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レポート概要
| 本調査資料では、世界の埋め込み型SIM（eSIM）市場について調査し、イントロダクション、調査手法、エグゼクティブサマリー、市場動向、グローバルSIMカードの状況分析、用途別（スマートフォン、タブレット・ノートパソコン、ウェアラブル、M2M（工業、自動車、その他））分析、地域別分析、競争状況、企業分析、市場見通しなどの項目を掲載しています。 ・イントロダクション ・調査手法 ・エグゼクティブサマリー ・市場動向 ・グローバルSIMカードの状況分析 ・世界の埋め込み型SIM（eSIM）市場規模：用途別（スマートフォン、タブレット・ノートパソコン、ウェアラブル、M2M（工業、自動車、その他）） ・世界の埋め込み型SIM（eSIM）市場規模：地域別 ・競争状況 ・企業分析 ・市場見通し |
The Embedded SIM (eSIM) Market is expected to register a CAGR of 15.47% over the forecast period from 2021 to 2026. It’s been estimated that the Internet of Things (IoT) devices will become the largest connect category within the next few years, overtaking mobile phones. The eSIM helps these connected devices work and enables new types of devices with less compromise. Wearables are one category that significantly benefits from an eSIM because of the accommodation of a more significant physical sim in the device will result in the usage of extra space and to compensate that the batter size of the wearable can be compromised. Automotive makers, with the usage of an eSIM, allow the user to connect the cars to cellular quickly. Laptops will benefit from the addition of the eSIM while providing brands and re-sellers with the opportunity to up-sell/cross-sell through flexible data bundles.
– In November 2019, 1oT, the virtual connectivity provider for global IoT device makers and Valid, an eSIM solution provider, announced a collaboration introducing a full end-to-end eSIM solution for the IoT space. Valid’s subscription management services and eSIM technology coupled with 1oT’s scope and several pre-negotiated mobile carrier deals produce a cost-effective and reliable connectivity solution. 1oT’s eSIM offering provides a single point of contact for IoT connectivity by acting as an aggregator of various carrier services. IoT service providers can now use one robust system that gathers different carrier deals and eSIM management under one roof instead of handling multiple carrier deals and SIM cards for use in different countries or regions.
– As eSIM enables users to connect more devices to their mobile operator, operators can offer multi-device packages and bespoke data plans. With eSIM, device bundling will become much more accessible, with consumers conveniently adding new devices to their plans without having to go in-store or wait for a physical SIM card to arrive in the post. In turn, this presents additional revenue opportunities for mobile operators, as their customers scale-up their plans by adding new devices that require data. Businesses with many mobiles used by their employees will also benefit from the convenience of eSIM. eSIM can deliver a better user experience for managing cellular connectivity. Profiles for each user can also be personalized, and data plans can be adjusted and optimized via eSIM remote management tools.
– Multiple countries are witnessing the deployment of eSIM. For instance, in April 2020, stc has announced a localizing platform for eSIM for the first time in Saudi, obtained an international accreditation deemed requisite for rolling out eSIM technology. stc can provide eSIM services to all Mobile and Virtual Network Operators (MNOs/MVNOs) in the country as a National eSIM Platform. Also, the service can be extended to other MNO’s in the Arabian Gulf region or internationally interested in obtaining the eSIM service from stc. The adoption of eSIM in Saudi Arabia in cooperation with GSMA Certification is expected to be a step towards achieving the mandates of Saudi Vision 2030, by localizing eSIM technology and further enabling digital transformation.
– In May 2020, Virgin Mobile offered an integrated digital experience to keep customers across the connected amid COVID-19 lockdown with the rollout eSIM card technology in Saudi Arabia because an eSIM could be activated directly through digital channels without the requirement for a visit to a store, bringing flexibility and high efficiency to customers. In April 2020, eSIM.net Group Ltd, an online eSIM store and MNVO announced Europe’s first Pay As You Go (PAYG) data, voice, and SMS eSIM plan. Unlike current eSIM plans offered by the United Kingdom’s mobile network operators, this plan is not locked to any network. Equipped with a +44 telephone number, the PAYG plan can be downloaded online and is particularly beneficial during lockdown due to COVID-19 for those living in mobile network black-spots.
