Apple(US:AAPL) Mei Ri Jing Ji Xin Wen·2025-09-14 03:25Core Viewpoint - Apple's launch of a new eSIM-only model, the iPhone Air, is expected to drive the development of eSIM technology in China, despite the cautious approach of local carriers and regulatory considerations [1][5][6] Industry Overview - The three major domestic telecom operators have indicated readiness to support eSIM technology but are awaiting regulatory approval to proceed with eSIM card services [1][5] - eSIM technology, initially proposed by Apple, has been applied in devices like smartwatches and tablets, with the iPhone 14 series marking a significant milestone by eliminating physical SIM slots in the U.S. market [4] Market Dynamics - The iPhone Air's market appeal is uncertain due to its perceived lower value compared to other models in the iPhone 17 series, which offer better specifications at lower prices [6] - The success of eSIM technology in China may depend on whether domestic manufacturers follow Apple's lead, with OPPO planning to release eSIM-compatible devices by the end of the year [6][7] Consumer Behavior - User choice of telecom operators is primarily influenced by signal strength and cost-effectiveness of plans, suggesting that eSIM technology may not significantly alter consumer behavior [1][8] - The introduction of eSIM cards could facilitate easier number portability between operators, potentially reshaping the competitive landscape among telecom providers [8] Regulatory and Security Considerations - The rollout of eSIM technology in China faces challenges, including concerns over user retention for telecom operators and potential security risks associated with eSIM activation [7][10] - Compliance with existing regulations, such as real-name verification, is essential for the safe implementation of eSIM technology in the domestic market [10]