证券时报·2025-10-14 12:41Core Viewpoint - The recent approval of eSIM technology by China's three major telecom operators marks a significant step towards the commercialization of eSIM mobile services in the smartphone sector, transitioning from traditional SIM cards to electronic SIM cards [1][4][7]. Group 1: eSIM Technology Overview - eSIM is a virtual electronic SIM card that replaces physical SIM cards, allowing users to activate mobile services without inserting a physical card [6]. - The integration of eSIM within devices eliminates the need for a SIM card slot, enabling thinner devices and providing more internal space for other components [6]. Group 2: Operators' Support and Services - China Unicom, China Mobile, and China Telecom have all received approval to conduct commercial trials for eSIM services, although online processing is currently not available [4][5]. - China Unicom has adapted 75 devices for eSIM, serving millions of users, while China Mobile plans to support a full range of eSIM products across various device types [11]. Group 3: Benefits of eSIM - eSIM technology addresses issues associated with traditional SIM cards, such as damage and the need for physical replacements, enhancing reliability [10][12]. - The use of eSIM facilitates easier switching to local carriers when traveling, eliminating the need for roaming services or purchasing local SIM cards [12].