Top

Insights Tag： Apple eSIM strategy

Amdocs Leads 2022 Global eSIM Orchestration Landscape

  • Amdocs has emerged as the leader in eSIM orchestration landscape, being the most well-rounded player when it comes to the completeness of the platform.
  • Moflix, Lotusflare, IDEMIA and Truphone are considered challengers and are emerging as leaders in end-to-end eSIM orchestration capabilities.
  • 10T Tech, Thales, G+D, Workz, RedTea Mobile and Oasis Smart SIM are considered dark horses, They are partnering with different players to offer eSIM orchestration solutions.
  • Nokia, Ericsson, HPE, Valid, achelos and Kigen are considered as specialists.

New Delhi, Beijing, Seoul, Hong Kong, London, Buenos Aires, San Diego – March 27, 2023

AMDOCS has emerged as the leader in the global eSIM orchestration landscape in 2022, according to the latest edition of Counterpoint Research’s eSIM CORE (Competitive, Ranking and Evaluation) report.

Key companies in the eSIM value chain are analyzed and evaluated using the 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 BSS/OSS integration, security, interoperability, self-serve, and success in the ecosystem. From this edition, in addition to the eSIM Enablement, the eSIM Management Scorecard from the 2021 edition has been divided into two parts – eSIM Provisioning and eSIM Orchestration – with each diving deep into the two essential parts of the value chain.

Commenting on the global eSIM orchestration landscape and the overall ecosystem, Senior Research Analyst Ankit Malhotra highlighted, “2022 was a landmark year for the global eSIM ecosystem. More than 260 MNOs/MVNOs now support eSIM and the average device support by carriers is also more than 30. The operators are also taking eSIM more seriously and enthusiastically than before. It is no longer just a tick on the checklist but also an essential component of the digital revolution. Therefore, it is important to ensure fast, reliable, and consumer-friendly eSIM orchestration and implementation practices to maximize the vast potential of the eSIM.”

Counterpoint CORE Scorecard - eSIM Orchestration Landscape, 2022Source: eSIM CORE (Competitive, Ranking and Evaluation) Scorecard and Analysis, March 2023

Commenting on the research findings, Research Vice President Neil Shah said, “Amdocs has emerged as the leader in eSIM orchestration landscape. It is the most well-rounded player when it comes to the completeness of products and solutions. Amdocs has built partnerships across the eSIM value chain, which helps the company translate its advantages in products and solutions into success in the ecosystem.”

Shah added, “Moflix, Lotusflare and IDEMIA follow Amdocs with their differentiated products. They scored excellently across various parameters such as lifecycle management, interoperability, analytics and self-serve capabilities. Fourth-placed IDEMIA’s smart connect manager is a feature-rich solution that has helped it score excellently on various parameters. Truphone, another eSIM-first player, has well-rounded solutions and offers its customers unique self-serve capabilities, augmented by its global connectivity capabilities.”

10T Tech, one of the dark horses, has a great repertoire of customizable services focusing on time to market and innovation. Thales, a leader in eSIM provisioning, has also been developing eSIM orchestration capabilities with partnerships within the ecosystem. eSIM enablement leader G+D also ranks high in eSIM orchestration through constant innovation in its product portfolio. It is also one of the potent dark horses. Workz, Redtea Mobile and Oasis Smart SIM follow with end-to-end offerings from enablement to orchestration gaining significant momentum in the eSIM ecosystem.

NOKIA, Ericsson, HPE, Valid, achelos and Kigen are considered specialists. These players have been quite focused in enabling service providers with strong eSIM provisioning platforms, extending further some of the core orchestration capabilities. Invigo, Teal, Eastcompeace, Nordic eSIM, 1oT and Sicap are regional specialists which are offering on-demand eSIM orchestration solutions to customers in their targeted geographies. These specialists will have to develop a wider gamut of eSIM orchestration capabilities if they want to capture more value in the ever-digitally transforming service provider landscape.

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. 

Background

Counterpoint Technology Market Research is a global research firm specializing in products in the technology, media and telecom (TMT) 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.

Analyst Contacts

Ankit Malhotra

   

Neil Shah

  
Counterpoint Research

press@counterpointresearch.com

report.counterpointresearch.com

@CounterPointTR

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

  • Truphone, WORKZ, Oasis Smart SIM, VALID, and Kigen are referred to as specialists while Eastcompeace, Invigo, RedTea Mobile, Nordic eSIM, TEAL, 10T Tech, Wuhan Tianyu, and NOKIA are considered as dark horses moving quickly to gain mind and market share.
  • eSIM Adoption has accelerated, and more than 260 MNOs/MVNOs support eSIM now. Sensing demand, the number of GSMA-certified RSP platform providers has also now increased to 25+.

