Apple & eSIM – control, convenience & commercial opportunities

We have talked and deep-dived on the potential of eSIM across different connected things from automotive to drones, to IoT and smartphones. The move that the industry (not all operators though) was waiting for, when someone like Apple integrates eSIM in smartphones is finally arriving; though Google was the first major player to add in last year’s Pixel series, but a very tiny scale.

Apple showed a first glimpse of it with iPads and then Apple Watch. The iPhone wasn’t going to escape the grand plan Apple has for eSIM and the stronghold it looks to have over end-to-end customer experience and profit from it at every stage.

All the new fall range of iPhones, both Xs series and Xr have integrated eSIM (except China SKUs). Some thoughts on this development.

There’s a lot of interesting supposition in this post.