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The accelerated development of eSIM enables Wanlitong to support enterprises going global with reliable connectivity solutions.

36氪产业创新2025-11-27 16:09
The full maturity of eSIM technology has made it a necessary technology to address diverse specific scenarios.

After Apple launched eSIM-only models, eSIM technology entered the public eye. This is a technology known as an embedded SIM card or an electronic SIM card. It directly embeds the functions of a traditional SIM card into the device chip in an electronic form, eliminating the need for a physical card slot. Users can switch and manage carrier networks through remote configuration.

In fact, with the relaxation of policies and technological breakthroughs, the commercialization process of eSIM has been accelerating. The penetration rate of eSIM in consumer terminals and IoT devices has been continuously rising.

According to GSMA Intelligence's prediction, by the end of 2025, there are expected to be approximately 1 billion eSIM smartphone connections globally, and this number will increase to 6.9 billion by 2030. eSIM will enter the stage of large-scale global application after 2025, covering all scenarios from consumer electronics to industrial IoT. According to Jupiter Research's calculation, by 2026, the number of global IoT connections using eSIM technology will increase from 22 million in 2023 to 195 million.

The key to eSIM's ability to transform the market lies mainly in three key capabilities of this technology: remote configuration, global connectivity and scalability, and enhanced security.

However, even though eSIM technology has paved the way for the "Internet of Everything," when operating related businesses in the face of different global business, technological, and regulatory environments, achieving the "Internet of Everything" still poses challenges. This is not only a matter of technological access but also a systematic project regarding compliance, strategy, and sustainability.

Transforming Global Connectivity: SGP.32 Standard

In today's era when the digital wave is sweeping the globe, eSIM technology has gone beyond the superficial change of "eliminating the physical card." It is a key technology for the reconstruction of digital infrastructure. From the multi-carrier switching of smart wearables to the global deployment of industrial sensors and the seamless networking of in-vehicle systems... eSIM technology has opened up a broad track for terminal innovation in fields such as the Internet of Things (IoT) and consumer electronics, becoming the core support for the "Internet of Everything."

However, before the birth of the SGP.32 standard, although eSIM technology had existed for more than a decade, developers of IoT devices based on cellular networks had long faced the dilemma of having to choose between two less-than-perfect configuration options: either adopt hard-coded M2M (machine-to-machine) integration or use the consumer-grade activation process guided by the user interface.

The two options are the SGP.02 standard and the SGP.22 standard. The former is designed for M2M communication, and devices must undergo cumbersome technical and commercial integration with the target carrier. The latter is specifically designed for consumer electronics products such as smartphones and wearables. Its core feature is that through the local configuration assistant in the device, users can manually trigger the switching of carrier profiles through the interface without technical integration with the carrier.

The core contradiction between the two options is that the SGP.02 standard is overly dependent on carrier integration and lacks flexibility, while the SGP.22 standard is overly dependent on user interaction. Since IoT devices are often "headless devices," this standard seems out of place when applied to the IoT field.

It was not until the emergence of the SGP.32 standard that GSMA redefined the complete lifecycle management process of eSIM through architectural innovation. The core breakthroughs are reflected in three aspects: 1. Adopting the server push mode, remote updates of profiles can be achieved without user interaction; 2. Eliminating the dependence on SMS activation, improving activation efficiency and reducing network requirements; 3. Introducing the IoT configuration assistant component, which not only meets the flexible management needs of high-performance devices but also adapts to the resource constraints of low-power devices.

In short, the SGP.32 standard integrates the advantages of the SGP.02 standard and the SGP.22 standard and can be used in both consumer products and IoT terminals.

This standard not only solves the core pain points of the "Internet of Everything" but also gives rise to new business models. For example, enterprises can adopt a single SKU strategy of "one card for global use." Through pre-installation at the device factory and then switching to local carriers after being sold to the destination, enterprises can choose a cheaper or stronger-signal network to ensure the optimal terminal communication strategy, effectively control operating costs, guarantee connection stability, and achieve global coverage.

Wireless Logic: A Connectivity Partner with Global Coverage and Local Compliance Experience

The full maturity of eSIM technology has made it a necessary technology for solving diverse specific scenarios.

