后续，东航计划在未来三年内逐步完成所有物理SIM卡槽iPad设备的替换工作，实现eSIM在EFB设备上 的全覆盖。（编辑：许浩存 校对：李佳洹 审核：程凌） 《中国民航报》、中国民航网 记者钱擘 报道：近日，基于eSIM技术及运营商协议租赁保障的电子飞行 包（EFB）设备（下文简称：eSIM租赁EFB设备），在东航正式启动交付工作。东航由此成为国内率先 规模化部署eSIM租赁EFB设备的航司。 ESIM（嵌入式SIM卡）是一种直接嵌入设备硬件中的虚拟SIM技术，无需物理插卡即可通过远程编程实 现运营商切换和网络连接，该技术的逐步普及和应用是通讯领域正在出现的新趋势。为配合此次新技术 的推广应用，东航运管部、飞行部、运控中心、综管部和东航数科成立联合工作组，统筹推进技术适 配、流程再造与制度建设，同步制定出台基于eSIM租赁EFB设备的全流程管理程序，进一步明确飞行 员实名注册、设备绑定、权限发放等关键环节操作规范。 此次eSIM租赁EFB设备的成功投用，将有力保障东航EFB系统持续符合适航规章要求，支撑机组安全、 高效、智能飞行，同时为全行业应对eSIM时代技术变革提供了可复制、可推广的"东航方案"。 ...

Core Insights - The three major telecom operators in China have officially launched eSIM mobile services, marking a significant advancement in the eSIM technology for smartphones and creating new growth opportunities for the eSIM industry chain [1] Industry Overview - The global eSIM chip shipment reached 446 million in 2023, with predictions of 1 billion eSIM smartphone connections by the end of 2025 and 6.9 billion by 2030, accounting for three-quarters of total smartphone connections [1][6] - The eUICC chip is central to eSIM technology, enabling remote SIM configuration and management, which enhances user experience and positions the industry chain for growth [2] Market Dynamics - The demand for eUICC chips is expected to surge due to the commercial launch of eSIM services by telecom operators, with 3.62 million eSIM users in China as of 2023, predominantly in smartwatches [3] - The eSIM technology is anticipated to drive supply chain optimization within the telecommunications industry [1] Company Developments - New Henghui, a semiconductor packaging and testing company, has the capability to adapt its existing IoT eSIM packaging technology for smartphones and other devices, indicating a broad application potential [1][5] - Huada Electronics has developed an eSIM operating system in collaboration with a global eSIM service provider, achieving GSMA eUICC Security Assurance certification, which enhances its market position [2] Technical Advancements - The etching lead frame is a critical material for eSIM chip packaging, with significant potential for domestic substitution as eSIM applications accelerate [4] - The WLCSP (Wafer-Level Chip Scale Package) technology is crucial for miniaturizing eSIM chips and is already adopted by major international manufacturers like Apple and Samsung [5] Future Outlook - Companies that proactively invest in technology development and establish strong ties with terminal manufacturers and telecom operators are likely to gain competitive advantages in the evolving eSIM industry [6]

Core Insights - OPPO has launched its annual flagship Find X9 series, featuring the Dimensity 9500 chip and the new OPPO AI operating system, ColorOS 16, which includes various AI functionalities [1][4] - The Find X9 series emphasizes its imaging capabilities, showcasing a new Hasselblad ultra-clear quad-camera system and supporting 8K photos and 4K live photos [1][4] - The series includes three models: Find X9, Find X9 Pro, and Find X9 Pro satellite communication version, with prices ranging from 4399 yuan to 6699 yuan [4] Product Features - The Find X9 series is equipped with a dedicated AI button for features like long video summaries and real-time object recognition [1] - The Find X9 Pro satellite communication version will support eSIM technology, making it the second smartphone in China to do so after Apple's iPhone Air [4][5] - eSIM technology allows users to switch between multiple carrier profiles on the same device, enhancing convenience and connectivity [5] Market Context - The Find series has been a high-end product line for OPPO since its inception in 2018, with the Find X series being a significant milestone for the brand [4] - eSIM technology is expected to see explosive growth, with projections indicating around 1 billion eSIM smartphone connections by the end of 2025, and approximately 6.9 billion by 2030 [5][6] - Apple has been a key player in the development of eSIM technology, having introduced it in its devices since 2014, and has recently expanded its support in the Chinese market [6]

