Shulou(Shulou.com)11/24 Report--

CTOnews.com, September 9 (Xinhua)-- at its recent Far Out launch, Apple released the iPhone 14 and iPhone 14 Plus, retaining most of the design of the iPhone 13-including bangs grooves for mobile selfie cameras and Face ID sensors. Apple also introduced the iPhone 14 Pro and iPhone 14 Pro Max, equipped with "Smart Island" pill screens to display alerts and background activities, brighter displays and AOD message screens, A16 bionic chips, new color options, and more.

It should be noted that this time Apple's American iPhone 14 series has become very radical, completely eliminating the physical SIM tray, using all eSIM technology, and switching to eSIM cards supported by AT&T, T-Mobile and Verizon.

Research firm Counterpoint Research released a report today saying that the iPhone 14 series, which only supports eSIM, will be the inflection point in the adoption rate of eSIM technology. " Other OEM may be able to launch certain products or technologies faster than Apple, but once Apple uses the technology to sell on the iPhone, it will accelerate its adoption. This example has happened in dual cameras, portrait cameras, and display slots with Face ID. The introduction of eSIM is a turning point for the industry and facilitates the transition from physical SIM cards to eSIM. IPhone, which only supports eSIM, will not only promote eSIM to the minds of many consumers around the world, but will also drive other OEM manufacturers to switch to eSIM in the future. "

"the four major operators in China do not support the American version of Apple's iPhone 14 / Pro series: without mobile eSIM business, consumers buy cautiously."

Here are the contents of the Counterpoint Research report:

Apple has finally released iPhone with only eSIM! ESIM has been available on smartphones since 2017, but the adoption rate has been growing slowly. The technology was first introduced by Google, and Pixel 2, which supports eSIM, became the beginning of the technology as part of "Project Fi". However, it is Apple that leads the industry and popularizes eSIM. Since the introduction of eSIM technology into iPhone XS, all iPhone released since then are compatible with eSIM. Now, Apple has launched the iPhone 14 model in the United States, which uses only the eSIM.

Following in Apple's footsteps, other OEM such as Samsung, Huawei and Motorola have also launched eSIM-enabled smartphones around high-end market segments. So far, 14 OEM have launched devices that support eSIM.

Why iPhone that only supports eSIM is important to the industry Apple can easily define product standards in the industry. We have seen this happen many times in the past few years. Of course, other OEM may be able to launch certain products or technologies faster than Apple, but once Apple uses the technology to sell on the iPhone, it will speed up its adoption. This example has happened in dual cameras, portrait cameras, and display slots with Face ID.

A similar phenomenon will be repeated on eSIM. Google may be the first company to launch a smartphone that supports eSIM, and Motorola launched the world's first eSIM-only phone three years before Apple, but with this release, we will see an exponential growth in the introduction of eSIM in smartphones.

We see the introduction of eSIM as a turning point in the industry that facilitates the transition from physical SIM cards to eSIM. IPhone, which only supports eSIM, will not only promote eSIM to the minds of many consumers around the world, but will also encourage other OEM vendors to switch to eSIM in the future.

Why Apple chose eSIM compared with traditional SIM cards, eSIM performs well in a number of attributes, including configuration, size, flexibility, security, customer experience, and most importantly, cost.

From the point of view of the device design of mobile phones, eSIM features such as thinner, smaller and more power-sensitive device form factor (usually embedded in larger machines) are also driving eSIM solutions.

Self-service configuration is the biggest advantage of communications service providers, which promotes a better and more loyal customer experience. ESIM's reprogrammability extends the life cycle of SIM, bringing durability and convenience to customers.

From the consumer's point of view, the service provider can be used flexibly and seamlessly and securely, and the time and cost associated with the process of configuration or activation can be saved.

Rumor has it that Apple is planning to launch a portless iPhone. Removing a physical SIM card must be an important part of it. I believe that the introduction of dual eSIM in iPhone 13 and now only eSIM iPhone 14 is the first sign that a portless iPhone is under development. Ideally, the next step is to transfer the functions of "Apple Silicon" directly to iSIM, which will further save circuit board space and give Apple more control over SIM.

Are operators ready? mobile network operators are gradually adopting eSIM capabilities as many operators face challenges in terms of technological confidence, fixed mindset, or cost constraints. As the mobile device ecosystem that supports eSIM has gradually become mainstream and consumer awareness continues to rise, many mobile network operators have integrated eSIM technology into their device networks.

The shortage of available semiconductors for physical SIM cards is another push for the development of eSIM. Although the shortage of semiconductors has improved in many ways, the situation of SIM cards has not fully recovered.

More than 200 leading mobile network operators in more than 75 countries have supported the configuration and management of eSIM, and some mobile network operators are already one step ahead in eSIM and have the image of leaders in the industry. They support an average of 20 or more devices, including smartphones, smartwatches, laptops and tablets. Most carriers that support eSIM devices are already supporting older Apple devices such as the iPhone 13. With the launch of eSIM-only iPhone in the United States, it sends a signal to mobile network operators around the world that eSIM will continue to exist!

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