苹果iPhone Air掀手机"无卡化"浪潮？ 业内人士：机型略显"鸡肋"，预计影响不大 不过，尽管技术早已成熟，但在国内市场，eSIM手机业务的推进仍较为谨慎。这背后，一方面是监管 层对风险的考量，另一方面也与国内电信运营商的利益博弈有关。 在一些业内人士看来，此次苹果推出仅支持eSIM卡的机型——iPhone Air，确实是做了"第一个吃螃蟹 的人"，有望推进国内eSIM手机业务发展。但该机型少了部分功能，与同系列其余产品相比性价比不 高，号召力有待观望。从未来发展角度看，国内手机厂商是否会跟进，将是eSIM卡能否发展的关 键。"一旦量能跑通，eSIM卡很可能会集中出现在中低端机型上。" 至于电信运营商方面，有业内人士指出，用户选择运营商的根本因素还是信号强度、套餐性价比等， eSIM卡预计影响不大。 9月13日，《每日经济新闻》记者实地走访一些电信运营商营业厅也发现，虽然eSIM卡让用户更换运营 商更为方便，但运营商也有"合约机"等方式来增强用户黏性。 国内eSIM卡热度点燃？ 每经记者 杨卉 王晶 每经编辑 董兴生 苹果一款仅支持eSIM卡(无实体嵌入式SIM卡)的新机型掀起手机无卡化波澜。国内三大电 ...

每经记者｜杨卉 王晶 每经编辑｜董兴生 苹果一款仅支持eSIM卡（无实体嵌入式SIM卡）的新机型掀起手机无卡化波澜。国内三大电信运营商纷 纷表示已具备相关功能，正在等待有关部门通知。 不过，尽管技术早已成熟，但在国内市场，eSIM手机业务的推进仍较为谨慎。这背后，一方面是监管 层对风险的考量，另一方面也与国内电信运营商的利益博弈有关。 随后，记者又来到中国联通一家自有营业厅。该营业厅工作人员介绍，中国联通虽已经具备eSIM手机 卡所需的技术，但还需等待有关部门通知才能正式开放办理，包括"一台手机可以写入几张虚拟卡""虚 拟卡是否也与实体卡一样是强制实名"等细节仍不确定。 不过，上述营业厅工作人员也表示，虚拟卡与实体卡的功能一样，只是"存在方式"不同。"所有业务 （手机套餐等）都是一样的，只是由实体卡变为虚拟卡，写到手机上。" eSIM卡并非新鲜事物，该技术最早由苹果提出，并率先应用在手表、平板等智能终端上。eSIM卡带来 的直接好处是，可以实现设备减薄，为内部元器件腾挪出更大的空间，还可以获得更好的防水、防尘性 能。随着技术发展，2022年，美版iPhone 14系列彻底取消实体卡槽（仅支持eSIM卡），成为 ...

苹果一款仅支持eSIM卡（无实体嵌入式SIM卡）的新机型掀起无卡化波澜。国内三大运营商纷纷表示已具备相关功能，正在等待有关部门通知。 9月13日下午，《每日经济新闻》记者来到位于北京通州的一家中国联通门店（合作营业厅）咨询eSIM卡办理流程。店内工作人员介绍，目前只有自有营 业厅可办理eSIM卡业务，用户需携带身份证前往办理。 图片来源：每经记者 杨卉 摄 随后，记者又赶到中国联通一家自有营业厅。门店工作人员介绍，中国联通虽然已经具备eSIM手机卡所需的技术，但还需等待有关部门通知才能正式开 放办理，包括"一台手机可以写入几张虚拟卡""虚拟卡是否也与实体卡一样是强实名"等细节仍不确定。 不过，尽管技术早已成熟，但在国内市场，eSIM手机业务的推进仍较为谨慎。这背后，一方面是监管层对风险的考量，另一方面也与国内运营商的利益 博弈有关。 在业内人士看来，此次苹果推出仅支持eSIM卡的机型iPhone Air，确实做了"第一个吃螃蟹的人"，有望推进国内eSIM手机业务发展。但该机型"阉割"了部 分功能，与同系列其余产品相比性价比不高，号召力有待观望。从未来发展角度看，国内厂商是否会跟进，将是eSIM卡能否发展的关键 ...

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 [1][8]. Group 1: eSIM Technology Overview - eSIM is a digital SIM card that can be downloaded to mobile devices, offering the same functionality as traditional SIM cards [3]. - The integration of eSIM technology allows manufacturers to save space in devices, enabling smaller and lighter designs, as eSIM occupies only one-third of the space of a Nano SIM card [3][4]. - Users will find it easier to switch carriers without needing to visit physical stores, enhancing convenience [2][3]. Group 2: Carrier Actions and Support - China Unicom has already launched eSIM services, while China Mobile is preparing to gradually reopen eSIM services after a temporary suspension [6][8]. - China Telecom is lagging in eSIM service rollout, citing incomplete upgrades and dependencies on traditional SIM card authentication for its satellite communication services [6][8]. - The three major carriers are expected to fully reopen eSIM services in the second half of 2023, following improvements in switching rules and security measures [6][7]. Group 3: Competitive Landscape - Huawei is likely to launch its eSIM-enabled foldable smartphone in September, aiming to capture the domestic market ahead of Apple's upcoming iPhone 17 Air, which will also support eSIM [8][9]. - The competition in the smartphone market is intensifying, with Huawei holding a significant market share of 19.4% in Q1 2025, while Apple has seen a decline [9][11]. - The push for eSIM technology is becoming a key feature for major smartphone manufacturers, indicating a rapid adoption trend in the industry [12].

