随着eSIM手机业务的获批，中国联通实现eSIM全场景业务闭环。专家表示，eSIM技术以高安全性、稳 定性及运营商灵活切换等优势，带来"免插卡激活、多设备协同、全球无缝漫游"的便捷体验，同时推动 个人终端向"轻量化、多模态"演进。 转自：北京日报客户端 据悉，中国联通自2015年启动eSIM技术研发，2018年在国内推出eSIM可穿戴业务，后陆续获得物联 网、笔记本与平板类业务许可。目前中国联通已累计适配终端75款，覆盖消费电子、工业互联、智慧出 行等场景，服务用户规模突破数百万。 ...

此次开启手机eSIM业务预约，意味着国内手机eSIM商用已进入倒计时阶段。（界面） 10月13日，智通财经从中国联通官方公众号获悉，中国联通正式上线eSIM业务全国预约通道。截至发 稿，预约人数已突破6万人，且数字仍在快速增长。这一举措，被外界看作为即将到来的国行iPhone Air 做准备。目前用户可以通过中国联通微信公号、APP或线下营业厅预约办理eSIM业务。 eSIM，即嵌入式SIM卡。与传统的实体SIM卡不同，它直接嵌入在设备芯片上，无需像传统SIM卡那样 插入或更换物理卡片，就能实现通信功能。设备通过空中下载技术（OTA）即可完成运营商网络配置， 极大提升了设备的防水、防尘性能，也为更轻薄的外观设计提供了可能。中国联通早在2018年就推出了 可穿戴设备的eSIM服务，2025年联合GSMA举办了首届eSIM专题展，并更新了5G终端技术规范，其自 主研发的eSIM管理平台已支持20余款终端接入。 【#中国联通正式开启eSIM业务预约##国内手机eSIM商用已进入倒计时#】 ...

Core Viewpoint - The launch of the "thinnest iPhone," the iPhone Air, in mainland China is delayed due to issues with eSIM support from local telecom operators, despite its global release in nearly 100 countries [1][3]. Group 1: Product Details - The iPhone Air, released on September 10, features a thickness of only 5.6 mm and eliminates the physical SIM card slot, adopting eSIM technology instead [1]. - Apple announced that the iPhone Air would be available in China on September 19, with support from over 500 global operators, including China Unicom [1]. Group 2: Telecom Operators' Issues - The delay in the iPhone Air's launch in mainland China is attributed to conflicts among telecom operators, with China Unicom prepared but China Mobile and China Telecom facing issues [3]. - China Mobile and China Telecom have indicated readiness for eSIM services, but have not yet launched them, leading to uncertainty regarding the iPhone Air's availability [3]. Group 3: Market Competition - The competition in the Chinese smartphone market is intensifying, with Apple facing challenges from domestic brands. From January to July, Apple's market share in the 4000 to 6000 yuan price segment dropped from 23.4% to 17%, while Huawei, Xiaomi, Vivo, OPPO, and Honor gained shares [6]. - The future pricing strategies of the three major telecom operators regarding eSIM services will significantly influence user migration and market dynamics [6].

Core Viewpoint - The launch of Apple's iPhone 17 series, featuring eSIM technology, is expected to drive significant growth in international roaming data services, marking a transformative shift in the telecommunications industry [1] Group 1: eSIM Technology Impact - eSIM technology is referred to as an "invisible revolution," enabling seamless device communication and multi-number collaboration [1] - The adoption of eSIM is projected to transition from a technical option to an industry necessity by 2025, with 123 countries and regions already offering eSIM mobile services [1] Group 2: Market Growth - The usage rate of cross-border roaming scenarios is increasing at an annual rate of 30% [1] - DreamNet International Communication has opened channels for wholesale international roaming data cooperation, capitalizing on the growth opportunities presented by eSIM technology [1]

Group 1 - The company held a half-year performance briefing on September 22, 2025, attended by key executives to interact with investors and address their concerns [1][2] - The company is strategically entering the low Earth orbit satellite communication sector, which is expected to become a new growth engine due to its vast market potential [3] - The company's subsidiary, Datang Microelectronics, reported a revenue of 214 million yuan and a net profit of 74.16 million yuan in the first half of the year, indicating strong profitability in the security chip business [3] Group 2 - The domestic security chip market is experiencing significant growth opportunities due to accelerated localization and increasing data security demands, with the company leveraging its two decades of technological accumulation [3] - The company has subsidiaries recognized as "specialized and innovative" enterprises, enhancing its reputation in the industry [3] - The company is monitoring the development of eSIM technology and plans to adapt its business strategy accordingly to maintain market competitiveness [4]

Core Points - China Mobile has launched an eSIM reservation service, allowing users to submit applications for eSIM activation through its service platform [1][3] - The eSIM service is currently limited to users with 11-digit mobile numbers, and certain conditions must be met for activation [1][7] - The eSIM technology allows users to switch and manage network operators remotely without the need for a physical SIM card [2] Summary by Categories eSIM Service Details - Users can activate a maximum of two eSIM numbers per device, and each device can open up to two new eSIM numbers per calendar month [1][10] - The total number of eSIM and physical SIM cards under the same ID cannot exceed five [1][10] - Users must complete identity verification in person at a physical store with valid identification [1][10] Current Status and Future Outlook - The eSIM service is currently in the reservation phase, with no confirmed activation date yet [1] - China Mobile is awaiting formal approval from the Ministry of Industry and Information Technology to fully launch the service [7] - The iPhone Air, which is the first eSIM-only iPhone in mainland China, has been released, indicating a shift towards eSIM technology [1][2]

