Apple spearheads eSIM adoption: US iPhone 14s support up to eight eSIMs with dual-active eSIM, which means users can theoretically have two phone numbers on one device at a time, per PCMag.
How it works: eSIMs are digital replacements for SIM cards and handle voice and data connectivity. Apple has gone all in on eSIM in its US models.
"The technology sees faster adoption once Apple uses that to sell iPhones,” per Counterpoint. “It happened with dual cameras, portrait cameras, the display notch with Face ID. The same phenomenon will repeat with eSIM.”
Migrating to a new standard: Anyone upgrading to an iPhone 14 mode in the US will need to move their phone number over to the new device.
Why this could succeed: The adoption of eSIM for smartphones is getting close to an inflection point. “We are getting close to an equilibrium between the demand-side pull and supply-side push. More and more eSIM-capable devices are hitting the market every quarter across the consumer, IoT, and mobility space,” per Counterpoint.
What’s the catch? Migrating back to a regular SIM card from an eSIM can be complicated and problematic, likely requiring carrier involvement. Similarly, moving from iPhone to Android and vice-versa will not be a seamless experience.
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