Embedded SIM Market By Form Factor (Removable and Embedded), By Application (Connected Cars, Laptops, Smartphones & Tablets, Wearables and M2M), By Industry Vertical (Consumer Electronics, Automotive, Oil & Gas, Energy & Utilities, Manufacturing, Retail and Transportation & Logistics) – Growth, Future Prospects and Competitive Analysis, 2018 – 2026

Market Inshights

Rapidly Growing Number of Connected Devices to Drive the Global eSIM Market

The eSIM market worldwide is expected to grow at a CAGR of 25.6% during the forecast period. Embedded SIM (eSIM) cards are the next generation of SIM cards that are directly embedded in a device, such as a smartphone, laptop, tablet, wearable, or other mobile devices. Unlike traditional SIM cards, eSIM includes a reprogrammable chip, allowing the user to switch networks over the air without physically replacing the SIM card. Embedded SIM cards offer numerous benefits over conventional SIM cards, including their rugged nature, small size, security and interoperability, easier handling for mobile network operators (MNOs), and several others. The market’s growth is highly driven by the rapidly growing number of connected devices worldwide. Ericsson projects over 29 Bn connected devices by 2022, of which over 18 Bn devices will be related to IoT. Of these, over 70% of the devices are expected to rely on cellular technology for communication. As a result, the eSIM market holds immense potential for growth in the near future.

Market Synopsis

Rapidly Growing Number of Connected Devices to Ensure Consumer Electronics Segment Dominance

In 2017, the consumer electronics segment led the market with more than 1/4th of the total market size in terms of value and volume. The consistent proliferation of consumer electronic devices, including smartphones, laptops, tablets, and wearables, among others, is the most prominent factor supporting segment growth. Wearables are among the most promising applications of eSIM due to the strict requirement of a small-size SIM card. Apple, Inc. is one of the first companies to embrace eSIM with the aim of adding seamless connectivity to its Apple Watch Series 3 and 4. Apple’s iPhone X.S. and iPhone XS Max are other products featuring eSIM. Subsequently, more consumer electronics and mobile device manufacturers are expected to turn towards eSIM cards in an effort to provide seamless and convenient connectivity to their customers.

Consistent Design Improvements to Maintain a Competitive Market

Some of the prominent players operating in the eSIM market include STMicroelectronics N.V., Gemalto NV, Deutsche Telekom AG, NXP Semiconductors N.V., Infineon Technologies AG, Giesecke & Devrient GmbH, Vodafone Plc., Idemia France SAS, Sierra Wireless, Inc., and NTT DOCOMO, among others.

Periods of History and Forecast

This research report presents the analysis of each segment from 2016 to 2026, considering 2017 as the base year for the research. The compound annual growth rate(CAGR) for each of the respective segments was calculated for the forecast period from 2018 to 2026.

Report Scope by Segments

The eSIM market report provides market size and estimates based on market dynamics and key trends observed in the industry. The report provides a holistic view of the global eSIM market based on form factor, application, industry vertical, and geography. Key segments covered in the report are as follows:

Key questions are answered in this report.

• What was the market size of eSIM in 2017, and what is the forecast up to 2026?
• Which is the largest regional market for eSIM?
• What are the major trends followed in overall eSIM across different regions?
• Who are the key eSIM companies leading the market?
• What are the key strategies adopted by the leading eSIM companies in the market?

This report’s distinct data points

• Statistics on the IoT, connected devices, and smartphone sectors
• Recent trends across different regions in terms of the adoption of eSIM across different applications
• appealing investment proposition for form factor segments and geography
• Comparative scenario for all the segments for years 2017 (actual) and 2026 (forecast)
• The market size in terms of revenue and volume for eSIM

Chapter 1 Preface
1.1 Report Scope and Description
1.1.1 Study Purpose
1.1.2 Target Audience
1.1.3 USP and Key Offerings
1.2 Research Scope
1.3 Research Methodology
1.3.1 Phase I – Secondary Research
1.3.2 Phase II – Primary Research
1.3.3 Approach Adopted
1.3.4 Top-Down Approach
1.3.5 Bottom-Up Approach
1.3.6 Phase III – Expert Panel Review
1.3.7 Assumptions
1.4 Market Segmentation

Chapter 2 Executive Summary
2.1 Market Snapshot: Global eSIM Market
2.1.1 Global eSIM Market, by Form Factor, 2017 (US$ Mn)
2.1.2 Global eSIM Market, by Application, 2017 (US$ Mn)
2.1.3 Global eSIM Market, by Industry Vertical, 2017 (US$ Mn)
2.1.4 Global eSIM Market, by Geography, 2017 (US$ Mn)

