WearablesWearables

Wearables

Apple Watch Series 3: eSIM a Threat to Carriers



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Report Summary:

Apple has introduced its new Watch. The Series 3 adds LTE via eSIM, allowing functionality independent of the smartphone or WiFi network. This enables calls, texts, two-way Siri and location-based apps without an iPhone being present. Is Apple's eSIM Watch good or bad news for mobile operators?


Table of Contents

1. Executive Summary
2. Product Highlights
3. Standalone LTE Connectivity
4. Implications of eSIM
5. Go-to-Market Strategy
6. Conclusions & Implications
7. Contacts
8. How We Can Help Further

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