券商中国·2025-10-14 23:48Core Viewpoint - The introduction of eSIM technology by major Chinese telecom operators marks a significant advancement in mobile connectivity, promising enhanced user experiences and potential for widespread adoption in the future [2][4]. Group 1: eSIM Launch and Adoption - China Unicom, China Mobile, and China Telecom have all received approval to conduct commercial trials for eSIM mobile services, indicating a collective move towards this new technology [2]. - As of the latest updates, nearly 70,000 users have registered for eSIM through China Unicom, while China Mobile's appointment system saw over 150,000 users in just four hours [2]. Group 2: Understanding eSIM - eSIM, or embedded SIM, is a digital SIM that is integrated directly into devices, eliminating the need for physical SIM cards [4][5]. - This technology allows devices to connect to networks without the traditional SIM card, functioning similarly to conventional SIM cards in terms of capabilities [4]. Group 3: Advantages of eSIM - eSIM technology reduces the physical space required for SIM cards to just 10% of traditional SIM cards, enhancing device design and potentially improving waterproofing [7]. - The integration of eSIM can lower costs for manufacturers, especially for wearable devices, and simplifies the process of changing service providers or plans through online applications [6][7]. - Users can easily switch to local carriers while traveling without the hassle of obtaining a physical SIM card, thus enhancing convenience [7].