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시장보고서
상품코드
2089809
eSIM 시장 : 시장 규모, 점유율, 동향 분석(솔루션별, 용도별, 지역별), 부문별 예측(2026-2033년)eSIM Market Size, Share & Trends Analysis Report By Solution (Hardware), By Application (Consumer Electronics, M2M), By Region (North America, Europe, Asia Pacific, Latin America, Middle East and Africa (MEA)), And Segment Forecasts, 2026 - 2033 |
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eSIM 시장 개요
세계의 eSIM 시장 규모는 2025년에 119억 달러로 평가되었고 2026년 128억 달러에서 2033년까지 177억 달러로 확대되어 2026년부터 2033년까지 연평균 복합 성장률(CAGR)은 4.7%를 나타낼 것으로 예측됩니다.
2025년에는 북미가 매출 점유율 42.9%를 차지하며 세계 시장을 주도했습니다. eSIM 업계의 성장은 M2M 용도 및 소비자용 전자기기 분야의 IoT 연결 기기 보급 확대에 힘입어 이루어지고 있습니다.
소비자용 기기 전반에 걸쳐 eSIM 프로파일 다운로드 횟수가 증가하고 있습니다. eSIM 연결 기기의 보급 확대는 시장 성장을 더욱 촉진하고 있습니다. 자동차 업계에 eSIM이 도입됨에 따라, 트럭과 승용차에 셀룰러 연결을 제공하는 데 있어 매우 높은 유연성이 실현되었으며, 새로운 기능과 특징을 구현할 수 있게 되었습니다. 앞으로 몇년안에 모든 자동차가 셀룰러 기능을 탑재하게 되며, 혁신적인 연동 서비스를 통해 운전 경험이 향상될 것으로 예측됩니다. 최근 자동차 업계는 차량의 연결성을 강화하기 위해 GSMA의 임베디드 SIM 사양을 도입함으로써, 차세대 커넥티드카 실현을 향한 큰 발걸음을 내디뎠습니다. 이는 다양한 커넥티드 서비스의 보안을 강화하기 위한 것입니다.
eSIM 지원 솔루션은 다수의 SIM 사업자, 연결 플랫폼 및 원격 SIM 프로파일 프로비저닝에 걸쳐 자동적인 상호 운용성을 제공합니다. 운영 체인에는 여러 네트워크 서비스 제공업체가 관여하고 있기 때문에 이러한 시스템의 보안을 유지하는 일은 점점 더 복잡해지고 있습니다. 모바일 네트워크 사업자(MNO)의 인증 정보는 기기의 내장 소프트웨어 내 eSIM을 통해 수집 및 보관되므로, 보안 침해 위험에 노출되어 있습니다. 또한, 다수의 물리적 플랫폼과 이동통신사(MNO)에 걸친 eSIM 운영은 가상 환경과 관련하여 몇 가지 우려를 불러일으키고 있습니다. 그 결과, 보안이 침해될 경우 eSIM이 제공하는 운영상의 유연성이 무력화되어 시장 확대가 저해될 가능성이 있습니다.
인더스트리 4.0은 자동 통신 및 제어 기능을 갖춘 스마트 기계를 도입한 기술적 혁신입니다. 인더스트리 4.0이란, IoT(사물 인터넷)를 통해 M2M(Machine to Machine) 및 M2O(Machine to Other) 기기 간에 실용적인 데이터와 정보가 교환되는 네트워크 환경을 말합니다. M2M 시스템에서는 Wi-Fi, 센서, RFID, 자율 컴퓨팅 소프트웨어 등이 활용되어 데이터를 분석하고, 추가 처리를 위해 네트워크를 통해 전송하고 있습니다. M2M 시스템은 인터넷 접속을 위해 공중 통신망이나 이동통신망을 이용하는 경우가 많습니다. 이러한 요인들로 인해 eSIM(내장형 SIM 카드)을 탑재한 전자기기 제조업체들이 M2M 시스템에 통합되기 시작했으며, 이는 시장 확대에 기여했습니다. M2M 통신을 가능하게 함으로써, eSIM 기술은 커넥티드 생태계의 발전을 촉진했습니다.
