Apple(US:AAPL) Xin Lang Ke Ji·2025-08-08 09:49Core Viewpoint - The introduction of eSIM technology by Huawei is expected to accelerate the transition to a "SIM card-free" mobile experience in China, with the potential launch of the first commercial eSIM smartphone in the country [2][8]. Group 1: eSIM Technology Overview - eSIM is a digital SIM that allows users to activate a mobile plan without a physical SIM card, providing the same functionality as traditional SIM cards [4]. - The integration of eSIM technology can save space in mobile devices, allowing for smaller and lighter designs, as eSIM occupies only one-third of the space of a Nano SIM card [4]. - Users will find it easier to switch carriers without needing to visit physical stores, enhancing convenience [4]. Group 2: Current Status of eSIM Services - China Unicom has already launched eSIM services, charging a monthly fee of 10 yuan, and supports various devices including smartwatches and glasses in several regions [5]. - China Mobile is in the process of gradually reopening eSIM services after a temporary suspension due to system upgrades, although specific timelines are not yet confirmed [5][7]. - China Telecom is lagging in eSIM service rollout, citing incomplete upgrades and limitations due to its satellite communication business [7]. Group 3: Industry Competition and Future Outlook - The competition between Huawei and Apple for the first eSIM smartphone launch in China is intensifying, with Huawei potentially set to release a new foldable phone supporting eSIM [8][11]. - Apple's previous moves to eliminate physical SIM slots in its devices, starting with the iPhone 14, indicate a trend towards eSIM adoption, which may influence consumer preferences [8]. - The overall smartphone market in China is projected to grow, with Huawei currently holding a significant market share, suggesting a favorable environment for eSIM technology adoption [8][11].