eSIM Opportunities

Figure 1 Number of Connected Things, Figure 2 Data From Connected Things

Figure 1 Number of Connected Things                                                                  Figure 2 Data From Connected Things

As form factors and functionality within the wearables segment evolve, we believe that a fully embedded SIM card with remote provisioning will prove to be an attractive option, providing both flexibility and connectivity.

While wearables are still a nascent market, these devices highlight the need for further evolution of the SIM in order to accommodate smaller devices that address new consumers segments.

Currently, the majority of cellular enabled wearable devices use the traditional SIM method previously outlined. However, moving to an embedded solution with remote provisioning will eliminate the need for incorporating SIM housing components and help maximize the space available in the device. Remote provisioning would allow for the flexibility to choose a mobile network operator without needing to remove and replace the SIM.

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