Core Insights - The iPhone Air was officially available for pre-order on October 17, with initial stock selling out within 5 minutes on Apple's website, leading to delivery delays of 1 to 2 weeks [1][8] - The iPhone Air is available in three storage options: 256GB priced at 7999 yuan, 512GB at 9999 yuan, and 1TB at 11999 yuan, with installment payment options available [6][8] - The launch of the iPhone Air coincides with the recent approval of eSIM services by major Chinese telecom operators, marking a significant shift in mobile connectivity [8][20] Group 1: Product Availability and Sales - The iPhone Air is currently out of stock on various platforms, including JD.com and Tmall, with only limited options available for pre-order [4][6] - The demand for the iPhone Air appears lower than that of the iPhone 16 Plus during its launch, but future production is expected to be significantly higher, potentially tripling the output by Q3 2025 [11] Group 2: eSIM Technology and Market Impact - eSIM technology, previously used mainly in wearables, is now being introduced for smartphones, allowing users to activate services without a physical SIM card [11][27] - Major Chinese telecom operators, including China Mobile, China Unicom, and China Telecom, have begun offering eSIM services, although online activation is currently not available [20][23] - The transition to eSIM is seen as a critical test for user experience, including issues related to service migration and pricing options [11]

Core Viewpoint - The pre-sale of the iPhone Air in China began on October 17, with the first batch selling out within five minutes, indicating strong demand despite initial concerns about eSIM adoption in the market [1][8]. Group 1: Product Launch and Sales - The iPhone Air was officially announced for pre-sale on October 17, with a full release scheduled for October 22 [8]. - The iPhone Air is available in three storage options: 256GB priced at 7999 yuan, 512GB at 9999 yuan, and 1TB at 11999 yuan [6]. - The product is currently sold out on various platforms, including Apple's official website and JD.com, with only limited availability on Tmall [4][6]. Group 2: eSIM Technology Adoption - The iPhone Air features a pure eSIM design, which allows users to activate services without a physical SIM card [8]. - Major Chinese telecom operators, including China Mobile and China Unicom, have recently received approval to offer eSIM services, marking a significant step in the technology's adoption for mobile phones [8][21]. - eSIM technology has previously been used in wearables and tablets, but its introduction in smartphones represents a new phase in the Chinese market [25]. Group 3: Market Analysis and Future Outlook - Analyst Ming-Chi Kuo noted that while initial pre-sale demand for the iPhone Air appears lower than that of the iPhone 16 Plus, the production volume for the iPhone Air is expected to be significantly higher in the future [11]. - Apple's stock price has fluctuated following the launch of the iPhone 17 series and iPhone Air, currently standing at $247.25 with a market capitalization of $3.67 trillion [11].

Core Insights - The approval of eSIM mobile services by major Chinese telecom operators, including China Mobile, China Unicom, and China Telecom, marks a significant development in the telecommunications industry in China [2][8] - The launch of the iPhone Air, which is the thinnest iPhone ever at 5.6mm and features a pure eSIM design, has generated high consumer interest, leading to its immediate sell-out upon pre-sale [4][2] - OPPO has also entered the eSIM market with the release of its flagship OPPO Find X9 series, achieving record pre-order numbers shortly after its announcement [6] Telecom Industry Developments - China Mobile, China Unicom, and China Telecom have received approval for eSIM mobile service trials, allowing them to offer eSIM services across all 31 provinces in China [8][11] - China Unicom highlighted the advantages of eSIM technology, including high security, stability, and the ability for users to activate services without a physical SIM card [11] - China Mobile reported that its eSIM reservation system saw over 150,000 users in just four hours after launch, indicating strong demand for eSIM services [11] Product Launches - The iPhone Air, priced from RMB 7999, officially began pre-sale on October 17 and sold out within five minutes, with delivery times pushed back by a week due to high demand [2][4] - The OPPO Find X9 series was launched with a starting price of RMB 4399, setting a new record for pre-orders in the Find series [6]

