Arthur D. LittleArthur D. Little

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Flexible SIM (English)

Flexible SIM

Operator catalyst in digitalization and convergence

Mobile operators, device manufacturers and standards bodies have been working towards replacing swappable physical SIM cards (classic) with flexible SIM solutions that are provisioned over-the-air. Embedded SIM chips (eSIM) and softwarebased approaches (SoftSIM) were initially launched by industry players with M2M in mind and are now expanding into the pure consumer segment.

We estimate that by 2020 the EU potential for flexible SIM in smartphones and tablets will be 150mn. This drives a rearrangement of the mobile value chain and operators’ strategic position. Ultimately the economics for mobile operators are impacted. Therefore strategic adaptation is recommended for all operators to use flexible SIM as a catalyst for upside potential in digitalization and convergence.

Released: February 2016

Download File ADL_VP_flexible_sim_final.pdf (.PDF, 344 Kb)

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