Driven by Apple, eSIM applications will usher in a big explosion
Source: Content from Boris Zhao Debi Investment, thank you.
With the release of the third generation of iWatch by Apple on September 13, eSIM has immediately aroused the enthusiasm of telecom service providers. With eSIM, Apple's smartwatch has added LTE data connection function for the first time, allowing it to operate independently and make calls directly without connecting to the iPhone.
In fact, as early as June 27 this year at the Shanghai World Mobile Communications Exhibition, China Unicom released the first generation of eSIM products, which can directly provide eSIM configuration services for terminal products. This time, China Unicom is also the only domestic partner to cooperate with Apple to launch the eSIM commercial plan in China.
To be optimistic, the promotion of eSIM is unstoppable and is spreading like wildfire.
The concept of eSIM card is to embed the traditional SIM card directly into the device chip instead of equipping it as an independent unit. Users can not only choose operator packages more flexibly and change operators at any time without being restricted by network standards, but also save the cost of SIM card production and do not have to worry about problems such as damage to the card core.
In 2016, GSMA (Global System for Mobile Communications Association) released the eSIM card remote configuration specification for smart watches, fitness trackers and tablets. This specification has been supported by more than 30 operators, chip manufacturers and equipment manufacturers around the world, which also indicates that the future will enter an era without SIM cards.
At present, domestic operators have accelerated the pace of IoT eSIM verification and trial commercialization. With the diversification of IoT terminal forms and the promotion of operators, the demand for embedded cards will become increasingly strong, whether it is smart home or existing IoT applications.
Remote configuration has become the most essential feature of eSIM. China Unicom is the first CDMA manufacturer to launch a machine-card separation. After the card manufacturer manufactures the SIM card, it is directly handed over to the user. In the era of the Internet of Things, new demands continue to emerge. The form of machine-card separation like in the past is not suitable for all IoT terminal devices, including the card size and other aspects that do not support instant plug-in. However, how to realize the new demands of the embedded era? Apple was the first to apply it in the consumer market, installing and deploying eSIM on the iPad, using the method of separating the hardware carrier from the card data. After several years of development and evolution, remote configuration has become the most essential feature of eSIM.
The first problem that technology needs to solve is security. At present, the card-making technology in the communication field is relatively mature, but due to the need for over-the-air downloading, how to ensure information security in the three links of data production, download transmission and use has become a problem of concern to the industry. "Enterprises should design multi-level encryption and protection measures in each link of data generation, storage, transmission, and use to ensure the security of card data."
The earliest large-scale development and commercial use of eSIM was in the field of Internet of Vehicles, and the technology has also been tested. First of all, the Internet of Vehicles requires security for communication, which requires a better solution. Traditional plug-in cards cannot ensure the normal use of services after a collision, and embedded cards are more secure. Secondly, vehicle imports and exports require number management services. For international roaming, each country has some policy restrictions, so there are requirements for local data services. In addition, from the perspective of car manufacturers, the cost of a car is very high. The cost of security components such as eSIM can be ignored, but since the car is exported to all parts of the world, if the card is hard-coded with a number, the process is more cumbersome. Therefore, from the perspective of car manufacturers, it is necessary to reduce the complexity of material management and processes, and avoid the high cost caused by replacing local SIM cards. These factors have led many car dealers to be the first to use eSIM's M2M services, that is, to use patch cards and provide number management services. When both technical and commercial dual modes can be achieved, eSIM has made great progress in Internet of Vehicles applications, and this development is also due to the close cooperation between car dealers and operators.
The consumer electronics sector is another hot spot for eSIM. In 2014, Apple adopted Apple SIM in the 4G devices of iPad 2 and iPad mini3, completing the trial of eSIM in the consumer electronics sector. Users in the United States and the United Kingdom can write codes in the air to realize their own business. In early 2016, Samsung's watch was officially commercialized. Samsung and Vodafone have opened up the entire code management process. Now there are more devices and more manufacturers entering the field, trying to use eSIM technology in their own devices. When it comes to the issue of real-name authentication, many Chinese IoT companies have been able to do online physical video authentication, or take photos with ID cards. This authentication method, so the real-name system is not an obstacle to the development of eSIM in the consumer electronics field. Through video authentication, users can choose the code they need, and through WiFi Internet access, they can complete the entire process: scan code activation-download code-use device, this process can bring users a better user experience.
The large-scale application of eSIM in China is imminent, let us wait and see!
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