eSIM市場展望と機会　2023年

Report Overview

Research Highlights:

• eSIM installed base for smartphones and IoT devices
• Active eSIM connections across smartphones and IoT
• eSIM shipments and shipment sales value for smartphones & IoT devices
• Operator billed eSIM connectivity revenues across smartphones & IoT use cases
• Remote SIM Provisioning revenues across consumer/IoT & M2M profiles

This latest focus research from Kaleido Intelligence provides a comprehensive analysis of the future of the eSIM market, assessing the development opportunities and business models for this technology for a number of industry stakeholders. The report considers the evolution of eSIM technology, examining industry specification development in addition to how operator and enterprise strategies around eSIM are likely to evolve in future.

This report provides valuable insight into how the maturation of eSIM through device support, specification development and increasing support and awareness is likely to see the technology evolve as a lynchpin for several connectivity opportunities. In turn, the existing wholesale and retail market will see considerable disruption as deployments accelerate.

Readers will receive the following insights: 

• How the IoT eSIM specification set will lower ecosystem barriers for players
• Where challenges and opportunities related to the IoT eSIM specification lie
• How operator and industry opportunities are evolving in the consumer segment for eSIM
• Opportunities for eSIM monetisation
• Key sector, market and regional growth predictions and analysis for eSIM

The PDF report provides market data at a global, country and regional level for the following metrics: 

• Total Consumer & IoT eSIM Shipments
• Total Operator Billed eSIM Connectivity Revenues
• IoT eSIM Shipments & eSIM Shipment Sales Value
• IoT eSIM Active Profiles According to Smartphones and IoT
• IoT Operator Billed eSIM Connectivity Revenues
• Smartphone eSIM Shipments & eSIM Shipment Sales Value

【プレスリリース】

DEVELOPMENTS IN THE MARKET ARE SET TO ENABLE ESIM AT UNPRECEDENTED SCALE

London, 21^st August 2023: A new report from Kaleido Intelligence, a leading connectivity market intelligence and consulting firm, has found that over 1.4 billion eSIMs (including eUICC and iUICC form factors) will be shipped in 2028, growing at a CAGR of 21% between 2023 and 2028.

Operators Forced to Embrace eSIM

The research, eSIM Market Outlook & Opportunities 2023, highlighted how a fully end-to-end digital onboarding process for consumer devices is critical at scale. Today, many MNOs continue to rely on QR code mechanisms which do not offer an optimal end-user experience.

A critical factor behind the drive towards end-to-end digital onboarding will come from increased Entitlement Service uptake and Digital BSS modernisation: key to supporting and digitally enabling eSIM connectivity for disparate consumer devices. Market disruption, in the form of travel eSIM in addition to widespread enablement of the ability to transfer an eSIM from one device to another, will effectively result in competitive differentiation, forcing the market to take new shape.

As a result, operators will be forced to embrace eSIM: Kaleido anticipates that smartphone eSIM activations will grow on average by 77% between 2023 and 2028.

eSIM IoT Specification Offers a New Competitive Environment

The emergence of the IoT specification for eSIM, which will see commercialisation as pre-compliant solutions in 2024, will lower the technical and investment burden to support IoT connectivity. Although many MNOs may not have a concrete strategy for IoT connectivity at retail, support for eSIM via the new specification will offer considerable opportunities at the wholesale level. With well over half of active IoT eSIMs using the new specification by 2028, demand for connectivity profiles will be greater than ever before.

eSIM on the Road to LPWAN Optimisation

Historically, the use of eSIM for LPWAN (NB-IoT and LTE-M) connectivity has been challenging. The M2M specification demanded support for SMS or TCP/IP, while eSIM profiles were considered large enough to be taxing on low-bandwidth, battery-powered devices.

The IoT specification addresses LPWAN devices directly, by opening up CoAP (Constrained Application Protocol) support for transport, while, critically, the TCA (Trusted Connectivity Alliance) has introduced a ‘lightweight’ eSIM profile that reduces the power burden for over-the-air eSIM LPWAN campaigns.

Steffen Sorrell, Chief of Research at Kaleido, commented: “The eSIM market has seen several developments recently that smooth the path to adoption, and address many lingering ecosystem challenges. The effect of this will mean eSIM or iSIM form factors will gradually become a de facto requirement by 2028 for most cellular devices.”

About Kaleido Intelligence

Kaleido Intelligence is a specialist consulting and market research firm with a proven track record delivering telecom research at the highest level. Kaleido Intelligence is the only research company addressing mobile roaming in its entirety, covering industry-leading market insights, data forecasts, historical viewpoints, competitive intelligence and operator market surveys.

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