Embedded SIMs for Mobile Devices, Tablets, eReaders, and Consumer Electronics

Table of Contents

• 1. MAIN FINDINGS, CONCLUSIONS, AND RECOMMENDATIONS
• 2. EMBEDDED SIM - CURRENT SITUATION AND FUTURE SCENARIO
  • 2.1. Definition of an Embedded SIM
  • 2.2. This Is Not a Virtual SIM
  • 2.3. M2M Background
  • 2.4. The Need for OTA Activation, Provisioning, and Subscription Management
  • 2.5. Development of Standards and Procedures
  • 2.6. Can Security, Certification, and Liability Issues Be Overcome?
  • 2.7. The Expected Timeline for Progression
• 3. THE CASE FOR EMBEDDED SIMS IN HANDSETS AND CE DEVICES
  • 3.1. Embedded SIMs Could Open Up New Revenue Streams
  • 3.2. The Market Cannot Grow Unless Consensus Is Reached
  • 3.3. Subscription Managers and Business Models
  • 3.4. SIM Card Market is Divided - Cannibalization versus Opportunity
  • 3.5. Will Device OEMs Want to Compete with MNOs?
  • 3.6. IC Vendors
  • 3.7. What Will Be the Impact of Embedded SIMs on Other Secure Hardware Implementations in Devices?
  • 3.8. Best Case Scenario Forecast and Level of Risk
  • 3.9. Will Regulation Open Up the Market for Third-party Service Providers and Aggregators?
• 4. INNOVATIVE AND BOLD MNOS AND OEMS CAN BOTH PROSPER WITH EMBEDDED SIMS
  • 4.1. MNOs Could Fall into Two Camps and Be Both Winners and Losers
  • 4.2. Gemalto and G&D Best Positioned to Maximize the Potential of Any Move Away from Commoditized Hardware to Software and Services; Oberthur Close Behind
  • 4.3. Morpho and Major Asian Smart Card Vendors Could Be the Major Losers
  • 4.4. Infineon and STMicroelectronics Well Positioned for Embedded SIMs in M2M (and Other Applications?)
  • 4.5. What Impact Will Disruption Have on NXP and Samsung Semiconductors?
  • 4.6. Apple, Google and Their Peers Will Be Quick to Move - Will Samsung (Devices) and Micro

Tables

1. Embedded SIM Shipments by Region, World Market, Likely and Best Case Scenario Forecast Comparison: 2011 to 2017
2. Mobile Penetration, SIM Connections, Embedded SIM Shipments by Device Type, World Market, Forecast: 2011 to 2017
3. Mobile Penetration, SIM Connections, Embedded SIM Shipments by Device Type, Americas, Forecast: 2011 to 2017
4. Mobile Penetration, SIM Connections, Embedded SIM Shipments by Device Type, Asia-Pacific, Forecast: 2011 to 2017
5. Mobile Penetration, SIM Connections, Embedded SIM Shipments by Device Type, Europe, Forecast: 2011 to 2017
6. Mobile Penetration, SIM Connections, Embedded SIM Shipments by Device Type, Middle East & Africa, Forecast: 2011 to 2017
7. Best Case Scenario Embedded SIM Shipments by Device Type, World and Regional Forecast: 2011 to 2017