The market is undergoing a rapid transformation with the increasing proliferation of eSIM-capable devices, including popular models from Apple, such as iPhones and iPads, and Android™ smartphones. The growing adoption of eSIM technology is being driven by a combination of factors, from advancements in device design to the changing preferences of mobile network operators (MNOs) and consumers. For example, the recent launch of the iPhone 16, following the success of the iPhone 15, has further solidified the eSIM-only trend that began with the iPhone 14 in the United States. This shift towards eSIM technology is not just limited to the U.S. market but is being mirrored globally, with an unprecedented increase in eSIM activations worldwide. More commercial offers and the rise of "eSIM-first" strategies from network operators have also contributed to this surge.
According to Thales Intelligence, global
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