Actually quite the opposite. Many MVNOs have been jumping on the eSim train specifically because they don't maintain storefronts and want to make onboarding customers easier and faster. If anything eSim is a boon to MVNOs.I also wonder...
Is this an agreement apple signed with the carriers to drive folks away from MVNO's? They do not have eSim, and likely wont, but this is a way to force iPhone customers to a network that supports eSim.
Personally, I am currently using a verizon physical SIM and a mobile eSim, so I am not against big carriers since I need fast unlimited data, but this creates a pretty big rift between the have's and have nots.
In a way, this seems quite anti-competetive.
The following are the US MVNOs I've used THIS year with eSim
- Mint Mobile
- US Mobile
- LOS Mobile (dude reselling AT&T business accounts)
- Google FI
- Visible