Actionable Benefits
- Prioritize the highest-growth embedded Subscriber Identity Module (eSIM) opportunities by comparing embedded Universal Integrated Circuit Card (eUICC) and integrated Universal Integrated Circuit Card (iUICC) form factors across consumer devices, Internet of Things (IoT) hardware, and key vertical applications.
- Assess the expected impact of the memory shortage and inflationary pressures on total market volume and Original Equipment Manufacturer (OEM) distribution of shipments.
- Shape regional consumer strategies using insight into market-specific dynamics and smartphone OEM shipment patterns.
Research Highlights
- Forecasts for devices and ICs spanning consumer categories and IoT use cases, including regional splits for consumer device types.
- Comparative eSIM adoption and penetration outlooks for the consumer and IoT segments.
- Shipment projections for Remote SIM Provisioning (RSP)-enabled eSIMs across major IoT applications.
- Consumer and IoT profile download forecasts segmented by provisioning specification.
- Regional and vendor-level analysis of eSIM smartphone shipments and penetration.
- Competitive market-share analysis of leading eSIM IC suppliers.
Critical Questions Answered
- What will total eSIM shipments be between 2025 and 2031?
- How is consumer eSIM demand distributed by region and manufacturer?
- What split of standalone Integrated Circuits (ICs), 3-in-1 eUICC, and iUICC form factors is expected?
- What will profile transaction totals look like over the forecast period? How will consumer activation levels develop, and how will IoT activations be distributed across GSMA SGP specifications?
- Which IC vendors lead the market, and how is supplier share divided among them?
Who Should Read This?
- Strategy and product development leaders at smart card, secure IC, module, and connected-device companies.
- Commercial, sales, and marketing teams that need a clearer view of market direction and customer priorities.
- eSIM platform and infrastructure providers evaluating Total Addressable Market (TAM), opportunity areas, and the technology capabilities to support.
- IoT strategy teams and module suppliers assessing integration needs and addressable demand.