手机遇冷眼镜预热 eSIM仍在等待“上桌”

Core Insights - The demand for Apple's iPhone Air, which emphasizes extreme thinness, is significantly lower than expected, leading to supply chain cutbacks and anticipated component discontinuation by the end of 2025 [1][3] - The iPhone Air's reliance on eSIM technology has not resonated with mainstream consumers due to compromises in battery life, heat management, and other core specifications [1][3] - The slow adoption of eSIM in mobile devices is attributed to user habits, conservative manufacturer strategies, and insufficient cooperation from telecom operators [3][4] eSIM Technology in Mobile Devices - Current mobile devices featuring eSIM, such as OPPO Find X9 Pro and Huawei Mate 80 RS, still support physical SIM cards, indicating a cautious approach from manufacturers [4] - The reluctance to fully embrace eSIM technology is influenced by concerns over user control by telecom operators and uneven global infrastructure support [4] - eSIM is currently viewed as an additional feature rather than a core necessity in mobile devices, as users are accustomed to the convenience of physical SIM cards [4] Shift to AR Smart Glasses - As eSIM faces challenges in mobile applications, the industry is exploring its potential in AR smart glasses, which align better with eSIM's capabilities [5][7] - Thunderbird Innovation's AR glasses, featuring eSIM technology, have received significant investment from Chinese telecom operators, marking a strategic entry into the AR market [6] - The design of AR glasses, which prioritizes extreme thinness, benefits from eSIM's lack of a physical card slot, allowing for more compact designs [7] Market Potential and Challenges - The integration of eSIM in AR glasses is seen as having a clearer potential for adoption compared to mobile devices, given the alignment of form factor and use cases [7][9] - However, the current focus in the AR industry remains on optical display and spatial computing capabilities, with communication technology being a secondary priority [8] - The successful scaling of eSIM in AR devices may depend on advancements in technology and market conditions, such as seamless cross-operator functionalities [9]