자주 묻는 질문
목차
제1장 분석 방법 및 범위
제2장 주요 요약
제3장 eSIM 시장 : 변동 요인, 동향 및 범위
제4장 eSIM 시장 : 솔루션별 추정 및 동향 분석
제5장 eSIM 시장 : 용도별 추정 및 동향 분석
제6장 eSIM 시장 : 지역별 추정 및 동향 분석
제7장 경쟁 구도
KTHeSIM Market Summary
The global eSIM market size was valued at USD 11.9 billion in 2025 and is projected to grow from USD 12.8 billion in 2026 to USD 17.7 billion by 2033, at a CAGR of 4.7% from 2026 to 2033. North America dominated the global market with a revenue share of 42.9% in 2025. The eSIM industry's growth is driven by the rising adoption of IoT-connected devices in M2M applications and consumer electronics.
There has been an increase in the number of times eSIM profiles have been downloaded across consumer devices. The rise in the adoption of eSIM-connected devices further propels the market growth. The introduction of eSIM in the automobile industry has enabled tremendous flexibility in providing cellular connectivity to trucks and cars, unlocking new capabilities and features. It is expected that within the next several years, all cars will be cellular-enabled, resulting in a better driving experience facilitated by novel linked services. Recently, the automotive industry took a giant step toward enabling the next generation of connected automobiles by implementing the GSMA-embedded SIM specification to strengthen vehicle connectivity. It is intended to improve security for various connected services.
The eSIM-enabled solutions offer automatic interoperability across numerous SIM operators, connection platforms, and remote SIM profile provisioning. With multiple network service providers involved in the operating chain, maintaining the security of these systems has grown complicated. Mobile Network Operators' (MNOs') credentials are collected and kept by the eSIM in the device's inbuilt software, making them vulnerable to security breaches. Furthermore, the operation of eSIM across numerous physical platforms and MNOs exposes it to several virtual environment concerns. As a result, the operational flexibility provided by eSIM may be rendered ineffective if security is breached, impeding market expansion.
Industry 4.0 is a technological breakthrough that has introduced smart machinery with automatic communication and control. Industry 4.0 refers to a networked environment in which actionable data and information are transferred between Machine to Machine (M2M) and Machine to Other (M2O) devices via the Internet of Things (IoT). Wi-Fi, sensors, radio frequency identification (RFID), and autonomous computing software are all used in M2M systems to analyze data and send it over a network for further processing. M2M systems frequently rely on public and cellular networks for internet access. These factors enabled the integration of electronic manufacturers with eSIM (embedded SIM cards) into M2M systems, thereby contributing to market expansion. By enabling M2M communication, eSIM technology has enabled advancements in the connected ecosystem.
Global eSIM Market Report Segmentation
This report forecasts revenue growth at the global, regional, and country levels and provides an analysis of the latest industry trends in each of the sub-segments from 2021 to 2033. For this study, Grand View Research has segmented the global eSIM market report based on solution, application, and region:
- Solution Outlook (Revenue, USD Million/Billion, 2021 - 2033)
- Hardware
- Connectivity Services
- Application Outlook (Revenue, USD Million/Billion, 2021 - 2033)
- Consumer Electronics
- Smartphones
- Tablets
- Smartwatches
- Laptop
- Others
- M2M
- Automotive
- Connected Cars
- Shared Mobility
- Smart Meter
- Logistics
- Others
- Regional Outlook (Revenue, USD Million/Billion, 2021 - 2033)
- North America
- U.S.
