eUICCs and iSIMs will disrupt the IoT connectivity chain, but operators should see opportunities, not obstacles

eUICCs are increasingly being adopted in the IoT market, and the introduction of iSIMs is expected to follow in 2020 and 2021. eUICC users’ ability to switch providers remotely may increase IoT churn and put pressure on prices. iSIMs will cause further disruption by shifting power to the silicon players at the start of the connectivity value chain.

Operators will not be able to prevent the adoption of eUICCs and iSIMs for IoT; they must face the challenges head on and take advantage of the new opportunities. This article summarises the findings of our recent report, eUICC and iSIM for IoT: opportunities for operators.

The associated article can be found here.