European eSIM Device Market Forecast, 2025-2029

This IDC Forecast provides analysis and forecasts for eSIM shipments and installed base in both the consumer and IoT markets. It includes forecasts of devices by eSIM specification."The European eSIM market is entering a pivotal phase of rapid acceleration, propelled by surging consumer awareness from the proliferation of travel eSIMs and the transformative enablement of mass IoT deployments through the new SGP.32 standard." - John Gole, research director for IoT, Europe, IDC

IDC Market Forecast Figure

Executive Summary

Advice for Technology Suppliers

• For Smartphone and Consumer Device Vendors
• For Mobile Network Operators (Consumer Segment)
• For IoT Connectivity Providers (MNOs and Mobile Virtual Network Operators - IoT Segment)
• For Chipset and Module Manufacturers
• For IoT Device Manufacturers (OEMs) and Enterprises

Market Forecast

Market Context

• Overall eSIM Evolution
• Connected Vehicles
  • Early 2010s: The Genesis of M2M eSIM (SGP.02)
  • Mid-2010s: First Implementations and eCall Mandates
  • Late 2010s to Early 2020s: Maturation and Global Scale
  • Current State: Continued Dominance and Evolution
• Consumer Devices Market
  • Smartphone Availability
  • Usage
  • Other Devices
• IoT Market
  • Limitations of Previous Standards
  • The Rise of SGP.32
  • SoftSIMs
  • iSIMs
• Drivers and Inhibitors
  • Key Drivers
  • Key Inhibitors
• Significant Market Developments
• Changes from Prior Forecast

Market Definition

Methodology

• Research Approach
  • Primary Research
  • Secondary Research and Data Inputs
• Market Model and Forecasting

Related Research