Chapter 3 Market Dynamics
3.1 Introduction
3.2 Market Dynamics
3.2.1 Market Drivers
3.2.1.1 Rapid Growth in IoT and Number Connected Devices
3.2.1.2 Superior Benefits and Consistent Design Improvement
3.2.2 Market Restraint
3.2.2.1 Privacy Concerns and Inconvenience for Smartphone Users
3.3 Attractive Investment Proposition, by Geography, 2017
3.4 Market Positioning of Key Embedded SIM Vendors, 2017

Chapter 4 Global Embedded SIM (eSIM) Market, by Form Factor
4.1 Overview
4.1.1 Global eSIM Market Value Share, by Form Factor, 2017 & 2026 (Value, %)
4.2 Removable (1FF, 2FF, 3FF, 4FF)
4.2.1 Global eSIM Market Size from Removable Module Form Factor, 2016 – 2026 (US$ Mn) (Units)
4.3 Embedded
4.3.1 Global eSIM Market Size from Embedded Module Form Factor, 2016 – 2026 (US$ Mn) (Units)

Chapter 5 Global Embedded SIM (eSIM) Market, by Application
5.1 Overview
5.1.1 Global eSIM Market Value Share, by Application, 2017 & 2026 (Value, %)
5.2 Connected Cars
5.2.1 Global eSIM Market Size from Connected Cars, 2016 – 2026 (US$ Mn) (Units)
5.3 Laptops
5.3.1 Global eSIM Market Size from Laptops, 2016 – 2026 (US$ Mn) (Units)
5.4 Smartphones & Tablets
5.4.1 Global eSIM Market Size from Smartphones & Tablets, 2016 – 2026 (US$ Mn) (Units)
5.5 Wearables
5.5.1 Global eSIM Market Size from Wearables, 2016 – 2026 (US$ Mn) (Units)
5.6 M2M
5.6.1 Global eSIM Market Size from M2M, 2016 – 2026 (US$ Mn) (Units)

Chapter 6 Global Embedded SIM (eSIM) Market, by Industry Vertical
6.1 Overview
6.1.1 Global eSIM Market Value Share, by Industry Vertical, 2017 & 2026 (Value, %)
6.2 Consumer Electronics
6.2.1 Global eSIM Market Size from Consumer Electronics, 2016 – 2026 (US$ Mn) (Units)
6.3 Automotive
6.3.1 Global eSIM Market Size from Automotive, 2016 – 2026 (US$ Mn) (Units)
6.4 Oil & Gas
6.4.1 Global eSIM Market Size from Oil & Gas, 2016 – 2026 (US$ Mn) (Units)
6.5 Energy & Utilities
6.5.1 Global eSIM Market Size from Energy & Utilities, 2016 – 2026 (US$ Mn) (Units)
6.6 Manufacturing
6.6.1 Global eSIM Market Size from Manufacturing, 2016 – 2026 (US$ Mn) (Units)
6.7 Retail
6.7.1 Global eSIM Market Size from Retail, 2016 – 2026 (US$ Mn) (Units)
6.8 Transportation & Logistics
6.8.1 Global eSIM Market Size from Transportation & Logistics, 2016 – 2026 (US$ Mn) (Units)

Chapter 7 North America Embedded SIM (eSIM) Market Analysis, 2016 – 2026 (US$ Mn)
7.1 Overview
7.2 North America eSIM Market Analysis, by Form Factor, 2016 – 2026 (US$ Mn) (Units)
7.2.1 Market Analysis
7.3 North America eSIM Market Analysis, by Application, 2016 – 2026 (US$ Mn) (Units)
7.3.1 Market Analysis
7.4 North America eSIM Market Analysis, by Industry Vertical, 2016 – 2026 (US$ Mn) (Units)
7.4.1 Market Analysis
7.5 North America eSIM Market, by Country, 2016 – 2026 (US$ Mn) (Units)
7.5.1 Market Analysis
7.5.2 U.S.
7.5.3 Rest of North America

Chapter 8 Europe Embedded SIM (eSIM) Market Analysis, 2016 – 2026 (US$ Mn)
8.1 Overview
8.2 Europe eSIM Market Analysis, by Form Factor, 2016 – 2026 (US$ Mn) (Units)
8.2.1 Market Analysis
8.3 Europe eSIM Market Analysis, by Application, 2016 – 2026 (US$ Mn) (Units)
8.3.1 Market Analysis
8.4 Europe eSIM Market Analysis, by Industry Vertical, 2016 – 2026 (US$ Mn) (Units)
8.4.1 Market Analysis
8.5 Europe eSIM Market, by Country, 2016 – 2026 (US$ Mn) (Units)
8.5.1 Market Analysis
8.5.2 U.K.
8.5.3 Germany
8.5.4 France
8.5.5 Rest of Europe

