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‘Off-the-Shelf’ eSIM Provisioning Software Gaining Momentum

eSIM has been a revolutionary technology driving the digital transformation of acquiring, accessing and consuming connectivity. OEMs are offering eSIM capability at the device level, while eSIM management solution vendors are offering software and services to mobile operators to connect these eSIM-capable devices to eSIM platforms securely.

The benefits of eSIM technology lie in enabling secure and seamless connectivity from chip to cloud, leading to an array of new business models for a broad range of stakeholders. This includes transforming mobile operators, making connected enterprises “fully digital”, thereby reducing overheads, customer acquisition costs and complexities, boosting customer experience, and driving newer business models connecting people and things at scale.

Demand for eSIM management solutions growing across different stakeholders

esim technology

eSIM adoption is growing swiftly across different device categories and stakeholders. Mobile operators, enterprises, service providers and even platform players are sourcing innovative eSIM solutions to go digital, expand their service offering, maintain redundancy, plan hybrid deployments to comply with local regulations, or address specific subscriber or device segments. For example, players such as Uber are climbing on the eSIM bandwagon to drive newer business models and remove customer pain points by offering uninterrupted connectivity. Private networks are adopting eSIM to offer dedicated connectivity to their employees and remotely manage the connected IoT assets within the enterprise premises.

Different flavors of eSIM management solutions

The incumbent SIM vendors have been delivering eSIM management solutions in the form of ‘eSIM-Management-as-a-Service’ as an extension of their existing SIM business model, with the storage and processing of the subscriber data usually managed by the vendors at their own sites or now in collaboration with third-party cloud platforms such as Azure, AWS and Google Cloud. However, in such traditional deployments, the customers, especially other Service and Solution Providers have very limited commercial and technical control over the eSIM-based subscription management and customer data.

While this has been the established method of eSIM management solution delivery during the early years, which saw very limited eSIM usage, the competitive, geopolitical and regulatory landscape is changing. As eSIM technology has matured with a clear path ahead to replace the SIM card, operators as well as service and solution providers are increasingly either considering developing their own eSIM management software or licensing it “off the shelf” and building a service on top of it.

Developing software and service “in-house” demands significant resources and domain knowledge, from software to standards to security. This makes the exercise incrementally expensive amid changing technologies and regulations. Therefore, using an off-the-shelf eSIM management software is emerging as a popular solution, offering the best of both worlds, i.e. in-house and as-a-service eSIM management solutions.

achelos GmbH, an important player in the eSIM value chain, is positioned to satisfy the abovementioned needs. The company offers a suite of off-the-shelf GSMA-compliant eSIM RSP software solutions with bespoke features and extensions that perfectly align with the different requirements of a broad range of players, whether MNO, private network operator, service provider or system integrator. They fill a gap in the booming eSIM RSP market, helping democratize the technology by offering eSIM solutions to potential stakeholders looking for eSIM provisioning capabilities integrated directly into their existing platforms or infrastructure at the software level rather than the traditional as-a-service solution.

eSIM technology management solutions: eSIM Provisioning Software
Source: Counterpoint Research Global eSIM Management Deployment Tracker

In our discussions with multiple operators and stakeholders, the key needs and challenges mentioned are related to having more control, independence over costs, technology, integration, and data to manage the number of connected devices and connectivity on their networks. This is where off-the-shelf eSIM management software solutions are looking to help eliminate the significant cost, risks, resource requirements and compliance requirements. However, with the growing trend of sourcing multiple eSIM management and orchestration solutions, we believe the off-the-shelf software is a nice complement to the traditional as-a-service eSIM solutions, allowing these key stakeholders to strike the right balance between control and flexibility.

