Apple(US:AAPL) Xuan Gu Bao·2025-08-05 05:57Market Performance - The eSIM sector experienced a significant surge on August 5, with stocks such as Dongxin Peace reaching the daily limit, and other companies like Chengtian Weiye and New Henghui also seeing substantial gains [1] - The eSIM index rose by 7.01%, driven by the anticipation of the new iPhone 17 Air adopting a pure eSIM solution due to its slim design [2] Events - Apple's iPhone 17 series is set to launch in September, with the iPhone 17 Air being the flagship model, featuring a thickness of only 5.5mm, potentially eliminating the physical SIM card slot in favor of eSIM technology [2] - A well-known digital blogger mentioned the integration of low-orbit satellite communication with eSIM, hinting at the testing of eSIM functionality in the Huawei Mate 80 series [3] - Chinese telecom operators have resumed eSIM services after a two-year hiatus, with China Unicom reintroducing eSIM functionality in 25 provinces and planning nationwide coverage by the end of the year [3] Institutional and Media Insights - The resumption of eSIM services by telecom operators signifies a transition from the "slot era" to the "chip era" in China's communication industry [4] - The rapid development of 5G networks and the rise of IoT applications are leading to increased adoption of eSIM technology across various sectors. By 2025/2026, eSIM-only smartphones are expected to become more prevalent globally, with GSMA predicting that by 2030, there will be 7 billion global eSIM smartphone connections, accounting for approximately 76% of total smartphone connections [4] - eSIM is recognized as a significant innovation in communication technology, reshaping the global smart terminal connectivity ecosystem. The demand for eSIM is projected to grow due to the need for "always-on" connectivity, device miniaturization, and the increase in IoT connections. By 2030, it is estimated that half of the 61 key IoT scenarios will adopt eSIM [4] - Industry experts believe that eSIM may evolve into the "digital identity" for robots and autonomous vehicles, transitioning from a "connection tool" to an "intelligent entry point." The market's growth will depend on breakthroughs in technological security, global standardization, and cross-industry ecosystem collaboration [5]