The adoption of eSIM (embedded SIM) across consumer and IoT applications will soon reach an inflection point. This offers new opportunities for MNOs, infrastructure providers, system integrators and other potential stakeholders to operate their own eSIM RSP (Remote SIM Provisioning) platforms and exercise full control over eSIM RSP management and services.
With growing geopolitical shifts and newer applications such as Private 5G Networks, having full data sovereignty and control is becoming imperative for the eSIM RSP platform users. Further, having a certain degree of autonomy can help the eSIM RSP platform owners shape business and pricing models and differentiate even more compared to the eSIM-as-a-Service solutions out there.
This whitepaper deep dives into different forms of eSIM Management solutions and documents the rise of “off-the-shelf” eSIM RSP Software and the emergence of key players like achelos GmbH who are well positioned to adapt to changing market requirements.
KEY HIGHLIGHTS
Infographic: Mobile Market Monitor (Q1 and Q2 2023)
Global Smartphone Shipments Market Data (Q3 2021 – Q2 2023)
China Smartphone Shipments Market Data (Q1 2022 – Q2 2023)
US Smartphone Shipments Market Data (Q1 2022 – Q2 2023)
India Smartphone Shipments Market Data (Q1 2022 – Q2 2023)
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.”
Source: 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.
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+ GlobaleSIM 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.
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.
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.
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.
IDEMIA, Kigen emerge as specialists while Truphone VALID, Oasis Smart SIM, Workz and RedTea Mobile are referred to as dark horses, in position to challenge the status quo in the future.
Seoul, Hong Kong, New Delhi, Beijing, London, Buenos Aires, San Diego
30th May 2022
G+D and Thales continue to lead the eSIM Enablement landscape, according to Counterpoint Research’s eSIM CORE (COmpetitive, Ranking & Evaluation) report. Integrated incumbents such as Giesecke+Devrient (G+D), Thales and IDEMIA along with relatively newer entrants like Kigen have led the pack and boast robust eSIM enablement capabilities, from having their own embedded secure elements and eUICC and iUICC operating systems to having developed offerings for consumer, automotive and IoT applications. This has helped them score well in terms of “completeness” in our evaluation.
More than five billion eSIM (eUICC- and iUICC-based) capable devices will be shipped cumulatively in the next five years. To better understand the positioning, platform capabilities and competence of various eSIM enablement players, Counterpoint has analyzed and evaluated key eSIM enablers, ranging from fully integrated companies to hardware-based eSIM vendors. The CORE (COmpetitive, Ranking & Evaluation) framework ranks different players in terms of completeness and capabilities such as Firmware, Compliance, Interoperability, Geographical Reach, partnerships and wins across the ecosystem.
Exhibit 1: eSIM Enablement CORE Scorecard for Integrated Players
Commenting on the competitive landscape, Research Vice President Neil Shah, highlighted, “G+D leads the Enablement CORE Scorecard. It leads in several important parameters such as OS, interoperability, security and has enabled the highest number of consumer eSIM capable devices including smartphones, smartwatches, and tablets. It enables more than half of all eSIM capable smartphones and tablets and more than two-thirds of all eSIM capable smartwatches. Its success in the consumer and IoT eSIM space makes it the deserved leader. Thales is a close second on the list, and it has excellent scores in parameters such as OS, interoperability and leads the chart in mobility enablement. Thales has built a strong consumer and IoT eSIM offering, enabling a range of consumer and IoT devices. It is also among the leaders in supporting many eSIM enabled industrial IoT applications.”
Mr. Shah further added, “The leaders are followed by specialists, IDEMIA and Kigen. IDEMIA has activated more than 3 million eSIMs. It has excellent scores in parameters such as interoperability, compliance and leads the scorecard in IoT enablement. Kigen is ranked fourth and is one of the fastest moving players in the eSIM enablement landscape. It leads the scoring in firmware, compliance and security. It delivered the industry’s first EAL5+ certified iSIM hardware in partnership with Sequans. Kigen has built strong partnerships across the value chain which has helped it enable at scale. Truphone, VALID and Oasis Smart SIM, Workz and RedTea Mobile are positioned as dark horses, well-positioned to consolidate their capabilities and challenge the leaders.”
Research Analyst Ankit Malhotra commented on changing role of hardware enablers in the ecosystem: “Semiconductor companies such as STMicroelectronics, NXP and Infineon have been the key suppliers of secure hardware eSIM chipsets, partnering with the eUICC OS vendors as above and in some cases having their own in-house integrated solutions. With the move to iUICC on the horizon, their role will become especially important.”
