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Ah good one, more useful info in that one. That kapton circuit might be traceable to whoever ordered it.
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And the Vodafone NL SIM could also offer some leads
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Vodafone NL data only SIMs are very common for IoT connectivity when devices need to roam in Europe, such as in connected cars.

I'd assume it's not a coincidence and fraudsters made sure there's no easy way to trace anything back from the SIMs.

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Yes, this is quite true. Virtual providers are quite easy to set up that way but the amount of KYC for this kind of service is substantial. Even so, these SIMs/eSIMs have turned up in all kinds of bad places such as SIM farms.
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I have some friends there, I will ping them.
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This is May version. If you look at the twitter thread, the October version is different and looks much more "stock"
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These recent teardowns of compromised Ledger wallets are frightening. Because the infiltration of hardware looks very pro. Mass production and standardized parts added.

Even weight difference might not be obvious. He compared weights for one Ledger product but the small variations in weight among genuine devices made comparisons not clear.

Possibly only X-ray would uncover the fake without cracking the case?

https://youtube.com/@MagicalTux

(Warning - MagicalTux is Tibanne or Mark Karpeles. He has a “complicated” legal history, but this looks legit)

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