你的下一部手机，或不再有卡槽！京东iPhone Air成交额1秒破亿！苹果“引爆”eSIM手机商用，国产芯片供应进程到哪了？

Core 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][3] - The iPhone Air, set to launch on October 22, is the first smartphone in China to support only eSIM, achieving over 100 million yuan in sales within one second during pre-sales [1][2] - Domestic manufacturers like Huawei and OPPO are expected to release eSIM-enabled smartphones soon, indicating a significant shift towards eSIM technology in the market [1][3] Industry Developments - The eSIM technology in China has evolved through various stages, including exploration, trials, and pauses, with significant contributions from China Unicom since 2015 and China Mobile's introduction of the smallest eSIM module in 2017 [3][5] - The eSIM market faced a setback in 2023 when the three major operators paused the one-number dual-terminal service and independent eSIM card applications, leading to stagnation in the eSIM market [3][5] - Unisoc is the first domestic company to achieve global commercial use of eSIM chips, with products compliant with GSMA standards [3][5] Supply Chain and Collaboration - The supply of domestic eSIM chips is currently dependent on establishing new business models and protocols for integration into smartphones, with uncertainty regarding the final partners involved [5][6] - Companies like Unisoc and Changdian Technology are actively developing technologies and expanding their market presence in the eSIM sector, indicating a positive outlook for future opportunities [4][5] - The telecom operators are pursuing different strategies for eSIM technology, with China Mobile focusing on domestic chip and OS development, while China Unicom emphasizes innovation and collaboration within the industry [5][6] Future Prospects - Apple plans to introduce an eSIM Quick Transfer feature in the Chinese market, highlighting the growing importance of eSIM technology in the telecommunications landscape [7] - The readiness of domestic chip manufacturers to meet market demand will be crucial for the success of the eSIM transition in China [7]