Firms such as achelos started as niche players, with a highly focussed “software-only” approach offering flexible, customizable off-the-shelf GSMA SAS-SM-compliant eSIM remote SIM provisioning and orchestration software solutions. These complement or offer an alternative to traditional as-a-service solutions by promising proof points across the following key criteria:

  • Reliable: Redundancy, up-time, backup, recovery, security, resilience, etc.
  • Scalable: With growing traffic across locations, device types, features, etc.
  • Compliant: GSMA standards, specs, interoperability, etc.
  • Comprehensive: Support different implementations – SM-DP, DP+, DS, etc.
  • Efficient: Costs, resources, implementation, time-to-market, etc.
  • Seamless: Architecture, orchestration, openness, cloud, BSS/OSS integrations
  • Customizable: Features, services, deployments, UI, analytics to help differentiate

Furthermore, having access to an end-to-end suite of eSIM RSP and orchestration software and capabilities helps potential stakeholders co-develop distinctive features and services on top of the standards efficiently, with full control over security, scalability, and costs.

The key to success with this approach is in having a software partner which embraces open, lightweight, and advanced tools, frameworks and processes. This makes it seamless for the stakeholder’s IT team to co-create unique solutions built on industry standard-compliant and interoperable foundations.

Wrapping up

As the eSIM adoption rises across key stakeholders beyond mobile operators, there are significant opportunities for the vendors providing eSIM solutions in different forms. Different stakeholders have different needs, influenced by their digital transformation journeys, regulations, and need for redundancy or control over the solution and services attached to it.

As a result, we are seeing growing need for off-the-shelf eSIM solutions where some stakeholders want greater control, commercial independence, and sovereignty of the platform alongside the traditional ‘eSIM-Management-as-a-Service’ solutions. Players such as achelos are well positioned to complement and expand the eSIM solution provider ecosystem for the different key stakeholders in their eSIM transformation journey.

Related Posts

G+D & Thales lead the Global eSIM Enablement Landscape

IDEMIA, Kigen emerge as specialists while Truphone VALID, Oasis Smart SIM, Workz and RedTea Mobile are referred to as dark horses, in position to challenge the status quo in the future.

Seoul, Hong Kong, New Delhi, Beijing, London, Buenos Aires, San Diego

30th May 2022

G+D and Thales continue to lead the eSIM Enablement landscape, according to Counterpoint Research’s eSIM CORE (COmpetitive, Ranking & Evaluation) report. Integrated incumbents such as Giesecke+Devrient (G+D), Thales and IDEMIA along with relatively newer entrants like Kigen have led the pack and boast robust eSIM enablement capabilities, from having their own embedded secure elements and eUICC and iUICC operating systems to having developed offerings for consumer, automotive and IoT applications. This has helped them score well in terms of “completeness” in our evaluation.

More than five billion eSIM (eUICC- and iUICC-based) capable devices will be shipped cumulatively in the next five years. To better understand the positioning, platform capabilities and competence of various eSIM enablement players, Counterpoint has analyzed and evaluated key eSIM enablers, ranging from fully integrated companies to hardware-based eSIM vendors. The CORE (COmpetitive, Ranking & Evaluation) framework ranks different players in terms of completeness and capabilities such as Firmware, Compliance, Interoperability, Geographical Reach, partnerships and wins across the ecosystem.

Exhibit 1: eSIM Enablement CORE Scorecard for Integrated Players

eSIM Enablement Landscape CORE Scorecard for Integrated Players

Source: eSIM CORE (COmpetitive, Ranking & Evaluation) Scorecard & Analysis, April 2022

Commenting on the competitive landscape, Research Vice President Neil Shah, highlighted, “G+D leads the Enablement CORE Scorecard. It leads in several important parameters such as OS, interoperability, security and has enabled the highest number of consumer eSIM capable devices including smartphones, smartwatches, and tablets. It enables more than half of all eSIM capable smartphones and tablets and more than two-thirds of all eSIM capable smartwatches. Its success in the consumer and IoT eSIM space makes it the deserved leader. Thales is a close second on the list, and it has excellent scores in parameters such as OS, interoperability and leads the chart in mobility enablement. Thales has built a strong consumer and IoT eSIM offering, enabling a range of consumer and IoT devices. It is also among the leaders in supporting many eSIM enabled industrial IoT applications.”

