G+D, Thales, IDEMIA Lead 2022 Global eSIM Enablement Landscape

  • Kigen and VALID are the specialists while Oasis Smart SIM, Truphone, Redtea Mobile, and WORKZ are the dark horses, moving rapidly to challenge the leaders.
  • More than 260 MNOs/MVNOs now support eSIM and the average device support by carriers is more than 30 as well.

G+D, Thales and IDEMIA remained leaders in the Global eSIM Enablement landscape, according to the 2022 edition of Counterpoint Research’s eSIM CORE (COmpetitive, Ranking and Evaluation) report, maintaining their positions from the previous year.

Commenting on the eSIM landscape and the adoption of the technology, Senior Research Analyst Ankit Malhotra highlighted, “2022 was a landmark year for the eSIM ecosystem. eSIM’s adoption has accelerated all around the world and it is now rapidly moving towards becoming the preferred mode of connectivity. More than 260 MNOs/MVNOs now support eSIM and the average device support by carriers is more than 30 as well. Among newer devices, the launch of the eSIM-only iPhone 14 is rightly seen as a huge inflection point. Consumer interest in eSIM is at an all-time high, profile downloads have increased exponentially, and newer players are entering the market – all signs of an ecosystem on the rise. This momentum is being carried over to 2023 and we forecast another strong year with new devices, new technology and innovation, and more widespread adoption of eSIM.”

It has become even more important to better understand the positioning, capabilities, and completeness of various Global eSIM Enablement players. We have analyzed and evaluated key companies in the eSIM value chain using our proprietary CORE framework, which ranks active players according to their capabilities and success in the ecosystem. The evaluation spans a broad range of criteria such as eSIM OS firmware, certification, security, manufacturing, interoperability and ecosystem success. Our criteria continue to evolve every year and we have expanded them by adding new parameters, such as supply chain and customization capabilities.


Source: eSIM CORE (COmpetitive, Ranking and Evaluation) Scorecard and Analysis, February 2023

Commenting on the research findings, Research Vice President Neil Shah said, “G+D continues to lead the Global Enablement CORE Scorecard when compared with the 2021 rankings. The German eSIM technology innovator continues to lead several evaluation criteria such as firmware, security and interoperability. Most importantly, G+D’s eSIM shipments power the highest number of leading consumer eSIM-capable devices, namely smartphones, smartwatches and tablets, including the eSIM-only iPhone 14.”

Shah added, “Thales is a close second in our rankings, also scoring well across most of the parameters. The French vendor has good traction in the automobile and IoT/M2M spaces, with some key design wins in the consumer space as well. These include eSIM Enablement wins across top smartphone OEMs like Samsung, OPPO and Google. G+D and Thales together dominate the eSIM Enablement space right from design wins to tech/standards contribution and end-to-end control over the eSIM value chain.”

IDEMIA cemented its position as one of the Big Three players and a strong eSIM enabler with a robust portfolio and stable partnerships. IDEMIA has been offering its eSIM firmware since 2016, which has enabled more than 100 devices. The company led our rankings in firmware, security and interoperability, with strong traction in the mobility and IoT segments.”

Kigen stood fourth in our rankings. It is one of the fastest-moving players in the eSIM Enablement landscape., especially in the IoT space, and striking strong partnerships across the value chain, the company has grown quickly as a specialist in the ecosystem. VALID, an incumbent in the market, leads the scoring in compliance, security and interoperability with a strong presence in the supply chain.”

Commenting on the fast-growing players, Malhotra said, “Oasis Smart SIM, Redtea Mobile, Truphone and WORKZ are the dark horses moving rapidly to challenge the incumbents with disruptive technologies, business models and partnerships. These players improved their capabilities and ecosystem presence in 2022. Oasis Smart SIM’s CloudSIM, which allows the device to connect anytime and anywhere on demand, is a key innovation to watch out for. Redtea Mobile has a strong end-to-end portfolio from firmware to its management platform to connectivity for expansion beyond Asia markets. WORKZ also enjoyed a great 2022 and is one of the key fast-growing players with a notable presence in the supply chain and IoT enablement space. Truphone has a strong positioning with a complete eSIM solution that includes eSIM enablement. It remains to be seen how broadly it can commercialize and leverage the vertical integration similar to Redtea Mobile.”

