According to Counterpoint Research, by 2030, approximately 70 percent of all cellular devices shipped will be eSIM/iSIM-enabled powered by smartphones and cellular IoT modules.

According to analysts, the industry has passed a turning point and is now entering a period of extreme growth following the release of the US-exclusive eSIM-only iPhone in 2022.

Research analyst Siddhant Kelly said, "Major ecosystem players have begun preparing to deploy eSIM in mid-tier segments beyond their flagship devices. The new eSIM-only iPad is another sign that the future is eSIM." "

“Other use cases like travel and roaming will also significantly drive eSIM adoption in the short term,” he said.

Currently, eSIM adoption rates are highest on the consumer side in smartphones.

However, categories like connected cars, gateways and routers and drones, where physical SIMs may be too difficult to manage, would greatly benefit from eSIM or iSIM-based connectivity, the report said.

It says that in the long run, eSIM will become the default form factor for these industries.

More than 400 operators now support eSIM services globally, enabling an average of more than 50 consumer devices.

Additionally, analysts said they expect iSIM-enabled devices to account for a significant portion of the cellular device ecosystem by 2030.

Senior analyst Ankit Malhotra said, "These are still early days for iSIM. However, we expect iSIM adoption to accelerate over the next three years. The technology will enable more integration into devices by reducing cost, size and complexity." Has the ability to bring efficiency." Said.

“This makes it ideal for use in a wide range of IoT applications, from smart home devices to industrial sensors,” he said.