Apple(US:AAPL) Hu Xiu·2025-09-10 09:06Core Viewpoint - The resurgence of eSIM technology is driven by its advantages over traditional SIM cards, including space efficiency, reliability, and user convenience, while also facing challenges from operators concerned about customer retention and security issues [2][52][56]. Group 1: What is eSIM? - eSIM stands for Embedded-SIM, which is a small chip embedded directly into devices, eliminating the need for a physical SIM card [3][9]. - Traditional SIM cards come in various sizes, with Nano SIM being the most commonly used in China [4][8]. - eSIM allows for remote configuration through OTA technology, enabling users to manage their mobile services without visiting a physical store [11][12]. Group 2: Advantages of eSIM - eSIM reduces space requirements in devices, allowing for thinner and lighter designs, which is particularly beneficial for wearables and IoT devices [16][18][20]. - eSIM enhances reliability by being soldered onto the circuit board, reducing issues related to physical connections [22][25]. - The absence of a SIM card slot improves water and dust resistance in devices [26][27]. - eSIM simplifies user experience by allowing online management of mobile services, which is especially advantageous for frequent travelers and IoT applications [28][32]. Group 3: Development History of eSIM - The concept of eSIM was first proposed by Apple in 2011, leading to the introduction of Apple SIM in 2014 [33][35]. - The GSMA released eSIM specifications in 2016, gaining support from over 30 global operators and manufacturers [37]. - In 2022, the iPhone 14 series marked a significant milestone by eliminating the physical SIM card slot entirely [44]. Group 4: Reasons for eSIM Suspension and Resurgence - eSIM was initially suspended in 2023 due to concerns over security vulnerabilities and the potential loss of operator control over customer relationships [49][56][60]. - The resurgence of eSIM is attributed to the growing demand for eSIM in wearables and IoT devices, as well as the upcoming iPhone 17 Air, which requires eSIM due to its thin design [72][74]. - Operators are addressing security issues and are gradually reintroducing eSIM services, with China Unicom leading the charge in various provinces [77][79]. Group 5: Future Prospects of eSIM - eSIM is currently experiencing positive momentum, but its widespread adoption will depend on collaboration across the industry and user acceptance [81][83]. - The eSIM ecosystem involves multiple stakeholders, including chip manufacturers, platform providers, and operators, all of whom must work together for successful implementation [84][90]. - The global market for eSIM is expected to grow significantly, with projections indicating around 1 billion eSIM-enabled smartphones by 2025 and 6.9 billion by 2030 [103].