Core Insights - The first domestic smartphone without a physical SIM card slot, the iPhone Air, has been launched, but the overall experience of activating eSIM in China is not ideal due to initial operational challenges and policy restrictions [1][17] Group 1: eSIM Activation Process - The process of converting a physical SIM to eSIM is similar to traditional SIM activation, taking about 5 minutes for the actual writing process, although additional time is spent on explanations and signing agreements [2][11] - Users must be physically present in the area of their original number to convert to eSIM, which can be inconvenient for those living in major cities away from their number's registered location [4][16] Group 2: Cost and Package Concerns - There are no additional fees for converting from a physical SIM to eSIM, although some users reported a temporary charge that was refunded [11] - Existing mobile plans can be retained without changes or extra fees when switching to eSIM, including bundled services [12] Group 3: eSIM Migration and Management - Users must visit a physical store to migrate eSIM to a new device or revert to a physical SIM, with a limit of five card replacements per month [14][16] - The current eSIM activation process is more cumbersome compared to overseas experiences, primarily due to the strong reliance on in-store procedures [16] Group 4: International Use and Compatibility - The iPhone Air can activate eSIM for domestic use, but it cannot write or activate foreign carrier eSIMs within China [8][9] - The device is designed to support global carrier frequencies, suggesting potential for international eSIM activation, though this remains untested [9]

Group 1 - The Huawei Mate 80 series is expected to be released in November, with the Mate 80 Pro+ featuring a 6.88-inch dual-layer OLED display that supports LTPO technology and 1.5K resolution, offering higher brightness and lower power consumption compared to traditional OLEDs [1] - The camera configuration includes a front camera with a unique triple-hole design and a rear main camera with 50 million pixels, utilizing a large 1/1.28-inch sensor, variable aperture, and a 48 million pixel periscope telephoto lens, enhancing its photography capabilities [3] - The Mate 80 Pro+ is equipped with a battery exceeding 6000mAh, supporting 100W wired and 80W wireless fast charging, addressing the needs for extended usage and reduced charging time [6] Group 2 - The device will feature Huawei's self-developed Kirin 9030 chip, expected to deliver improved processing speed and energy efficiency, building on the performance of the previous Kirin 9020 chip [9] - The Mate 80 Pro+ will support eSIM technology, making it potentially the first domestic phone to offer this feature, which is anticipated to become more widespread in the future [9]

Core Viewpoint - The introduction of eSIM technology marks a significant shift in mobile telecommunications, allowing consumers to forgo traditional SIM cards in favor of integrated solutions [1] Group 1: Industry Overview - Major Chinese telecom operators, including China Telecom, China Mobile, and China Unicom, have received approval from the Ministry of Industry and Information Technology to launch eSIM mobile services nationwide [1] - eSIM technology integrates the functionality of a physical SIM card into a built-in chip within the phone, enabling users to download their phone numbers over the air without the need for a physical card [1] Group 2: Consumer Impact - Consumers purchasing eSIM-enabled devices will experience the same functionalities as traditional mobile services, but with enhanced convenience and flexibility [1]

Core Insights - The launch of eSIM services by China's three major telecom operators marks a significant breakthrough in domestic communication technology, positioning China among the leaders globally in this field [1] - The adoption of eSIM technology is expected to reshape user habits and the competitive landscape of the telecom market, simplifying processes like number portability and enhancing device security [3][4] Group 1: eSIM Technology Overview - eSIM technology allows for the embedding of SIM functionality directly into device chips, eliminating the need for physical SIM cards, which enhances device design and user experience [1][2] - The global market for eSIM-enabled smartphones is projected to reach approximately 1 billion by the end of this year, with an expected growth to 6.9 billion by 2030, indicating a significant market opportunity for telecom operators [2] Group 2: Competitive Landscape - The strategic decision by Apple to exclusively offer eSIM versions of its iPhone Air globally, without a physical SIM card option for the Chinese market, has pressured Chinese telecom operators to accelerate their eSIM rollout [2] - The introduction of eSIM is anticipated to simplify the process of switching carriers, potentially transforming the market competition that has traditionally focused on package pricing [3] Group 3: User Experience and Market Implications - While many users currently prefer physical SIM cards for perceived security, the convenience of eSIM is expected to shift user preferences over time, similar to the transition from traditional banking to mobile banking [3] - eSIM technology integrates most functionalities into the device chip, enhancing security features such as anti-theft tracking and enabling users to manage multiple accounts easily [3][4]