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市場調查報告書

eSIM:MNO的機會、影響

E-SIMS: OPPORTUNITIES & IMPLICATIONS FOR MNOS

出版商 Mobile Market Development Ltd 商品編碼 358441
出版日期 內容資訊 英文 32 Pages
商品交期: 最快1-2個工作天內
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eSIM:MNO的機會、影響 E-SIMS: OPPORTUNITIES & IMPLICATIONS FOR MNOS
出版日期: 2016年05月26日 內容資訊: 英文 32 Pages
簡介

本報告提供不依賴業者的eSIM (內建式SIM) 的發展相關調查,標準化法規,課題,機會,及應用等相關分析。

第1章 概要

第2章 簡介

第3章 SIM的演進

  • 初期、目前SIM卡
  • GSMA的內建式SIM (eSIM) 的規格
  • GSMA針對消費者遙控SIM的供應

第4章 eSIM開發的影響因素

  • 簡介
  • eSIM解決方案的龍頭
  • 超越技術方面的標準化
  • 法規
    • MNP
    • IMSI/SIM擁有
    • 競爭
    • 訂閱管理者功能
    • 知道客戶
  • 消費者的eSIM教育

第5章 MNO而言的潛在的eSIM的課題

  • 簡介
  • 客戶流失的增加
    • 多SIM使用的發生率上升
    • 短期/預付計劃
    • 持續性的客戶流失
  • 終端獎金的減少
  • 價格壓力
  • 漫遊收益的損失
  • 直銷
  • 安全低
  • eSIM發行者的力量
    • 訂閱管理者的作用越來越大

第6章 eSIM的優點、MNO的機會

  • 簡介
  • M2M
  • 新設備類型的連接慢慢增加
  • 新的客戶提案
  • 成為eSIM發行者
  • 流通成本
  • 終端成本的削減

第7章 eSIM的應用

  • 簡介
  • M2M服務
    • Swisscom:瑞士
    • NTT DoCoMo:日本
    • Jersey Telecom Wholesale
  • 消費者主導的SIM交換
    • BlackBerry
  • 消費者的管理網路選擇
    • Apple SIM
    • Samsung Gear S2 3G Classic
  • 第三方的管理網路選擇服務
    • Project Fi
    • Windows SIM
    • Zong:巴基斯坦
    • Truphone

第8章 主要調查結果、結論

第9章 建議

對附錄:問題的回饋

目錄

Operator ownership and control over SIM cards is being threatened as OEMs and device manufacturers push for embedded SIMs that are operator-agnostic.

Early moves by Apple were strongly resisted by MNOs, but recent specifications released by the GSMA indicate that operator attitudes are changing. Operators are seeing the opportunities that such developments can bring, particularly in terms of increasing the number of M2M connections and potential for consumer wearables and IoT devices.

Progress is also being seen in terms of operator-agnostic SIM technology being included in smartphone devices, i.e. movement beyond data-only devices. This sits less comfortably with operators as it suggests potential disintermediation of primary subscriber relationships and relegation of MNOs to the role of dumb pipe commodity providers.

This report aims to understand developments in e-SIMs in order to identify the associated opportunities and threats so that MNOs' overall approach to operator-agnostic e-SIMs can be informed.

Companies : Apple, GSMA, Google, AT&T, NTT DoCoMo, OECD, Enexis, Samsung, Airtel, Swisscom, Limmex, Gemalto, Telefonica, Vivo, Jersey Telecom Wholesale, Blackberry, Movirtu, Gigsky, Verizon, Microsoft, Transatel, Zong, Truphone

Countries : USA, Netherlands, Japan, Africa, Switzerland, Brazil, UK

Keywords : soft SIM, remote SIM provisioning, Windows SIM, e-SIM, SIM manufacturer, managed network selection, operator-agnostic, e-SIM issuer, standardisation, Apple SIM, wearables, roaming, SIM ownership, Project Fi, SIM specification, disintermediation, embedded SIM, IOT, OEM, distribution, private virtual network operator, Virtual SIM, subscription manager, IMSI ownership, smartphone, M2M, MNP, handset subsidies, churn,

Table of Contents

1 Overview

2 Introduction

  • 2.1 Background to the Report
  • 2.2 Report Content
  • 2.3 Currency and Conversions
  • 2.4 Further Questions and Feedback

3 SIM Evolution

  • 3.1 Early and Current SIM Cards
  • 3.2 GSMA Embedded SIM Specification
  • 3.3 GSMA Consumer Remote SIM Provisioning

4 Factors Influencing E-SIM Development

  • 4.1 Introduction
  • 4.2 Leadership of the E-SIM Solution
  • 4.3 Standardisation Beyond Technical Aspects
  • 4.4 Regulation
    • 4.4.1 MNP
    • 4.4.2 IMSI/ SIM Ownership
    • 4.4.3 Competition
    • 4.4.4 Subscription Manager Function
    • 4.4.5 Know Your Customer
  • 4.5 Consumer E-SIM Education

5 Potential E-SIM Challenges for MNOs

  • 5.1 Introduction
  • 5.2 Increased Churn
    • 5.2.1 Increased Incidence of Multi-SIM Use
    • 5.2.2 Shorter Term/Prepaid Plans
    • 5.2.3 Permanent Churn
  • 5.3 Decline in Handset Subsidies
  • 5.4 Price Pressure
  • 5.5 Loss of Roaming Revenue
  • 5.6 Disintermediation
  • 5.7 Lower Security
  • 5.8 Power of E-SIM Issuer
    • 5.8.1 Growing Role of Subscription Manager

6 E-SIM Benefits and MNO Opportunities

  • 6.1 Introduction
  • 6.2 M2M
  • 6.3 Incremental Connections of New Device Types
  • 6.4 New Consumer Propositions
  • 6.5 Becoming an E-SIM Issuer
  • 6.6 Distribution Costs
  • 6.7 Handset Cost Reduction

7 E-SIM Applications

  • 7.1 Introduction
  • 7.2 M2M Services
    • 7.2.1 Swisscom, Switzerland
    • 7.2.2 NTT DoCoMo, Japan
    • 7.2.3 Jersey Telecom Wholesale
  • 7.3 Consumer-driven SIM Swapping
    • 7.3.1 BlackBerry
  • 7.4 Consumer Managed Network Selection
    • 7.4.1 Apple SIM
    • 7.4.2 Samsung Gear S2 3G Classic
  • 7.5 Third Party Managed Network Selection Service
    • 7.5.1 Project Fi
    • 7.5.2 Windows SIM
    • 7.5.3 Zong, Pakistan
    • 7.5.4 Truphone

8 Key Findings and Conclusions

9 Recommendations

Appendix - Feedback Questions

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