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WHO WILL GAIN, WHO WILL SUFFER IN THE eSIM ERA?
Perspectives from a global study
Axel Meiling
MS&C has conducted the most comprehensive global study on the upcoming disruption of the telco industry.
Source: Mücke, Sturm & Company
33 eSIM experts from 2o countries
22 from MNOs
11 industry experts
Source: MS&C Global MNO eSIM Study 2016
Experts forecast a positive eSIM impact on all telco stakeholders except for MNOs.
Do you evaluate the eSIM impact
positive?
neutral?
negative?
Corporate Clients
Consumers OEMs IoTs eSIM suppliers
MVNOs MNOs
% of respondents
25%
50%
75%
100%
Gain? Suffer?
Source: MS&C Global MNO eSIM Study 2016
Experts forecast a positive eSIM impact on all telco stakeholders except for MNOs.
Corporate Clients
Consumers OEMs IoTs eSIM suppliers
MVNOs MNOs
% of respondents
25%
50%
75%
100%
Gain? Suffer?
technology should be framed as a marketing challenge, not a technological one Clayton M. Christensen, The Innovator's Dilemma: When New Technologies Cause Great Firms to Fail
Digital Network Digital Customer Relationship
Although MNOs already know the important levers, they are currently not ready for the eSIM introduction.
Source: MS&C Global MNO eSIM Study 2016
Do you see a need for MNOs to adjust their business model?
Yes 93%
No 7%
Current status of digitization
Multi-device management will become the most important customer need in the future.
Source: MS&C Global MNO eSIM Study 2016
...
Which customer needs do you expect to arise in the upcoming eSIM era?
Multi-Device Management
Quality of Service
More Convenience
Multi-Device Management
Quality of Service
More Convenience
Multi-device management will become the most important customer need in the future.
Source: MS&C Global MNO eSIM Study 2016
...
Which customer needs do you expect to arise in the upcoming eSIM era?
By fulfilling this need the MNO can change the game and create sustainable lock-in effect.
Source: Mücke, Sturm & Company
Worst Case
Best Case
Asking the right questions is the first step on the journey to find your eSIM strategy.
Source: Mücke, Sturm & Company
M2M and Enterprise? What is your revenue share of
handset subsidies? Do you offer
IT infrastructure? What is the current status of your
postpaid share?
What is your prepaid and
Asking the right questions is the first step on the journey to find your eSIM strategy it is not too late.
Source: Mücke, Sturm & Company
M2M and Enterprise? What is your revenue share of
handset subsidies? Do you offer
IT infrastructure? What is the current status of your
postpaid share?
What is your prepaid and
Gaining starts today!
Axel Meiling
Associate Partner
+49 151 58243390
Mücke, Sturm & Company
Headoffice Munich
Theresienhöhe 12 80339 Munich Germany
T +49 89 461399 0
