Putting the eSIM Smartphone Impact into Perspective

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By Phil Sealy | 4Q 2018 | IN-5301


Apple Can’t Do It Alone 


With 2019 marking the first full year of Apple XS, XS Max, and XR device shipments, market hype pertaining to eSIM continues, driven by a level of uncertainly and fear as it relates to the potential impact not only on the traditional SIM card market but also in terms of disrupting Mobile Network Operators (MNOs) subscription business models.

Speculation of any potential impact continues, with a wide variety of likely market outcomes being touted. However, Apple is just one of two vendors with commercially available eSIM handsets, with Google being the other. Although Apple remains a major player in the smartphone market by commanding a market share in excess of 13%, this still leaves the market majority yet to support or announce smartphone devices with eSIM. All eyes are now on other Original Equipment Manufacturers (OEMs), including Samsung, Huawei, LG, Xiaomi, and ZTE, who combined share an annual smartphone market share in excess of 40%.

Today the market remains at a crossroads. Apple is the first major vendor with a significant market presence to make …

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