Top

Thales, G+D Continue to Lead Global eSIM Management Landscape

While Truphone, IDEMIA, Workz, Valid and Eastcompeace have emerged as specialists, players such as Oasis, Kigen and Ericsson are in position to challenge the status quo in the future

Seoul, Hong Kong, New Delhi, Beijing, London, Buenos Aires, San Diego

January 14, 2021

More than one billion eSIM (eUICC- and iUICC-based) capable devices have been shipped cumulatively so far, according to the latest research from Counterpoint’s ETO (Emerging Technology Opportunities) Service. The uptake of eSIMs is poised to further grow across a gamut of connected devices over the next decade, led by the flexibility, cost efficiency, security and other myriad benefits offered by the technology. To better understand the positioning, platform capabilities and competence of various players managing these hundreds of millions of active eSIM devices, Counterpoint has analyzed and evaluated key eSIM management players. These players at core offer eSIM management platform to service providers from data preparation, entitlements, connectivity management and value-added services to drive newer business models in a scalable manner.

Highlighting the research findings, Senior Analyst Karan Dasaor observed, “eSIM management capabilities, especially Remote Service Provisioning (RSP), are critical to securely managing cellular subscription profile lifecycle remotely. RSP on M2M devices employs a server-driven push model operating without any human intervention, whereas the consumer solution follows a client-driven pull model, controlled by the end-user. Owing to these differences in the architecture of RSP on M2M and consumer devices, different elements are required for effective provisioning. M2M services require Subscription Manager Data Preparation (SM-DP) and Subscription Manager Secure Routing (SM-SR) while consumer services require Subscription Manager Data Preparation for Consumer (SM-DP+) and Subscription Manager Discovery Server (SM-DS). These subscription management service provider, data center operation and management capabilities are accredited by GSMA and are important criteria to fulfil security and interoperability standards.”

Thales and G+D are the top providers of end-to-end feature-rich eSIM management platform, followed by specialists such as Truphone, IDEMIA, Workz and VALID. The CORE (COmpetitive Ranking and Evaluation) framework ranks different players in terms of completeness and capabilities of the platform providers’ offering, level of GSMA compliance, the number of eSIM RSP management platform deployments, diversity of end-customers, partnerships, and other parameters.

Exhibit 1: eSIM Management CORE Scorecard for Integrated Players

Source: eSIM CORE Scorecard & Analysis, Dec 2020

Commenting on the eSIM management competition, Research Vice President Neil Shah highlighted, “Both Thales and G+D are eSIM Management leaders not only in terms of overall completeness of offerings but also all-round capabilities, partnerships and customers. Both the players have aced the GSMA-approved platform offerings though Thales surpasses G+D with growing number of partnerships, deployments and live eSIMs managed.  Truphone and IDEMIA follow the two leaders but with a relatively broader platform play. Truphone is ahead of IDEMIA in terms of completeness with end-to-end offerings and has been seeing sizable traction in the fast-growing Entitlement segment, where most of the other leading players are still going with a partner route. IDEMIA ranks slightly behind Truphone in completeness but is ahead and one of the top three leaders with more than 110 subscription management wins globally.”

Shah added, “Oasis, Kigen and Ericsson are the dark horses with their recent entry into the eSIM Management race with GSMA accreditation for their platform offerings, key partnerships and for the likes of Kigen and Ericsson, a broad set of customers to cross-sell the eSIM solution. Handful of operators have built and managed an in-house eSIM Management platform. The top three Indian operators, Jio, VodafoneIdea and Airtel, as well as STC and Telenor from the list are activating and managing eSIM devices on their networks using their own platforms set up with the help of partners such as HPE and Nokia.”

While the aforementioned eSIM Management players lead in terms of completeness and GSMA accredited eSIM Management platforms, there are multiple players offering proprietary subscription management solutions integrated with connectivity offerings in an MVNO/E or marketplace setup.

Dasaor further added, “Players such as RedteaMobile, Cubic Telecom, Telna, Airalo and Gotell, and newer players such as SIMLocal which initially started as eSIM MVNO/E, are growing to target the long-tail of MNOs and other MVNOs with targeted solutions to accelerate eSIM adoption. RedteaMobile leads this segment managing hundreds of millions of soft-eSIM devices and riding on its partnership with Deutsche Telekom to power the nuSIM solution. These players are pivoting to a Connectivity-as-a-Service model for both the eSIM users and the MNOs.”

Exhibit 2: eSIM Management CORE Scorecard for Connectivity Management Players

Source: eSIM CORE Scorecard & Analysis, Dec 2020

The comprehensive and in-depth report “Global eSIM Landscape: Part 1: Industry Overview and CORE Analysis” is part of Counterpoint’s ETO Service.

Background:

Counterpoint Technology Market Research is a global research firm specializing in technology products in the TMT industry. It services major technology and financial firms with a mix of monthly reports, customized projects, and detailed analysis of the mobile and technology markets. Its key analysts are experts in the industry with an average tenure of 13 years in the high-tech industry.


Analyst Contacts:

Karan Dasaor
  

Neil Shah
 

Counterpoint Research
press(at)counterpointresearch.com

 

Related Posts

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.

Apple Snack Pack

PREMIUM

Understanding iPhone

Term of Use and Privacy Policy

Counterpoint Technology Market Research Limited

Registration

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.