Key Market Trends
Smartphone is Expected to Witness Significant Growth
– As smartphone manufacturers continuously strive to make smaller, slimmer, and lighter devices with more features, space is at an absolute premium. The size of the Nano SIM card is about 12.30 mm in length and 8.80 mm wide. It also takes additional space associated with internal hardware and circuitry that needs to be accommodated. For many years, manufactures have had to design and adjust the physical SIM card via SIM card trays or other internal slots. The need for more durable and waterproof phones is expected to drive the removal of the physical SIM tray will drive the adoption of eSIM on smartphones. Remote Provisioning capabilities within the eSIM standard is expected to provide users with enhanced customer experience for activating and managing the phones.
– Samsung’s inclusion of eSIM technology in its S20 range of devices is expected to positively impact the adoption of eSIM in smartphones, which was previously confined to limited brands such as Apple and Google. In August 2020, NXP Semiconductors N.V. announced that NXP’s embedded SIM (eSIM), Secure Ultra-Wideband (UWB) fine-ranging solution, as well as Secure Element (S.E.) and Near Field Communication (NFC) unit, are deployed in Samsung’s new Galaxy Note20 Ultra. Unlike the physical SIM cards that must be removed and replaced in new devices, NXP’s GSMA-compliant eSIM solution is integrated into a device, making remote SIM provisioning significantly easier and providing over-the-air SIM updates. The eSIM functionality comes with all Samsung Galaxy Note20 Ultra devices, excluding Japan, China, and Korea.
– In July 2020, Vodafone Idea Ltd., India’s telecommunications service provider, made the availability of eSIM for Vodafone postpaid customers for eSIM compatible Apple devices including iPhone 11, iPhone 11 Pro, iPhone 11 Pro Max, iPhone S.E., iPhone X.S., iPhone XS Max, and iPhone X.R. The service is currently available in certain cities such as Mumbai, Delhi, and Gujarat. In March 2020, Jio has enabled support for its eSIM service on the Motorola Razr. With the eSIM service, Jio users will be able to access the Internet, make calls, and use other web-based applications on the smartphone. All the present Jio users could convert their physical SIM cards to eSIM without any extra charge. The eSIM service is applicable for both postpaid and prepaid connections.
– In February 2020, HMD Global has filed a patent for a new embedded SIM card (eSIM) solution with the European Union Intellectual Property Office (EUIPO). The tech is known as SIMLEY and will serve a multitude of purposes ranging from telecommunication services to an e-wallet and banking service tool and extended warranty service. The essential takeaway here is that HMD plans to introduce eSIM compatible Nokia phones shortly. While competitors such as Google and Apple have offered this type of service on their devices for some years now, the new standard is still not that common. SIMLEY is also expected to function as an electronic mobile payment service coupled with added protection for user data.
North America is Expected to Hold Significant Share
– North American region is expected to hold significant share as it is the first region that rolled out the support for eSIM, and major carriers in the region provide the eSIM service. In the United States, AT&T, T-Mobile, Truphone, Ubigi, and Verizon Wireless offers the support of eSIM functionality, whereas, in Canada, Bell, Freedom, Fido, Koodo, Lucky Mobile, Rogers, Telus, and Virgin provide the support. In January 2020, Telus and its sub-brand Koodo announced the support eSIM in Canada. The supported list of phones includes the iPhone 11 series and XS series, Google Pixel 3a and 4 series, Motorola Razr and Samsung Galaxy Fold. Among other devices such as smartwatches, laptops, and tables, the Samsung Galaxy Watch Series, Apple iPad Pro 11-inch, Surface Pro X supports the eSIM functionality offered by Telus and Koodo.
– The plans related to eSIM becoming significantly cheap in the region and a secure international roaming solution considerably drive the adoption of eSIM in the region. On phones with eSIM support, the user can select from a bunch of individual countries or roaming plans, where the multi-country operators tend to be significantly more expensive than US Mobile’s solution. If the user is traveling abroad, he can select the carrier’s roaming plan. On AT&T and Verizon, that’s generally USD 10 per day for high-speed data. Otherwise, the user can still buy a local SIM card or use a multi-country travel SIM card like KnowRoaming, which tends to be the most expensive. eSIM lets the user scan a QR code or pick a new carrier from an on-device menu, making it much easier to switch carriers or roaming.
– In September 2019, Truphone announced the extension of its eSIM support for iPhone to the new iPhone 11, 11 Pro and 11 Pro Max. Apple announced the latest additions to its iPhone series at its 2019 annual event. The newest iPhone models are a series of Apple products to provide eSIM to the consumer market. In 2018, Apple became the first consumer device manufacturer to enable eSIM services in a flagship smartphone series: the iPhone XS, iPhone XS Max, and iPhone XR. Truphone’s eSIM is engineered to make connectivity easy for Apple iPhone users. Truphone’s eSIM for iPhone plans work in 89 countries globally and ensures that the iPhone users get connected easily and quickly without the need of having to change plans when they travel to a different country.
