Counterpoint Conversations: IDEMIA on Evolving Landscape of Consumer eSIM Tech
In our latest episode of Counterpoint Conversations, we discuss with IDEMIA Secure Transactions’ Product Marketing Manager for Consumer eSIM, Aya El Mernissi, the evolving landscape of consumer eSIM technology and its impact on the telecom industry. eSIM adoption has moved from niche to mainstream, driven by increasing consumer demand and strategic moves by major device manufacturers. This shift is not only transforming connectivity but also creating new business models and revenue opportunities for operators and service providers.
The Interview
Key takeaways
- Apple’s influence: Apple has been a key driver of eSIM adoption, pushing mobile operators to accelerate their eSIM strategies and invest in digital-first experiences.
- Expanding use cases: eSIM is enabling new business models, including travel connectivity, try-and-buy offers, event-driven marketing, and seamless customer onboarding.
- Market disruption: The digital nature of eSIM is lowering entry barriers, allowing non-traditional players like fintech firms, airlines and travel booking sites to offer connectivity as an add-on service.
- Scaling for growth: To meet rising demand, industry players must invest in cloud-based infrastructure for scalability, resilience and geo-redundancy.
- The future of eSIM: eSIM is already reshaping the telecom ecosystem. Operators and service providers must act now to enhance their digital offerings and infrastructure to stay competitive.
Analyst takeaways
- eSIM is leading to a frictionless experience for consumers, which will help MNOs build trust and loyalty in an ever-expanding digital-first world.
- MNOs must adopt scalable, reliable solutions to enhance efficiency and meet evolving connectivity demands in a dynamic telecom landscape.
Author
Team Counterpoint
Counterpoint Research is a global industry and market research firm providing market data, intelligence, thought leadership and consulting across the technology ecosystem. We advise a diverse range of global clients spanning the supply chain – from chipmakers, component suppliers, manufacturers and software and application developers to service providers, channel players and investors. Our veteran team of analysts serve these clients through our offices located across the key innovation hubs, manufacturing clusters and commercial centers globally. Our analysts consistently engage with C-suite through to strategy, market intelligence, supply chain, R&D, product management, marketing, sales and others across the organization. Counterpoint’s key coverage areas: AI, Automotive, Cloud, Connectivity, Consumer Electronics, Displays, eSIM, IoT, Location Platforms, Macroeconomics, Manufacturing, Networks & Infra, Semiconductors, Smartphones and Wearables.
Related Research
Feb 12, 2025
Feb 11, 2025
Feb 10, 2025