The comprehensive and in-depth report on “eSIM Ecosystem – Opportunities, Trends, Evaluation, Analysis and Outlook” is available now – please contact Counterpoint Research to discuss how 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.
The recent launch of eSIM Discovery service integration by mobile network operators’ (MNOs’) body GSMA is good news for the eSIM ecosystem. The standardization of Discovery service is an important step towards completing the eSIM suite of services for MNOs as they can now avail customer onboarding and management solutions from one solution provider.
The number of eSIM management solutions deployed across the world has doubled in the last one year. There are more than 15 players which support GSMA’s SMDP and SMDP+ platforms. Out of these, Thales, G+D and Truphone have integrated the Discovery service into their existing suites of SMDP+ eSIM management services. These three companies are also the biggest eSIM management players. We believe the adoption of Discovery service across MNOs will see an inflection point over the next 12 months as the number of consumer IoT devices, such as smartwatches, proliferate.
What is Discovery service and why it matters?
When the consumer first switches on a device, he/she needs to connect to his/her chosen operator to access network services. The Discovery service is a digital method for profile activation which makes the process easy and enhances remote customer onboarding. GSMA eSIM Discovery matches the eSIM, using its eUICC Identifier (EID), with the owner’s purchased network operator profile. Therefore, the eSIM device is able to seamlessly acquire the eSIM profile from the correct operator.
Source: GSMA
The Discovery service leads to a simpler consumer experience for all Consumer and Consumer IoT devices. It does away with the requirement of integration between MNOs and OEMs, thus facilitating rapid integration of device activations across all channels. A consumer can now install her/his profile on devices via auto-discovery of devices and without the need to scan a barcode, thereby enhancing in-store and out-of-store provisioning experience.
Benefits of Discovery service span across eSIM ecosystem
The benefits of Discovery service will be felt both by the customer and the value chain enabling the customer experience. With the standardization, the MNOs, eSIM solution providers and the OEMs all stand to benefit as the number of devices supporting is increasing.
For the customer, it helps in smoothening the first step – entry into the eSIM ecosystem. The promise of Discovery service, i.e. fast and seamless provisioning, when fulfilled will enhance customer experience and thus reduce the friction of a new customer adopting eSIM. The improved customer experience, in turn, will help in getting more customers, thereby helping to start a growth cycle for the value chain.
The Subscriber Identity Module, which we familiarly know as SIM card, has been around for nearly three decades now. One needs to insert this card into a mobile phone, Mi-Fi dongle and other devices to get connectivity. Over the years, the size of the SIM card has shrunk from a credit card form factor to a size smaller than the index fingernail. But as we move into a more connected world with NB-IoT devices and foldable smartphones, the eSIM (or embedded SIM) is gaining popularity.
The embedded SIM eliminates the need for having a physical SIM card slot, thus saving the board space for engineers, which can be used for other components. It has a wide range of applications, from smartphones and smartwatches to always-connected laptops and NB-IoT devices. But what are the challenges when it comes to implementing the embedded SIM? What are the benefits for the consumers, device makers and network operators? We answer all that and more in this podcast.
Thales, G+D and ST Micro lead eSIM enablement and eSIM management landscapes. Over one billion eSIM capable devices have been shipped cumulatively between 2014-2020, and another six billion total cumulative shipments are expected between 2021-2025.
In the latest episode of ‘The Counterpoint Podcast’, host Peter Richardson is joined by VP of Research Neil Shah and Senior Analyst Karan Dasaor to discuss types of eSIMs, top players in the industry, and more. The discussion also touches upon the impact of implementing eSIM on the BOM cost and benefits across the value chain.
We have extensively covered a lot more details in our reports which can be accessed below.
While Idemia, Valid and Truphone are fast-emerging enablers with growing reach, Workz and software-based eSIM providers Kigen and Oasis are this year’s dark horses in the eSIM enablement space
Seoul, Hong Kong, New Delhi, Beijing, London, Buenos Aires, San Diego – December 16, 2020
More than 6 billion eSIM (eUICC- and iUICC-based) capable devices will be shipped cumulatively over the next five years, according to the latest research from Counterpoint’s ETO (Emerging Technology Opportunities) Service. The uptake of eSIMs is poised to 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.
