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eSIM-Capable Devices Set for Hyper-Growth After Crossing Inflection Point

More than 6 billion xSIM (eSIM + iSIM) devices will be shipped over the next 5 years.
70% of all cellular devices shipped in 2030 will sport an eSIM.
iSIM (iUICC) will grow fastest. It will become the preferred SIM form factor by 2030 for all cellular categories.
智能手机仍将是主要推动目前ry, more than 40% of all xSIM devices will be eSIM.

New Delhi, Seoul, Hong Kong, Beijing, London, Buenos Aires, San Diego –June 5, 2023

More than 6 billion xSIM-capable devices will be cumulatively shipped over the next five years, covering all form factors including hardware-based eSIM (eUICC), iSIM (iUICC), nuSIM and Soft SIM, according to Counterpoint’s latesteSIM Devices Market Outlookreport.

eSIM adoption has passed theinflectionpoint and is now entering a high-growth phase, driven by the rising adoption of eSIM in smartphones,connected vehiclesandcellular IoTapplications. The next phase of growth will be driven by greater awareness of eSIM among mobile network operators (MNOs) and device manufacturers, facilitated by the flexibility, cost efficiency, security, cost savings and above all, the key role eSIM is playing in the digital transformation of MNOs.

In 2022, eSIM-capable device shipments grew 11% YoY to reach 424 million units despite a 3% YoY fall in overall cellular-connected device shipments due to weaker demand forsmartphones. Globally, more than275 MNOssupport eSIM and provide connections to 30+ different eSIM-capable consumer device models on average. Furthermore, the number of cellular IoT modules and devices is continuously growing.

Commenting on the outlook for xSIM-capable device shipments,Research Vice President Neil Shah said,“The physical MFF2/WLCSP form-factor soldered eSIM chip has been the go-to standard for eSIM implementation alongside the other niche alternative implementations such as soft SIM and nuSIM. Over the next five years, hardware-based eSIM (eUICC) will remain the dominant eSIM form factor and will account for more than half of all shipments.”

“The first wave of mainstream iSIM adoption will be seen across IoT applications driven by leading IoT chipset and module players such as Quectel, Telit, Sequans and Sony Semi (Altair) in partnership with leading xUICC players likeKigen,G + DandThales. Other key stakeholders driving the adoption of iSIMs would include Qualcomm, IDEMIA, Truphone, Redtea Mobile, Oasis SmartSIM, Apple, Samsung and Nokia. Beyond 2028, iSIM is projected to take over as the dominant SIM form factor, with the shipments of iSIM-capable devices poised to climb to a cumulative 4 billion units by 2030.”

eSIM Has Reached an Inflection Point, Set to Enter a Period of Hyper-Growth

Source:Global eSIM Landscape – Market Outlook and Forecast

Commenting on eSIM adoption across different device categories,Senior Analyst Ankit Malhotrasaid, “Smartphones have been key in driving primary eSIM awareness among consumers and MNOs, and will continue to be the dominant eSIM-capable device category. Cellular connectivity in smartwatches is growing steadily which is also helping increase the penetration of eSIM-supported smartwatches. The adoption of entitlement servers by MNOs worldwide is a testament to the growing number of smartwatches and other companion devices powered by eSIM. Other cellular-capable consumer devices such as laptops and tablets will also see rapid eSIM adoption in the coming years.”

“The number of IoT/M2M devices equipped with eSIM is poised to grow faster than consumer device categories due to the natural cost, space and remote device management benefits that eSIM offers. The new eSIM IoT specifications SGP.31 by GSMA will accelerate eSIM adoption in the IoT segments potentially eradicating complexities of the existing eSIM Remote Service Provisioning (RSP) platform SM-DP/SM-SR for M2M/IoT segments.”

eSIM Devices Forecast and Analysis

Emerging device categories such as XR, drones and cellular gateways/FWA CPEs will be the fastest-growing categories. 5G-connected drones are another category that will benefit from eSIM technology and drive adoption across several use cases like last-mile delivery, disaster management, search and rescue, education, construction and agriculture. Regulation of beyond-visual-range drones in regions such as Europe will increase the adoption of eSIMs as well.

Automotive and smart mobility are huge growth areas as well. Connected cars are one of the largest and most obvious use cases for eSIMs. Consistent connectivity experience for mobility applications is becoming paramount, particularly for safety use cases such as eCall and the future rise of autonomous driving.

The comprehensive and in-depth report ‘Global eSIM Landscape’ is nowavailable. Please contact Counterpoint Research to gain access to the report.

Clickhereto read abouteSIM Enablement,eSIM ProvisioningandeSIM Orchestration.

Background

市场研究是一个世界人口对位技术l 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@www.arena-ruc.com

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

AMDOCShas 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 theeSIM Enablement, the eSIM Management Scorecard from the 2021 edition has been divided into two parts –eSIM Provisioningand eSIM Orchestration – with each diving deep into the two essential parts of the value chain.

