Core Viewpoint - Unisoc (002049.SZ) has successfully launched and mass-produced multiple eSIM products that comply with GSMA and domestic communication standards, marking it as the first chip manufacturer in China to achieve global commercial use of eSIM technology [1] Group 1 - The company has completed technical layout and product reserves specifically for the integration of "AI + 5G + eSIM" applications [1] - Unisoc has made corresponding inventory preparations based on market demand forecasts [1]

Core Viewpoint - Unigroup Guowei (002049.SZ) has successfully launched and mass-produced multiple eSIM products that comply with GSMA and domestic communication standards, positioning itself as the first chip manufacturer in China to achieve global commercial use of eSIM technology [1] Group 1 - The company has completed technical layout and product reserves specifically for the integration of "AI + 5G + eSIM" applications [1] - The company has made corresponding inventory preparations based on market demand forecasts [1]

Core Viewpoint - Unisoc (002049) has successfully launched and mass-produced multiple eSIM products that comply with GSMA and domestic communication standards, marking it as the first company in China to achieve global commercial use of eSIM technology [1] Group 1 - The company has completed technological layout and product reserves specifically for the new application scenarios of "AI + 5G + eSIM" integration [1] - The company has made corresponding inventory preparations based on market demand forecasts [1]

Core Viewpoint - The market has shown low preference for Unisoc's eSIM business, attributed to various factors including macroeconomic conditions and investor risk appetite [1] Group 1: Company Performance - Unisoc is the first domestic chip manufacturer to achieve global commercial use of eSIM technology, having successfully launched and mass-produced multiple eSIM products that comply with GSMA and domestic communication standards [1] - The company is focusing on improving operational efficiency and profitability to enhance its investment value [1] Group 2: Market Dynamics - The company's stock price is influenced by a range of factors including macroeconomic conditions, market environment, and investor risk preferences [1] - All domestic eSIM chips must include Unisoc's security components to be allowed for market circulation, suggesting that Unisoc holds significant pricing power in the eSIM business [1]