Mei Ri Jing Ji Xin Wen·2025-10-20 14:24Core Insights - The three major telecom operators in China, China Mobile, China Unicom, and China Telecom, have been approved to conduct commercial trials of eSIM technology nationwide, allowing users to register without a physical SIM card [1][2] - The launch of the iPhone Air, which exclusively supports eSIM, has generated significant market interest, with pre-sales reaching over 100 million yuan in just one second [1][3] - Domestic eSIM chip suppliers are currently in a preparatory phase, with companies like Unisoc and Tongfu Microelectronics indicating readiness but awaiting clarity on commercial partnerships and operational models [1][5] Telecom Operators' Initiatives - China Unicom has been a pioneer in eSIM technology since 2015, adapting 75 terminal types and serving millions of users in various applications [6] - China Mobile is focusing on domestic eSIM chip and operating system localization, aiming to develop more secure and functional eSIM terminals [5][6] - China Telecom is collaborating with industry partners to build an open and cooperative eSIM ecosystem, promoting innovation in terminal forms and service models [6] Chip Suppliers and Market Readiness - Unisoc has developed eSIM chip technology compatible with over 400 global operators, but the final selection of domestic partners remains uncertain [1][5] - Companies like Jiangsu Changjiang Electronics Technology and New Henghui are actively exploring eSIM market opportunities and enhancing their technological capabilities [4][5] - The eSIM market in China is still in its infancy, with previous policy support leading to a series of exploratory phases, but recent developments indicate a potential resurgence [2][3]