Chapter 9 Asia Pacific Embedded SIM (eSIM) Market Analysis, 2016 – 2026 (US$ Mn)
9.1 Overview
9.2 Asia Pacific eSIM Market Analysis, by Form Factor, 2016 – 2026 (US$ Mn) (Units)
9.2.1 Market Analysis
9.3 Asia Pacific eSIM Market Analysis, by Application, 2016 – 2026 (US$ Mn) (Units)
9.3.1 Market Analysis
9.4 Asia Pacific eSIM Market Analysis, by Industry Vertical, 2016 – 2026 (US$ Mn) (Units)
9.4.1 Market Analysis
9.5 Asia Pacific eSIM Market, by Country, 2016 – 2026 (US$ Mn) (Units)
9.5.1 Market Analysis
9.5.2 China
9.5.3 Japan
9.5.4 India
9.5.5 Rest of Asia Pacific

Chapter 10 Rest of the World (RoW) Embedded SIM (eSIM) Market Analysis, 2016 – 2026 (US$ Mn)
10.1 Overview
10.2 RoW eSIM Market Analysis, by Form Factor, 2016 – 2026 (US$ Mn) (Units)
10.2.1 Market Analysis
10.3 RoW eSIM Market Analysis, by Application, 2016 – 2026 (US$ Mn) (Units)
10.3.1 Market Analysis
10.4 RoW eSIM Market Analysis, by Industry Vertical, 2016 – 2026 (US$ Mn) (Units)
10.4.1 Market Analysis
10.5 RoW eSIM Market, by Region (US$ Mn) (Units)
10.5.1 Market Analysis
10.5.2 Middle East & Africa (MEA)
10.5.3 Latin America

Chapter 11 Company Profiles
11.1 Deutsche Telekom AG
11.2 Gemalto NV
11.3 Giesecke & Devrient GmbH
11.4 Idemia France SAS
11.5 Infineon Technologies AG
11.6 NTT DOCOMO
11.7 NXP Semiconductors N.V.
11.8 Sierra Wireless, Inc.
11.9 STMicroelectronics N.V.
11.10 Vodafone Plc.

List of Figures

FIG. 1 Global Embedded SIM (eSIM) Market: Research Methodology
FIG. 2 Market Size Estimation – Top Down & Bottom up Approach
FIG. 3 Global eSIM Market Segmentation
FIG. 4 Global eSIM Market, by Form Factor, 2017 (US$ Mn)
FIG. 5 Global eSIM Market, by Application, 2017 (US$ Mn)
FIG. 6 Global eSIM Market, by Industry Vertical, 2017 (US$ Mn)
FIG. 7 Global eSIM Market, by Geography, 2017 (US$ Mn)
FIG. 8 Attractive Investment Proposition, by Geography, 2017
FIG. 9 Market Positioning of Key Embedded SIM Vendors, 2017
FIG. 10 Global eSIM Market Value Share, by Form Factor, 2017 & 2026 (Value, %)
FIG. 11 Global eSIM Market Size from Removable Module Form Factor, 2016 – 2026 (US$ Mn) (Units)
FIG. 12 Global eSIM Market Size from Embedded Module Form Factor, 2016 – 2026 (US$ Mn) (Units)
FIG. 13 Global eSIM Market Value Share, by Application, 2017 & 2026 (Value, %)
FIG. 14 Global eSIM Market Size from Connected Cars, 2016 – 2026 (US$ Mn) (Units)
FIG. 15 Global eSIM Market Size from Laptops, 2016 – 2026 (US$ Mn) (Units)
FIG. 16 Global eSIM Market Size from Smartphones & Tablets, 2016 – 2026 (US$ Mn) (Units)
FIG. 17 Global eSIM Market Size from Wearables, 2016 – 2026 (US$ Mn) (Units)
FIG. 18 Global eSIM Market Size from M2M, 2016 – 2026 (US$ Mn) (Units)
FIG. 19 Global eSIM Market Value Share, by Industry Vertical, 2017 & 2026 (Value, %)
FIG. 20 Global eSIM Market Size from Consumer Electronics, 2016 – 2026 (US$ Mn) (Units)
FIG. 21 Global eSIM Market Size from Automotive, 2016 – 2026 (US$ Mn) (Units)
FIG. 22 Global eSIM Market Size from Oil & Gas, 2016 – 2026 (US$ Mn) (Units)
FIG. 23 Global eSIM Market Size from Energy & Utilities, 2016 – 2026 (US$ Mn) (Units)
FIG. 24 Global eSIM Market Size from Manufacturing, 2016 – 2026 (US$ Mn) (Units)
FIG. 25 Global eSIM Market Size from Retail, 2016 – 2026 (US$ Mn) (Units)
FIG. 26 Global eSIM Market Size from Transportation & Logistics, 2016 – 2026 (US$ Mn) (Units)