Mr. Shah further added, “The leaders are followed by specialists, IDEMIA and Kigen. IDEMIA has activated more than 3 million eSIMs. It has excellent scores in parameters such as interoperability, compliance and leads the scorecard in IoT enablement. Kigen is ranked fourth and is one of the fastest moving players in the eSIM enablement landscape. It leads the scoring in firmware, compliance and security. It delivered the industry’s first EAL5+ certified iSIM hardware in partnership with Sequans. Kigen has built strong partnerships across the value chain which has helped it enable at scale. Truphone, VALID and Oasis Smart SIM, Workz and RedTea Mobile are positioned as dark horses, well-positioned to consolidate their capabilities and challenge the leaders.”

Exhibit 2: eSIM Enablement CORE Scorecard Hardware Enablement

eSIM Enablement CORE Scorecard for Hardware Enablers

Source: eSIM CORE (COmpetitive, Ranking & Evaluation) Scorecard & Analysis, April 2022

Research Analyst Ankit Malhotra commented on changing role of hardware enablers in the ecosystem: “Semiconductor companies such as STMicroelectronics, NXP and Infineon have been the key suppliers of secure hardware eSIM chipsets, partnering with the eUICC OS vendors as above and in some cases having their own in-house integrated solutions. With the move to iUICC on the horizon, their role will become especially important.”

The comprehensive and in-depth report on “eSIM Ecosystem – Opportunities, Trends, Evaluation, Analysis and Outlook” is available now – please contact Counterpoint Research to discuss how to gain access to the report.

Background:

Counterpoint Technology Market Research is a global research firm specializing in products in the TMT (technology, media and telecom) industry. It services major technology and financial firms with a mix of monthly reports, customized projects, and detailed analyses of the mobile and technology markets. Its key analysts are seasoned experts in the high-tech industry.

Analyst Contacts:

Ankit Malhotra

 

Neil Shah

 

Counterpoint Research
press(at)counterpointresearch.com

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Thales & G+D maintain leadership in Global eSIM Management Landscape

IDEMIA, Truphone, Workz, Oasis Smart SIM, and Valid cement their place as specialists challenging the top 2. VALID, Kigen 10T Tech, and Invigo round up the top 10 and are well-positioned to challenge the status quo in near future.

Seoul, Hong Kong, New Delhi, Beijing, London, Buenos Aires, San Diego

17th May 2022

Thales, G+D continue to lead the eSIM Management landscape, according to Counterpoint Research’s eSIM CORE (COmpetitive, Ranking & Evaluation) report. The incumbents lead the eSIM Management landscape not only in terms of overall completeness of offerings but also in partner reach, and customer outreach. Both the players have aced the GSMA-approved platform offerings, although Thales edges out G+D with a growing number of customers, partnerships, and live eSIMs managed.

More than five billion eSIM (eUICC- and iUICC-based) capable devices will be shipped cumulatively in the next five years. To better understand the positioning, platform capabilities, and competence of various eSIM management players managing these hundreds of millions of active eSIM devices, The CORE (COmpetitive, Ranking & Evaluation) framework ranks different players in terms of completeness and capabilities of the platform providers offering, level of GSMA compliance, the number of eSIM RSP management platform deployments, diversity of end-customers, partnerships, and other parameters such as PaaS, Geographical Reach, Interoperability etc.

Commenting on the changing eSIM Management landscape, Research Analyst Ankit Malhotra said, “The eSIM Management landscape went through continuous evolution in 2021 with several new players entering the market. In 2020, we evaluated 11 integrated eSIM management players, this has now doubled to 22. eSIM Adoption continues to increase, with more eSIM capable smartphones in the <$200 price category being launched, and a similar trend  in smartwatches. In IoT modules  shipments of eSIM-capable IoT modules increased by almost three times.”

