Core Viewpoint - The approval of eSIM mobile phone commercial trials by China's three major telecom operators marks a significant step towards the widespread adoption of eSIM technology in the country, with the iPhone Air set to lead the market [1][2][3]. Group 1: eSIM Technology Launch - China Mobile, China Unicom, and China Telecom have received approval to conduct eSIM mobile phone commercial trials across all 31 provinces in China [1]. - The iPhone Air, launching on October 22, is the first smartphone in China to support only eSIM, achieving over 100 million yuan in sales within one second during pre-sales [1]. - Domestic manufacturers like Huawei and OPPO are expected to follow suit by launching their own eSIM phones [1]. Group 2: Supply Chain and Manufacturing - The supply of domestic eSIM chips is still in the early stages, with companies like Unisoc and Tongfu Microelectronics being key players in the supply chain [1][3]. - Unisoc has confirmed that its eSIM chip technology is mature and compatible with over 400 global operators, but the final selection of domestic operators remains unclear [1][5]. - Companies such as Jiangsu Changjiang Electronics Technology and New Henghui are actively developing new technologies and expanding their market share in the eSIM sector [4][6]. Group 3: Industry Development and Challenges - The eSIM market in China has experienced a halt due to the suspension of certain services by the three major operators in 2023, impacting the entire eSIM industry chain [3]. - The collaboration model between chip manufacturers, telecom operators, and smartphone manufacturers is still undefined, with the need for regulatory clarity from the Ministry of Industry and Information Technology [5]. - China Unicom and China Telecom are committed to building an open and collaborative eSIM ecosystem, aiming to innovate and enhance service models in the telecommunications industry [6].