洞察亮点–eSIM：2024年第三季度消费者趋势和企业需求

DATEOctober 2024 © 2024 GSMA Intelligence The GSMA is a global organisation unifying the mobile ecosystem to discover,develop and deliver innovation foundational to positive business environments andsocietal change. Our vision is to unlock the full power of connectivity so that people,industry, and society thrive. Representing mobile operators and organisationsacross the mobile ecosystem and adjacent industries, the GSMA delivers for itsmembers across three broad pillars: Connectivity for Good, Industry Services and GSMA Intelligence is the definitive source of global mobile operator data, analysisand forecasts, and publisher of authoritative industry reports and research. Our datacovers every operator group, network and MVNO in every country worldwide – fromAfghanistan to Zimbabwe. It is the most accurate and complete set of industrymetrics available, comprising tens of millions of individual data points, updated daily. GSMA Intelligence is relied on by leading operators, vendors, regulators, financialinstitutions and third-party industry players, to support strategic decision-making andlong-term investment planning. The data is used as an industry reference point andis frequently cited by the media and by the industry itself. Our team of analysts and experts produce regular thought-leading research reportsacross a range of industry topics. We invite you to find out more atwww.gsma.com Follow the GSMA on X:@GSMA www.gsmaintelligence.com info@gsmaintelligence.com Authors Pablo IacopinoHead of Research and Commercial Content eSIM commercialisation in the consumer market: remarkableprogress in the last five and a half years Number of consumer eSIM devices thathave been launched Sum of smartphones, tablets and smartwatches(cumulative) •China is still a notable exception•Africa is catching up •While eSIM is mainstream in flagshipsmartphones, there is limited availabilityof eSIM beyond flagships •The launch of eSIM-only iPhones in theUS (in September 2022) has been amajor catalyst Outlook for eSIM adoption in the smartphone market:by 2028, half of smartphone connections will use eSIM Consumer behaviour for eSIM:six numbers to note 50% 18% of eSIM-aware consumers found out about the technology byreading an article, which continues to be the largest driver of of consumers are aware of eSIM. This figure has doubled in thelast three years. 54% of eSIM-aware consumers have discovered the technology viaoperator channels (10% via OEM channels). of consumers are interested in using eSIM in smartphones. Thisrises to 63% among 5G users and 74% among owners of of consumers who are not interested in using eSIM cited lack ofunderstanding of how eSIM works as the reason for not beinginterested in using eSIM in smartphones of eSIM-aware consumers have used an eSIM service providedby aglobal provider of international roaming services whentravelling abroad. Note: Aggregate figures across 11 countries (Australia, France, Germany, Italy, Japan, Poland, South Korea, Spain, the UAE, the UK and the US)Source: GSMA Intelligence Consumers in Focus: Global Consumer Survey August 2024 eSIM in the enterprise IoT market: targeting a growing pieceof afast-growing IoT cellular market Access GSMA Intelligence content on eSIM GSMA Intelligence regularly analyses the key trends and developments shaping the eSIM ecosystem across two main areas:•eSIM in the consumer market:The content is part of the GSMA Intelligence Digital Consumer module, which provides exclusive data and research on thetransformation of consumer technologies and evolution of consumer behaviour in the digital era. The module covers important areas, including eSIM, 5G,devices, gaming, extended reality (XR), consumer AI and the metaverse. •eSIM in the enterprise IoT market:The content is part of the GSMA Intelligence IoT & Enterprise module, which provides exclusive data and research on theevolution of IoT markets and the wider digital transformation of enterprises. The module covers important areas, including IoT, eSIM, enterprise 5G, privatenetworks, the digital transformation of vertical sectors, enterprise AI and telco revenue beyond connectivity. Data How togain access •eSIM in the consumer market•Commercialisation of SIM consumer devices (smartphones, smartwatches and tablets): by brand and launch date The GSMA Intelligence DigitalConsumer and IoT & Enterprisemodules are two of the fiveavailable to customers. If youalready subscribe to the modules, •Tracker of operators that have launched commercial eSIM services (operators, countries and regions)•eSIM smartphone connections and penetration: historical data and forecast through to 2030•Consumer behaviour for eSIM (survey data and insights for 11 major developed countries) •IoT cellular connections: historical data and forecast through to 2030•Enterprise demand for eSIM-enabled solutions: vertical sectors and countries(survey data and insights)•Challenges faced by enterprises when depl