Southern Finance All Media Information Communication Researcher Peng Zhuo Comprehensive Report
Recently, a netizen left a message on the official website of the Ministry of Industry and Information Technology, saying that the recent use of eSIM card has caused greater discussion. Is there a promotion plan for eSIM mobile phone cards in my country?
In response to this, the Ministry of Industry and Information Technology replied on September 15, "Our department attaches great importance to protecting the legitimate rights and interests of consumers, and insists on actively promoting the application and promotion of new technologies and new equipment on the basis of ensuring the legitimate rights and interests of users and information security. At present, our department is organizing relevant units to study and promote the application of eSIM technology on tablets, portable computers and smartphone devices, and expand the scope of eSIM technology application after conditions are ripe."
Picture source: Ministry of Industry and Information Technology website
Tonghuashun Industrial Chain Center information shows that eSIM nodes belong to the sub-fields under wireless network nodes. A shares related listed companies include Unigroup Guowei , Tianyu Information and Hengbao Shares . Related concepts include Shenwan Communication Equipment Index (801102.SL), with an increase of nearly 28% in the past five months and an amplitude of as high as 42%.
Image source: Tonghuashun iFinD
Image source: Tonghuashun iFinD
iPhone14 series that only supports eSIM will become the turning point of industry development
Founder Securities said , Apple recently announced the launch of the iPhone14 series, among which the models sold in the US market will only support eSIM technology and will no longer be equipped with physical SIM card slot. Counterpoint analysts said that the launch of an iPhone that only supports eSIM will be the turning point in the adoption of eSIM technology .
From the perspective of device design, factors such as thinner, smaller and more power-sensitive device appearance are also promoting the development of eSIM solutions.
From a consumer perspective, eSIM provides greater flexibility in how to access services seamlessly and securely. At the same time, it can also save time and costs related to users configuring their phones or activation processes in the store.
Mobile network operators have gradually adopted eSIM technology. As eSIM-enabled device ecosystems enter the mainstream and drive consumers' awareness to increase, many mobile network operators have integrated eSIM technology into their networks.
West China Securities believes that , eSIM As Apple 14 enters the supply chain, the industry is expected to develop beyond expectations. If Apple can successfully promote eSIM phones in overseas regions, Android manufacturers will probably choose to follow up.
eSIM equipment shipments will reach 14 billion units by 2030
Sichuan Finance Securities pointed out . According to a report released by Counterpoint, in 2021, the shipments of hardware devices supporting eSIM in many categories such as smartphones, smart watches , tablets, Internet of Things modules and connected cars will exceed 350 million units. In the next five years, hardware-based eSIM (eUICC) will continue to be the dominant eSIM technology and will account for more than half of shipments. The shipment of eSIM equipment will reach 14 billion units by 2030.
Image source: Counterpoint
Policy continues to promote the application and expansion of eSIM technology
Shouchuang Securities points out . As early as 2020, the Ministry of Industry and Information Technology issued an approval document to agree that China Unicom will carry out eSIM technology application services in the Internet of Things and other fields. In the same year, the Ministry of Industry and Information Technology issued similar approval documents to China Mobile and China Telecom . As of October 2020, all three major operators of were allowed to carry out eSIM technology application services in the fields of the Internet of Things and other fields. The issuance of approval documents is mainly to meet the needs of the Internet industry to accelerate the transformation from consumer to production.
The " "14th Five-Year Plan" Information and Communication Industry Development Plan " released by the Ministry of Industry and Information Technology at the end of 2021 mentioned that it will promote the application of emerging technologies such as artificial intelligence , big data, blockchain, edge computing , embedded SIM card (eSIM) , advanced computing and quantum computing , and deepen the expansion of new technologies and new businesses in vertical industries and fields.
This time, the Ministry of Industry and Information Technology replied that it is organizing relevant units to study and promote the application of eSIM technology on tablets, portable computers and smartphone devices , and expand the application scope of eSIM technology after conditions are ripe.
Investment advice
Pacific Securities believes that , The penetration rate of eSIM in consumer electronics in the next five years is expected to continue to increase , and will be widely used in vertical fields such as smart cities, smart homes, industrial Internet, Internet of Vehicles, and smart medical care, which will play a very critical role in promoting the scale of cellular Internet of Things.
Huatai Securities believes that the development of and eSIM is closely related to the requirements of miniaturization and functional stability of smart terminals, and is also an important means for operators to expand new businesses. eSIM will expand its business development in the fields of consumer and industrial IoT .
China Galaxy Securities believes that , in the era of 5G Internet of Things, various terminals have emerged, such as Internet of Things terminals in industrial scenarios and smart watches and sports bracelets in consumer electronics. These terminals have high requirements for device volume, earthquake resistance, power consumption and storage, and the eSIM card is just seamlessly connected to it, which can fully meet the requirements.
Institutions recommend stocks
Unigroup Guowei (002049.SZ) : The company's security chip products have passed the China Unicom eSIM management platform test as early as 2018.
Tianyu Information (300205.SZ) : The company said on the investor interaction platform that the company provides eSIM products and related services to customers such as telecom operators, the Internet of Things industry and other customers.
(Report source: Pacific Securities, Huatai Securities, China Galaxy Securities, Chuangchuang Securities, Sichuan Finance Securities, West China Securities, Founder Securities; the information in this article does not constitute any investment advice, the content published comes from licensed securities institutions and does not represent the platform's views. Investors are required to make independent judgments and decisions.)
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