Questions Raised Related to the Fate of the Removeable SIM Card Form-Factor

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By Phil Sealy | 2Q 2022 | IN-6507


eSIM and Now the Chip Shortage - Is this Creating the Perfect Storm?


Given the drive towards further digitization and the rise of the embedded-SIM (eSIM), alongside challenging market conditions created by the chip shortage, questions are being asked related to the future fate of the traditional removeable SIM form-factor.

Although the chip shortage is a new market challenge, the integration of eSIM technology into devices has been around for many years. While the eSIM has been on a significant growth trajectory, it is fair to say that the removeable SIM form-factor is yet to experience the impact from the eSIM.

Today the market is presented with a combination of short- and longer-term challenges, arguably creating the perfect market disruption storm and how market vendors and ecosystem players react today will define how they perform in the future.

What Will Happen to the Removeable SIM Card?


Table One outlines ABI Research’s forecast expectations covering both the removable and eSIM form-factors.

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Forecast Expectations:

  • There remains…

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