eSIMs: Emerging Trends, Strategic Recommendations & Market Forecasts 2023-2027

• Key Takeaways & Strategic Recommendations: Featuring major opportunities and crucial factors for eSIM management platform providers; highlighting what must be done to support future market growth.
• Future Outlook & Regional Analysis: Including a market update for 2022, split by 3 key sectors: consumer, industrial and public.
• Regional Analysis: Comprehensive analysis of the key countries and regions deploying eSIM technology, encapsulated by our future outlook for adoption within the technology landscape.
• Market Dynamics: Provides a detailed assessment of how the eSIM market share is evolving, what benefits this technology can deliver and what the barriers are to future industry growth within the consumer, industrial and public sectors.
• Benchmark Industry Forecasts: 5-year forecasts are provided for mobile devices and sensors leveraging the implementation of eSIM device connectivity, shipments of device & sensor eSIM modules and total eSIM solution market value. Forecasts are split by three key sectors: consumer, industrial and public:
  • Consumer Sector - Connected consumer vehicles, consumer wearables, desktops & notebooks, HMDs (Head-mounted Devices), smart meters, smartphones, tablets.
  • Industrial Sector - Transportation & Logistics including agricultural devices, connected logistics, manufacturing, mining, oil & gas, retail POS (Point of Sale).
  • Public Sector - Smart parking, smart street lighting, smart traffic management.
• The regional market revenue forecast data is also split by 8 forecast regions and 60 countries for the forecast period:
  • North America:
    • Canada, US
  • Latin America:
    • Argentina, Brazil, Chile, Colombia, Ecuador, Mexico, Peru, Uruguay
  • West Europe:
    • Austria, Belgium, Denmark, Finland, France, Germany, Greece, Ireland, Italy, Netherlands, Norway, Portugal, Spain, Sweden, Switzerland, UK
  • Central & East Europe:
    • Croatia, Czech Republic, Hungary, Poland, Romania, Russia, Turkey, Ukraine
  • Far East & China:
    • China, Hong Kong, Japan, South Korea
  • Indian Subcontinent:
    • Bangladesh, India, Nepal, Pakistan
  • Rest of Asia Pacific:
    • Australia, Indonesia, Malaysia, New Zealand, Philippines, Singapore, Thailand, Vietnam
  • Africa & Middle East:
    • Algeria, Egypt, Israel, Kenya, Kuwait, Nigeria, Qatar, Saudi Arabia, South Africa, United Arab Emirates
• Juniper Research Competitor Leaderboard – Competitive landscape revealing SIM management platform providers. Key player capability and capacity assessment for 20 leading eSIM management platform vendors, via our Juniper Research Competitor Leaderboard, with major players featuring:
  • Ericsson
  • Eseye
  • Evolving Systems
  • G+D
  • Gigsky
  • iBASIS
  • IDEMIA
  • Kigen
  • KORE Wireless
  • Monty Mobile
  • Oasis Smart-SIM
  • Redtea Mobile
  • Sierra Wireless
  • Tata Communications
  • Telit
  • Thales
  • Truphone
  • VALID
  • Workz
  • ZARIOT
• Juniper Research Competitor Leaderboard – Silicon & SIM hardware vendors and market players. Key player capability and capacity assessment demand for 10 leading silicon and SIM hardware vendors, via our Juniper Research Competitor Leaderboard, with company overviews for:
  • Beijing Huahong
  • CEC HED (Huada Electronic Design Company)
  • Eastcompeace Technology
  • Infineon Technologies 
  • NXP Semiconductors
  • Qualcomm
  • SSI (Samsung Semiconductor Inc.)
  • Sony Semiconductor Israel
  • STMicroelectronics
  • TMC (Tongxin Microelectronics)

1. Which strategies will best position eSIM platform providers to succeed over the next 5 years?
2. How much will the eSIM market be worth by 2027?
3. Which eSIM platform providers are leading the market in 2022?
4. How many devices and sensors will actively use eSIM connectivity by 2027?
5. Which countries represent the greatest opportunities for IoT roaming vendors?

Interviewed: Bridge Alliance, Ericsson, Eseye, Evolving Systems, G+D, IDEMIA, Infineon Technologies, Kigen, KORE Wireless, Monty Mobile, Oasis Smart SIM, Redtea Mobile, Sierra Wireless, Tata Communications, Telit, Thales, Truphone, Valid, Workz, ZARIOT.
 
Included in Juniper Research Competitor Leaderboard – eSIM Management Platform Providers: Ericsson, Eseye, Evolving Systems, G+D, Gigsky, iBASIS, IDEMIA, Kigen, Kore Wireless, Monty Mobile, Oasis Smart-SIM, Redtea Mobile, Sierra Wireless, Tata Communications, Telit, Thales, Truphone, VALID, Workz, ZARIOT.
 
