Value Network Analysis of Embedded Subscriber Identity Module in Machine to Machine Communication

SIM card technology has evolved in size and feature over the years. Now machine to machine communication has paved the way of embedded SIM (eSIM) integration into devices. This evolution of eSIM is still a little far off but might become essential sooner rather than later if the traffic, usage and new services of M2M booms. This thesis discusses the possible future scenarios and value networks of eSIM based M2M communication that will shape the ecosystem in the next 10 years time frame. Necessary background regarding SIM card evolution is discussed before going into the future scenario. The thesis also consists of studies on current cellular network structure, Internet of things and Machine-to-machine communication from various sources to understand both technical and business dynamics of these services. By the virtue of brainstorming sessions and expert interview from industry the basic trends and key uncertainties are refined to use as the basis of scenario planning. Also efforts have been made to identify the business roles and corresponding interested actors to take over these roles through value network configuration method. Four possible future scenarios are constructed according to Schoemaker's scenario planning method which explore possible changes in the M2M industry due to eSIM. The scenarios reflect the diverse interests of the involved stakeholders and their influence over the market. Value network configurations further investigate the different possible evolution paths to introduce scope for new business models. Analysis and results from this thesis can be a good indicator for future M2M and eSIM ecosystem