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Smart Insights Report “eUICC, a disruption in the SIM market” demonstrates adjusted SIM shipments remain strong

Wednesday 7 November 2012

MARSEILLE, FRANCE, October 30, 2012 – Intelling publishes a new Smart Insights Report “eUICC, a disruption in the SIM market” that delivers a thorough analysis of the eUICC (embedded Universal Integrated Circuit Card) technology and its potential in the consumer handset market. The eUICC concept consists in replacing the detachable SIM that has been present since the inception of mobile communication by a chip soldered on the handset motherboard performing the same functions. Such a technology evolution may trigger changes in the whole mobile communication ecosystem, as the customer relationship management may shift from the mobile network operator to the handset vendor .

The Smart Insights Report “eUICC, a disruption in the SIM market” includes a series of adoption scenarios for eUICC, depending on which entity in the ecosystem is the most active in supporting the new technology. According to these scenarios, the adoption of eUICC as a replacement for the detachable SIM will not have a significant impact on the SIM market over the forecast period (2013 – 2018). The Smart Insights Report “eUICC, a disruption in the SIM market” concludes that a wide adoption of eUICC is not foreseen in the scope of the covered period, but rather in the long-term future. The report provides forecasts on eUICC shipments and adjusted removable SIM card shipments in volume. Even with the fastest adoption scenario, adjusted removable SIM card shipments will continue to grow at a CAGR of 6% to 12%.

MNOs are believed to resist the transition from removable SIM to an embedded module, which eventually may negatively impact their core business. However, our field research found that some MNOs do believe in business opportunities that come with eUICC adoption and thus come out for its implementation. Handset makers alike other third parties are also expected to take advantage of the eUICC opportunity.

“The analysis of the eUICC ecosystem shows that even if many industry players have started to build their roadmaps, standardization bodies are lagging behind, probably under the influence of those who feel threatened by the technology shift”, said Artur Khakimov, industry analyst with Smart Insights and author of the report.

“The eUICC, initially called embedded SIM, has generated both excitement and fear since the concept was coined. Our report brings a cold analysis of eUICC technology potential and shows that, over the next five years, the detachable SIM market growth will not be significantly affected by the adoption of eUICC”, added Thierry Spanjaard, CEO of Intelling, and head of Smart Insights Reports.

More information about Smart Insights Report “eUICC, a disruption in the SIM market” is available at

Now in its 7th year, our weekly newsletter “Smart Insights Weekly” brings its readers the latest information about the secure transactions industry, its businesses, its technologies, its markets as well as its technology suppliers. Smart Insights Weekly covers all the major trends in the industry, it encompasses worldwide business, standardization bodies, and all subjects bringing light onto the secure transactions industry.

About Intelling:
Smart Insights Reports, along with Smart Insights Weekly, are published by Intelling, a consultancy headquartered in Marseille, France. Intelling is a consultancy with two expertise majors: marketing and strategy for secure transactions, smart cards, telecoms, payment, and convergence, as well as market intelligence, for all industry fields. Intelling is the publisher of Smart Insights Reports, that address secure transactions and smart card markets, providing an extensive qualitative and quantitative analysis. Intelling is also the publisher of Smart Insights Weekly (, a newsletter delivered to subscribers on a weekly basis (40 issues per year) that covers the smart card industry, its technology suppliers (semi-conductor, operating systems, software), its markets (mobile communication, payment, e-passport, identity, healthcare, ...), its environment (standardization, trade associations), and the career of key people in the industry.