Consumer eSIM: device and MNO service trackers, and 2030 adoption forecast, Q1 2026

Use of AI agents is set to increase exponentially. But as AI agents become the norm, work alongside humans and make decisions, the need for verifiable, manageable and secure identities becomes critical to ensure digital trust. Identity and access management is not a new business for operators. However, its extension to AI agents brings new opportunities. This report analyses the technical options for AI agent identity, what pioneer operators are doing today, and the future business opportunities.

Apple held its Surprise and Shine event earlier this month, unveiling its latest range of devices. The standout was the much-anticipated foldable iPhone Duo, combining top-end specifications with what appeared to be a refined user experience. In this report, we dissect Apple’s new product developments and innovations from the event while assessing what they mean for the wider mobile industry.

At IFA Berlin 2026, AI remained the dominant theme, as it becomes increasingly embedded across consumer electronics experiences. Beyond AI, robotics stood out, with the show hosting a ‘Robots on the Runway’ spectacle. For players across the consumer tech ecosystem, the themes highlighted at IFA continue to spur opportunities such as monetisation but also challenges, including costs and privacy issues.