End of Physical SIM | Consumer eSIM Explosion?
Many consumers are still unaware of eSIM technology and its benefits, which can slow adoption rates. However, as awareness grows, adoption will rise.? And let us not forget, eSIM in the consumer world is a proven technology and has been around since 2016.?
As a supplier of eSIM solutions and connectivity to the market since its infancy, I have observed where we see eSIM growth and it may surprise you. Outside the U.S., a typical eSIM travel company will achieve more eSIM downloads per day than some of the larger well know mobile network operators. In the U.S., where Apple has introduced eSIM-only devices without physical SIM slots and has 50% of the market, operators have no choice but to support eSIM in larger volumes for their consumers.
For the operators, transitioning to eSIM requires significant changes in infrastructure and technology. Many face challenges in supporting eSIM, typically over engineering the solution and often provide inadequate customer support, which in turn hinders promotion of eSIM to the consumer.
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For the OEM, Samsung and other manufacturers are adopting eSIM technology but only on high end handsets. Apple's strategic focus and execution has positioned it as a leader in the market, ensuring robust support for eSIM activation and services.?
So, will there be an eSIM Explosion?? The biggish 'bang' will happen when Apple release eSIM only handsets outside the U.S.? Little 'Bangs'; We will see more growth in eSIM Travel.? We will see Samsung and others provide lower cost eSIM only smartphones which will push emerging markets like Africa into large adoption.? And we will see operators having no choice but to embrace eSIM and support their customer's.? Physical SIM is not going anywhere just yet but its younger eSIM version is getting mature and gaining market traction. A matter of time.
Account Enterprise and Innovative Solution Office Sales Local Government & Health
4 个月The adoption of eSIM will certainly bring advantages to the customer when all the network infrastructures will be realized. Because the problem is represented by the investment barrier that the telecom operators must support to adopt the use cases designed by Google and Apple (use case eSIM transfer). Let me know what you think.
Cofounder of the World’s First Cloud Native eSIM Lifecycle Management Platform
4 个月Nice article Marcus. The explosion is coming and it’s not far off. Wireless carriers are all facing the most dreaded two words in any industry - Market Maturity. With virtually all major carriers being publicly traded they need to keep Wall Street happy which forces carriers to look at ways to cut costs. Once multiple rounds of layoffs have concluded, the carriers will look to the cloud to “find” new efficiencies to drive cost savings which the eSIMs will create. But the real savings, and hence the explosion, will come when carriers can take full control of the eSIM lifecycle where all the secondary and tertiary costs are removed. Think about the painful process today. Demand planning, PO issuance, accounts payable, forward/reverse logistics, vendor management, contract management/legal, etc. All these steps can be eliminated and that day coming sooner than later. And yes, lower end eSIM capable handsets will need to be built but that day is right around the corner.
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4 个月The 100 000 000 USD question being when will Apple release eSIM only handsets outside the U.S ?
Family office precursor / incubator
4 个月Good advice Marcus, thanks for sharing.