Commenting on the key eSIM technologies, Senior Analyst Karan Dasaor said, “The eSIM enablement space continues to hum with activity, with an array of companies offering eSIM solutions for diverse applications. These companies fall into three broad categories: 1) eUICC OS embedded in a hardware-based tamper-proof MFF2 or Wafer Level Chip Scale Packaging (WLCSP), miniaturized leadless package form-factors soldered into the PCBs; 2) Software-based eUICC in TEE (Trusted Execution Environment), sometimes called as soft-SIM or virtual SIM; 3) The relatively newer space of integrated UICCs, also called iSIM or iUICC, where the iUICC OS is integrated into a secure enclave within the System-on-Chip (SoC).”
“As it stands, only the hardware-based MFF2 and WLCSP form-factors are compliant with the security standards defined in GSMA’s SGPv.01/02/21/22 specs. Vendors engaged in supplying these chips are required to be GSMA SAS-UP (Security Accreditation Scheme for UICC Production) certified. Non-compliant proprietary software-based eSIM solutions (mostly iSIM and soft-SIM) are available from various ecosystem players, including component vendors, device manufacturers and operators. The iSIM is seeing a rising adoption, particularly in IoT applications, and is being evaluated to make it a part of GSMA specifications in future. On the other hand, the soft-SIM has seen greater adoption in markets such as China, within smartphones for international roaming services monetization by OEMs, and in IoT applications which are not that security-sensitive.”
Counterpoint has used its proprietary CORE (COmpetitive Ranking and Evaluation) framework to help the industry better understand and identify key players driving the thriving eSIM ecosystem. The deep-dive analysis and evaluation focuses on the relevant capabilities based on several interviews with different players. It showcases their strengths, ecosystem reach and several other criteria.
Companies such as Thales, G+D (Giesecke & Devrient), IDEMIA and VALID are the leading hardware-based eSIM enablement players integrating their GSMA-compliant eUICC OS into the MFF2/WLCSP chipsets supplied by the likes of ST Micro, Infineon and NXP. Players such as Truphone, Kigen (Arm spinoff), Oasis and RedteaMobile have also partnered with chipset players, module vendors, device OEMs and MNOs to offer eSIM and iSIM solutions expanding the supplier landscape.
Exhibit 1: eSIM Enablement CORE Scorecard and Analysis for Integrated Players
Source: eSIM Ecosystem – Opportunities, Trends, Evaluation, Analysis and Outlook, December 2020
Commenting on the competitive landscape, Research Vice-President Neil Shah said, “Conventional SIM card players Thales and G+D continue to lead the eSIM enablement race, driven by end-to-end secure GSMA certified eSIM solutions, technology contribution, diverse partnerships across the value chain and growing customer base. They are followed by IDEMIA and VALID in third and fourth spots respectively, scoring well across the board. Wuhan Tianyu, which is among the handful of Chinese vendors fully compliant with GSMA’s SAS-UP and SAS-SM certifications, has taken notable strides towards eSIM applications leveraging the IoT boom in China.”
Shah added, “The upstart eUICC players such as Kigen, Oasis and Workz are the dark horses looking to challenge the leaders with unique offerings, broadening partner and customer base with greater focus on IoT applications.”
Semiconductor companies such as STMicroelectronics, NXP and Infineon have been the key suppliers of secure hardware eSIM chipsets, partnering with the eUICC OS vendors as above and in some cases having own in-house integrated solutions. ST Micro, for instance, has seen a marked growth in its eSIM solution adoption for consumer and IoT deployments, whereas Infineon has been the key supplier for eSIM in mobility applications.
Commenting on the future evolution of eSIM form-factors, Research Director Dale Gai added, “Players such as Sony Semiconductor (Altair Semi), Sequans and Qualcomm have played a key role in driving iUICC implementations in partnership with different ecosystem players to bring iSIM solutions across IoT applications. As we move towards the iSIM era, players designing SoCs, from Qualcomm to MediaTek to Apple, will dominate and drive the integrated SIM capabilities within their chipsets, helping save board space, and have more control with the ability to scale across consumer, mobility and IoT applications.”
Exhibit 2:eSIM Enablement Scorecard Evaluation and Analysis for eSIM Hardware Enablement
Source: eSIM Ecosystem – Opportunities, Trends, Evaluation, Analysis and Outlook, December 2020
The comprehensive and in-depth report on “eSIM Ecosystem – Opportunities, Trends, Evaluation, Analysis and Outlook” 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.
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Source: eSIM CORE (Competitive, Ranking and Evaluation) Scorecard and Analysis, March 2023
Source: eSIM Ecosystem – Opportunities, Trends, Evaluation, Analysis and Outlook, December 2020
Source: eSIM Ecosystem – Opportunities, Trends, Evaluation, Analysis and Outlook, December 2020
