eSIM商用加速 中国移动以国产化技术打底盘

Core Insights - The launch of iPhone Air marks the beginning of a SIM-free era with the adoption of eSIM technology, which is expected to transform user connectivity and drive the telecommunications industry towards greater intelligence and cloud integration [1][2] Group 1: Company Developments - China Mobile has completed a comprehensive upgrade of its eSIM system and service deployment, enabling users to process eSIM transactions at its service centers with valid identification [1] - The company has introduced the "P+E parallel strategy," advocating for the inclusion of removable SIM card slots in new eSIM devices to enhance user experience and provide a smoother transition to new technology [1][2] Group 2: Technological Innovations - China Mobile has invested three years in developing a self-sufficient technology system for eSIM chips and operating systems, laying a solid foundation for eSIM commercialization and the development of 5G and 6G ecosystems [2] - The widespread adoption of eSIM is expected to reshape the telecommunications industry chain, driving upgrades in terminal manufacturing, chip development, system design, and service operations [2] Group 3: Industry Impact - The proliferation of eSIM technology will unlock growth potential in the telecommunications sector by expanding applications across smart devices, wearables, connected vehicles, and the Internet of Things [2]