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Arm: eSIM/iSIM for IoT

06 March 2020 | Research

Michele Mackenzie

Case study | PPTX and PDF (2 slides) | IoT Platforms and Technology


"Arm's background in device IP positions the company well to address the iSIM opportunity for IoT and to develop a strong proposition to succeed in cellular IoT."

Arm is developing an end-to-end solution for IoT to accelerate adoption and address the fragmentation and complexity that present barriers to adoption. eSIM is an important component and a stepping stone on the journey to iSIM. Arm has embraced both technologies but iSIM represents the largest new revenue opportunity for Arm.

This case study provides:

  • key data about Arm
  • an overview of the company’s strategy
  • an analysis of the company’s strengths and weaknesses.