List of Tables

TABLE 1 Market Snapshot: Global Embedded SIM (eSIM) Market Size
TABLE 2 North America eSIM Market Value, by Form Factor, 2016 – 2026 (US$ Mn)
TABLE 3 North America eSIM Market Volume, by Form Factor, 2016 – 2026 (Units)
TABLE 4 North America eSIM Market Value, by Application, 2016 – 2026 (US$ Mn)
TABLE 5 North America eSIM Market Volume, by Application, 2016 – 2026 (Units)
TABLE 6 North America eSIM Market Value, by Industry Vertical, 2016 – 2026 (US$ Mn)
TABLE 7 North America eSIM Market Volume, by Industry Vertical, 2016 – 2026 (Units)
TABLE 8 North America eSIM Market Value, by Country, 2016 – 2026 (US$ Mn)
TABLE 9 North America eSIM Market Volume, by Country, 2016 – 2026 (Units)
TABLE 10 Europe eSIM Market Value, by Form Factor, 2016 – 2026 (US$ Mn)
TABLE 11 Europe eSIM Market Volume, by Form Factor, 2016 – 2026 (Units)
TABLE 12 Europe eSIM Market Value, by Application, 2016 – 2026 (US$ Mn)
TABLE 13 Europe eSIM Market Volume, by Application, 2016 – 2026 (Units)
TABLE 14 Europe eSIM Market Value, by Industry Vertical, 2016 – 2026 (US$ Mn)
TABLE 15 Europe eSIM Market Volume, by Industry Vertical, 2016 – 2026 (Units)
TABLE 16 Europe eSIM Market Value, by Country, 2016 – 2026 (US$ Mn)
TABLE 17 Europe eSIM Market Volume, by Country, 2016 – 2026 (Units)
TABLE 18 Asia Pacific eSIM Market Value, by Form Factor, 2016 – 2026 (US$ Mn)
TABLE 19 Asia Pacific eSIM Market Volume, by Form Factor, 2016 – 2026 (Units)
TABLE 20 Asia Pacific eSIM Market Value, by Application, 2016 – 2026 (US$ Mn)
TABLE 21 Asia Pacific eSIM Market Volume, by Application, 2016 – 2026 (Units)
TABLE 22 Asia Pacific eSIM Market Value, by Industry Vertical, 2016 – 2026 (US$ Mn)
TABLE 23 Asia Pacific eSIM Market Volume, by Industry Vertical, 2016 – 2026 (Units)
TABLE 24 Asia Pacific eSIM Market Value, by Country, 2016 – 2026 (US$ Mn)
TABLE 25 Asia Pacific eSIM Market Volume, by Country, 2016 – 2026 (Units)
TABLE 26 RoW eSIM Market Value, by Form Factor, 2016 – 2026 (US$ Mn)
TABLE 27 RoW eSIM Market Volume, by Form Factor, 2016 – 2026 (Units)
TABLE 28 RoW eSIM Market Value, by Application, 2016 – 2026 (US$ Mn)
TABLE 29 RoW eSIM Market Volume, by Application, 2016 – 2026 (Units)
TABLE 30 RoW eSIM Market Value, by Industry Vertical, 2016 – 2026 (US$ Mn)
TABLE 31 RoW eSIM Market Volume, by Industry Vertical, 2016 – 2026 (Units)
TABLE 32 RoW eSIM Market Value, by Region, 2016 – 2026 (US$ Mn)
TABLE 33 RoW eSIM Market Volume, by Region, 2016 – 2026 (Units)
TABLE 34 Deutsche Telekom AG: Company Snapshot (Business Description; Product Portfolio; Financial Information; Business Overview and Recent Development)
TABLE 35 Gemalto NV: Company Snapshot (Business Description; Product Portfolio; Financial Information; Business Overview and Recent Development)
TABLE 36 Giesecke & Devrient GmbH: Company Snapshot (Business Description; Product Portfolio; Financial Information; Business Overview and Recent Development)
TABLE 37 Idemia France SAS: Company Snapshot (Business Description; Product Portfolio; Financial Information; Business Overview and Recent Development)
TABLE 38 Infineon Technologies AG: Company Snapshot (Business Description; Product Portfolio; Financial Information; Business Overview and Recent Development)
TABLE 39 NTT DOCOMO: Company Snapshot (Business Description; Product Portfolio; Financial Information; Business Overview and Recent Development)
TABLE 40 NXP Semiconductors N.V.: Company Snapshot (Business Description; Product Portfolio; Financial Information; Business Overview and Recent Development)
TABLE 41 Sierra Wireless, Inc.: Company Snapshot (Business Description; Product Portfolio; Financial Information; Business Overview and Recent Development)
TABLE 42 STMicroelectronics N.V.: Company Snapshot (Business Description; Product Portfolio; Financial Information; Business Overview and Recent Development)
TABLE 43 Vodafone Plc.: Company Snapshot (Business Description; Product Portfolio; Financial Information; Business Overview and Recent Development)