In February 2016, the GSMA announced its specifications for remote SIM provisioning on consumer devices (including wearables and tablets) using eSIMs. In June 2016, specifications for smartphones will also be released. The eSIM enables operator service profiles to be activated and switched remotely without being tied to a single operator’s network.
This report provides:
- an assessment of the impact of, and uncertainties around, eSIMs, focusing on their extension to smartphones, in particular
- an analysis of the effects of eSIMs, both in terms of short-term changes (for example, on churn, market size, smartphone channels, service design and pricing), and long-term moves (including the growing appetite of handset vendors and Internet players to move into service provisioning).