The approximate population of Japan, representing the traditional limit of the addressable market for local operators before global eSIM expansion

a wave of mergers among mobile appbased travel eSIM providers, with only those accumulating significant traffic emerging as long-term players.

“ The one who has more traffic is more powerful,” he explains.“ They can negotiate better rates because of their volume.”

He expects handset manufacturers to enter the space in a short timeframe within two years, embedding travel eSIM capabilities directly into devices.“ Whenever you’ re travelling, you don’ t even have to buy from any reseller or operator or activate roaming,” he says.“ It’ s already there in the handset.”

28 January 2026