Core Viewpoint - The launch of Apple's iPhone Air in China has been delayed due to regulatory issues surrounding eSIM technology, which is not yet supported by local telecom operators [2][3][4]. Group 1: iPhone Air Launch - The iPhone Air, Apple's lightest flagship smartphone, is currently not available for sale in China, with its release status marked as "to be updated" on official platforms [2]. - The iPhone Air only supports eSIM, which requires regulatory approval for telecom operators in China to offer eSIM services [2][3]. - Apple has indicated that the iPhone Air will only be supported by China Unicom for eSIM activation, requiring users to visit physical stores for identity verification [5][6]. Group 2: eSIM Technology and Regulatory Environment - eSIM technology is seen as a future trend in the telecom industry, but its adoption in China is hindered by regulatory and compliance challenges [3][11]. - Chinese telecom operators are prepared to offer eSIM services but are awaiting formal approval from regulatory bodies [4][11]. - The complexity of eSIM activation processes and the need for stringent security measures have led to delays in service rollout [8][9][14]. Group 3: Industry Perspectives - Industry analysts believe that the widespread adoption of eSIM in China is inevitable, but it will follow a cautious and phased approach [3][11]. - The telecom sector is currently focused on enhancing security measures for eSIM technology to address concerns over user privacy and fraud [8][9][14]. - Companies like China Unicom are exploring advanced technologies, such as blockchain, to improve the security of eSIM services [14].

Core Viewpoint - The release of the iPhone Air in China is delayed due to the lack of eSIM service approval from local telecom operators, which is crucial for its market entry [1][5][13]. Group 1: eSIM Service Status - The iPhone Air, which only supports eSIM, is currently not available for sale in China as telecom operators await regulatory approval for eSIM services [5][8]. - China Mobile has completed the system upgrades necessary for eSIM services and is awaiting formal approval from the Ministry of Industry and Information Technology (MIIT) to launch the service [8][12]. - China Unicom has launched an eSIM service section on its website, but it currently only supports wearables and not smartphones [9][10]. Group 2: Regulatory and Security Considerations - The regulatory environment in China is cautious regarding eSIM technology due to concerns over data sovereignty, privacy protection, and the need for robust security measures [5][16]. - The MIIT has implemented strict standards for eSIM services to prevent telecom fraud and ensure user privacy, which has delayed the rollout of eSIM for smartphones [17][19]. - The telecom industry is under pressure to demonstrate the security of eSIM technology, with operators exploring blockchain for identity verification to enhance security [26][27]. Group 3: Market Dynamics and Future Outlook - The adoption of eSIM technology in China is seen as inevitable, with operators preparing for its eventual rollout despite current regulatory hurdles [7][21]. - Industry experts believe that the push for eSIM services is not just limited to Apple but includes domestic manufacturers who are also testing eSIM-enabled flagship products [13][29]. - The collaboration between telecom operators and device manufacturers is crucial for the successful implementation of eSIM services, with a focus on ensuring a seamless user experience [28][29].

Core Viewpoint - The launch of Apple's iPhone Air in China has been delayed due to regulatory issues surrounding eSIM technology, which is not yet supported by local telecom operators [2][3][7]. Group 1: iPhone Air Launch - The iPhone Air, Apple's lightest flagship smartphone, was expected to be released on September 19, but its availability has been postponed with the website indicating "to be updated" [2]. - The iPhone Air is designed to support only eSIM technology, which is not currently available for consumers in China due to regulatory hurdles [3][5]. Group 2: eSIM Technology and Regulatory Environment - eSIM technology allows for remote activation of mobile services, but China has not yet approved eSIM services for smartphones, leading to a cautious approach from Apple regarding the iPhone Air's release [3][4]. - Telecom operators in China, including China Mobile, China Unicom, and China Telecom, are preparing to offer eSIM services but are awaiting regulatory approval [4][8]. Group 3: Telecom Operators' Readiness - China Mobile has completed system upgrades to support eSIM services and is expecting formal approval from the Ministry of Industry and Information Technology (MIIT) soon [4]. - China Unicom has launched an eSIM section on its website but has not yet made eSIM services available for smartphones [4][6]. Group 4: Industry Perspectives - Analysts believe that the adoption of eSIM technology in China is inevitable, but the timeline is contingent on regulatory approvals and the readiness of telecom operators [4][14]. - The security concerns surrounding eSIM technology have led to a cautious regulatory approach, with the government prioritizing user privacy and fraud prevention [10][11][19]. Group 5: Future Outlook - There is a consensus that once regulatory hurdles are cleared, eSIM technology will be widely adopted across various devices, including smartphones and wearables [21]. - The industry is actively working on enhancing the security of eSIM technology to meet regulatory standards, with some operators exploring blockchain for identity verification [18][20].

Group 1 - Apple has launched the iPhone Air, which is the thinnest iPhone ever, featuring eSIM technology to save internal space, raising consumer interest in eSIM mobile services in China [2] - The iPhone Air can only be activated via eSIM, and only certain carriers in mainland China support eSIM, with specific support depending on carrier dynamics [2] Group 2 - On September 10, the three major Chinese telecom operators responded regarding eSIM services for mobile phones [3] - China Unicom has commercialized eSIM for smartwatches and tablets and plans to conduct commercial trials for mobile eSIM when conditions permit, with rumors suggesting they will leverage the iPhone Air to launch mobile eSIM services [3] - China Mobile currently does not support mobile eSIM but plans to offer related services in the future, with indications that they have already been approved to handle eSIM mobile services once officially notified [3] - China Telecom has not received official notification for mobile eSIM services but has submitted applications to the Ministry of Industry and Information Technology, with expectations of approval being a matter of time, and they are prepared to launch eSIM services for devices including the iPhone 17 soon after approval [3]