For example, in the consumer scenario, it reconstructs the daily communication experience: multi-number management for smartphones, independent networking for smart wearables, and full-time online for mobile terminals. In the IoT scenario, it activates the "Internet of Everything": meeting the needs of intelligent networking, OTA upgrades, remote diagnosis, and V2X in the automotive Internet, and meeting the requirements of remote/harsh environment deployment and massive device management in industrial interconnection.

Although eSIM provides a technical basis for the multi-connectivity capabilities of devices, for enterprises, in the face of the complex communication protocols, carrier restrictions, network security standards, and regulatory requirements in different countries and regions around the world, there are still many problems such as fragmented connection management due to multi-country deployment, increased compliance risks, restricted roaming strategies, and rising difficulties in cost control and visualization.

Therefore, a connectivity partner with both global coverage and local compliance experience will become one of the efficient solutions to meet enterprises' global connectivity strategies.

Wireless Logic (Wanli Communication is the local entity of Wireless Logic deployed in China) is such a connectivity partner. This leading enterprise in the "virtual operator" industry, which has been established for 25 years, has a business presence in more than 190 countries and regions, covering over 750 networks globally.

In terms of eSIM technology, Wireless Logic has mature technical experience. Currently, it has built a complete SGP.32 standard architecture and uses all three RSP standards (SGP.02, SGP.22, and SGP.32) to coordinate the procurement, deployment, and management of virtual eSIM profiles, thus eliminating the limitations of the above different technologies. Its experience and technology are leading in the industry.

In the latest report released by the independent research institution Transforma Insights, Wireless Logic was once again rated as one of the world's leading IoT connectivity service providers. The report points out that Wireless Logic performs outstandingly in multiple dimensions such as innovation ability, network coverage, and customer experience, continuously leading the development of the global IoT connectivity industry.

Wireless Logic's global growth has also attracted high attention from the capital market. Recently, private equity firm Montagu announced the raising of a €2 billion (approximately $2.3 billion) continuation vehicle for Wireless Logic. The establishment of this continuation vehicle will provide impetus for Wireless Logic's next stage of global expansion. In addition to Montagu, Wireless Logic also has the support of well-known global private equity funds such as Pan-Pacific, Pan-Atlantic, TPG, and CVC, which assist Wireless Logic in global resource deployment.

It is worth noting that global stable connectivity highly depends on the accumulation of global carrier resources and the layout of relevant infrastructure resources to ensure the speed and stability of the connection.

Data shows that in addition to its UK headquarters, Wireless Logic has subsidiaries or offices in more than 20 countries such as China, Singapore, Malaysia, France, the United States, Italy, Germany, and the Netherlands. At the same time, it has nearly 20 PGWs globally, which enables enterprises to maintain millisecond-level low connection latency in communications in different countries/regions around the world, achieving a level almost on par with local carriers. It can also achieve local data processing, better meeting the requirements of compliant connectivity in different countries and regions.

In addition, network security is also an aspect that Wireless Logic attaches great importance to. It designs relevant security software through its self-built core network and a dedicated security department to ensure network security, helping enterprises achieve efficient deployment in countries/regions that attach great importance to data security.

Through its global connectivity ecosystem and a powerful platform, Wireless Logic can provide enterprises with: multi-network access and intelligent switching - helping devices maintain stable connections in various regions; localized compliant connectivity solutions - eliminating the risk of permanent roaming and meeting local regulatory requirements; a unified management platform - centrally monitoring the status of SIMs, data usage, and costs; end-to-end secure connectivity - ensuring the integrity and security of data transmission.

Since entering the Chinese market in 2024, Wireless Logic has reached technological cooperation on global connectivity with Chinese technology enterprises in many fields such as communications, intelligent driving, mobile terminals, and security, providing efficient solutions for the global IoT of Chinese technology enterprises.

With its secure, compliant, and flexible connectivity services, Wireless Logic creates a truly globally competitive IoT connectivity for enterprises, enabling them to achieve a global intelligent layout in the context of increasingly complex regulations and continuously expanding connectivity scenarios.