Core Viewpoint - The article discusses the resurgence of eSIM technology, its advantages, development history, and the reasons for its recent revival in the telecommunications industry, particularly in light of Apple's new product launches and the evolving needs of the market [4][41]. Group 1: What is eSIM? - eSIM stands for Embedded-SIM, a smaller chip embedded directly into devices, eliminating the need for a physical SIM card slot [6][9]. - eSIM allows for remote configuration via Over-The-Air (OTA) technology, enabling users to manage their mobile services without visiting a physical store [12][13]. Group 2: Advantages of eSIM - eSIM reduces space requirements in devices, allowing for thinner and lighter designs, which is particularly beneficial for wearables and IoT devices [18][21]. - It enhances reliability by being soldered directly onto the circuit board, reducing issues related to physical contact [25][26]. - eSIM improves water and dust resistance by eliminating SIM card slots, making devices more robust [27][28]. - It simplifies user experience by allowing online management of mobile services, which is especially advantageous for frequent travelers and IoT applications [30][31]. Group 3: Development History of eSIM - The concept of eSIM was first proposed by Apple in 2011, with the first implementation in 2014 through Apple SIM in iPads [32][33]. - The GSMA officially released eSIM specifications in 2016, gaining support from over 30 global operators and manufacturers [36]. - By 2022, Apple eliminated physical SIM slots in the iPhone 14 series, marking a significant milestone in the transition to eSIM [36][37]. Group 4: Reasons for eSIM Suspension and Resurgence - eSIM was initially suspended due to concerns over security vulnerabilities and the potential loss of operator control over customer relationships [45][49]. - The resurgence is driven by the increasing demand for eSIM in new devices, particularly with Apple's latest product launches, which require eSIM for their design [55][56]. - Operators are now addressing previous security issues and are gradually reintroducing eSIM services across various regions [57]. Group 5: Future Prospects of eSIM - eSIM is currently experiencing positive momentum, with a penetration rate of 21.3% in smartphones and significant growth potential in wearables and IoT devices [62][63]. - The success of eSIM will depend on collaboration across the industry, user acceptance, and effective marketing strategies to educate consumers about its benefits [61][70]. - Global trends indicate a strong shift towards eSIM, with predictions of substantial growth in eSIM-enabled devices by 2025 and beyond [76].

消息面上，出门问问半年报显示，上半年AI智能硬件业务收入为9830万元，同比增长64.8%。主要得益 于上半年公司加大了战略性市场投入和新产品"TicNote"的品牌投入。出门问问表示，TicNote是全球首 款AgenticAI软硬结合产品。该产品在海外首发即获关注，TicNote销量迅速突破万台，位居天猫、京东 等电商平台相关品类销量前列。在随后的业绩发布会上，出门问问方面再次透露，截至8月20日， TicNote全球销量已突破3万台。 出门问问(02438)再涨超17%，截至发稿，涨15.87%，报0.73港元，成交额2497.37万港元。 值得注意的是，新浪科技此前报道称，国内三大运营商或将全面重启已暂停两年的eSIM业务。苹果则 表示，三大运营商将为iPhoneAir提供eSIM支持。据悉，早在2017年，上海联通携手出门问问共同推出 了国内首款支持eSIM的智能手表—Ticwatch2，可以实现3G通信。 ...

消息面上，出门问问半年报显示，上半年AI智能硬件业务收入为9830万元，同比增长64.8%。主要得益 于上半年公司加大了战略性市场投入和新产品"TicNote"的品牌投入。出门问问表示，TicNote是全球首 款AgenticAI软硬结合产品。该产品在海外首发即获关注，TicNote销量迅速突破万台，位居天猫、京东 等电商平台相关品类销量前列。在随后的业绩发布会上，出门问问方面再次透露，截至8月20日， TicNote全球销量已突破3万台。 值得注意的是，新浪科技此前报道称，国内三大运营商或将全面重启已暂停两年的eSIM业务。苹果则 表示，三大运营商将为iPhoneAir提供eSIM支持。据悉，早在2017年，上海联通携手出门问问共同推出 了国内首款支持eSIM的智能手表—Ticwatch2，可以实现3G通信。 智通财经APP获悉，出门问问(02438)再涨超17%，截至发稿，涨15.87%，报0.73港元，成交额2497.37万 港元。 ...

出门问问(02438)尾盘涨超15%，截至发稿，涨15.79%，报0.66港元，成交额1481.15万港元。 值得注意的是，苹果正式发布仅支持eSIM的iPhoneAir。此外，据新浪科技，国内三大运营商或将全面 重启已暂停两年的eSIM业务，其中中国联通在多省市率先重启。据悉，早在2017年，上海联通携手出 门问问共同推出了国内首款支持eSIM的智能手表—Ticwatch2，可以实现3G通信。 消息面上，出门问问近日发布中期业绩，上半年收入1.79亿元人民币，同比增加10%；经调整亏损净额 140.8万元，同比减少97.5%；期内亏损289.8万元，同比减少99.5%。期内，AI软件业务收入为8060万 元，同比下降21.7%；AI智能硬件业务收入为9830万元，同比增长64.8%。本集团在上半年加大了战略 性市场投入和新产品"TicNote"的品牌投入，并同步优化了品类库存结构，短期内导致该板块业务毛利 率有所波动。随着库存结构逐步调整完成，预期毛利表现将趋于稳定。 ...

消息面上，出门问问近日发布中期业绩，上半年收入1.79亿元人民币，同比增加10%；经调整亏损净额 140.8万元，同比减少97.5%；期内亏损289.8万元，同比减少99.5%。期内，AI软件业务收入为8060万 元，同比下降21.7%；AI智能硬件业务收入为9830万元，同比增长64.8%。本集团在上半年加大了战略 性市场投入和新产品"TicNote"的品牌投入，并同步优化了品类库存结构，短期内导致该板块业务毛利 率有所波动。随着库存结构逐步调整完成，预期毛利表现将趋于稳定。 值得注意的是，苹果正式发布仅支持eSIM的iPhoneAir。此外，据新浪科技，国内三大运营商或将全面 重启已暂停两年的eSIM业务，其中中国联通在多省市率先重启。据悉，早在2017年，上海联通携手出 门问问共同推出了国内首款支持eSIM的智能手表—Ticwatch2，可以实现3G通信。 智通财经APP获悉，出门问问(02438)尾盘涨超15%，截至发稿，涨15.79%，报0.66港元，成交额1481.15 万港元。 ...