & Sensor iSIMs ($m), Split by Software and Hardware, 2023-2028

3. Global eSIMs Consumer Market Forecasts

3.1. eSIMs Market-Consumer Sector
- 3.1.1. eSIM Consumer Market Forecast Methodology & Assumptions
  - Figure 3.1: Consumer Sector eSIMs Forecast Methodology
- 3.1.2. Total Number of Consumer Devices Leveraging eSIM Connectivity
  - Figure & Table 3.2: Total Number of Connected Consumer Devices with eSIMs Leveraging eSIMs for Connectivity (m), Split by 8 Key Regions, 2023-2028
  - Table 3.3: Share of Platform Revenue from Connected Consumer Device eSIM Management ($) Split by Sector, 2023-2028
- 3.1.3. Total Revenue Generated from Consumer eSIM Devices
  - Figure & Table 3.4: Total Market Value of Connected Consumer Device eSIMs ($m), Split by 8 Key Regions, 2023-2028
  - Table 3.5: Total Market Value of Connected Consumer Device eSIMs ($m), Split by Software and Hardware, 2023-2028

4. Global eSIMs Industrial Market Forecasts

4.1. eSIMs Market-Industrial Sector
4.2. eSIM Industrial Market Forecast Methodology
- Figure 4.1: Industrial Sector eSIMs Forecast Methodology
- 4.2.1. Total Number of Industrial Devices & Sensors Leveraging eSIMs for Connectivity
  - Figure & Table 4.2: Total Number of Connected Industrial Devices & Sensors with eSIMs Leveraging eSIMs for Connectivity (m), Split by 8 Key Regions, 2023-2028
  - Table 4.3: Total Number of Connected Industrial Devices & Sensors with eSIMs Leveraging eSIMs for Connectivity (m), Split by Sector, 2023-2028
- 4.2.2. Total Revenue Generated from Industrial eSIM Devices & Sensors
  - Figure & Table 4.4: Total Market Value of Connected IoT Device & Sensor eSIMs ($m), Split by 8 Key Regions, 2023-2028
  - Table 4.5: Total Market Value of Connected Industrial Device eSIMs ($m), Split by Software and Hardware, 2023-2028

5. Global eSIMs Public Sector Market Forecasts

5.1. eSIMs Market-Public Sector Market
- 5.1.1. eSIM Public Sector Market Forecast Methodology
  - Figure 5.1: Public Sector eSIMs Forecast Methodology
- 5.1.2. Total Number of eSIM Public Sector Devices & Sensors
  - Figure & Table 5.2: Total Number of Connected Public Sector Sensors with eSIMs Leveraging eSIMs for Connectivity (m), Split by 8 Key Regions, 2023-2028
  - Table 5.3: Total Number of Connected Public Sector Sensors with eSIMs Leveraging eSIMs for Connectivity (m), Split by Sector, 2023-2028
- 5.1.3. Total Revenue Generated by Public Sector eSIM Connections
  - Figure & Table 5.4: Total Market Value of Connected Public Sector Sensor eSIMs ($m), Split by 8 Key Regions, 2023-2028
  - Table 5.5: Total Market Value of Connected Public Sector Device eSIMs ($m), Split by Software and Hardware, 2023-2028