Strategic Implications of Embedded SIM for the Competitive Landscape in the Mobile Telecommunications Consumer Segment ()

First of all, they require over-the-air provisioning mechanisms in order to realize clearing and authentification processes. Since the end of 2016, certificates have been granted for the production of eSIM and the related new role of subscription management10. [...]access to their network infrastructure is a precondition to offer mobile connectivity to third parties. In addition to that, most MNOs (e.g. the Chinese MNOs, Vodafone, Telefónica) are already engaged in the M2M communications business and could leverage these experiences to consumer IoT. [...]eSIM has the potential to generate cost savings in operational processes (e.g. in the provisioning process) as long as standardized solutions are applied.