Core Viewpoint - The article discusses the potential revival of eSIM services by China's three major telecom operators, highlighting the growing importance of eSIM technology in the consumer electronics market and its implications for the industry [2][4]. Group 1: eSIM Technology Overview - eSIM technology eliminates the need for physical SIM cards by embedding a chip directly into devices, allowing for remote configuration and activation [5]. - The global eSIM smartphone connections are projected to reach approximately 1 billion by the end of 2025 and surge to 6.9 billion by 2030, representing 76% of total smartphone connections [4][12]. Group 2: Current Market Dynamics - China Unicom and China Mobile are leading the push for eSIM, with China Unicom already offering eSIM services through its app [2]. - The eSIM market in China has been slow to develop due to regulatory concerns and the traditional reliance on physical SIM cards for customer retention and identity verification [7][8]. Group 3: Global eSIM Development - As of June 2024, 441 mobile operators in 123 countries have launched eSIM services for smartphones, a significant increase from 45 operators in 2018 [6]. - The European Union has played a crucial role in promoting eSIM adoption through regulations, while the U.S. market has seen growth driven by major tech companies like Apple [6]. Group 4: Industry Participants and Opportunities - Key players in the eSIM supply chain include chip manufacturers like Unisoc and Holitech, traditional SIM card suppliers like Eastcompeace and Hengbao, and eSIM platform providers [10][9]. - The IoT sector is expected to see substantial growth in eSIM connections, with projections indicating an increase from 22 million in 2023 to 195 million by 2026 [12].
引领开创手机“无卡时代”——eSIM技术
财联社·2025-08-08 07:34