Xuan Gu Bao·2025-07-16 14:38Group 1 - The core viewpoint of the articles highlights the growing significance of eSIM technology in the mobile and IoT sectors, with China Unicom officially launching eSIM services for mobile phones, indicating a shift towards commercial application [1][2] - eSIM is recognized as a crucial innovation in communication technology, expected to reshape the global smart terminal connectivity ecosystem, driven by the demand for "always-on" connectivity and the increase in IoT connections [1][2] - By 2030, it is projected that half of the 61 key IoT scenarios globally will adopt eSIM technology, supported by advancements in 5G RedCap and LPWA networks [1] Group 2 - Industry experts suggest that eSIM may evolve into a "digital identity" for robots and autonomous vehicles, transitioning from a mere connectivity tool to an "intelligent entry point" [2] - The Chinese industrial chain is poised for large-scale implementation of eSIM technology, with expectations of forming core growth areas across consumer electronics, industrial internet, and smart cities over the next decade [2] - Companies like Megvii Smart and Chengtian Weiye are already leveraging mature eSIM technologies, with applications in automotive, smart home, wearable devices, and industrial IoT sectors [3][4]