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Apple Introduces eSIM Support for iPhone Air with Chinese Telecom Operators
ByAinvest
Friday, Sep 12, 2025 3:03 am ET1min read
Chinese telecom operators will support eSIM functionality for the upcoming iPhone Air. Apple's net sales break down into telephone products (51.4%), peripheral devices (9.5%), computers (7.7%), music support (6.8%), and other services (24.6%). Sales are distributed across various regions, including the Americas (42.7%), China/Hong Kong/Taiwan (17.1%), Japan (6.4%), Asia/Pacific (7.9%), and Europe/India/Middle East/Africa (25.9%).
Apple Inc. (NASDAQ: AAPL) has experienced a delay in the launch of its iPhone Air model in China, with local media attributing the delay to regulatory hurdles around the removal of physical SIM cards. Despite this setback, major Chinese telecom operators including China Unicom, China Telecom, and China Mobile have declared their support for eSIM technology, signaling a potential resolution to the issue [1].The iPhone Air, which is priced starting from 7,999 yuan ($1,123), is part of Apple's new iPhone 17 lineup. The delay in China comes as Apple continues to push the boundaries of its hardware design, removing the physical SIM card slot to create a slimmer form factor. This move, while controversial in some markets, has been well-received in others, with Apple touting it as a major selling point [1].
In terms of Apple's financial performance, the company's net sales break down into various segments. Telephone products account for 51.4% of net sales, followed by peripheral devices (9.5%), computers (7.7%), music support (6.8%), and other services (24.6%) [2]. These products are distributed across different regions, with the Americas (42.7%), China/Hong Kong/Taiwan (17.1%), Japan (6.4%), Asia/Pacific (7.9%), and Europe/India/Middle East/Africa (25.9%) being the primary markets [2].
The integration of eSIM technology into the iPhone Air is a significant step forward in the global telecom landscape. As Apple works closely with Chinese regulators to resolve the launch issues, the support from major telecom operators suggests a potential resolution. This development could pave the way for smoother launches of future models, particularly as eSIM technology becomes more widely adopted.
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