Key Takeaways from MWC 2023: eSIM and iSIM Leap Ahead

2023-03-25
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Illustration: © IoT For All

Looking back at MWC 2023, a focus on real use cases and solutions, with eSIM and iSIM becoming mainstream around IoT connectivity, stood out. With well over 200 meetings, it has been an action-packed edition of MWC Barcelona. What was apparent was a move from focusing on individual technologies of 5G to real use cases and how to address scale. It feels eSIM and iSIM are mainstream in the conversation around IoT connectivity.

The show always delivers a fascinating snapshot of the state of mobile technology and telco innovation, and this year was no exception. It attracted around 88,000 attendees to the latest GSMA estimates. However, the key theme was less about hype technology trends like 6G and Metaverse, and more about how IoT supports industries’ digital transformation. There was a marked shift in the conversation from should we, to show me how around security, 5G monetization, and sustainability. At the heart of these show me how conversations, we start to unpack the key technologies that support innovations. Let’s take a look at those that stood out.

“What was apparent was a move from focusing on individual technologies of 5G to real use cases and how to address scale.”

-Kigen

Kigen

7 Key Takeaways from MWC 2023

#1: Telcos & eSIM

As we started 2023, we highlighted why eSIM technology is becoming essential to device makers or OEMs. The run-up to this year’s MWC 2023 saw the release of Counterpoint Research’s eSIM Enablement Landscape, noting that more than 260 mobile operators and the majority of the virtual network operator market now support eSIM and the average device support by carriers is more than 30.

Kigen was positioned as a specialist in eSIM enablement and noted as one of the fastest-moving players. It was stated that Kigen was, “Making strides in the consumer domain as well as augmenting the cause of iSIM.” The launch of the eSIM-only iPhone 14 has triggered interest from European and APAC CSPs at an all-high time, opening the eSIM market to newer telco/MVNO players. It also has had a positive influence on OEMs as many look to growing opportunities in the consumer services market through the adoption of eSIM.

#2: Boost from eSIM SGP.31/32 GSMA

While the need for global seamless connectivity has been a significant driver for OEMs and device makers turning to cellular, coverage gaps are present across large geographies. Prime amongst the ‘How to’ conversations were the key developments in driving global connectivity. That is, ‘what can meet the varied requirements around energy efficiency, ease of certification with MNOs and scaling, and affordability?’ One size would not fit all use cases, and MWC’23 delivered well in innovative approaches to address the growing needs of telcos and OEMs.

GSMA’s upcoming IoT eSIM technical specification SGP.31/32 is currently a major topic among IoT-focused MVNOs for the enablement of connected devices. This upcoming milestone will include changes that bring in streamlined integrations and allow aggregation to multiple mobile networks, resulting in a specification that is highly beneficial for IoT.

A remote SIM Provisioning (RSP) service comes in two types. The first is a consumer solution that enables the smartphone device the ability to request or pull the required profiles, on the user’s demand. The second flavor is an M2M solution, where the fleet owner can push a SIM profile and needed data to an unattended device in the field. This is suitable for many cellular IoT deployments.

Kigen

Further on the consumer side, TCA has launched an eSIM interoperability service to promote increased confidence and trust across the eSIM ecosystem, delivered by test solution provider Comprion. This will allow mobile and network operators to test their eSIM profiles with various eSIM devices.

#3: Global, Ready-to-Connect eSIMS

As this ecosystem grows, there is a strong appetite for bundled solutions – bringing modules with connectivity to speed up development time and standards compliance. Sierra Wireless demonstrated the new smart connectivity premium with eSIM bringing multi-ISMI, multi-profile with built-in failover in 190 countries. This enhanced combination, enabled by Kigen eSIM products and services, would allow a reduction of the Total Cost of Ownership (TCO) and Time to Market.

#4: Satellite Connectivity

Satellite connectivity was perhaps the strongest trend at MWC 2023. The chipset makers and MVNOs looked at satellite connectivity 3GPP Release 17 and several new satellite constellations will support cellular technologies based on NB-IoT and LTE-M. Only 30 percent of the world’s surface has coverage from terrestrial networks. The combination of cellular and Non-Terrestrial Networks (NTN), or satellite connectivity, is particularly attractive for devices used in challenging environments, where relying on terrestrial cellular networks alone can be problematic.

Kigen

Kigen and Skylo announced our collaboration in making satellite connectivity integration frictionless for device makers, allowing for seamless transitions between cellular and satellite connectivity via Skylo’s SIM profile via Kigen eSIM OS. Bullitt Group, the leading rugged tech brand, launched the new Motorola Defy and CAT S75 phones that are built on this collaboration. We are just at the start of the convergence of cellular and satellite and exciting possibilities lie ahead.

