Guan Cha Zhe Wang·2025-10-13 13:34Core Insights - The three major telecom operators in China have received approval to conduct commercial trials for eSIM mobile services, with China Mobile and China Unicom announcing this development [1][4][6] - Apple has officially announced that pre-orders for the iPhone Air will begin on October 17, with sales starting on October 22, which exclusively supports eSIM technology [1][6] Group 1: eSIM Technology Overview - eSIM is an electronic SIM card that can be downloaded to mobile devices, allowing users to activate cellular networks without a physical card, providing the same functionality as traditional SIM cards [1] - The introduction of eSIM technology is expected to enhance the seamless connectivity and collaborative capabilities across various devices, including smartphones, smartwatches, tablets, and automotive equipment [4][6] Group 2: China Mobile's Initiatives - China Mobile has been actively involved in the development and innovation of eSIM technology, participating in the formulation of GSMA eSIM international standards and focusing on domestic technology advancements [4] - The company aims to create a secure and efficient eSIM environment, promoting the widespread adoption of eSIM technology [4] Group 3: China Unicom's Progress - China Unicom has made significant strides in eSIM technology since 2015, achieving a milestone with the approval of eSIM mobile services, which completes its eSIM service ecosystem [6] - The company has adapted 75 devices for eSIM use, serving millions of users across various sectors, including consumer electronics and industrial connectivity [6] Group 4: Market Trends and Future Outlook - The global eSIM chip shipment is projected to reach 446 million units in 2023, indicating a growing trend in the adoption of eSIM technology across consumer electronics and IoT applications [8] - Major Chinese manufacturers like Huawei, Xiaomi, OPPO, and vivo are contributing to the growth of eSIM technology by launching devices that support this feature [8]