Zheng Quan Shi Bao·2025-10-16 18:47Core Viewpoint - The launch of eSIM services by China's three major telecom operators marks a significant breakthrough in domestic communication technology, positioning China among the leaders globally in this field [1][2]. Group 1: eSIM Technology Overview - eSIM technology allows for the embedding of SIM cards directly into device chips, eliminating the need for physical SIM cards, which enhances convenience and security [1][2]. - The advantages of eSIM include space-saving, improved security, increased freedom in switching operators, and support for IoT infrastructure, driving mobile devices towards being lighter, smarter, and offering better user experiences [2][3]. - According to GSMA, approximately 1 billion eSIM smartphones are expected to be connected globally by the end of this year, with projections of growth to 6.9 billion by 2030 [2]. Group 2: Market Dynamics and Competition - The strategic decision by Apple to exclusively offer eSIM versions of the iPhone Air globally, without a physical SIM card option for the Chinese market, has pressured Chinese telecom operators to accelerate their eSIM commercialization efforts [2]. - The shift towards eSIM is expected to reshape user habits and the competitive landscape, simplifying the process of switching operators and potentially altering the focus from package pricing to service quality [3][4]. Group 3: Challenges and Considerations - While eSIM offers numerous benefits, concerns remain regarding potential high fees for switching numbers and the implications of losing the exclusivity of relationships with operators, which could affect service quality [4]. - The transition to eSIM is anticipated to face challenges, but ongoing market competition and technological advancements are expected to address these issues over time [4].