Core Insights - The approval of eSIM mobile services by China's three major telecom operators marks a significant step towards the commercialization of eSIM technology in the mobile sector, transitioning the information and communication industry towards a "cardless" era [1][2][3] Group 1: Industry Developments - The eSIM technology integrates the functionality of a physical SIM card into a built-in chip within the phone, allowing users to download their number over the air without needing a physical card [1] - The eSIM industry encompasses various segments, including chip design and manufacturing, platform operation, network services, terminal integration, and application scenarios, presenting opportunities for restructuring the industry ecosystem [1][3] Group 2: Market Adoption - China Unicom has reported over 170,000 pre-orders for eSIM cards since the launch of its reservation system, indicating strong consumer interest [2] - China Telecom and China Mobile have also launched eSIM services nationwide, with China Mobile planning to support a full range of eSIM products across various devices, including smartwatches and tablets, facilitating seamless connectivity [2] Group 3: Future Projections - According to GSMA Intelligence, global eSIM smartphone connections are expected to reach 1 billion by the end of 2025 and grow to 6.9 billion by 2030, representing 76% of total smartphone connections worldwide [2] Group 4: Technological Advancements - The introduction of eSIM services is anticipated to lead to richer terminal forms and enhanced user experiences, as well as increased business opportunities for industry partners [3] - Companies are focusing on developing eSIM products that support both traditional physical SIM cards and eSIM technology, alongside efforts to innovate in eSIM chip and operating system technologies [3]

Core Viewpoint - China Mobile has officially launched eSIM mobile services for users, marking a significant upgrade in its service capabilities and embracing the trend towards "cardless" communication [1][5]. Group 1: eSIM Service Launch - China Mobile has received approval for commercial trials of eSIM mobile services and is now open for users to apply for eSIM services at its outlets [1]. - Users can visit China Mobile's physical stores with valid identification and eSIM-compatible devices to initiate the service [4]. Group 2: Product and Service Offerings - The eSIM service supports various devices, including smartphones and smartwatches, aiming to provide users with a more flexible and enriched experience [4]. - The application of eSIM technology eliminates the need for physical SIM card management, enhancing China Mobile's advantages in network coverage, diverse package offerings, and service support [4]. Group 3: Industry Leadership and Innovation - China Mobile has been actively involved in the standard-setting and ecosystem development for eSIM technology, participating in the GSMA eSIM international standard formulation [4]. - The company is focusing on domestic technology development for eSIM chips and operating systems to ensure self-control in core areas, thereby building a secure and reliable technical framework for the industry's healthy growth [4]. Group 4: Future Outlook - The widespread adoption of eSIM technology is expected to accelerate the emergence of a more convenient, secure, and intelligent interconnected lifestyle [5]. - China Mobile is positioned to create greater value for users and society in this evolving landscape [5].