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]

eSIM技术的深入应用，将不再受限于实体SIM卡的插拔，这将进一步激发中国移动在优质网络覆盖、多 元化套餐设计以及服务支撑方面的综合优势，为用户带来"一号多端"，甚至"多设备自由连接"的数字化 生活新范式。 而在推动eSIM技术普及与创新的背后，是中国移动长期以来在标准制定与产业生态构建上的持续深 耕。作为国内通信行业引领者，中国移动持续推进eSIM技术攻关，深度参与GSMA eSIM国际标准制 定，致力于推动全球技术规范的协同发展。同时，依托现有产业链布局，主导开展eSIM芯片与操作系 统的国产化技术攻关，力求在核心环节实现自主可控，全面构建安全、可信的技术体系，为产业的健康 发展和用户的信息安全筑牢根基。 此次中国移动全面开放eSIM手机业务，不仅是其服务能力的一次重要升级，更是对未来"无卡化"通信 趋势的积极拥抱。随着eSIM技术的广泛应用，一个更加便捷、安全、智能的互联生活图景将加速展 开。我们相信，中国移动将在这一进程中，为用户和社会创造更大的价值。（田心） 中国移动表示，目前已支持包括手机、手表等多种形态的eSIM全系产品，服务覆盖多类智能终端设 备，致力于为用户提供更灵活、更丰富的使用体验。即日 ...