Core Viewpoint - The introduction of eSIM technology by Huawei is expected to accelerate the transition to a "SIM card-free" mobile experience in China, with the potential launch of the first commercial eSIM smartphone in the country [2][8]. Group 1: eSIM Technology Overview - eSIM is a digital SIM that allows users to activate a mobile plan without a physical SIM card, providing the same functionality as traditional SIM cards [4]. - The integration of eSIM technology can save space in mobile devices, allowing for smaller and lighter designs, as eSIM occupies only one-third of the space of a Nano SIM card [4]. - Users will find it easier to switch carriers without needing to visit physical stores, enhancing convenience [4]. Group 2: Current Status of eSIM Services - China Unicom has already launched eSIM services, charging a monthly fee of 10 yuan, and supports various devices including smartwatches and glasses in several regions [5]. - China Mobile is in the process of gradually reopening eSIM services after a temporary suspension due to system upgrades, although specific timelines are not yet confirmed [5][7]. - China Telecom is lagging in eSIM service rollout, citing incomplete upgrades and limitations due to its satellite communication business [7]. Group 3: Industry Competition and Future Outlook - The competition between Huawei and Apple for the first eSIM smartphone launch in China is intensifying, with Huawei potentially set to release a new foldable phone supporting eSIM [8][11]. - Apple's previous moves to eliminate physical SIM slots in its devices, starting with the iPhone 14, indicate a trend towards eSIM adoption, which may influence consumer preferences [8]. - The overall smartphone market in China is projected to grow, with Huawei currently holding a significant market share, suggesting a favorable environment for eSIM technology adoption [8][11].

Core Viewpoint - The era of "SIM card-free" mobile phones is approaching, with Huawei set to launch a new foldable smartphone supporting eSIM technology, potentially becoming the first commercially available eSIM smartphone in China [3][4][13]. Group 1: eSIM Technology Overview - eSIM is an electronic SIM card that can be downloaded to mobile devices, providing the same functionality as traditional SIM cards [7]. - The integration of eSIM technology allows manufacturers to save space in devices, making them smaller and lighter, as eSIM occupies only one-third of the space of a Nano SIM card [7]. - Users will find it easier to switch carriers without needing to visit physical stores, enhancing convenience [4][7]. Group 2: Operators' Actions - China Unicom has already launched eSIM services, while China Mobile plans to gradually reopen eSIM services after a temporary suspension [9][11]. - China Telecom is lagging in eSIM service rollout, citing ongoing upgrades and limitations due to its satellite communication business [11]. - The recent shift in operators' attitudes towards eSIM is attributed to clearer switching rules and improvements in security measures [12][11]. Group 3: Competitive Landscape - Huawei is expected to compete with Apple in the eSIM market, with the potential launch of its foldable smartphone in September [13][17]. - Apple has already moved towards eSIM-only devices, with the upcoming iPhone 17 Air expected to eliminate the physical SIM card slot entirely [13]. - According to CounterPoint Research, Huawei holds a significant market share in China, with 19.4% in Q1 2025, while Apple has seen a decline [13].

以下文章来源于财联社AI daily ，作者黄心怡 财联社AI daily . 财联社及科创板日报旗下产品——未来已来，AI前沿，独家、深度、专业！ 有消息称，华为推出支持eSIM的新款三折叠手机，有望成为国内首款商用eSIM的智能手机。《科创板日报》从产业界人士了解到，华为确 实有相关计划。而后续发布的华为Mate 80系列，可能也将有一款机型支持eSIM。 此外，OPPO相关负责人向《科创板日报》记者表示，今年年底预计会有首批支持eSIM的手机上市。 eSIM是一种把传统SIM卡直接嵌入设备芯片的技术，无需用户插入物理SIM卡，可以节省手机、平板等终端的内部空间。国内运营商曾在多 年启动了eSIM业务，但在2023年因为安全风险等因素暂停了该业务的新申请。 不过在今年，中国移动和中国联通纷纷恢复了eSIM业务的办理，主要面向物联网和智能穿戴设备领域，尚不包括手机业务。 多名业内人士对《科创板日报》记者表示，对于智能终端厂商而言，eSIM是比较明确的发展趋势。但政策监管和运营商的态度，将影响 eSIM技术在手机终端的落地速度。 苹果、华为等手机厂商积极布局eSIM 苹果是手机厂商中最为积极支持eSIM的企业 ...