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

February 24, 2023

Thales, G+D and IDEMIA emerged as leaders in the Global eSIM Provisioning 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 Global eSIM Provisioning landscape and the overall ecosystem, Senior Research Analyst Ankit Malhotra highlighted, “2022 was a landmark year for the Global eSIM ecosystem. More than 260 MNOs/MVNOs now support eSIM and the average device support by carriers is also more than 30. The operators are also taking eSIM more seriously and enthusiastically than before, eSIM is no longer just a tick on the checklist but is now being seen as an essential component in the digital revolution. Of course, with the increase in eSIM adoption, there is an increase in the number of GSMA-certified RSP platform suppliers as well – More than 25 players with their unique specialties, capabilities, strengths, innovations, and business models now operate in the eSIM provisioning landscape. They are supplementing their offerings by garnering partnerships with an increased focus on geo-redundancy, interoperability, and reliability.”

It has become even more important to better understand the positioning, capabilities, and completeness of the 25+ Global eSIM Provisioning 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 certification, security, Deployment model, and success in the ecosystem. To further understand the ecosystem in detail, we have divided our eSIM Management Scorecard from the 2021 edition into two parts this year – eSIM Provisioning and eSIM Orchestration, each diving deep into 2 essential parts of the value chain.

Counterpoint CORE Scorecard - eSIM Provisioning Landscape, 2022

 

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

Commenting on the research findings, Research Vice President Neil Shah said, “Thales continues to lead the Global eSIM Provisioning CORE Scorecard. It has been leading the scorecard for the last 3 years. Thales is the only player in the market with more than 300 subscription management platforms deployed across the world and has a strong reputation across operators, CSPs, and OEMs. Thales led the scoring in various parameters such as compliance, security, and deployments.”

Shah added, “G+D is a very close second in our rankings, also scoring well across most of the parameters. G+D recently announced it has crossed the 100 million consumer profile downloads milestone. G+D has enhanced its capabilities by acquiring Pod group and proudly boasts of near-perfect reliability.”

“IDEMIA, which stands third has built a strong platform. IDEMIA scored excellently across different parameters such as security, tech contribution, geographical reach, and partnerships. IDEMIA has achieved significant success in the ecosystem and is one of the only 3 players who have deployed more than 200 platforms worldwide.”

“Truphone, who is ranked fourth is a fit challenger and a potential future leader through its digital-first approach. Truphone has carved out a unique place of its own through its end-to-end platform and its efforts to accelerate eSIM adoption. Under new ownership, they are poised to grow further in 2023. WORKZ is one of the fastest-growing players in the ecosystem. They scored excellently in Compliance, Security, Interoperability, and time to market. Workz’s MESH system still stands out as an important innovation. Oasis Smart SIM, who enjoyed a great year are referred to as challengers. An eSIM-first company, it was the fastest-growing player considering the number of platform deployments among the top 10 players. VALID, which follows Oasis, scored very well in security and time to market. Its “Interoperability as a service” is a much-needed initiative worth appreciating. Kigen who were referred to as dark horses in the 2021 edition is now marked as a specialist. Kigen, who enjoyed a great year has consolidated its position as an IoT eSIM specialist, as well as making strides in the consumer domain as well as augmenting the cause of iSIM.”

Malhotra continued, “Eastcompeace, Invigo, RedTea Mobile, Nordic eSIM, TEAL, 10T Tech, Wuhan Tianyu, and NOKIA are considered dark horses. Eastcompeace has grown steadily improving its capabilities. RedTea Mobile have climbed one rank this year are emerging as a global player with their offerings for operators and consumers. 10T Tech, a consumer eSIM specialist is an agile player moving fast, it is one of the top 5 players in the number of platforms deployed. NOKIA is a new entrant into this market but has quickly made an impact by leveraging its expertise and relationships in the connectivity space. NOKIA has integrated eSIM with its existing products seamlessly and has approached the market with a fresh approach bringing iSIM securely connect to the market as a SaaS Model. These players are moving quickly to gain mind and market share.”

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. 

