Core Viewpoint - Apple has announced a delay in the release of the iPhone Air in China, confirming that China Mobile, China Telecom, and China Unicom will provide eSIM support for the device [1][2]. Group 1: Product Details - The iPhone Air features an ultra-thin design, measuring only 5.6 mm in thickness and weighing 165 grams, with a 6.5-inch screen and powered by the A19 Pro processor [2][3]. - The device will only support eSIM technology, eliminating the need for a physical SIM card slot, which has led to its delayed launch in China compared to other iPhone models [3][4]. Group 2: eSIM Technology - eSIM (Embedded Subscriber Identity Module) is a new standard that allows users to activate mobile services without a physical SIM card, offering advantages in flexibility, security, and user experience [3]. - Apple has previously integrated eSIM functionality in its devices, starting with the iPhone XR, and has fully eliminated physical SIM slots in the iPhone 14 series sold in the U.S. market [4]. Group 3: Carrier Readiness - China Mobile has indicated that it supports eSIM mobile services and will announce further details soon [6]. - China Telecom is prepared to launch eSIM services pending approval from the Ministry of Industry and Information Technology, with a focus on the iPhone 17 series [7]. - China Unicom has not provided specific details regarding its eSIM services, but its official account has recently changed to reflect a focus on eSIM technology [7]. Group 4: Market Impact - Although eSIM technology is not yet fully widespread in smartphones, it has seen significant adoption in non-smartphone devices, such as smart bands, with several listed companies investing in this area [8]. - eSIM-related stocks have shown mixed performance, with companies like Unisoc Microelectronics and New Henghui seeing gains, while Tianyu Information experienced a decline [9].

Group 1 - Apple announced the launch of the new iPhone Air, which features an ultra-thin design and improved durability compared to previous models [2] - The iPhone 17 series, including iPhone 17, iPhone 17 Pro, and iPhone 17 Pro Max, is available for pre-order starting at 8 PM Beijing time on September 12 [2] - The iPhone Air will only support eSIM and will not have a physical SIM card slot, which has delayed its release in China [3][5] Group 2 - The iPhone Air is the thinnest iPhone ever, measuring 5.6 mm in thickness and weighing 165 grams, with a 6.5-inch screen and powered by the A19 Pro processor [2] - Apple has made compromises in battery life and camera performance due to the device's thin design [3] - eSIM technology, which allows for embedded SIM cards, offers advantages in flexibility, security, and user experience compared to traditional SIM cards [3] Group 3 - Chinese telecom operators, including China Mobile, China Telecom, and China Unicom, are preparing to support eSIM services for the iPhone 17 series, pending regulatory approval [5] - eSIM technology has been widely adopted in non-smartphone devices, such as smart bands, indicating a growing trend in the industry [6] - eSIM-related stocks, such as Unisoc and Xin Henghui, have shown mixed performance in the market [7]

Core Points - Apple has announced the launch of the new iPhone Air, which features an ultra-thin design and improved durability compared to previous models, and is currently working with regulatory bodies to expedite its release in China [1] - The iPhone 17 series, including iPhone 17, iPhone 17 Pro, and iPhone 17 Pro Max, is available for pre-order starting at 8 PM Beijing time, with the iPhone Air's release contingent on regulatory approval [1] - The iPhone Air is the thinnest iPhone ever at 5.6 mm thick and weighs 165 grams, featuring a 6.5-inch screen and powered by the A19 Pro processor, which Apple CEO Tim Cook describes as a "disruptive innovation" [1] eSIM Technology - The iPhone Air will only support eSIM technology, eliminating the need for a physical SIM card slot, which has delayed its simultaneous release with the other iPhone models in China [2][5] - eSIM (Embedded Subscriber Identity Module) is a new standard that allows users to activate mobile services without a physical SIM card, offering advantages in flexibility, security, and user experience [4] - Major Chinese telecom operators, including China Mobile, China Telecom, and China Unicom, are preparing to support eSIM services for the iPhone Air, pending regulatory approval [5] Market Response - The stock prices of eSIM-related companies have shown mixed performance, with companies like Unisoc and New Henghui seeing gains, while Tianyu Information experienced a decline [6]

Group 1: iPhone Air Features - The iPhone Air is equipped with the new A19 Pro processor, the most powerful iPhone chip to date, and features the C1x modem, which is twice as fast as its predecessor [2] - It supports Wi-Fi 7, Bluetooth 6, and Thread technology, while maintaining a slim profile of only 5.6 mm and a weight of 165 grams [3] - The device promises all-day battery life, with up to 27 hours of video playback, and can extend to 40 hours with the $99 MagSafe battery [2] Group 2: eSIM Technology Advantages - eSIM technology allows for a thinner phone design by eliminating the need for a physical SIM card, which can free up space for larger batteries and improved features [3] - It facilitates easier number portability, enabling users to switch carriers without the hassle of physical SIM cards [4] - eSIM enhances security by preventing unauthorized access, as it cannot be removed from the device like a traditional SIM card [4] Group 3: Market Adoption and Challenges - China Unicom is currently the only carrier in mainland China supporting eSIM for the iPhone, with plans from China Telecom and China Mobile to follow [5] - Despite the advantages of eSIM, consumer awareness remains low, with only 35% of surveyed individuals familiar with the technology [7] - The limited availability of eSIM-compatible devices is a significant barrier to widespread adoption, particularly in emerging markets [11] Group 4: Future Outlook - The global eSIM smartphone connections are projected to reach 1 billion by the end of 2025 and 7 billion by 2030, representing a significant growth opportunity [11] - eSIM is considered essential for IoT devices, allowing for easier management and deployment of large numbers of devices [12] - As technology matures and support from global carriers increases, eSIM is expected to play a larger role in both consumer and IoT markets [13]

