Xin Lang Cai Jing·2025-06-19 02:21Core Viewpoint - The three major telecom operators in China are set to fully restart eSIM services in the second half of 2025, driven by advancements in real-name authentication and the 5G rollout, which may reshape the telecommunications industry ecosystem [1] Group 1: eSIM Technology Revolution - eSIM technology eliminates the physical SIM card slot, allowing users to switch carriers online and store multiple numbers on one device, enhancing user experience [3] - International roaming costs are significantly reduced as users can purchase local data plans online upon arrival, avoiding high roaming fees [3] - The removal of the SIM card slot allows smartphone manufacturers to improve device design, enhancing waterproofing, reducing thickness, or increasing battery capacity [3][4] - eSIM technology enables remote management of IoT devices, providing higher security through encryption compared to traditional SIM cards [4] Group 2: Pause Mystery - The convenience of eSIM's switching feature increased market competition, leading to significant pressure on traditional operators to upgrade their billing systems [5] - The technology was exploited for fraudulent activities, prompting regulatory authorities to halt eSIM services in 2023 to mitigate risks [5] Group 3: Restarting the Business - Enhanced identity verification mechanisms, including dual authentication with ID and facial recognition, are implemented to prevent fraud in the eSIM business [6] - Telecom operators have resolved compatibility issues with their billing and management systems, enabling large-scale operations [6] - The widespread adoption of 5G technology is crucial for improving connectivity experiences in conjunction with eSIM [6] Conclusion - The restart of eSIM services marks a significant transition from the "slot era" to the "chip era" in telecommunications, offering users benefits such as international roaming freedom, optimized device design, and improved IoT management efficiency [7]