Dubai
Mobile network operators and mobile virtual network operators will need to make changes to embrace the eSIM technology, said Jad Hajj, partner with Strategy&.
He said that they will face competition from new connectivity providers such as smart device manufacturers.
“The best response for small MNOs and MVNOs is to form partnerships with smart device manufacturers to help them provide connectivity rather than wait for these device makers to become their competitors,” he said.
Moreover, he said that much will depend on the attitude of regulators. The eSIM could be the catalyst for regulators to accelerate measures that are currently under consideration. In particular, regulators could use the eSIM to force large incumbents to shape up.
“The attitude of consumers will also have an impact as they will push for a free for all. Consumers will choose their device first and carrier second — with the list of potential carriers including MNOs, MVNOs, and device manufacturers,” he said.
