Apple(US:AAPL) 虎嗅APP·2025-09-12 10:28Core Viewpoint - The article discusses the resurgence of eSIM technology, its advantages, development history, and the reasons for its recent revival in the telecommunications industry, particularly in light of Apple's new product launches and the evolving needs of the market [4][41]. Group 1: What is eSIM? - eSIM stands for Embedded-SIM, a smaller chip embedded directly into devices, eliminating the need for a physical SIM card slot [6][9]. - eSIM allows for remote configuration via Over-The-Air (OTA) technology, enabling users to manage their mobile services without visiting a physical store [12][13]. Group 2: Advantages of eSIM - eSIM reduces space requirements in devices, allowing for thinner and lighter designs, which is particularly beneficial for wearables and IoT devices [18][21]. - It enhances reliability by being soldered directly onto the circuit board, reducing issues related to physical contact [25][26]. - eSIM improves water and dust resistance by eliminating SIM card slots, making devices more robust [27][28]. - It simplifies user experience by allowing online management of mobile services, which is especially advantageous for frequent travelers and IoT applications [30][31]. Group 3: Development History of eSIM - The concept of eSIM was first proposed by Apple in 2011, with the first implementation in 2014 through Apple SIM in iPads [32][33]. - The GSMA officially released eSIM specifications in 2016, gaining support from over 30 global operators and manufacturers [36]. - By 2022, Apple eliminated physical SIM slots in the iPhone 14 series, marking a significant milestone in the transition to eSIM [36][37]. Group 4: Reasons for eSIM Suspension and Resurgence - eSIM was initially suspended due to concerns over security vulnerabilities and the potential loss of operator control over customer relationships [45][49]. - The resurgence is driven by the increasing demand for eSIM in new devices, particularly with Apple's latest product launches, which require eSIM for their design [55][56]. - Operators are now addressing previous security issues and are gradually reintroducing eSIM services across various regions [57]. Group 5: Future Prospects of eSIM - eSIM is currently experiencing positive momentum, with a penetration rate of 21.3% in smartphones and significant growth potential in wearables and IoT devices [62][63]. - The success of eSIM will depend on collaboration across the industry, user acceptance, and effective marketing strategies to educate consumers about its benefits [61][70]. - Global trends indicate a strong shift towards eSIM, with predictions of substantial growth in eSIM-enabled devices by 2025 and beyond [76].