Podcast #72: G+D - Growth + Disruption in Connectivity, Security and Beyond

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Dec 2, 2023

The launch of the eSIM-only iPhone 14 in the US in 2022 was a landmark moment in eSIM growth and adoption. In our previous podcast series, we talked to experts about eSIM testing, interoperability, and how component shortages were leading to migration from physical SIM to eSIM. Continuing with the eSIM theme, we talked to Giesecke+Devrient (G+D), one of the leaders in Counterpoint's Global eSIM Scorecard.

G+D has a long 170-year history going from banknote security to becoming a leading eSIM technology innovator. We discuss G+D’s pioneering role in delivering the world's first commercial SIM card and its subsequent leadership in eSIM solutions. The conversation also highlights eSIM complexities, emphasis on education, industry collaborations for streamlined adoption, and future trends, including IoT advancements with SGP.32.

In this latest episode of ‘The Counterpoint Podcast’, host Mohit Agrawal is joined by Sören Haubold, Head of Market Intelligence and Analyst Relations at G+D to discuss G+D’s journey, the early days of eSIM introduction, subscription management, and testing. They also touch upon the inflection point of the eSIM-only iPhone 14, and more.

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You can read the podcast transcript here.

Podcast Chapter Markers

 01:42 – Sören talks about G+D’s history, background in the industry, and digital transformation.

04:53 – Sören talks about G+D’s 32-year journey from SIM cards to eSIM.

06:15 – Sören talks about what puts G+D ahead of the competition and makes it a leader in this field.

07:20 – G+D was one of the first eSIM players. Sören talks about how it all happened, from subscription management to testing with telecom operators and more.

10:15 – Sören talks about the eSIM inflection point and factors leading to its growth.

13:51 – The eSIM-only iPhone in 2022 was a landmark moment for eSIMs, but what exactly changed leading to so many transactions, Sören explains.

20:23 – Sören on what the industry should be doing to increase eSIM awareness.

 24:36 – Sören talks about the exciting eSIM trends for IoT and the overall industry to look for in 2024.

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Summary

Category

Podcasts

Published

Dec 1, 2023

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