Consumer adoption of eSIM technology continues to grow rapidly, according to exclusive market monitoring figures released today by Trusted Connectivity Alliance (TCA). The latest data shows that consumer eSIM profile downloads* more than doubled in 2023, increasing 109% year-on-year.
Growth was predominantly driven by accelerating adoption within the North American market, where the wide availability and demand for eSIM-only smartphone models has seen leading mobile operators transition to ‘digital-first’ strategies. Adoption rates also doubled across Asia and Western Europe.
Future growth in consumer eSIM adoption is expected to be boosted by the launch of eSIM-only smartphones across more regions, coupled with the broader availability of eSIM-enabled devices. Rebounding levels of international travel —anticipated to surpass pre-pandemic levels in 2024—also stand to support increased uptake as consumers turn to eSIM for greater choice and convenience when roaming.
The overall upswing in consumer adoption was supported by significant ongoing investment in eSIM Subscription Manager (SM) platforms, which enable the remote provisioning and lifecycle management of eSIMs. The number of deployed consumer eSIM SM platforms rose by 25% in 2023 as mobile operators continued to bolster their digital capabilities.
“For technologies to be widely adopted, they must be safe and reliable, provide a great experience and, most importantly, deliver real value,” comments Bertrand Moussel, Chair of the TCA Board. “Our latest data makes it clear that wider eSIM availability is translating into strong adoption, with consumers across the world now realising the benefits of flexible and seamless connectivity.”
TCA provides exclusive statistical insight into the global SIM and eSIM ecosystem based on members’ market data, offering authoritative insight which is trusted by stakeholders across the mobile industry. Other key industry trends in 2023 included:
Strong Foundation for Growing eSIM Adoption Across Automotive and IoT Verticals
M2M eSIM adoption—predominantly focused across automotive use-cases—was also supported by a 12% increase in the deployment of M2M eSIM SM platforms.
Looking ahead, global standardisation efforts such as GSMA’s eSIM for IoT Specifications (SGP.31 and SGP.32) will play an important role in promoting increased eSIM adoption across IoT verticals. The specifications introduce new, dedicated features to meet specific IoT requirements, simplifying deployments at massive scale and addressing the challenges associated with remotely provisioning and managing constrained IoT devices.
eSIM Volumes Resilient Despite Significant Economic Uncertainty
TCA is also the only organisation to offer a quantitative global view of eSIM shipment volumes, providing both actual and forecast data. eSIM shipments collectively reported by TCA members decreased marginally by 2% to 374 million units, with TCA estimating that the total available market for eSIM was 390 million units in 2023.
Notably, volumes remained stable in the face of strong macro-economic headwinds. Global inflationary pressures and the ‘cost-of-living’ crisis reduced overall consumer demand for smartphones and mobile subscriptions in 2023, though easing inflation towards the end of the year points towards a more positive outlook for 2024. The ongoing impact of the global chip shortage—which saw operators overstock in 2022 to mitigate potential supply chain pressures—also tempered demand but is anticipated to rebalance towards normal levels in 2024.
Digitalisation of the SIM Market Accelerates
The market for ‘traditional’ SIM was similarly shaped by broader macro-economic factors, with TCA estimating the total available market for SIM (excluding eSIM) reduced by 7% to 3.8 billion units in 2023. There was also a clear trend signalling the increasing digitalisation of the overall SIM market amid accelerating eSIM adoption in key regions such as North America.
Moussel adds: “As the evolution of the SIM ecosystem gathers pace, TCA is committed to bringing together stakeholders to address emerging opportunities and challenges. By collaborating on initiatives that increase interoperability, promote trust and support sustainable innovation across the secure connectivity ecosystem, the full promise of the global digital economy can be realised.”
A breakdown of data collected through TCA’s member monitoring process is available via an annual subscription. For more information, please contact info@trustedconnectivityalliance.org.
For an ‘at-a-glance’ overview of the 2023 market data, view TCA’s SIM and eSIM Industry Insights infographic.
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For further TCA media information, please contact Yash Raveendra – Tel: +44(0)113 3501922 or email: yash@iseepr.co.uk
Notes to Editors
* eSIM profile downloads, also known as eSIM profile transactions, refers to the number of times a mobile operator profile was downloaded.
About Trusted Connectivity Alliance
Trusted Connectivity Alliance (TCA) is a global industry association working to enable trust in a connected future.
The organisation evolved from the SIMalliance, reflecting the continued expansion of the global SIM industry and the need for broader collaboration. Its members are leading providers of secure connectivity solutions for consumer, IoT and M2M devices. This spans Tamper Resistant Element (TRE) technologies including SIM, eSIM, integrated SIM, embedded Secure Element (eSE) and integrated Secure Element (iSE), as well as hardware and software provisioning and other personalisation services.
TCA members are: Card Centric, COMPRION, Eastcompeace, Giesecke+Devrient, IDEMIA, Kigen, Linxens, Monty Mobile, NXP Semiconductors, Oasis Smart SIM, STMicroelectronics, Thales, Valid, Workz Group, Wuhan Tianyu and XH Smart Card.
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