当2012年谷歌眼镜以"未来终端"之名惊艳亮相时，没人料到智能眼镜会在"手机附庸"的角色中徘徊十余 年。无论是早期依赖蓝牙传输的AR眼镜，还是如今搭载AI大模型的智能眼镜，始终未能摆脱手机的束 缚，通话需绑定手机网络，联网依赖WiFi热点，核心计算能力受制于手机芯片。这种"寄生式"的发展模 式，让智能眼镜始终停留在"小众玩具"的尴尬境地，全球年销量长期不足百万级。 2026年1月，拉斯维加斯CES展会上的一则消息打破了行业僵局。中国AR品牌雷鸟创新（RayNeo）展出 全球首款支持eSIM功能的双目全彩AR眼镜"雷鸟X3 Pro Project eSIM"，这款集成嵌入式通信模块的新 品，首次实现了独立通话、AI交互等核心功能，无须与手机绑定即可完整运行。多位业内人士在接受 《中国经营报》记者采访时表示，这种"去手机化"的技术革新，标志着智能眼镜正式迈入独立终端时 代。它不仅解决了智能眼镜对手机的过度依赖问题，更在功能上实现了质的飞跃，为用户带来了前所未 有的便捷体验。 进化为"完全体" 过往，智能眼镜始终被诟病为"手机的附属品"，没有手机，眼镜便失去了大部分功能。而eSIM的加入 将使眼镜进化为"完全体"。 ...

（编辑 袁冠琳） 证券日报网讯 1月8日，紫光国微在互动平台回答投资者提问时表示，目前公司从事eSIM卡芯片的研 发、设计和销售。公司在芯片设计基础上会整合软件、安全生产等技术给客户提供整体解决方案。国外 eSIM技术的发展比国内早，国内仍处在发展初期。公司已率先完成国内三大运营商的全面准入，预期 后续国内的eSIM产品将有较快的增长，相信对公司有较大的贡献。 ...

2025年，智能眼镜产业正式告别"小众尝鲜"阶段，市场规模与产品渗透率实现双重突破。 iiMedia Research(艾媒咨询)最新数据显示，2025年，全球智能眼镜销量同比激增350.82%至1344.8万副，其中中国市场销量同比大增159.76%至328.6万副。 如今，新年伊始，被视为"下一代超级终端"的智能眼镜产业接连迎来关键信号。政策层面，根据国家发展改革委、财政部发布的关于2026年"国补"政策， 其作为前沿消费电子产品首次被纳入数码和智能产品购新补贴范围；产品端，雷鸟创新推出首款集成eSIM(嵌入式SIM卡)通信模块的AR智能眼镜，为智 能眼镜从"手机配件"向"独立智能终端"演进增添了新的想象力；与此同时，行业的全球焦点再次汇聚：一年一度的国际消费电子展(下称"CES")于1月6日 至9日在拉斯维加斯举行，而智能眼镜也成为这次展会的核心展示焦点之一。 在上述多重利好下，市场预测，智能眼镜有望迎来出货量快速增长。国际数据公司(IDC)预计，2026年智能眼镜市场将迎来规模化拐点，全球市场出货量 预计将突破2368.7万台，其中中国智能眼镜市场出货量将突破491.5万台。 但不可忽视的是，机遇背后 ...

（文章来源：证券日报） 证券日报网讯 12月25日，汇顶科技在互动平台回答投资者提问时表示，公司的安全方案包括eSE安全芯 片和NFC控制芯片，均通过国内外权威认证并已实现规模商用。公司基于在安全产品的深厚技术积累， 已布局eSIM产品。目前全球已有多个运营商支持和推动eSIM技术的商用进程，公司将持续关注eSIM相 关发展趋势和市场需求，不断完善自身技术储备与产品布局，进一步提升公司的整体竞争力。 ...

来源：环球网 【环球网科技综合报道】12月7日消息，据macrumors日前报道，苹果首款折叠屏手机iPhone Fold或将取 消实体SIM卡槽，全面采用eSIM技术。这一消息与彭博社记者马克·古尔曼及天风证券分析师郭明錤此 前的预测形成呼应。 据多方信息整合，iPhone Fold预计于2026年底至2027年初亮相，采用书本式折叠形态，配备5.5英寸外 屏与7.8英寸内屏，后者尺寸接近iPad mini。古尔曼曾评价该设备"极致纤薄，堪称设计突破"，其机身厚 度堪比两部钛金属iPhone Air拼接，内部空间因此高度受限，这被认为是取消实体SIM槽的核心原因。 此外，iPhone Fold据传将搭载2400万像素屏下摄像头、无折痕内屏等新技术。定价方面，其美国售价或 达2000-2500美元（约合人民币1.45万-1.8万元），有望成为史上最贵iPhone。 但这一设计在中国市场可能"水土不服"。外媒指出，国内用户对实体SIM卡及双卡双待需求强烈，且手 机转售、短期试用等消费场景依赖便捷的SIM迁移，纯eSIM设计需运营商提供无缝激活支持才能落地。 苹果并非未察觉隐患。此前iPhone Air因空间问题 ...