#5: Digital Revenue Opportunities

Seizing the opportunity in over 750 million hobbyists worldwide and over 500 million business-critical rural and remote workers, the leading rugged tech brand, Bullitt, announced a series of products enabled with this unique combination from Skylo and Kigen on MediaTek’s Dimensity eSIM Chipset: the Bullitt Satellite Messenger available on the Motorola Defy Satellite Link.

This is a great example of how a leading OEM is extending their unique understanding of their subscriber base into new digital revenues that augment the experience of the hardware. The service execution is incredibly thoughtful both in how it works natively on the Cat S75 smartphone and its compatibility with any iOS or Android device. Bullitt was awarded the “Best of Show” GLOMO award.

Kigen

For OEMs looking to explore new models of digital revenues that are suited to their business models, the news of Quectel’s launch of flat-rate roaming IoT connectivity would be welcome.

#6: iSIM Technology

At the onset of MWC 2023, IoT Now covered what all factors could indicate if 2023 is the year of making it easy for OEMs to scale IoT.

“It took 22 years for SIM and 12 years for eSIM chips to become mass market. OEM-mandated technology in volume, but within five years, iSIM products are coming to market. It’s particularly pleasing for us because Kigen was formed to make this a reality, and today, our ecosystem is thriving,” said Vincent Korstanje, Kigen’s CEO.

There were some notable firsts, particularly as Berg Insights noted in their MWC’23 highlights, “Sequans, Eseye, and Kigen have launched an iSIM solution based on the M2M specification, a major step towards widespread adoption of iSIM in the IoT space.” We welcome the availability of the world’s first multi-carrier integrated SIM for IoT. Further, the conversation around iSIM is also moving ahead from iSE, iTRE, iUICC, or ieUICC as we find a more common language around iSIM. This will certainly help to move towards the estimate by Kaleido Intelligence of 300 million iSIM devices in the forecast period till 2027.

#7: Bridging the Connectivity Gap

The GSMA dedicated a corridor ahead of Hall 2 this year to highlight the “Usage Gap,” which ensures the benefits of mobile coverage and technology translate to driving digital inclusion.

Kigen

95 percent of the global population lives in areas where connectivity is available to some extent. However, bridging the coverage gap to the remaining 5 percent. Many barriers prevent access to digital services, such as:

  • Lack of digital skills/literacy.
  • Affordable devices.
  • Access to relevant content and services.
  • Security and safety concerns.

It is commendable that there was discussion around how to collaborate, and we hope this would benefit organizations such as unconnected.org which is involved in upskilling and education of digital skills to underserved communities and supply of SIMs and hardware.

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  • 5G
  • Cellular
  • Connectivity
  • eSIM
  • iSIM

