Apple(US:AAPL) 3 6 Ke·2025-10-15 00:21Core Viewpoint - The iPhone Air will be available for pre-order in China starting October 17, with official sales commencing on October 22, marking a significant entry into the Chinese market for this eSIM-only device [1][2]. Group 1: Product Launch and Features - The iPhone Air is designed to be Apple's thinnest iPhone to date, measuring only 5.6 mm thick, and it completely removes the physical SIM card slot in favor of eSIM technology [6]. - The device will be available in three storage configurations: 256GB priced at 7999 yuan, 512GB at 9999 yuan, and 1TB at 11999 yuan [4]. - It features the new A19 Pro chip, which offers peak graphics performance up to three times that of the previous A18 Pro [8]. - The iPhone Air includes a 6.5-inch 120Hz ProMotion display with a peak brightness of 3000 nits and a camera system with a 48MP main camera and a 18MP front camera [9][11]. Group 2: eSIM Technology and Market Impact - The launch of the iPhone Air coincides with the Chinese telecom industry's significant shift towards eSIM technology, as the three major operators have begun commercial trials for eSIM services [14]. - eSIM technology allows devices to connect to mobile networks without a physical SIM card, enhancing user flexibility and reducing reliance on specific network providers [14]. - The three major operators in China have different requirements for eSIM activation, with China Unicom offering online appointment options, while China Mobile and China Telecom require in-person visits [15][17]. Group 3: Future Outlook - The widespread adoption of eSIM technology is expected to reshape the telecommunications landscape, with projections indicating that by 2027, the number of connections could increase by 300 to 500 million due to the "one person, multiple devices" trend [19]. - The industry anticipates that by 2026, eSIM will become a standard feature for new mobile devices, potentially phasing out physical SIM cards entirely by 2030 [19][20].