Guan Cha Zhe Wang·2025-10-10 05:57Core Viewpoint - The launch of the "thinnest iPhone," the iPhone Air, in mainland China is delayed due to issues with eSIM support from local telecom operators, despite its global release in nearly 100 countries [1][3]. Group 1: Product Details - The iPhone Air, released on September 10, features a thickness of only 5.6 mm and eliminates the physical SIM card slot, adopting eSIM technology instead [1]. - Apple announced that the iPhone Air would be available in China on September 19, with support from over 500 global operators, including China Unicom [1]. Group 2: Telecom Operators' Issues - The delay in the iPhone Air's launch in mainland China is attributed to conflicts among telecom operators, with China Unicom prepared but China Mobile and China Telecom facing issues [3]. - China Mobile and China Telecom have indicated readiness for eSIM services, but have not yet launched them, leading to uncertainty regarding the iPhone Air's availability [3]. Group 3: Market Competition - The competition in the Chinese smartphone market is intensifying, with Apple facing challenges from domestic brands. From January to July, Apple's market share in the 4000 to 6000 yuan price segment dropped from 23.4% to 17%, while Huawei, Xiaomi, Vivo, OPPO, and Honor gained shares [6]. - The future pricing strategies of the three major telecom operators regarding eSIM services will significantly influence user migration and market dynamics [6].