Apple(US:AAPL) Hu Xiu·2025-10-23 01:21Core Viewpoint - The launch of the iPhone Air, a pure eSIM phone, marks a significant shift towards a "SIM-less" future, but the actual implementation and user experience reveal complexities and limitations that may hinder widespread adoption [1][10][30]. Group 1: Product Launch and Market Response - Apple CEO Tim Cook announced the iPhone Air, which will be available in China starting October 22, emphasizing the transition to eSIM technology [1]. - The iPhone Air sold out within five minutes of its pre-sale, indicating strong initial demand, but subsequent concerns about eSIM activation processes have emerged [3][6]. - Analysts predict that Apple may reduce production by 1 million units due to lower-than-expected sales, influenced by mixed international market reactions [3][6]. Group 2: eSIM Technology and User Experience - The iPhone Air supports a maximum of two eSIM numbers, and users must visit physical stores to activate eSIMs, which complicates the process compared to traditional SIM cards [2][17]. - Users must present identification and visit their phone number's local service provider to activate eSIMs, which contrasts with the convenience of online activation for physical SIM cards [18][19]. - The eSIM technology allows for easier switching between carriers and eliminates the need for physical SIM cards, but the current implementation in China is cumbersome and requires in-person visits [12][28]. Group 3: Industry Implications and Challenges - The introduction of eSIM technology is seen as a potential game-changer for mobile devices, allowing for more internal space and innovative designs [35][36]. - However, the reluctance of Chinese telecom operators to fully embrace eSIM technology due to concerns over user retention and security has created barriers to its adoption [37][40]. - The current eSIM process in China resembles the traditional SIM card experience, limiting its advantages and leading to frustration among users [30][26].