- Canada
- Mexico
- Europe
- Germany
- UK
- France
- Spain
- Italy
- Asia Pacific
- China
- Japan
- India
- South Korea
- Australia
- Latin America
- Brazil
- Argentina
- Middle East and Africa (MEA)
- KSA
- UAE
- South Africa
Table of Contents
Chapter 1. Methodology and Scope
- 1.1. Market Segmentation and Scope
- 1.2. Research Methodology
- 1.2.1. Information Procurement
- 1.3. Information or Data Analysis
- 1.4. Methodology
- 1.5. Research Scope and Assumptions
- 1.6. Market Formulation & Validation
- 1.7. Country-Based Segment Share Calculation
- 1.8. List of Data Sources
Chapter 2. Executive Summary
- 2.1. Market Outlook
- 2.2. Segment Outlook
- 2.3. Competitive Insights
Chapter 3. eSIM Market Variables, Trends, & Scope
- 3.1. Market Lineage Outlook
- 3.2. Market Dynamics
- 3.2.1. Market Driver Analysis
- 3.2.2. Market Restraint Analysis
- 3.2.3. Industry Challenge
- 3.3. eSIM Market Analysis Tools
- 3.3.1. Industry Analysis - Porter's
- 3.3.1.1. Bargaining power of the suppliers
- 3.3.1.2. Bargaining power of the buyers
- 3.3.1.3. Threats of substitution
- 3.3.1.4. Threats from new entrants
- 3.3.1.5. Competitive rivalry
- 3.3.2. PESTEL Analysis
- 3.3.2.1. Political landscape
- 3.3.2.2. Economic and social landscape
- 3.3.2.3. Technological landscape
- 3.3.1. Industry Analysis - Porter's
Chapter 4. eSIM Market: Solution Estimates & Trend Analysis
- 4.1. Segment Dashboard
- 4.2. eSIM Market: Solution Movement Analysis, USD Million/Billion, 2025 & 2033
- 4.3. Hardware
- 4.3.1. Hardware Market Revenue Estimates and Forecasts, 2021 - 2033 (USD Million/Billion)
- 4.4. Connectivity Services
- 4.4.1. Connectivity Services Market Revenue Estimates and Forecasts, 2021 - 2033 (USD Million/Billion)
Chapter 5. eSIM Market: Application Estimates & Trend Analysis
- 5.1. Segment Dashboard
- 5.2. eSIM Market: Application Movement Analysis, USD Million/Billion, 2025 & 2033
- 5.3. Consumer Electronics
- 5.3.1. Consumer Electronics Market Revenue Estimates and Forecasts, 2021 - 2033 (USD Million/Billion)
- 5.3.1.1. Smartphones
- 5.3.1.2. Tablets
- 5.3.1.3. Smartwatches
- 5.3.1.4. Laptop
- 5.3.1.5. Others
- 5.3.1. Consumer Electronics Market Revenue Estimates and Forecasts, 2021 - 2033 (USD Million/Billion)
- 5.4. M2M
- 5.4.1. M2M Market Revenue Estimates and Forecasts, 2021 - 2033 (USD Million/Billion)
- 5.4.1.1. Automotive
- 5.4.1.1.1. Connected Cars
- 5.4.1.1.2. Shared Mobility
- 5.4.1.2. Smart Meter
- 5.4.1.3. Logistics
- 5.4.1.4. Others
- 5.4.1.1. Automotive
- 5.4.1. M2M Market Revenue Estimates and Forecasts, 2021 - 2033 (USD Million/Billion)
Chapter 6. eSIM Market: Regional Estimates & Trend Analysis
- 6.1. eSIM Market Share, By Region, 2025 & 2033, USD Million/Billion
- 6.2. North America
- 6.2.1. North America eSIM Market Estimates and Forecasts, 2021 - 2033 (USD Million/Billion)
- 6.2.2. U.S.
- 6.2.2.1. U.S. eSIM Market Estimates and Forecasts, 2021 - 2033 (USD Million/Billion)
- 6.2.3. Canada
- 6.2.3.1. Canada eSIM Market Estimates and Forecasts, 2021 - 2033 (USD Million/Billion)
- 6.2.4. Mexico
- 6.2.4.1. Mexico eSIM Market Estimates and Forecasts, 2021 - 2033 (USD Million/Billion)
- 6.3. Europe
- 6.3.1. Europe eSIM Market Estimates and Forecasts, 2021 - 2033 (USD Million/Billion)
- 6.3.2. UK
- 6.3.2.1. UK eSIM Market Estimates and Forecasts, 2021 - 2033 (USD Million/Billion)
- 6.3.3. Germany
- 6.3.3.1. Germany eSIM Market Estimates and Forecasts, 2021 - 2033 (USD MILLION/BILLION)
- 6.3.4. France
