Embedded SIM (eSIM) Industry Overview
The embedded SIM (eSIM) market is fragmented, with the presence of major players like Gemalto N.V. (Thales Group), Giesecke+Devrient GmbH, STMicroelectronics N.V., Infineon Technologies AG, and Valid S.A. Players in the market are adopting strategies such as partnerships and acquisitions to enhance their product offerings and gain sustainable competitive advantage.
In February 2023, Giesecke+Devrient (G+D) and its partner NetLync launched AirOn360 ES, enabling Mobile Network Operators to deploy Entitlements, including the seamless SIM transfer on iPhone from physical SIM card or eSIM, allowing mobile operators to offer convenient services such as simplified and digital activation processes, synchronization of all devices, or (e)SIM transfers. For users, eSIM allows them to easily connect or quickly transfer their existing plans digitally and provides for multiple cellular plans on a single device.
In November 2022, STMicroelectronics collaborated with Thales, which powers secure, contactless convenience in Google Pixel 7. The ST54K single-chip NFC controller and secure element combine with Thales secure OS for superior performance in embedded SIM, transit ticketing, and digital car-key applications.
Embedded SIM (eSIM) Market Leaders
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Gemalto N.V. (Thales Group)
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Giesecke+Devrient GmbH
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STMicroelectronics N.V.
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Infineon Technologies AG
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Valid S.A.
- *Disclaimer: Major Players sorted in no particular order