“无卡时代”来临，苹果“引爆”eSIM手机商用

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][5] - Apple is set to release the iPhone Air, the first smartphone in China to support only eSIM, on October 22, with pre-sales achieving over 100 million yuan in just one second [1][4] - Domestic eSIM applications in smartphones are in the early stages, with previous efforts having faced various phases of exploration and stagnation [5] Telecom Operators' Strategies - China Mobile is focusing on the localization of eSIM chip technology and aims to develop more secure and functional eSIM terminals [7] - China Unicom has been a pioneer in eSIM technology since 2015 and has adapted 75 terminal types, serving over a million users [7][8] - China Telecom plans to collaborate with industry partners to build an open and cooperative eSIM ecosystem [8] Chip Manufacturers and Supply Chain - Unisoc is the first domestic chip manufacturer to achieve global commercial use of eSIM, with products compliant with GSMA standards [5] - The supply of domestic eSIM chips is contingent on the clarification of business models and partnerships between telecom operators and smartphone manufacturers [7] - Companies like Huada Electronics and Changdian Technology are actively developing technologies to capture market opportunities in the eSIM sector [6][7] Market Potential and Future Developments - The eSIM market is expected to grow significantly, with manufacturers and service providers keenly observing the evolving landscape [6][9] - Apple plans to introduce an eSIM Quick Transfer feature in the Chinese market, indicating a push towards enhancing user experience [9]