Recently, the China Academy of Information and Communication Technology released the “eSIM Industry Development Research Report”. The report shows that as of the first quarter of 2026, the total number of global eSIM connections has exceeded 1.3 billion, and the global eSIM industry is gradually moving from early pilot to large-scale deployment cycle. Among them, the North American market is expected to account for 39% of the world, and the European market remains around 27% to 28%; with the launch of the Chinese smartphone eSIM trial, the Chinese market share is expected to increase to 13%. The report points out that from a global perspective, the eSIM industry is entering an important turning point: in the past, network-side construction driven by operators has gradually matured, and industry competition has begun to shift from “no eSIM” to “how to allow more terminals, users, and scenarios to use eSIM.” The Chinese market has become an important variable in this round of industrial changes. Communications analyst Zhou Guijun told the “China Business Daily” reporter that compared with the global market, China's eSIM is still at a critical stage of moving from “trial use” to “large-scale expansion.” Issues such as terminal adaptation, security supervision, user migration, and operator business models will still determine how quickly this technology can become a standard feature of smart terminals.
Zhitongcaijing · 1d ago
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Recently, the China Academy of Information and Communication Technology released the “eSIM Industry Development Research Report”. The report shows that as of the first quarter of 2026, the total number of global eSIM connections has exceeded 1.3 billion, and the global eSIM industry is gradually moving from early pilot to large-scale deployment cycle. Among them, the North American market is expected to account for 39% of the world, and the European market remains around 27% to 28%; with the launch of the Chinese smartphone eSIM trial, the Chinese market share is expected to increase to 13%. The report points out that from a global perspective, the eSIM industry is entering an important turning point: in the past, network-side construction driven by operators has gradually matured, and industry competition has begun to shift from “no eSIM” to “how to allow more terminals, users, and scenarios to use eSIM.” The Chinese market has become an important variable in this round of industrial changes. Communications analyst Zhou Guijun told the “China Business Daily” reporter that compared with the global market, China's eSIM is still at a critical stage of moving from “trial use” to “large-scale expansion.” Issues such as terminal adaptation, security supervision, user migration, and operator business models will still determine how quickly this technology can become a standard feature of smart terminals.
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