INDEX

eSIM in the Consumer Market

The consumer eSIM market remains in a nascent phase, but one which is rapidly evolving in terms of device support and component development. 2017 proved an extremely important year for the consumer eSIM market, thanks to the launch of the Google Pixel 2, alongside the Apple LTE Watch series 3. Despite this, the market is still awaiting its tipping point and in the interim, those active in the development of the required eSIM hardware have been innovating through technology convergence in a bid to differentiate prior to tipping point realization.
 
The eSIM form-factor is one which is transformative in nature, which will undoubtedly impact the entire SIM value chain in some way, shape, or form, impacting business models, sales channels, processes across smart card, secure IC, MNO, and OEM vendor types.
 
ABI Research’s eSIM in the Consumer Market Report takes a deep dive into the consumer eSIM market, outlining the drivers and inhibitors as it pertains to the various vendor types active in the market. Vendor-specific analysis and strategic recommendations are included for the leading smart card and secure IC vendors, covering suppliers including Gemalto, IDEMIA, G&D, Valid, Infineon, STMicroelectronics, and NXP, alongside OEMs, encompassing; Apple, Google, Samsung, Huawei, Microsoft, HP, Acer, ASUS, and Lenovo, alongside detailed service provider and operator analysis, covering potential market impacts and outcomes. The report looks at the opportunity from a connectivity standpoint, while also exploring new service and platform opportunities which the eSIM can enable. This report also presents insight into a variety of value chain market scenarios from an eSIM use cases and form-factor perspective.
 
 
 

Table of Contents

  • 1. EXECUTIVE OVERVIEW
    • 1.1. Executive Summary & Recommendations
  • 2. THE DEVICES IN QUESTION
    • 2.1. What's Next for Google
    • 2.2. Handset Tipping Point
    • 2.3. Wearables Are About More Than Smartwaches and Apple
    • 2.4. Microsoft Pushing Always Connect
    • 2.5. Tablets
    • 2.6. Others: A Diverse and Future Opportunity
  • 3. OPPORTUNITY KNOCKS
    • 3.1. What Is Driving The eSIM Consumer Market?
    • 3.2. eSIM Is More Than a Connectivity Enabler
    • 3.3. There Is More to eSIMs Than the Handset Market
    • 3.4. Dual SIM for Handsets
    • 3.5. eSIM and the Role of 5G
    • 3.6. IoT Adjacencies
  • 4. MORE WORK TO BE DONE
    • 4.1. A Lot More to Consider with Handsets
    • 4.2. The Blurring Lines Between M2M/IoT and Consumer
    • 4.3. eSIM Support
  • 5. EVOLVING ESIM FORM FACTORS
    • 5.1. Standalone eUICC
    • 5.2. EIM/NFC/eSE Combined
    • 5.3. iUICC
    • 5.4. eSIM Form Factor Conclusion
  • 6. ESIM MARKET FORECASTS AND ASSUMPTIONS
    • 6.1. Consumer eSIM Device and Form Factor Forecast Methodology
    • 6.2. Consumer eSIM Forecasts by Device Type
    • 6.3. eSIM Device Conclusions & Recomendations
    • 6.4. eSIM Form Factor Forecasts (Standalone, IUICC, & eSIM/NFC/ESE)
    • 6.5. Form Factor eSIM Forecast Conclusions
  • 7. ESIM VALUE CHAIN DISCUSSION AND CONSIDERATIONS
    • 7.1. Smart Card Vendors
    • 7.2. Secure IC Vendors
    • 7.3. Operators
    • 7.4. OEMs