Hello New Wave...
You made the same point I've tried to make in vain on this board that enterprise demand for TPMs on PCs is what will drive the inclusion of TPM MOBILE, not the MNOs "releasing their grip" on their perceived "UICC monopoly" per se. In fact the MNOs imo will embrace TEE including TPM MOBILE running on it once demand to use these technologies evolves to the point where applications are being deployed to use them, because they as service providers and deployers of apps are in as strong a position as any player to make money in TEE including TPM MOBILE.
So whether it's gov't or private enterprise or consumer driving demand, the demand will show imo and TEE including TPM MOBILE will be utilized and the MNOs will be among the players who benefit.
A weakness with the MNO UICC monopoly argument is that it lacks a technical basis by assuming UICC can do everything TEE including TPM MOBILE running it can do. Another weakness to the argument is that MNOs have zero to gain from TEE. In fact if one does a token amount of DD in this space there are indications of MNO interest in TEE, yet the UICC monopoly position remains intractably entrenched.
But yes, this discussion is first about adoption in the PC space, again what I emphasize here adnausem yet I continue to be pigeon-holed as a dreamer banking on some far-fetched mobiles paradigm...not!!! PCs come first!