eSIM还在半路上

Core Viewpoint - The three major Chinese telecom operators have collectively announced the approval for commercial eSIM services, with Apple and OPPO launching eSIM-enabled devices, indicating a significant shift towards a "no-card revolution" in the industry [1][4][6]. Group 1: Industry Developments - China Mobile, China Unicom, and China Telecom have received official approval to launch eSIM services, marking a new phase in mobile technology [1]. - Apple will release the eSIM-enabled iPhone Air on October 22, while OPPO plans to introduce the Find X9 Pro with eSIM support [1][4]. - The rollout of eSIM technology is expected to face challenges in terms of operational rules and practical implementation, as indicated by varying responses from service staff regarding eSIM activation procedures [1][3]. Group 2: Market Response - Initial responses from telecom staff regarding eSIM services have been inconsistent, highlighting a lack of clarity and training on new procedures [3][4]. - Currently, the availability of eSIM devices is limited, with only a few models, primarily from Apple, being ready for market [5][6]. - OPPO's eSIM model is still undergoing approval processes, and other major brands like Huawei and Xiaomi have not yet launched eSIM-enabled smartphones [5][6]. Group 3: Future Trends - The global eSIM smartphone connection is projected to reach 1 billion by the end of 2025 and 6.9 billion by 2030, indicating a strong growth trajectory for eSIM technology [7]. - The advantages of eSIM, such as space-saving in devices and enhanced user flexibility, are clear, but the transition from traditional SIM cards will require significant adjustments in service models and regulations [6][7].