Core Insights - Holafly has launched the world's first global data plan, marking a significant shift in international roaming services and positioning itself as a leading international mobile operator [1][4][7] Group 1: Product Offering - The new global data plan allows travelers to use a single eSIM with worldwide coverage, eliminating the need for multiple local SIM cards [1][4] - Holafly offers various pricing options ranging from $1.66 per day to $64.90 per month for unlimited data, hotspot access, and a local phone number [3][6] - The eSIM solution is designed to be permanent in devices, allowing users to easily adjust their data plans based on travel needs [2][5] Group 2: Market Position and Impact - Holafly aims to redefine the international mobile service landscape, similar to how Netflix transformed entertainment and Uber changed transportation [6] - The company has established itself as a leader in the eSIM market, providing sustainable digital solutions that enhance global data accessibility [5][8] - Holafly for Business offers competitive data solutions for companies, enabling employees to stay connected globally without incurring roaming fees [7]

Core Viewpoint - The introduction of eSIM technology in China marks a significant advancement in mobile communication, allowing users to activate services without the need for a physical SIM card, enhancing convenience and device design [1][3]. Group 1: eSIM Technology Overview - eSIM, or embedded SIM, is a digital SIM technology that integrates the functionality of a physical SIM card directly into the hardware of electronic devices, eliminating the need for a removable card [3]. - The first eSIM phone was launched in late October, with many consumers in Beijing experiencing the convenience of making calls without a physical SIM card [1][4]. Group 2: Activation Process - Activating eSIM services is quick, taking less than five minutes at service centers, where users only need to provide their ID and desired phone number [4]. - Currently, eSIM services are only available through physical service centers of major telecom operators, as online activation is not yet supported [5][10]. Group 3: Advantages of eSIM - eSIM technology allows for a thinner device design by removing the need for a SIM card slot, which can be used to enhance battery capacity or improve device durability [7]. - Users can easily switch to local carriers when traveling abroad without needing to visit physical stores, as eSIM can be activated online through local carrier websites [7]. - eSIM supports dual-device functionality, allowing users to share one phone number across multiple devices, such as smartwatches and tablets [7]. Group 4: Consumer Feedback and Market Response - Currently, there is limited availability of eSIM-enabled devices, with only one model priced between 7999 to 11999 yuan, which may deter budget-conscious consumers [9]. - As eSIM services become commercially available, manufacturers are accelerating the development of related products, although some service centers have faced issues with compliance and customer experience [10]. Group 5: Industry Perspectives - Experts believe that eSIM and physical SIM cards will coexist for a considerable time, as eSIM services are still in the trial phase and require in-person activation for security reasons [11]. - The industry is moving towards a more secure implementation of eSIM technology, with measures in place to prevent fraud and ensure user safety [11].

Core Viewpoint - The approval for commercial trials of eSIM mobile services has been granted to China Unicom, China Mobile, and China Telecom, highlighting the technological advantages of eSIM cards such as card-free activation and seamless global roaming, which cater to diverse communication needs and present opportunities for domestic software and systems [1] Group 1 - eSIM technology is integrated into mobile chips, eliminating the need for physical SIM cards, thus enhancing convenience and flexibility for users [1] - The adoption of eSIM technology promotes the lightweight design of terminal devices and increases collaboration opportunities within the industry chain [1] - Currently, eSIM phones are utilized in the Internet of Things (IoT) sector, with plans for future expansion to more devices, providing innovative development space for China Mobile, Unicom, and Telecom [1]

Core Insights - Major Chinese telecom operators, including China Unicom, China Mobile, and China Telecom, have received approval to conduct commercial trials for eSIM mobile services, marking a significant advancement in mobile technology [1][2][3] Group 1: eSIM Technology Overview - eSIM technology allows for a virtual SIM card integrated into the device, enabling users to activate their mobile service without a physical SIM card [1] - The advantages of eSIM include seamless activation, cross-device collaboration, and global roaming capabilities, catering to diverse communication needs [1][2] - eSIM technology can reduce the physical space required for SIM card slots, allowing for thinner devices and improved internal component placement, enhancing features like battery life and waterproofing [2] Group 2: Market and User Experience - Users can enjoy a similar experience with eSIM while roaming internationally as they would with a physical SIM card, with the ability to download local data services when abroad [2] - Over 170,000 users have already expressed interest in eSIM services, indicating strong market demand [2] Group 3: Industry Implications - The approval for eSIM services is expected to create more opportunities for domestic software and systems, as well as for the research and development of domestic eSIM chips [3][4] - The integration of eSIM technology is anticipated to extend beyond mobile phones to various devices, including smartwatches and IoT applications, potentially transforming the telecommunications landscape [3] - China Mobile plans to collaborate with industry partners to offer devices that support both traditional SIM and eSIM, enhancing user choice and experience [4]

Core Viewpoint - The eSIM experience for domestic users of the iPhone Air is significantly less satisfactory than expected, primarily due to cumbersome activation and transfer processes that still rely on physical stores [2][3][5]. Group 1: Current eSIM Experience - The activation of eSIM requires users to visit physical stores for identity verification and profile configuration, which contrasts with the convenience of physical SIM cards that can be activated online or delivered [5][6]. - Users face challenges when switching devices, as they cannot transfer eSIM profiles easily and must return to stores for reactivation, leading to frustration [5][10]. - Reports from users indicate that eSIMs can fail unexpectedly, necessitating additional trips to service centers for resolution [5][10]. Group 2: Comparison with International Standards - The eSIM activation process in other countries is streamlined, allowing users to activate their eSIMs within minutes through simple online procedures, unlike the complex steps required in China [10][12]. - The current domestic eSIM management reflects outdated practices from the physical SIM era, which hinders the adoption of more efficient online processes [12][15]. Group 3: Future Prospects - Despite current challenges, there is optimism about the future of eSIM technology in China, as domestic brands are showing interest and planning to launch eSIM-enabled devices [18][20]. - The transition to eSIM is expected to redefine communication services, allowing for more flexible usage of phone numbers across different devices without the constraints of physical SIM cards [20][21]. - The industry is likely to evolve towards online activation and transfer processes, improving user experience and aligning with international standards over time [16][20].