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].

没有"电话卡（SIM卡）"的日子，很快就要来了。 运营商在行动： 联通快、电信慢？ 公开资料显示，eSIM指的是电子化的SIM卡，是一个可通过网络下载到移动终端的数据文件。有了它可以实现与普通SIM卡无差 别的功能体验。 对于手机厂商而言，支持eSIM功能的一个好处是，它能够压缩手机空间，预留更多位置给其他硬件，同时，在硬件中集成eSIM 方案，占用空间仅为Nano SIM卡的1/3，这也会让手机体积更小、更轻便。用户们更换运营商网络也将变得更容易，无需再去 线下营业厅办理。 当然，使用eSIM服务也是有前提的，它需要手机等终端设备必须在硬件上支持eSIM，且在运营商处开通了eSIM服务。此外， 由于eSIM属于新兴技术，在安全保障等方面也需要更多的时间检验。 《BUG》栏目了解到，早在2023年时，三大运营商曾以"业务维护升级"为由暂停eSIM业务办理，已开通的用户虽可继续使 用，但新用户无法申请。彼时有业内人士指出，其在技术上存在隐患——eSIM的远程写入机制被不法分子利用，导致诈骗案件 激增，较实体卡安全性较弱。 今日有消息称，华为将推出支持eSIM（电子SIM卡）的新款三折叠手机，有望成为国内首款商用 ...

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].

Core Viewpoint - The article discusses the emerging trend of eSIM technology in the smartphone industry, highlighting the efforts of major manufacturers like Huawei and Apple to adopt this technology, as well as the regulatory and operational challenges that may affect its implementation in mobile devices [2][4][16]. Group 1: eSIM Technology Overview - Huawei is set to launch a new foldable smartphone that supports eSIM, potentially becoming the first commercially available eSIM smartphone in China [2][7]. - OPPO plans to release its first batch of eSIM-enabled smartphones by the end of this year [3][8]. - eSIM technology allows for the embedding of SIM cards directly into device chips, eliminating the need for physical SIM cards and saving internal space in devices [3][4]. Group 2: Industry Adoption and Trends - Apple has been a pioneer in eSIM technology, having submitted a patent for it in 2011 and first implementing it in the iPad Air 2 [5]. - The upcoming iPhone 17 Air is expected to feature a design that eliminates the physical SIM card slot entirely [6]. - Other manufacturers, including Xiaomi, have also begun to adopt eSIM technology, with Xiaomi launching its first eSIM-enabled device in overseas markets earlier this year [8]. Group 3: Regulatory Environment and Challenges - The eSIM business was previously suspended in 2023 due to security risks, but major Chinese telecom operators like China Mobile and China Unicom have resumed eSIM services, primarily targeting IoT and wearable devices [4][12][14]. - Analysts indicate that the future of eSIM in smartphones will largely depend on regulatory policies and the willingness of telecom operators to support this technology [16]. - The increase in global eSIM service availability is significant, with the number of countries offering eSIM services rising from 24 in 2018 to an expected 123 by mid-2024 [9]. Group 4: Market Projections - GSMA predicts that by the end of 2025, there will be approximately 1 billion eSIM-enabled smartphones globally, with this number expected to grow to 6.9 billion by 2030, representing three-quarters of all smartphone connections [10].

Group 1: eSIM Technology Overview - Huawei is set to launch a new foldable smartphone that supports eSIM, potentially becoming the first commercially available eSIM smartphone in China [1] - eSIM technology embeds the SIM card directly into the device's chip, eliminating the need for a physical SIM card, thus saving internal space in devices [1] - The number of countries and regions offering eSIM services has significantly increased from 24 in 2018 to 123 by mid-2024, with the number of operators providing eSIM services growing from 45 to 441 in the same period [3] Group 2: Industry Players and Developments - Apple has been a pioneer in eSIM technology, first implementing it in the iPad Air 2 in 2014 and later in the iPhone 14, which eliminated the physical SIM card slot [2] - Xiaomi launched its first eSIM-supported smartphone, the Xiaomi 15 Ultra, in overseas markets in March 2023, while OPPO plans to release its first eSIM smartphones by the end of this year [3][1] - China Unicom has been the most proactive among domestic operators in resuming eSIM services, having reintroduced eSIM for IoT and wearable devices in multiple cities [5][7] Group 3: Regulatory and Market Challenges - The eSIM business was paused in 2023 due to security risks, but China Mobile and China Unicom have since resumed operations, focusing on IoT and wearable devices [5][1] - Analysts indicate that the future of eSIM in smartphones will depend heavily on regulatory policies and the willingness of operators to adopt the technology [7] - The transition to eSIM is seen as a clear trend for smart device manufacturers, but challenges remain due to operator caution regarding consumer network switching and associated security risks [7]