Amdocs and IDEMIA have emerged as ‘Pacesetters’ from the Global eSIM Orchestration Competitive, Ranking, and Evaluation (CORE) evaluation, according to the 2023 edition of Counterpoint Research’s Global eSIM Landscape report. eSIM Orchestration Rankings

Commenting on the eSIM provisioning rankings and the competitive landscape, Research Analyst Varun Gupta commented, “The eSIM industry is undergoing a significant transition as more devices such as Smartphones, Smartwatches, Tablets and Laptops are coming with eSIM support. Apple recently launched its latest iPad Pro and iPad Air with eSIM-only support for cellular variant of the devices. Travel eSIM has emerged as a popular alternative for international travelers who are always on the go, providing seamless connectivity in most parts of the world. The demand for eSIM orchestration has rapidly increased as the industry shifts towards offering a fully digital experience for consumers. Device transfer has become a key use case for eSIM ecosystem players, driven by the growing adoption of eSIM-enabled smartphones, particularly in the North American market.”

Gupta further added, “We have analyzed and evaluated key companies in the eSIM value chain using our proprietary CORE framework, which maps active players according to their capabilities and success in the ecosystem. In this dynamic market environment, our evaluation criteria also changed, and we added multiple new criteria such as multi-tenancy, automation, support for MVNOs and others. The capability covers criteria such as SIM lifecycle management, BSS/OSS integration, Identity management, Analytics and support for Entitlement Servers while the ecosystem part covers criteria such as geographical reach, partnerships, and platform deployments. Parameters such as Analytics, Automation, Authentication and Entitlement Integration are increasingly becoming important for orchestration players to offer the best capabilities through their platforms.”

Commenting on the research findings, Research Director Mohit Agarwal said, “Amdocs and IDEMIA emerged as Pacesetters in Counterpoint’s rankings for eSIM Orchestration. These two companies stand out from the rest of the market and demonstrate excellence in both capability and ecosystem parameters. On the capability side, Amdocs emerged as the best player with a very comprehensive all-round platform and a host of features for carriers and consumers. On the ecosystem side, Amdocs again emerged as the top player. Idemia came close due to its high number of partnerships in the ecosystem and higher platform deployments.”

Thales, RedTea Mobile, G+D, LotusFlare, 1Global and 10T Tech have emerged as Leaders in the eSIM provisioning market. Most of these players have significantly improved their orchestration platform offerings by adding the latest features. 10T Tech and RedTea Mobile showed the highest growth in enhancing their reach in the ecosystem. Thales improved a lot on the capability side along with G+D, as the traditional SIM players added a new set of features and partnerships to improve their offerings.

Tata Communications (Oasis Smart SIM), Valid, Tripica, Moflix, and Invigo have emerged as Challengers, offering very capable platforms with strong features. While they have not yet achieved the desired market presence, their impressive capabilities position them well for future growth and increased market impact. Invigo is one of the players that improved the most overall compared to last year’s rankings. eSIM Orchestration Rankings

Workz, HPE, Kigen and Eastcompeace are the Up-starters of 2023, as they saw strong success in expanding their ecosystems through more partnerships and platform deployments. They are likely to grow and be part of the Leaders as they work on improving the capabilities of their platforms.

Due to their specialization in specific market segments, 1oT and Nordic eSIM are categorized as niche players. Counterpoint believes that these companies have the potential to capitalize on emerging opportunities and evolve into Challengers and Leaders as they expand into more markets.

Counterpoint Research’s Global eSIM Landscape report is the most comprehensive report involving all the leading players in the eSIM ecosystem with multiple interviews and research spanning more than three months.

The comprehensive and in-depth ‘Global eSIM Landscape Report, 2023’ is available for subscribing clients. Please contact Counterpoint Research to gain access to the report.