Background:

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

  1. eSIM-Capable Devices Set for Hyper-Growth After Crossing Inflection Point
  2. Amdocs Leads 2022 Global eSIM Orchestration Landscape
  3. Oasis Smart-SIM’s CloudSIM™ to Catalyze Growing Need for On-demand Connectivity
  4. AI, Digital Twins, Real-time Compute Emerge as Top Technology Trends for 2023
  5. G+D, Thales, IDEMIA Lead 2022 Global eSIM Enablement Landscape
  6. Meet Counterpoint at MWC Barcelona, 2023
  7. MVNOs World Digital Symposium: Dec 7-8, 2022
  8. The age of eSIM is officially here
  9. Podcast #58 – Component Shortage: Will it drive the eSIM migration?
  10. eSIM Only iPhone 14 is an Inflection Point for eSIM Adoption
  11. iSIM-based Cellular Device Shipments to Cross 7 Bn Units During 2021-2030
  12. Thales & G+D maintain leadership in Global eSIM Management Landscape
  13. Whitepaper – L.E.A.D.E.R - eSIM Adoption Opportunities & Benchmarking

Analyst Contacts:

Ankit Malhotra
https://www.counterpointresearch.com/wp-content/uploads/2023/10/twitter-x-logo.png Linkedin - Free social media icons

Neil Shah
https://www.counterpointresearch.com/wp-content/uploads/2023/10/twitter-x-logo.png Linkedin - Free social media icons

 

Counterpoint Research

press@counterpointresearch.com

report.counterpointresearch.com

@CounterPointTR

Apple and eSIM – Control, Convenience and Commercial Opportunities

We have talked and deep-dived on the potential of eSIM across different connected things (see here) from automotive to drones (see here), to IoT (see here) and smartphones. The move that the industry (not all operators though) was waiting for, when someone like Apple integrates eSIM in smartphones is finally arriving; though Google was the first major player to add in last year’s Pixel series, but a very tiny scale.

Apple showed a first glimpse of it with iPads and then Apple Watch. The iPhone wasn’t going to escape the grand plan Apple has for eSIM and the stronghold it looks to have over end-to-end customer experience and profit from it at every stage.

All the new fall range of iPhones, both Xs series and Xr have integrated eSIM (except China SKUs). Some thoughts below on this development:

  • Great addition for flexibility for consumers to choose a roaming country carrier or even within the same country, making the landscape very competitive.
  • iPhone eSIMs will be controlled by Apple and it can dictate which carrier to partner with, support and show relative plans in a companion first or third party app or via any offline QR code-based activation by iPhone users.
  • So, Apple can be the gatekeeper now since it will have control over the eSIM. Thus, it will demand a revenue cut for the activations happening through its eSIM.
  • I believe eventually, Apple will also show its own plans white-labeled by companies such as GigSky or Truphone.
  • This is great news for likes of Gemalto, G&D and others to not only sell eSIM chips but also on-demand connectivity management platforms to OEMs like Apple.
  • Apple is in a position to charge a premium for the “convenience and ease of activating a new plan” on roaming or so forth.
  • Apple will market this well and get an additional revenue bump from its affluent base of iPhone customers.
  • Many operators have been fearing the moment when a powerful global actor like Apple, Amazon, Google or Facebook takes control of the data plans as well.
  • Many operators have been reluctant to offer DUAL SIM or eSIM which enables many virtual SIM profiles as they don’t want to cede control of the SIM.
  • However, striking partnerships with these giants and sharing some revenue and treating them as resellers is the right (perhaps only) strategy for operators, as these players have become too powerful to fight or lobby against.
  • Considering operator-Apple dynamics, it is still not clear how this will work within the same country e.g. US or Japan, which are core iPhone markets and where traditionally SKUs are different for the different carriers based on the underlying 2G technology.
  • Maybe with just one Intel modem, Apple will have the same SKU across all US carriers and will benefit from eSIM scale and ease for consumers to switch or maintain plans between local carriers.
  • However, the operators in the US and Japan are among the strongest and richest; it was notable that Apple struck a relatively cautious tone in how it communicated its eSIM plans – perhaps aiming to mollify its carrier partners – many of whom were present at the iPhone launch. We will watch the developing relationship with interest.
  • eSIM in iPhones may thus come at a cost — it’s just not going to be that open at least and the relationship will have been hard negotiated between Apple and participating carriers.
  • Apple will make sure it gets compensated for every new plan activated on iPhone via eSIM which could make plans more expensive than buying physically from an MVNO such as Lycamobile unless Apple sparks a strong tussle between carriers to lower prices, so Apple and iPhone users are benefited more.
  • One thing is sure, Apple will rake-in a good chunk of revenue from its eSIM move and effectively become a global scale MVNO.
  • Those Apple revenues from Services which are nearing US$10 billion per quarter, will likely get a big boost by this eSIM move.
  • Time will tell if affluent Apple users are okay to pay more via Apple eSIM service for the extra convenience. I think convenience will trump!!

Feedback welcome. Please feel free to reach out if you want to discuss on this topic further.

Coverage

Insights

Social media

Contact us

Copyright ⓒ Counterpoint Technology Market Research | All rights reserved

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.