Mei Ri Jing Ji Xin Wen·2025-09-14 04:33Core Viewpoint - Apple's launch of a new model that only supports eSIM cards is expected to drive the development of eSIM technology in China, despite existing regulatory and market challenges [1][7]. Group 1: eSIM Technology and Market Dynamics - The three major domestic telecom operators have indicated readiness to support eSIM technology but are awaiting regulatory approval to proceed [1][7]. - The introduction of eSIM technology is seen as a potential game-changer, allowing for thinner devices and improved waterproofing, but its adoption in China has been cautious due to regulatory concerns and operator interests [6][10]. - The iPhone Air, which exclusively supports eSIM, may not have strong market appeal compared to other models in the iPhone 17 series, which offer better specifications at lower prices [7][12]. Group 2: Consumer Behavior and Operator Strategies - User choice of telecom operators is primarily influenced by signal strength and the value of service plans, suggesting that eSIM technology may not significantly alter consumer behavior [3][10]. - Operators have strategies, such as contract phones, to maintain customer loyalty, which may mitigate the impact of eSIM on user retention [3][10]. - The potential for eSIM to facilitate easier switching between operators could intensify competition among telecom providers, although the current service ecosystem remains robust [10][12]. Group 3: Industry Responses and Future Outlook - Domestic manufacturers like OPPO and vivo are planning to release eSIM-compatible devices, with OPPO expecting to launch its first models by the end of the year [8]. - The overall market for eSIM technology in China is still developing, with low penetration rates and a lack of a comprehensive ecosystem compared to international markets [10][12]. - Analysts suggest that the future of eSIM technology may be more focused on mid-range devices, as manufacturers seek to balance features and affordability [12].