Included in Juniper Research Competitor Leaderboard – Silicon & SIM Hardware Manufacturers: Beijing Huahong, CEC HED (Huada Electronic Design Company), Eastcompeace Technology, Infineon Technologies, NXP Semiconductors, Qualcomm, SSI (Samsung Semiconductor Inc.), Sony Semiconductor Israel, STMicroelectronics, TMC (Tongxin Microelectronics), Qualcomm.
 
Mentioned: Accelerated, Acromat, Advantech, Agnik, Airtel, AIS, Alemetics, Alfa Orascom Telcom, Alif Semiconductor, Aliv, Alps Alpine, Altair Semiconductor, Altice DR, Altran USA, Amazon Web Services, AMD, América Móvi, Angoka, Annexia International Inc., Anritsu Corporation, Applus Laboratories, AppSmart, Aquamonitrix, Arcadyan, Armis, Arnia, Arriver, Arrow Electronics, Arval Trading (BNP Paribas Group), AsiaTelco Technologies, ASL B+B SmartWorx, ASOCS, ASPIDER-NGI, AT&T, AtlasCopco, Atos, Atsign, Atsign, Avionica, AWS (Amazon Web Services) , Axibio, Axonix, Baader, Babs Paylink, Basemark, Batelco, BeOne, Bharti Airtel, Binaré, BinSentry, BM Communications, BMW, Bosch, Bose, Brightsight, BRNKL, BSNL, BT, Business Mobility Partners, CalAmp, California Highway Patrol, Card Centric Limited, CareTech, CARIAD, Cavil Wireless, Cellusys, Cellwize, CGI, Changan, Chess, China Mobile, China Potevio Group, China Telecom, China Unicom , Cisco, Claro, Colorplast, Com4, CommuniThings, Compal Electronics, Compredict, COMPRION, Connected Development, Continental, Controlant, CORE for Tech, Costa Express, Cradlepoint, CTC, CTM, Cybertrust, Cypress Semiconductor, Data Remote Incorporated, DCS (Direct Communication Solutions), Denso, Desay SV, Detectronic, Deutsche Telekom, Device Insight, DeviceSolutions, DFRS, Dialoq, DIGI, Digitalli, DMI, Du, Dynics, dz card, EarthCam, Eastcompeace Technology, Eaton Lumensafe, Echolo, Eclat Media Group, Econet, EE, Ekatra, elliTek, Elsight, Embedded Works, Entropy, ERCOM, Ericsson, Ernst & Young, ESL Gaming, Etisalat, Eversource, Evreka, Excellium Services, Expresso, Extreme, eze System, F3 Wireless, Fastweb, Ferrari, FiboCom, FirstNet, FIT, floLive, Foxconn Industrial Internet, Gannet Guard Systems, GateTel, Gemtek, Genaker, General Dynamics, Genesys, Geoflex, GFEC (Galaxy Far East Corporation), Gibson Engineering, Girbau, Global Platform, GlobalFoundries, Google, Green Custard, Haltian Oy, Happiest Minds, Harman, Harris Corporation, Hewlett Packard Enterprise, Hi-Mix Electronics, Hinduja Tech, HIVE-ZOX International, Honda, HP, Huawei, Hutchison Telecom, Hyundai, I Am the Cavalry, IBM, ice.net, IDEMIA, idrive, Iminete, Industrial Analytics IA, Infineon Technologies, Infosys, Ingenico Group, Inkript, Inseego, InstaVolt, Integron, Intel, Invigo, Jawwal, Jersey Telecom, Jio, JT Group Limited, JT Telecom, KDDI Corporation, KeyNest, Keysight Technologies, Kigen, Kii Corporation, Klevio, Kontron, KORE Wireless, KPN, KT Corporation, KZ Broadband Technologies, Laird Connectivity, Lanner, LASD, Leading Compute, Lebara Mobile, Lenovo, LG, Ligado Networks , Linxens, LitePoint, Liveable Cities, LiveLife Alarms, LUCI, Lufthansa Industry Solutions, Lycamobile, MachineMax, Manet, Mann + Hummel, Maroc Telecom, Masmovil, Mavenir, MC Machinery Systems , MEO, Mercedes-Benz, Meta, Microsoft, Metalenz, MicroEJ, Miele, Mikro Electronika, Millicom, Mitsubishi Electric, Mob, Mobifone, Mobile Viewpoint, Mobileum, Monogoto, MSA Security, MTN, MTX Connect, Multitech, Murata Manufacturing, Myia Health, nect WORLD, Neovya, NetComm Wireless, Netflix, NimbeLink, Nobug SRL, Nokia, Nomd Technologies, Nordic, Nordsense, NOS, Novatel Wireless, NTmore, NTT DOCOMO, Nuri Telecom, OmniPHY Semiconductor, OneWelcome, OnLogic, Ooredoo, OPPO, Option, Oracle, Orange, Orion Networks, PacWest, Parcoor, PartnerOne Capital, PATEO, Pelion, Persistent, Perto Veloh Smart, Plexus Innovation, Plus, Pod Group , Polsat, Polte, PostTech, Psibernetix, QOitech AB, Quadient Shipping, Qualcomm, Quanta Computer, Queclink Wireless Solutions, Quectel, Quortus, R9 Technology, RacoWireless, Railnova, Rakuten Symphony, Raydiant, Rayven, Razer, Red Hat, Relayr, Renault Group, Riscure, Rohde & Schwarz, Room Mate Hotels, Round Solutions, roundSolutions, RS TechMedic, S21sec, Safaricom, Samsung, Sandler Partners , SAP, SB Technology, Schneider Electric, SEG Automotive, Sensory, Sentient Energy, SeongJi, Sequans, Sercel, SevenShift, SFR, Sharenow, Shell Recharge Solutions, shipznet, SICEP, Siemens, Sigma Connectivity, Sim Local, SIMON IoT, Singtel, SK Telecom, SKY, SKYTRAC Systems, Sleepiz, Smart, SmartCommerce, SMILE, Softbank Group, Softing, Software République , Somtel, Sony, Springboard, Spypoint, Square Enix, SqwaQ, ST AMK TechnoPark, STC, Stellantis, Sternum, STMicroelectronics, SWAN, Swisscom, Synnex, Synopsys, Synox, Systech Corporation, Tampnet, TBI, TDC, Telarus, Tele2, Telefónica, Telekom Malaysia Berhad, Telenor, Telna, Telstra, Telsy, Teltonika, Telus, TensorIoT, TerOpta, Terradona, Tesla, TextMe, Three, Three, TIM (Telecom Italia Mobile), T-Mobile, Tongxin Microelectronics, TOPEX, Toyota, Tracfone, Tracktherace, TrapMe, Trasna, Trimble, UKC Holdings Corporation, UKey, UL LLC, Unitel, Uros, UScellular, USI, USRobotics, Vadecity, VAIO, Vattenfall, Veolia , Vianova, Viettel, VinFast, Virgin Media, Vivo, Vodafone, Volvo Cars, Vonage, VW, Wattpark, WEG, Western Pegasus, Whaletone, Wireless Innovation, WNC (Wistron NeWeb Corporation), Workz, Wyless, Wyssen Avalanche Control, XH Smart Tech, Xirgo Technologies, XLink, Yoco, Zain, Zenner Gas, ZTE, Zucchetti.