Core Viewpoint - Apple's iPhone Air, which relies solely on eSIM technology, has delayed its launch in China due to regulatory approval processes, despite being ready for sale [2][3]. Group 1: Product Details - The iPhone Air is Apple's thinnest model ever at just 5.6mm, designed to attract new users with its ultra-slim profile and advanced features, including a 48MP camera system and long battery life [2]. - The device will only support eSIM, with China Unicom being the initial carrier to provide this service, although China Telecom and China Mobile have also expressed readiness to support eSIM [2][3]. Group 2: Regulatory and Market Response - The delay in the iPhone Air's launch is attributed to waiting for regulatory approval, with Apple confirming that they are working closely with authorities to expedite the process [2][4]. - Analysts suggest that if all three major Chinese telecom operators launch eSIM services simultaneously, it would benefit Apple by enhancing market competitiveness and avoiding missed opportunities [3][4]. Group 3: Market Expectations - Despite the innovative design, market analysts believe that the iPhone Air may appeal primarily to early adopters due to compromises in battery life and camera performance, and the requirement for users to activate eSIM in physical stores may limit its appeal to mainstream consumers [5].

Core Viewpoint - Apple is working closely with regulators and carriers to launch the eSIM version of the iPhone Air in China as soon as possible [1][2] Group 1: Product Features - The new iPhone Air is described as the lightest and thinnest iPhone ever, featuring a professional-grade performance, innovative Center Stage front camera, and a 48-megapixel fusion camera system [1] - The iPhone Air exclusively offers eSIM options, which is a new generation SIM card standard developed by the GSMA [2] - eSIM design allows for space-saving within the device, contributing to its ultra-thin form factor, and offers greater flexibility and security compared to traditional physical SIM cards [2] Group 2: Market Strategy - Apple has announced that the iPhone 17, iPhone 17 Pro, and iPhone 17 Pro Max will be available for pre-order starting at 8 PM Beijing time, with the iPhone Air's release contingent on regulatory approval [1] - The company is in close collaboration with Chinese carriers, including China Mobile, China Telecom, and China Unicom, to obtain the necessary approvals for the eSIM smartphones [1][2] - eSIM technology is supported by over 500 global carriers, including China Unicom, and facilitates easier connectivity while traveling, with options for economical international roaming plans [2]

Core Viewpoint - Apple has launched four new iPhone models, with the iPhone 17, iPhone 17 Pro, and iPhone 17 Pro Max available for pre-order on September 12 and officially released on September 19. The iPhone Air will not be released simultaneously due to regulatory issues related to its eSIM design [1][4]. Group 1: Product Launch Details - The iPhone 17, iPhone 17 Pro, and iPhone 17 Pro Max will start pre-orders at 8 PM Beijing time on September 12, with official sales beginning on September 19 [1]. - The iPhone Air's release is pending regulatory approval, with Apple expressing eagerness for users to experience the device [1][4]. Group 2: eSIM Technology - The iPhone Air features a unique eSIM-only design, eliminating the physical SIM card slot to enhance battery capacity [4]. - eSIM (Embedded-SIM) technology allows for remote updates and is supported by over 500 global carriers, facilitating easier connectivity while traveling [4]. - In China, eSIM activation for the iPhone Air will be supported by China Mobile, China Telecom, and China Unicom, with specific timelines dependent on regulatory approval [4][6].

每经记者｜杨卉 王晶 每经编辑｜张益铭 9月12日，苹果公司发布声明称："全新iPhone Air采用极致轻薄设计，较以往任何一款iPhone机型更经 久耐用⋯⋯我们迫不及待希望用户能够体验iPhone Air。我们正与监管机构紧密合作，力争尽快在中国 推出。" 中国电信方面表示，eSIM手机业务已全面准备就绪，预计近期获得工信部商用试验正式批复后，将很 快向用户开放包括iPhone 17在内的eSIM手机业务办理服务，具体开放时间敬请关注。 记者向中国联通方面追问开通eSIM卡的更多事宜，对方未给出回应。不过，值得注意的是，中国联通 eSIM业务官方微信认证账号自2023年起就已经停止更新，但9月9日，该账号由"我的eSIM"认证改为 了"联通eSIM"。 另据记者了解，苹果方面一直与运营商合作伙伴及监管机构保持紧密合作，目前正等待可以在中国推出 iPhone Air的最终批复。中国移动、中国电信和中国联通也在等待监管机构批准其eSIM智能手机相关许 可，从而面向用户提供iPhone Air。 封面图片来源：视觉中国-VCG41N1813906894 所谓eSIM（Embedded Subscriber I ...

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Group 1 - The company has been engaged in eSIM business for several years and is considered a leader in the domestic industry [1] - The company's ONE SIM solution supports multiple GSMA standards, including SGP.02, SGP.22, and SGP.32, making it the first provider to support all these standards simultaneously [1] - The eSIM technology has already been applied in the vehicle networking sector, with plans to expand its application to more fields in the future [1]