• Investing
  • Stock
  • Economy
  • Editor’s Pick
Portfolio Performance Today
Editor's Pick

eSIM-enabled Device Shipments Will Exceed 633 Million in 2026

by September 17, 2025
by September 17, 2025

eSIM-enabled Device Shipments Will Exceed 633 Million in 2026

eSIM-enabled Device Shipments Will Exceed 633 Million in 2026

The eSIM takeover of both consumer and IoT markets is continuing at a steady pace, with global technology intelligence firm ABI Research forecasting 403 million consumer devices and 140 million IoT eSIM-enabled devices to ship in 2025.

These strong results follow a reversal in the overall smartphone market’s year-on-year growth, with declines in 2022 and 2023 giving way to a sharp rebound in 2024 and 2025. Accelerating eSIM adoption among smartphone manufacturers is a key contributor to the surge of eSIM-enabled device shipments.

“The continued dominance of smartphones, which constituted 66% of total eSIM-enabled device shipments in 2024 and 74% in 2025, explains the mitigated overall impact of a challenged IoT market,” says Research Analyst Georgia Cooke.

“Delays to SGP.32 ratification have inhibited expected new IoT deployments, but with over 70% of smartphones still lacking eSIM support, the continued march towards full market penetration leaves smartphones standing as the largest eSIM growth area by volume through 2030.”

China will soon allow eSIM for domestic use in smartphones—beginning with a pilot scheme from China Unicom—unlocking the last remaining portion of the addressable smartphone market for eSIM penetration. The high shipment volumes in this market will drive the Asia-Pacific region to hold the highest growth rates for eSIM-enabled smartphones from 2025 to 2030, with a 22.8% compound annual growth rate (CAGR) for this period. This compares to more modest rates of 6.2% and 9.8% in North America and Western Europe, respectively, where leadership in early adoption is settling into steadier expansion.

However, for vendors focused beyond IC and device shipments—such as innovative eSIM-first MVNOs and service providers, orchestrators, and travel eSIM vendors—these regions present a well-seeded market. This is particularly true in the United States, where Apple offers its iPhones exclusively as eSIM-only—a unique stance that overcomes the usual delay between device availability and actual usage. With other manufacturers expected to adopt this approach, and expansions of the policy to Western Europe and eventually beyond, MNOs must be prepared to scale eSIM support. Operator readiness varies by country, but with over a billion consumer profile downloads expected in 2029, the opportunity for infrastructure providers and service vendors is significant.

This is something of a pre-emptive moment for the eSIM market, with the big changes coming at the end of 2025 and throughout 2026. Chinese adoption, expanding eSIM-only usage, and SGP.32 deployments in the IoT market will mark years of sustained momentum. As the market matures, the opportunities available become more diverse, and stronger niche alignment will drive big wins for shrewd vendors.

These findings are from ABI Research’s eSIM in the Consumer and IoT Markets report.

The post eSIM-enabled Device Shipments Will Exceed 633 Million in 2026 appeared first on IoT Business News.

0 comment
0
FacebookTwitterPinterestEmail

previous post
Telit Cinterion SE869eK5-DR GNSS Module Ensures Reliable, Accurate Location
next post
Soracom and Otsuka Leveraged IoT and GenAI to Develop a Warehouse Intrusion Detection System

Related Posts

CommsCloud’s new SIMs make borderless African IoT logistics...

October 6, 2025

Wiliot and Walmart Partner to Transform Retail with...

October 2, 2025

Manual trades embracing IoT for safer workplaces

October 2, 2025

Soracom and Skylo Roll Out Integrated Satellite IoT

October 2, 2025

OQ Technology Launches in Australia, Expanding Satellite 5G...

October 1, 2025

Karrier One & Iridium Partner to Expand Global...

October 1, 2025

BWS IoT & SIMCom Launch Hybrid LTE+LoRa Modem...

October 1, 2025

5G Standalone Networks and RedCap Devices Poised to...

September 30, 2025

Sustainable IoT Tracking in a Label: OnAsset Launches...

September 29, 2025

Unlock Hidden Infrastructure Intelligence: How Advanced Environment Monitoring...

September 29, 2025

Stay updated with the latest news, exclusive offers, and special promotions. Sign up now and be the first to know! As a member, you'll receive curated content, insider tips, and invitations to exclusive events. Don't miss out on being part of something special.

By opting in you agree to receive emails from us and our affiliates. Your information is secure and your privacy is protected.

Recent Posts

  • The OECD’s Warning to America: Economic Growth Is Slipping

    October 7, 2025
  • Semiconductor Giants with Tech-Industrial Ambitions

    October 7, 2025
  • Will Bitcoin Strengthen or Weaken US Dollar Dominance?

    October 7, 2025
  • Asian markets open: Nikkei hits another record high, Sensex up 140 pts

    October 7, 2025
  • Top reasons why the Topix and Nikkei 225 indices are soaring

    October 7, 2025
  • Goldman Sachs boosts 2026 gold price forecast to $4,900 amid strong demand

    October 7, 2025

Editors’ Picks

  • 1

    Meta executives eligible for 200% salary bonus under new pay structure

    February 21, 2025
  • 2

    Walmart earnings preview: What to expect before Thursday’s opening bell

    February 20, 2025
  • 3

    New FBI leader Kash Patel tapped to run ATF as acting director

    February 23, 2025
  • 4

    Cramer reveals a sub-sector of technology that can withstand Trump tariffs

    March 1, 2025
  • 5

    Anthropic’s newly released Claude 3.7 Sonnet can ‘think’ as long as the user wants before giving an answer

    February 25, 2025
  • 6

    Nvidia’s investment in SoundHound wasn’t all that significant after all

    March 1, 2025
  • 7

    Pop Mart reports 188% profit surge, plans aggressive global expansion

    March 26, 2025

Categories

  • Economy (2,804)
  • Editor's Pick (280)
  • Investing (185)
  • Stock (1,914)
  • About us
  • Contact us
  • Privacy Policy
  • Terms & Conditions

Copyright © 2025 Portfolioperformancetoday.com All Rights Reserved.

Portfolio Performance Today
  • Investing
  • Stock
  • Economy
  • Editor’s Pick
Portfolio Performance Today
  • Investing
  • Stock
  • Economy
  • Editor’s Pick
Copyright © 2025 Portfolioperformancetoday.com All Rights Reserved.

Read alsox

Qualcomm & Palantir Expand AI and Ontology...

March 21, 2025

Wireless Module Market to Reach $ 13.47...

July 25, 2025

How IoT-Based Air Quality Monitoring Became a...

September 10, 2025