INDEX

eSIM and The Consumer Market

The consumer eSIM market is one which continues to rapidly evolve in terms of device support and component development. Apple’s September 12th, 2018 announcement of its new range of XS, XS Max and XR smartphone devices with dual SIM capabilities, supported via a traditional removeable SIM alongside eSIM is testament to this fact.

Proactive eSIM market tracking is key to understanding the likely market outcomes and impact, given the fact that the eSIM form-factor is one which is transformative in nature, which will undoubtedly impact the entire SIM value chain in some way, shape, or form, impacting the business models, sales channels and processes across the leading smart card (including Gemalto, IDEMIA, G&D, VALID), secure IC (Including STMicroelectronics, NXP and Infineon), MNO (Including Deutsche Telekom, Verizon, AT&T, Reliance Jio, Vodafone and Orange)  and OEM vendor landscape.

With our finger on the pulse, ABI Research’s eSIM in the Consumer Market report presents our very latest view of the eSIM market, taking into account the recent Apple XS, XS Max and XR handset launches. This market data outlines not only the potential “Apple effect”, but also the potential impact driven by eSIM support by other OEMs including Samsung and Huawei.

This new data set presents global shipment forecasts, ending 2023 covering device types including smartphones, wearable devices, tablets and laptops, supported  by a set of forecast assumptions.

 

 

Table of Contents

Charts

  1. eSIM in the Consumer Market Shipments by Device Type
  2. eSIM in the Consumer Market Shipment Penetration Rate by Device Type
  3. eSIM Smartphone Shipments by OEM
  4. eSIM Smartphone Shipment Penetration Rate by OEM

Companies Mentioned