Commenting on the global eSIM orchestration landscape and the overallecosystem,Senior Research Analyst Ankit Malhotrahighlighted, “2022 was a landmark year for the global eSIM ecosystem. More than260 MNOs/MVNOsnow 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 Shahsaid, “Amdocshas 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 IDEMIAfollowAmdocswith their differentiated products. They scored excellently across various parameters such as lifecycle management, interoperability, analytics and self-serve capabilities. Fourth-placedIDEMIA’ssmart 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 ineSIM provisioning, has also been developing eSIM orchestration capabilities with partnerships within the ecosystem.eSIM enablementleaderG + Dalso ranks high in eSIM orchestration through constant innovation in its product portfolio. It is also one of the potent dark horses.Workz,Redtea MobileandOasis Smart SIMfollow with end-to-end offerings from enablement to orchestration gaining significant momentum in the eSIM ecosystem.

NOKIA,Ericsson,HPE,Valid,achelosandKigenare 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,1oTandSicapare 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 nowavailable. Please contact Counterpoint Research to gain access to the report.

Background

Analyst Contacts

Ankit Malhotra

Neil Shah

Counterpoint Research

press@www.arena-ruc.com

report.www.arena-ruc.com

@CounterPointTR

Oasis Smart-SIM’s CloudSIM™ to Catalyze Growing Need for On-demand Connectivity

CloudSIM™ is a remote hardware SIM stored in a dedicated, secure and GSMA-certified environment.
CloudSIM™ provides on-demand cellular connectivity more securely and more affordably than ever before.

Oasis Smart-SIM and TATA Communications revealed their latest innovation CloudSIM™ atMWC 2023in Barcelona, Spain. CloudSIM™ is a remote hardware SIM that provides on-demand cellular connectivity more securely and more affordably than ever before.

CloudSIM™is stored in a dedicated, secure and GSMA-certified environment and is facilitated through TATA Communications’ MOVE™ platform. By delivering device integrity and provisioning the Cloud SIM™ technology on the cloud, Tata Communications and Oasis Smart-SIM’s innovation helps reduce costs and simplify designs. This changes the traditional way of delivering on-demand connectivity, which typically requires costly and complex additional SIMs,eSIMsoriSIMson the hardware platform. It will provide SanCloud devices the ability to remotely control and monitor the operational performance of industrial equipment and plants across the manufacturing chain. It will simplify deployment across fragmented supply chains and benefit enterprises globally.

LISTEN: CloudSIM™ to Catalyze Growing Need for On-demand Connectivity

Key Benefits of CloudSIM™

CloudSIM™ is primarily aimed at use cases that do not require permanent connectivity. Limiting the number of profiles required for fleet operations and providing on-demand connectivity reduces the overall cost of connectivity. The three key benefits of CloudSIM™ are:

Security: SIMs are digitalized, stored in a secure server and only made available on demand for a limited period.
Simplicity: The CloudSIM™ architecture allows for smooth deployment and improved time to market.
Scalability: It enables unlimited connectivity when and where it is needed.

WATCH: Oasis Smart-SIM Demonstrates new CloudSIM™ Solution at MWC

Counterpoint’s Take

As the number of cellular-connected devices continues to grow, they bring a multitude of new requirements, use cases and challenges. Therefore, it becomes important for the industry to keep updating its offerings to meet the ever-evolving needs. We believe CloudSIM™, launched by Oasis Smart-SIM and TATA Communications, is an innovative solution for on-demand cellular connectivity, which optimizes costs and complexity, and improves security.

There are multiple use cases where permanent cellular connectivity is not required, such as device maintenance or OS upgrades intelematics, low data transfer in NB-IoT-connected smart meters and visited private networks. For these use cases, permanent connectivity only adds unwanted costs to the OEM while also requiring OEMs to keep eSIM profiles in their inventory. Since the CloudSIM™ can provide connectivity as and when required and then deactivate itself on demand, data consumption and the number of profiles required are optimized.

Counterpoint Research Vice President Neil Shah visited the TATA Communications booth duringMWC 2023to see a demo of the solution in action. Oasis Smart-SIM Chief Marketing Officer Jean-Christophe Tisseuil explained some of the key use cases of the solution.

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 overallecosystem,Senior Research Analyst Ankit Malhotrahighlighted, “2022 was a landmark year for the Global eSIM ecosystem. More than260 MNOs/MVNOsnow 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 ineSIM adoption,有一个GSMA-certi数量的增加fied 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 Provisioningplayers. 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 Shahsaid, “Thalescontinues 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 + Dis 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.WORKZis 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.Kigenwho 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, andNOKIAare considered dark horses.Eastcompeacehas grown steadily improving its capabilities.RedTea Mobilehave 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.NOKIAis 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.”

Background:

市场研究是一个世界人口对位技术l 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.

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 Malhotrahighlighted, “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 than260 MNOs/MVNOs now support eSIM and the average device support by carriers is more than 30 as well. Among newer devices, the launch of theeSIM-only iPhone 14is 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 GlobaleSIM Enablementplayers. 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 Shahsaid, “G + Dcontinues 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, namelysmartphones,smartwatchesand tablets, including the eSIM-only iPhone 14.”

Shah added, “Thalesis 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 likeSamsung,OPPOandGoogle. 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巩固了地位的三巨头之一ers 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.”

“Kigenstood 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,Malhotrasaid, “Oasis Smart SIM,Redtea Mobile,TruphoneandWORKZare 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 Mobilehas a strong end-to-end portfolio from firmware to its management platform to connectivity for expansion beyond Asia markets.WORKZalso 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有很强的定位与完整eSIM溶解吗tion that includes eSIM enablement. It remains to be seen how broadly it can commercialize and leverage the vertical integration similar to Redtea Mobile.”

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