The comprehensive and in-depth report ‘eSIM Ecosystem – Opportunities, Trends, Evaluation, Analysis and Outlook’ is now available. Please contact Counterpoint Research to gain access to the report. 


Counterpoint Technology Market Research is a global research firm specializing in products in the TMT (technology, media and telecom) industry. It services major technology and financial firms with a mix of monthly reports, customized projects, and detailed analyses of the mobile and technology markets. Its key analysts are seasoned experts in the high-tech industry.

Related Posts

Analyst Contacts:

Ankit Malhotra
File:Twitter-logo.svg - Wikimedia Commons Linkedin - Free social media icons

Neil Shah
File:Twitter-logo.svg - Wikimedia Commons Linkedin - Free social media icons


Counterpoint Research


Counterpoint research is a young and fast growing research firm covering analysis of the tech industry. Coverage areas are connected devices, digital consumer goods, software & applications and other adjacent topics. We provide syndicated research reports as well as tailored. Our seminars and workshops for companies and institutions are popular and available on demand. Consulting and customized work on the above topics is provided for high precision projects.

Term of Use and Privacy Policy

Counterpoint Technology Market Research Limited


In order to access Counterpoint Technology Market Research Limited (Company or We hereafter) Web sites, you may be asked to complete a registration form. You are required to provide contact information which is used to enhance the user experience and determine whether you are a paid subscriber or not.
Personal Information When you register on we ask you for personal information. We use this information to provide you with the best advice and highest-quality service as well as with offers that we think are relevant to you. We may also contact you regarding a Web site problem or other customer service-related issues. We do not sell, share or rent personal information about you collected on Company Web sites.

How to unsubscribe and Termination

You may request to terminate your account or unsubscribe to any email subscriptions or mailing lists at any time. In accessing and using this Website, User agrees to comply with all applicable laws and agrees not to take any action that would compromise the security or viability of this Website. The Company may terminate User’s access to this Website at any time for any reason. The terms hereunder regarding Accuracy of Information and Third Party Rights shall survive termination.

Website Content and Copyright

This Website is the property of Counterpoint and is protected by international copyright law and conventions. We grant users the right to access and use the Website, so long as such use is for internal information purposes, and User does not alter, copy, disseminate, redistribute or republish any content or feature of this Website. User acknowledges that access to and use of this Website is subject to these TERMS OF USE and any expanded access or use must be approved in writing by the Company.
– Passwords are for user’s individual use
– Passwords may not be shared with others
– Users may not store documents in shared folders.
– Users may not redistribute documents to non-users unless otherwise stated in their contract terms.

Changes or Updates to the Website

The Company reserves the right to change, update or discontinue any aspect of this Website at any time without notice. Your continued use of the Website after any such change constitutes your agreement to these TERMS OF USE, as modified.
Accuracy of Information: While the information contained on this Website has been obtained from sources believed to be reliable, We disclaims all warranties as to the accuracy, completeness or adequacy of such information. User assumes sole responsibility for the use it makes of this Website to achieve his/her intended results.

Third Party Links: This Website may contain links to other third party websites, which are provided as additional resources for the convenience of Users. We do not endorse, sponsor or accept any responsibility for these third party websites, User agrees to direct any concerns relating to these third party websites to the relevant website administrator.

Cookies and Tracking

We may monitor how you use our Web sites. It is used solely for purposes of enabling us to provide you with a personalized Web site experience.
This data may also be used in the aggregate, to identify appropriate product offerings and subscription plans.
Cookies may be set in order to identify you and determine your access privileges. Cookies are simply identifiers. You have the ability to delete cookie files from your hard disk drive.