- 6.3.4.1. France eSIM Market Estimates and Forecasts, 2021 - 2033 (USD Million/Billion)
- 6.3.5. Spain
- 6.3.5.1. Spain eSIM Market Estimates and Forecasts, 2021 - 2033 (USD Million/Billion)
- 6.3.6. Italy
- 6.3.6.1. Italy eSIM Market Estimates and Forecasts, 2021 - 2033 (USD Million/Billion)
- 6.4. Asia Pacific
- 6.4.1. Asia Pacific eSIM Market Estimates and Forecasts, 2021 - 2033 (USD Million/Billion)
- 6.4.2. China
- 6.4.2.1. China eSIM Market Estimates and Forecasts, 2021 - 2033 (USD Million/Billion)
- 6.4.3. Japan
- 6.4.3.1. Japan eSIM Market Estimates and Forecasts, 2021 - 2033 (USD Million/Billion)
- 6.4.4. India
- 6.4.4.1. India eSIM Market Estimates and Forecasts, 2021 - 2033 (USD Million/Billion)
- 6.4.5. South Korea
- 6.4.5.1. South Korea eSIM Market Estimates and Forecasts, 2021 - 2033 (USD Million/Billion)
- 6.4.6. Australia
- 6.4.6.1. Australia eSIM Market Estimates and Forecasts, 2021 - 2033 (USD Million/Billion)
- 6.5. Latin America
- 6.5.1. Latin America eSIM Market Estimates and Forecasts, 2021 - 2033 (USD Million/Billion)
- 6.5.2. Brazil
- 6.5.2.1. Brazil eSIM Market Estimates and Forecasts, 2021 - 2033 (USD Million/Billion)
- 6.5.3. Argentina
- 6.5.3.1. Argentina eSIM Market Estimates and Forecasts, 2021 - 2033 (USD Million/Billion)
- 6.6. Middle East and Africa
- 6.6.1. Middle East and Africa eSIM Market Estimates and Forecasts, 2021 - 2033 (USD Million/Billion)
- 6.6.2. UAE
- 6.6.2.1. UAE eSIM Market Estimates and Forecasts, 2021 - 2033 (USD Million/Billion)
- 6.6.3. KSA
- 6.6.3.1. KSA eSIM Market Estimates and Forecasts, 2021 - 2033 (USD Million/Billion)
- 6.6.4. South Africa
- 6.6.4.1. South Africa eSIM Market Estimates and Forecasts, 2021 - 2033 (USD Million/Billion)
Chapter 7. Competitive Landscape
- 7.1. Company Categorization
- 7.2. Company Market Positioning
- 7.3. Company Heat Map Analysis
- 7.4. Company Profiles/Listing
- 7.4.1. Arm Limited
- 7.4.1.1. Participant's Overview
- 7.4.1.2. Financial Performance
- 7.4.1.3. Product Benchmarking
- 7.4.1.4. Strategic Initiatives
- 7.4.2. Deutsche Telekom AG
- 7.4.2.1. Participant's Overview
- 7.4.2.2. Financial Performance
- 7.4.2.3. Product Benchmarking
- 7.4.2.4. Strategic Initiatives
- 7.4.3. Giesecke+Devrient GmbH
- 7.4.3.1. Participant's Overview
- 7.4.3.2. Financial Performance
- 7.4.3.3. Product Benchmarking
- 7.4.3.4. Strategic Initiatives
- 7.4.4. Thales
- 7.4.4.1. Participant's Overview
- 7.4.4.2. Financial Performance
- 7.4.4.3. Product Benchmarking
- 7.4.4.4. Strategic Initiatives
- 7.4.5. Infineon Technologies AG
- 7.4.5.1. Participant's Overview
- 7.4.5.2. Financial Performance
- 7.4.5.3. Product Benchmarking
- 7.4.5.4. Strategic Initiatives
- 7.4.6. KORE Wireless
- 7.4.6.1. Participant's Overview
- 7.4.6.2. Financial Performance
- 7.4.6.3. Product Benchmarking
- 7.4.6.4. Strategic Initiatives
- 7.4.7. NXP Semiconductors
- 7.4.7.1. Participant's Overview
- 7.4.7.2. Financial Performance
- 7.4.7.3. Product Benchmarking
- 7.4.7.4. Strategic Initiatives
- 7.4.8. Sierra Wireless
- 7.4.8.1. Participant's Overview
- 7.4.8.2. Financial Performance
- 7.4.8.3. Product Benchmarking
- 7.4.8.4. Strategic Initiatives
- 7.4.9. STMicroelectronics
- 7.4.9.1. Participant's Overview
- 7.4.9.2. Financial Performance
- 7.4.9.3. Product Benchmarking
- 7.4.9.4. Strategic Initiatives
- 7.4.10. Workz
- 7.4.10.1. Participant's Overview
- 7.4.10.2. Financial Performance
- 7.4.10.3. Product Benchmarking
- 7.4.10.4. Strategic Initiatives
- 7.4.1. Arm Limited
