e-SIM: Technological developments and market sizing

e-SIM: Technological developments and market sizing

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 related to its democratization, e-SIM has seen a resurgence of interest since 2023, boosted by the advent of 5G, the latest generations of smartphones and the rise of IoT devices.

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

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

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

It identifies the current challenges and limitations of this technology , thus providing an outlook on future challenges 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.