In May 2023 a third variant of the eSIM Remote SIM Provisioning standards from the GSMA was unveiled. The SGP.32 (“IoT”) variant was aimed at resolving some of the limitations of the earlier SGP.02 (“M2M”) and SGP.22 (“Consumer”) versions. The technology is now set and its functioning is relatively clear. The finalisation of the testing and certification processes is due in 2024 and compliant devices can be expected in 2025. While the technology might be well defined, what is not yet clear is what commercial models will prevail to make use of the new technology. In this report we explore the implications for existing models for delivering cellular-based IoT connectivity and what new opportunities might be created. The report considers what role enterprises or OEMs might play, what the opportunity might be for a managed eIM provider, and how each of the major stakeholder groups (MNOs, MVNOs, OEMs, enterprises, eUICC manufacturers, and connectivity abstraction platforms) might take in the new SGP.32 environment.
In May 2023 a third variant of the eSIM Remote SIM Provisioning standards from the GSMA was unveiled. The SGP.32 (“IoT”) variant was aimed at resolving some of the limitations of the earlier SGP.02 (“M2M”) and SGP.22 (“Consumer”) versions. The technology is now set and its functioning is relatively clear. The finalisation of the testing and certification processes is due in 2024 and compliant devices can be expected in 2025. While the technology might be well defined, what is not yet clear is what commercial models will prevail to make use of the new technology.
In this report we explore the implications for existing models for delivering cellular-based IoT connectivity and what new opportunities might be created. The report considers what role enterprises or OEMs might play, what the opportunity might be for a managed eIM provider, and how each of the major stakeholder groups (MNOs, MVNOs, OEMs, enterprises, eUICC manufacturers, and connectivity abstraction platforms) might take in the new SGP.32 environment.
