In November 2024, Transforma Insights unveiled its 2025 IoT ‘Transition Topics’, key themes that would significantly influence the market landscape during the year. One of those Transition Topics related to ‘eSIM orchestration vs connectivity reseller’, specifically stated as follows: “The imminent arrival of the SGP.32 ‘IoT’ standard for remote SIM provisioning in 2025 promises to trigger a new phase in the provision of IoT connectivity and in the associated roles. Specifically, we expect to see the role of IoT connectivity provider (MNO/MVNO) fragment into three main roles: network operator, reseller and a new role of eSIM orchestrator, handling profile management and potentially integrating with a role of single-pane-of-glass (SPOG) connectivity abstraction platform.” Alongside the arrival of SGP.32, there are also a number of other evolving market dynamics relating to how global cellular-based connectivity is delivered, which are also helping to trigger changes in the landscape. This includes regulatory requirements for more localisation, evolution in middleware, and changing approaches from MNOs and MVNOs to how they address the market. This report examines the key market changes that are driving the requirement for a new set of functions for supporting eSIM remote SIM provisioning. It continues to then extrapolate that into a new industry structure (most prominently the rise of the eSIM Orchestrator). Additionally, it provides a view on the propositions of a variety of IoT connectivity providers to operating as an eSO.
In November 2024, Transforma Insights unveiled its 2025 IoT ‘Transition Topics’, key themes that would significantly influence the market landscape during the year. One of those Transition Topics related to ‘eSIM orchestration vs connectivity reseller’, specifically stated as follows: “The imminent arrival of the SGP.32 ‘IoT’ standard for remote SIM provisioning in 2025 promises to trigger a new phase in the provision of IoT connectivity and in the associated roles. Specifically, we expect to see the role of IoT connectivity provider (MNO/MVNO) fragment into three main roles: network operator, reseller and a new role of eSIM orchestrator, handling profile management and potentially integrating with a role of single-pane-of-glass (SPOG) connectivity abstraction platform.”
Alongside the arrival of SGP.32, there are also a number of other evolving market dynamics relating to how global cellular-based connectivity is delivered, which are also helping to trigger changes in the landscape. This includes regulatory requirements for more localisation, evolution in middleware, and changing approaches from MNOs and MVNOs to how they address the market.
This report examines the key market changes that are driving the requirement for a new set of functions for supporting eSIM remote SIM provisioning. It continues to then extrapolate that into a new industry structure (most prominently the rise of the eSIM Orchestrator). Additionally, it provides a view on the propositions of a variety of IoT connectivity providers to operating as an eSO.
