G+D Mobile Security

Device Makers

2019

Securing Identities for Connected Consumer Devices.

Discover how G+D Mobile Security can help

you succeed with your connected devices and

services, turning the challenges ahead into

opportunities.

2

New challenges and opportunities arise as the market for connected

consumer devices increases.

Our connected life drives the mobile and IoT

device market.

Connected consumer devices grow

Emerging competitors continue to catch up on

dominant Top-3 players.

Local brands make it to the top

Since 2018 all new Apple devices support eSIM.

eSIM in consumer devices takes off

Industry slides from product- to service-oriented

approach.

Major trends force product innovation

of smartphone users will benefit

from the personalized and

intelligent services of a smart

personal assistant by 2025.

More than

90%

Latest eSIM shipment forecasts

for consumer devices revised

due to Apple announcement in

September 2018 from 30M up to

250M in 2019 leading to over

500M in 2023.

250M

2018 2024 CAGR

Cellular IoT 1.0 4.1 27%

Non-cellular IoT 7.8 18.3 15%

Mobile phones 7.7 8.6 2%

Others* 3.0 3.0 0%

19.5 bn 34.1 bn

291.3Samsung

Apple

Huawei

Xiaomi

OPPO

vivo

206.3

205.8

119.3

116.6

103.6

2018 Global shipments

(millions of units)

* Others: PC/laptop/tablet/router and landline phones

Sources: Strategy Analytics 2017/18, StatCounter, IDC 2017, Huawei 2017, ABI research 2018, Duo Security 2016, The Economist, Ericsson Mobility Report 2018

G+D Mobile Security | Identity Journey Device Makers

3

Device makers act in a highly competitive market.

Regulations/Standards

− Evolving industry standards and

specifications, e.g. 5G

− Evolving standards for eSIM

Management from GSMA

− GDPR, ‘right to be forgotten’, etc.

End Consumers

− Increasing price sensitivity

− Demand for innovation

− Shifting user needs

− High demand for trust and security

− Demand for new services

− Rising demand for new devices

besides smartphones

− Digital transformation is a massive

game changer

Competitors

− Aggressive price competition and

resulting downward pressure on gross

margins

− Rapid adoption of new and disruptive

technologies by all players

− Frequent introduction of new products

and services

− Short product life cycles

− New entrants e.g. device manufac-

turing from the gaming industry

Co-Opetition

− Increasing co-opetition and

partnerships along the value chain

e.g. for end-to-end IoT or integrated

solutions

Device

Makers

G+D Mobile Security | Identity Journey Device Makers

4

What needs to be addressed and managed to remain competitive.

To compete successfully, it is essential to:

Consumer trust

New services and business models

Logistics & Operations

Innovation

Time-to-marketIntroduce new products continuously and

strategically to meet consumer needs

Innovate products (e.g. AI-capabilities) quickly

and often

Optimize processes (supply chain) and cost

structures to remain competitive

Offer a seamless integration of products, key

features and grow with new services

Implement security by design to enhance

consumer confidence

G+D Mobile Security | Identity Journey Device Makers

5

G+D Mobile Security supports device makers across the entire identity

journey and helps offer secure and convenient services to their consumers.

G+D Mobile Security | Identity Journey Device Makers

6

Our key solutions for device makers enhance their global proposition and

securely keep up with evolving user expectations and digital lifestyles.

Secure Elements and

Mobile Applications

Offers VAULTS for your

mobile service solutions

Secure Service

and Application

Management

eSIM Management

Manages the LIFECYCLE

for your secure elements

and services

Data Management

and Personalization

Secures your applications on

MULTIPLE

devices and channels

Mobile Device Software

Establishes the

CONNECTION between

end users and your

connected devices

G+D Mobile Security | Identity Journey Device Makers

7

Complete end-to-end solution by G+D Mobile Security.

• eSIM and Application

Management

• G+D subscription manager and

data preparation (SM-DP+)

• OS update service for UICC, SE

• OTA services

• UICC, Secure Element (SE)

• eSE, SIM in diff. form factors,

eUICC, converged solutions

• Secure OS

• Pre-insertion services for SIM

solutions

• Secure applications

(e.g. OEM Pay, mobile ticketing)

• Local Profile Assistant (LPA)

interface on device

• In-house G+D data

generation & preparation

• In-house G+D credential

provisioning into SIMs

• In-factory secure

personalization at 3rd party

Mobile Device

Software

Data

Management &

Personalization

Secure

Service &

Application

Management

eSIM

Management

Secure

Elements

and Mobile

Applications

G+D Mobile Security | Identity Journey Device Makers

8

G+D is already Managing billions of identities today

100 millionauthentication cardsprotecting access for customers worldwide

+3 billionSIM cards managed in over 80 countries

+200 OTA platforms for M(V)NOs deployed/supported globally

1 billionmobile devicesmanaged globally

#1in eSIM management

+120 eSIM customers trust in products and services by G+D Mobile Security

Facts

Source: GSMA, internal

9 of the top 10car manufacturers trust in G+D Mobile Security’s connected car solutions

Almost 50%of all connected carsare enabled by G+D Mobile Security

G+D Mobile Security | Identity Journey Device Makers

9G+D Mobile Security | Identity Journey Device Makers

G+D Mobile Security international presence for you

€868 millionrevenue

5,300employees

20+certified production and personalization sites and data centers worldwide

40+sales and partner offices

Source: Giesecke+Devrient Group Annual Report

10

Giesecke+Devrient Group –

Your trusted partner for high-security solutions

G+D Ventures

G+D Mobile Security | Identity Journey Device Makers

Thank you for

your attention!

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© Giesecke+Devrient Mobile Security GmbH, 2019.