3 6 Ke·2025-08-08 12:07Core Viewpoint - The introduction of eSIM technology in the Chinese mobile phone market is gaining momentum, with China Unicom leading the charge, but there are significant challenges and limitations that may hinder widespread adoption [2][20][27]. Group 1: eSIM Technology Overview - eSIM integrates traditional SIM card functions directly into device chips, eliminating the need for a physical SIM card slot, which allows manufacturers to utilize the freed-up space for larger batteries or advanced camera modules [3][20]. - eSIM can store multiple numbers, making it convenient for users traveling abroad to switch to local numbers easily [6][15]. Group 2: Challenges and Limitations - The process of switching devices becomes more complicated with eSIM, requiring users to deregister the eSIM from the old device and download a configuration file on the new device, which can be problematic if the old device is lost or damaged [6][10]. - Current eSIM activation processes in China still require users to visit physical stores, which does not significantly differ from the traditional SIM card activation process [10][20]. Group 3: International Considerations - Many countries still rely on physical SIM cards, which poses a challenge for users with eSIM-only devices when traveling abroad, as they may need to purchase eSIM travel cards that are often more expensive than local physical SIM cards [12][15]. - Domestic devices may only activate local eSIMs when abroad, limiting the flexibility of using eSIM technology for international users [20][25]. Group 4: Market Dynamics - China Unicom is actively promoting eSIM services, having restored eSIM operations in 25 provinces, while China Mobile is gradually advancing its eSIM offerings, and China Telecom remains cautious and has not yet completed its eSIM upgrades [20][23]. - The transition from physical SIM cards to eSIMs in China is expected to take several years, as the entrenched habits of users and the existing infrastructure pose significant barriers to rapid adoption [23][25].