He further added, “With the increasing number of eSIM-capable devices, the number of profiles managed by service providers has increased. Therefore, the need for features such as Analytics, Campaign Management, etc. has also increased. These have been added to the evaluation criteria categorized as PaaS (Platform as a Service) – and is one of the key trends which emerged in 2021. Another key trend worth noting was the double sourcing by MNOs and thus interoperability with other service providers, EUMs and MNOs also became more important.”

Exhibit 1: eSIM Management CORE Scorecard for Integrated Players

eSIM Management Scorecard for Integrated Players 2021

Source: eSIM CORE (COmpetitive, Ranking & Evaluation) Scorecard & Analysis, April 2022

Thales and G+D have been recognized as the top providers of end-to-end feature-rich eSIM management platforms, followed by specialists such as IDEMIA, Truphone, Workz, Oasis Smart SIM, and Valid.

Commenting on the eSIM management competition, Research Vice President Neil Shah highlighted, “Thales has led Counterpoint’s CORE Scorecard for the third time running, it is the best rated in all the major parameters. It is also the only player to have deployed more than 300 platforms worldwide. Its success in the market co-relates with our evaluation and is thus a deserved leader. G+D is one of the pioneers of eSIM solution and offers an end-to-end solution for its customers. It offers a guaranteed 99.99% server availability for eSIM downloads and management which has set a new benchmark for other eSIM providers. G+D has also secured more than 250 eSIM management deployments which demonstrates its success in the market.”

Mr. Shah, added, “The leaders are followed by specialists IDEMIA, Truphone, Workz, Oasis Smart SIM, and Valid. IDEMIA ranks third overall, its offerings include its proprietary entitlement server which sets it apart from the leaders. Truphone, which celebrated its 10th million eSIM profile in April 2021 follows IDEMIA in fourth. Workz is a fast-growing player, its open eSIM Platform “Mesh” released in September was a great step to solve the problem of interoperability. Oasis Smart SIM is one of the fastest-growing eSIM service providers that carries a unique proposition of being a “pure eSIM player”, Oasis enjoyed a great year and is well-positioned to challenge the leaders. VALID, which follows Oasis, launched “Interoperability as a service”, which was a stand-out achievement.”

Kigen, 10T Tech, Invigo, and Eastcompeace are recognized as Dark Horses. Kigen is fast emerging as an IoT eSIM specialist, making great strides in advancing use cases for iSIM as well. 10T Tech holds a unique position in the eSIM Management landscape. 10T Tech has achieved great success and is one of the top five players in deployments globally.

Exhibit 2: eSIM Management CORE Scorecard for Operators

eSIM Management Scorecard for MNOs 2021

Source: eSIM CORE (COmpetitive, Ranking & Evaluation) Scorecard & Analysis, April 2022

There are a handful of operators that have built and managed an in-house eSIM management platform. The top three Indian operators, Jio, Vodafone-Idea, and Airtel are in the list, activating and managing eSIM devices on their networks using platforms built with the help of partners. These operators have built platforms to align with their specific requirements. Telenor leads the group followed by Vodafone Idea, Jio, Airtel, STC, and Tele 2.

 

The comprehensive and in-depth report on “eSIM Ecosystem – Opportunities, Trends, Evaluation, Analysis and Outlook” is part of Counterpoint’s ETO Service and is available here.

 

Background:

Counterpoint Technology Market Research is a global research firm specializing in products in the TMT (technology, media and telecom) industry. It services major technology and financial firms with a mix of monthly reports, customized projects, and detailed analyses of the mobile and technology markets. Its key analysts are seasoned experts in the high-tech industry.


Analyst Contacts:

 

Ankit Malhotra

Neil Shah

Counterpoint Research
press(at)counterpointresearch.com

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