Core Viewpoint - The launch of the new iPhone Air, touted as the "thinnest ever," introduces eSIM technology in the Chinese market, allowing users to activate their devices without a physical SIM card, marking a significant shift in mobile connectivity in China [1][4][10]. Group 1: eSIM Technology - eSIM is a virtual SIM card embedded in the device, allowing multiple carrier plans without the need for physical cards, which is particularly beneficial for travelers [1][8]. - The eSIM technology has been globally adopted, with 240 countries and regions offering eSIM services, and the number of supporting operators increasing from 45 in 2018 to 441 by 2024 [10]. - The eSIM's remote configuration capability poses regulatory challenges in China, as it allows for multiple numbers on a single card, which could be exploited for fraud [2][11]. Group 2: Market Dynamics - The iPhone Air represents a strategic shift for Apple, moving towards ultra-thin products to attract more users, especially in markets like China and India where previous models struggled [6]. - The current eSIM offering is limited to China Unicom, requiring users to activate their eSIM in-store, which may hinder widespread adoption [3][9]. - The success of eSIM in China will depend on the willingness of carriers to embrace the technology and the regulatory environment surrounding it [2][14]. Group 3: Regulatory Environment - The Chinese government has previously halted eSIM services due to security concerns, but recent developments indicate a potential reopening of the market as carriers prepare to offer eSIM services [10][12]. - New regulations have been introduced to ensure eSIM activation is secure, including prohibiting cross-border activation and requiring precise location verification [13][14]. - The balance between convenience and regulatory compliance will be crucial for the future of eSIM technology in China [14].
苹果推无SIM卡手机,实名制与反电诈咋办