SOURCE RESEARCH
eSIM in the Consumer and IoT Markets
Market Data | 3Q 2025 | MD-ESM-114
Get The ReportAutomotive dominates IoT eSIM shipments from 2024 to 2027, growing from 60.2 million to 80 million units by 2030, though its share drops from 42% to 27% as “Other” categories—like security, monitoring, agriculture, and industrial—accelerate under SGP.32 adoption.
Energy management emerges as an early driver, with utilities leveraging eSIM benefits such as lower maintenance costs, especially in remote grids, spurring strong growth in 2025–2026.
Asset tracking and healthcare gain from SGP.32 flexibility and interoperability, though healthcare adoption is slower due to regulatory and funding hurdles.
Meanwhile, ATM/POS and vending remain flat, leading to overall global IoT device shipments rising from 142.7 million in 2024 to 294.8 million in 2030, a 16% CAGR.