– In February 2020, MobileIron Inc., an American software company, and IDEMIA announced support for eSIM-enabled Windows 10 enterprise devices. Organizations in the region can onboard, manage, and configure eSIM-enabled Windows 10 devices as part of their established unified endpoint management (UEM) infrastructure, simplifying the complete device lifecycle. The IDEMIA Smart Connect Platform includes an Orchestration Hub and Subscription Manager (SM-DP+), Entitlement Server for a complete eSIM lifecycle management solution, which combines with mobile network operators (MNO) systems and bring control of eSIM subscription plans and their profiles within MobileIron’s UEM platform. This includes selecting and browsing subscriptions, activation and profile provisioning on the MNO network, and assigning profiles to devices.
Competitive Landscape
The Embedded SIM (eSIM) market primarily comprises multiple domestic and international players in quite a fragmented and highly competitive environment. Major players in the market include Gemalto N.V. (Thales Group), STMicroelectronics N.V., Infineon Technologies AG, etc. Technological advancements in the market are also bringing considerable competitive advantage to the companies, and the market is also witnessing multiple partnerships.
– May 2020 – Thales has deployed a public cloud version of its embedded SIM (eSIM) remote subscription platform on Google Cloud to help telcos manage the increase of mobile subscriptions for eSIM-capable devices. As part of the deployment, the platform is GSMA-certified, will be accessible by telcos on Google Cloud in more than 200 countries and territories.
– March 2020 – STMicroelectronics and Truphone collaborated to launch a full-stack embedded SIM (eSIM) infrastructure solution compliant with GSMA M2M standards. S.T. provides its ST4SIM-200A/M, a GSMA-certified SOC solution with eSIM software and industrial and automotive-qualified secure hardware, while Truphone provides its seamless connectivity and remote SIM provisioning (RSP) capabilities.
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1 INTRODUCTION
1.1 Study Assumptions and Market Definition
1.2 Scope of the Study
2 RESEARCH METHODOLOGY
3 EXECUTIVE SUMMARY
4 MARKET DYNAMICS
4.1 Market Overview
4.2 Market Drivers
4.2.1 Advancements in the field of connected & M2M ecosystem
4.2.2 Growing demand for Smart devices
4.2.3 Ease of use and access provided by eSIM over traditional substitutes
4.3 Market Challenges
4.3.1 Security, Interoperability – Standardization issues
4.4 Market Opportunities
4.4.1 Highly positive forecasts for M2M adoption
4.5 Industry Stakeholder Analysis – Operator, OEM & System Integrators
4.6 Industry Attractiveness – Porter’s Five Forces Analysis
4.6.1 Bargaining Power of Suppliers
4.6.2 Bargaining Power of Consumers
4.6.3 Threat of New Entrants
4.6.4 Threat of Substitute Products
4.6.5 Intensity of Competitive Rivalry
4.7 Impact of COVID-19 on the Connectivity Landscape
4.8 Coverage on e-SIM enabled device shipments globally (2018-2022)
5 GLOBAL SIM CARD LANDSCAPE ANALYSIS (SHIPMENTS & REGIONAL BREAKDOWN)
6 MARKET SEGMENTATION
6.1 By Application
6.1.1 Smartphones
6.1.2 Tablets & Laptops
6.1.3 Wearables
6.1.4 M2M (Industrial, Automotive, etc.)
6.2 Geography
6.2.1 North America
6.2.1.1 United States
6.2.1.2 Canada
6.2.2 Europe
6.2.2.1 United Kingdom
6.2.2.2 Germany
6.2.2.3 France
6.2.2.4 Rest of Europe
6.2.3 Asia-Pacific
6.2.3.1 China
6.2.3.2 South Korea
6.2.3.3 Japan
6.2.3.4 Rest of Asia-Pacific
6.2.4 Latin America
6.2.5 Middle East and Africa
7 COMPETITIVE LANDSCAPE
7.1 Company Profiles*
7.1.1 Gemalto N.V. (Thales Group)
7.1.2 Giesecke+Devrient GmbH
7.1.3 STMicroelectronics N.V.
7.1.4 Infineon Technologies AG
7.1.5 Valid S.A.
7.1.6 Idemia (Advent International Corp)
7.1.7 Workz Group
7.1.8 Truphone Limited
7.1.9 Gigsky, Inc.
7.1.10 ARM Limited
8 VENDOR POSITIONING ANALYSIS
9 MARKET OUTLOOK