Juniper Research’s eSIMs forecast suite includes:

• Total Number of eSIMs Installed in Connected Devices & Sensors
• Total Number of Connected Devices & Sensors Leveraging eSIM Connectivity
• Total Platform Revenue from Connected Device & Sensor eSIM Management (Software Revenue)
• Total Shipments of Connected Device & Sensor eSIM Modules
• Total Revenue from Connected Device & Sensor eSIM Module Shipments (Hardware Revenue)
• Total eSIMs Market Value (Software + Hardware Revenue)
• Vertical splits are provided for three key sectors: consumer, public and industrial:
  • Consumer Sector - Connected consumer vehicles, consumer wearables, desktops & notebooks, HMDs (Head Mounted Devices), smart meters, smartphones, tablets).
  • Industrial Sector - Agricultural devices, connected logistics, manufacturing, mining, oil & gas, retail POS (Point of Sale).
  • Public Sector - Smart parking, smart street lighting, smart traffic management.

Geographical splits: 60 countries
Number of tables: 306 tables
Number of datapoints: Over 139,800 datapoints

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The value of the global eSIM market will increase from $4.7 billion in 2023, to $16.3 billion by 2027. Increasing by an impressive 249%, the market will be driven by the adoption of eSIM-enabled consumer devices as seen in Apple’s recent release of the eSIM-only iPhone 14, triggering accelerated operator support.

• Apple will expand deployment of eSIM-only devices to Europe during 2023, with eSIM technology key to minimising the time-consuming establishment of roaming agreements within the fragmented European telecommunications market.
• The total number of smartphones leveraging eSIM connectivity will increase from 986 million in 2023, to 3.5 billion by 2027, with manufacturers such as Google and Samsung developing an equivalent eSIM-only Android device in order to compete with Apple and maintain their global market positioning.
• Despite operator concerns regarding the disruptive impact of eSIMs on existing business models, growing support from smartphone manufacturers will place additional pressure on operators. In response, service providers must support eSIM connectivity to avoid subscriber attrition as technology awareness increases.
• The total number of eSIM-connected smartphones in China will increase from 103 million in 2023, to 385 million by 2027, assuming that country-specific standards are implemented that allow eSIM use in smartphones.
• Current regulations prevent Chinese-based device manufacturers from selling to their home market, limiting investment and innovation. In response, industry bodies must work closely with the Chinese government to develop specifications that allow eSIM support whilst addressing requirements for device monitoring and tracking.