Core Viewpoint - The three major Chinese telecom operators have collectively announced the approval for commercial eSIM services, with Apple and OPPO launching eSIM-enabled devices, indicating a significant shift towards a "no-card revolution" in the industry [1][4][6]. Group 1: Industry Developments - China Mobile, China Unicom, and China Telecom have received official approval to launch eSIM services, marking a new phase in mobile technology [1]. - Apple will release the eSIM-enabled iPhone Air on October 22, while OPPO plans to introduce the Find X9 Pro with eSIM support [1][4]. - The rollout of eSIM technology is expected to face challenges in terms of operational rules and practical implementation, as indicated by varying responses from service staff regarding eSIM activation procedures [1][3]. Group 2: Market Response - Initial responses from telecom staff regarding eSIM services have been inconsistent, highlighting a lack of clarity and training on new procedures [3][4]. - Currently, the availability of eSIM devices is limited, with only a few models, primarily from Apple, being ready for market [5][6]. - OPPO's eSIM model is still undergoing approval processes, and other major brands like Huawei and Xiaomi have not yet launched eSIM-enabled smartphones [5][6]. Group 3: Future Trends - The global eSIM smartphone connection is projected to reach 1 billion by the end of 2025 and 6.9 billion by 2030, indicating a strong growth trajectory for eSIM technology [7]. - The advantages of eSIM, such as space-saving in devices and enhanced user flexibility, are clear, but the transition from traditional SIM cards will require significant adjustments in service models and regulations [6][7].

Core Viewpoint - The launch of eSIM technology by major Chinese telecom operators marks a significant shift in mobile connectivity, but practical implementation faces challenges in terms of service and operational rules [1][2][7]. Group 1: eSIM Launch and Initial Reactions - Major telecom operators in China, including China Mobile, China Unicom, and China Telecom, received approval for eSIM services and announced their launch on October 13 [1]. - Apple is set to release the iPhone Air with eSIM technology on October 22, while OPPO plans to introduce its Find X9 Pro model with eSIM support [1][3]. - Initial inquiries at telecom service centers reveal a lack of clarity and readiness regarding eSIM services, indicating that staff are still familiarizing themselves with the new technology [2][3]. Group 2: Challenges in Implementation - The current eSIM offerings are limited, with only a few models available for consumers, primarily the iPhone Air, while OPPO's eSIM model is expected to launch later [3][6]. - Operational challenges include the requirement for users to visit physical stores for eSIM activation, which complicates the user experience and slows down adoption [8]. - Experts suggest that telecom operators need to revise existing service models and regulations to facilitate smoother transitions to eSIM technology, including rules for number portability and cross-region service [8][9]. Group 3: Future Outlook - The potential for eSIM technology to revolutionize the mobile industry is evident, with predictions indicating that by the end of 2025, there will be 1 billion eSIM-enabled smartphones globally, increasing to 6.9 billion by 2030 [8]. - The advantages of eSIM, such as saving physical space in devices and enabling multiple numbers on a single chip, highlight its importance in the future of mobile technology [8][9].