  • 5G
  • Cellular
  • Connectivity
  • eSIM
  • iSIM

参考译文
MWC 2023的主要收获:eSIM和iSIM的飞跃
回顾2023年MWC,关注真实用例和解决方案,eSIM和iSIM成为物联网连接的主流,这一点尤为突出。有超过200次会议,这已经是一个精彩纷呈现的巴塞罗那世界移动大会。显而易见的是,5G从关注单个技术转向了关注实际用例以及如何解决规模问题。在围绕物联网连接的对话中,eSIM和iSIM是主流。该展会总是能生动地展现移动技术和电信创新的现状,今年也不例外。根据GSMA的最新估计,它吸引了大约8.8万名与会者。然而,关键的主题并不是炒作6G和Metaverse等技术趋势,更多的是关于物联网如何支持行业的数字化转型。对话发生了明显的转变,从我们是否应该向我展示如何解决安全、5G货币化和可持续性。这些问题的核心是让我知道,我们如何开始讨论支持创新的关键技术。让我们来看看那些脱颖而出的。“显而易见的是,我们从关注5G的单个技术,转向了关注实际用例,以及如何解决规模问题。”在我们开始2023年的时候,我们强调了为什么eSIM技术对设备制造商或原始设备制造商来说越来越重要。在今年的MWC 2023之前,Counterpoint Research发布了eSIM支持前景报告,指出超过260家移动运营商和大多数虚拟网络运营商市场现在支持eSIM,运营商的平均设备支持超过30家。Kigen被定位为eSIM启用方面的专家,并被认为是移动最快的玩家之一。据称,Kigen“在消费者领域取得了长足进步,并扩大了iSIM的事业。”仅支持eSIM的iPhone 14的发布在最高的时间内引发了欧洲和亚太地区csp的兴趣,向新的电信/MVNO玩家打开了eSIM市场。它也对原始设备制造商产生了积极的影响,因为许多原始设备制造商通过采用eSIM在消费服务市场上寻求越来越多的机会。虽然对全球无缝连接的需求一直是oem和设备制造商转向蜂窝网络的重要驱动因素,但覆盖范围在较大的地区都存在差距。在“如何”对话中,主要是推动全球互联互通的关键发展。也就是说,“怎样才能满足能源效率、MNOs认证的便捷性和可承受性方面的不同要求?”“一种规模不可能适用于所有用例,MWC’23在创新方法方面表现出色,以满足电信公司和原始设备制造商日益增长的需求。GSMA即将发布的物联网eSIM技术规范SGP.31/32目前是物联网mvno的一个主要主题,用于实现连接设备。这一即将到来的里程碑将包括引入简化集成并允许聚合到多个移动网络的更改,从而形成对物联网非常有益的规范。远程SIM卡发放(RSP)服务有两种类型。第一种是消费者解决方案,使智能手机设备能够根据用户的需求请求或提取所需的配置文件。第二种是M2M解决方案,车队所有者可以将SIM配置文件和所需数据推送到现场无人值守的设备。这适用于许多蜂窝物联网部署。此外,在消费者方面,TCA已经推出了eSIM互操作性服务,以提高整个eSIM生态系统的信心和信任,该服务由测试解决方案提供商Comprion提供。这将允许移动和网络运营商用各种eSIM设备测试他们的eSIM配置文件。 随着这一生态系统的发展,人们对捆绑解决方案有着强烈的需求——带来具有连接性的模块,以加快开发时间并符合标准。Sierra Wireless展示了新的智能连接溢价,eSIM带来了多ismi,多配置,内置故障转移在190个国家。由Kigen eSIM产品和服务实现的这种增强组合,将减少总拥有成本(TCO)和上市时间。卫星连接可能是2023年世界移动通信大会最强劲的趋势。芯片组制造商和MVNOs研究了卫星连接3GPP Release 17和几个新的卫星星座,这些卫星星座将支持基于NB-IoT和LTE-M的蜂窝技术。只有30%的地表有地面网络覆盖。蜂窝网络和非地面网络(NTN)或卫星连接的结合,对于在恶劣环境中使用的设备特别有吸引力,在这些环境中,仅依赖地面蜂窝网络可能存在问题。Kigen和Skylo宣布了我们的合作,为设备制造商提供无缝的卫星连接集成,允许通过Skylo的SIM配置文件通过Kigen eSIM OS在蜂窝和卫星连接之间无缝过渡。Bullitt集团,领先的坚固科技品牌,推出了新的摩托罗拉Defy和CAT S75手机,这是建立在这种合作。我们正处于蜂窝和卫星融合的开端,令人兴奋的可能性就在前面。领先的坚固耐用科技品牌Bullitt抓住了全球超过7.5亿爱好者和超过5亿业务关键的农村和远程工作者的机会,宣布了一系列由Skylo和Kigen在联发科的dimension eSIM芯片组上实现的独特组合:在摩托罗拉Defy Satellite Link上提供的Bullitt卫星信使。这是一个很好的例子,说明领先的OEM如何将他们对用户基础的独特理解扩展到新的数字收入中,从而增强硬件的体验。无论是在Cat S75智能手机上的本机运行方式,还是与任何iOS或Android设备的兼容性,该服务的执行都非常周到。布利特被授予GLOMO“最佳表演”奖。对于希望探索适合其商业模式的数字收入新模式的原始设备制造商来说,Quectel推出统一费率漫游物联网连接的消息将受到欢迎。在MWC 2023开始时,IoT Now涵盖了所有因素,如果2023年是oem易于扩展物联网的一年。“SIM卡用了22年,eSIM芯片用了12年才进入大众市场。但在五年内,iSIM产品将进入市场。这对我们来说尤其令人高兴,因为成立Kigen就是为了让这成为现实,今天,我们的生态系统正在蓬勃发展,”Kigen的首席执行官文森特·科尔斯坦杰(Vincent Korstanje)说。有一些值得注意的第一次,特别是Berg Insights在他们的MWC ' 23亮点中指出,“Sequans, Eseye和Kigen已经推出了基于M2M规范的iSIM解决方案,这是在物联网领域广泛采用iSIM的重要一步。”我们欢迎全球首个物联网多运营商集成SIM卡的问世。此外,围绕iSIM的对话也从iSE、iTRE、iUICC或ieUICC向前发展,因为我们发现了关于iSIM的更共同的语言。这肯定有助于实现Kaleido Intelligence估计的到2027年的3亿台iSIM设备的预测。今年,GSMA在2号展厅前专门开辟了一条走廊,以突出“使用差距”,确保移动覆盖和技术的好处转化为推动数字包容。全球95%的人口生活在某种程度上可以连接网络的地区。然而,缩小覆盖差距到剩下的5%。许多障碍阻碍了获取数字服务,例如:
  • mwc
  • esim卡
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