chengjiudianshangxiaoliangshenhua douyinguanggaojingzhunyinliu
“xiaoshihou，xiangchoushiyimeixiaoxiaodeyoupiao；wozaizheitou，muqinzaineitou。zhangdahou，xiangchoushiyizhangzhaizhaidechuanpiao；wozaizheitou，xinniangzaineitou。houlaia，xiangchoushiyifangaiaidefenmu”。
yuguangzhongdeyishou《xiangchou》daochuletianxiayouzidesixiangzhiqing，yexiechuleshiwuzhongjiangxiaowangdebeiliangshishi。qishi，niwoshenbianyixiaoshihuozhengzaixiaoshidejiyibuzaishaoshu。dadaofengsuxiguan，xiaodaoniwomeitiandeyishizhuxing，xianrujinlianyixiekansibibukeshaodexiaowujianyezhujiantuichulishidewutai。lirucengdaiji80houwushuhuanledexiaobawangyouxiji、peiban90houzhenggeqingchundemp3douyixiaoshi，xianzailianxiaoxiaodeshoujikadouzhanzaixiaowangdexuanyabianshangle。
jiushiwudexiaowangyedaibiaoxinshiwudedengchang，xianzaikenengdaitichuantongdesimshoujikadexinshiwuyijingdansheng，tademingzijiaozuoesim（xunishoujika）。
三方势力组成“eSIM联军”
maikenxi、ihs、gsmadengduojiashujujigouyuce，esimjishudao2021nianzaiquanqiujiangshixian50yigelianjieshu，nianfuhezengzhanglvhuidadao95%，dao2022nianduesimshichangguimojiangdadao54yimeijin。
当前，eSIM技术已被广泛应用，市面上支持eSIM虚拟卡技术的企业大概可以分为运营商、硬件厂商与changshangsanlei。liru，jinnian3yuezhongguoliantongzaiguonei6gechengshishiyunyingleesimkafuwu，erqiezhongguoyidongyuzhongguodianxinyeyousuohuodong；zaibirugaotong、yingteerdengchangshangyezaijinnianfabudexinpianzhongyeneizhileesimtongxunxieyixinpian；xianghuawei、pingguo、lianxiangyezaixiaobufendiannao、shoubiaodengyingjianshebeishangzhichiesimxunika。
先说电信运营商。
zhongsuozhouzhi，dianxinyunyingshangzaitongxunshichangzhongzhanjuzhezhongyaodiwei，muqianzhongguosanjiadianxinyunyingshangdouyoushezuesim。
zhongguoliantongbiaoxianzuiweijiji，chulezaishanghai、guangzhou、shenzhen、tianjin、zhengzhou、zhangshadeng6gechengshituiguangesimkawai，haizaiqunian8yueyutengxunhezuotuichuletusi simka，quanmianmianxiangwulianwangxingye。
zhongguodianxintuixingesimkajiaoweibeidong。suiranzhongguodianxinzai2017nian7yuedetianyizhinengshengtaibolanhui”shangyiyinanquanwenti、shimingzhiwenti、jianguanwentidengwentimingquefanduishoujishiyongesim，danshisuizheyuelaiyueduoqiyezhichiesimkatayeyousuosongkou。juxi，pingguoqiujifabuhuijieshuhou，zhongguodianxinjiuzaishanghai、nanjing、guangzhou、chengdou4dikaiqileesimkashiyunying。
zuihoushizhongguoyidong，zhongguoyidongshisanjiazhongtuixingesimkazuiweichedideyijia。juxi，zhongguoyidongbujinzaiqunian3yueyuhuawei、kedaxunfei、alitongxin、dongruan、jinyatuodengzhuyaochanyelianqiyehefangantigongshanggongtongfaqizujianesimzhixingweiyuanhui，erqiehaizaiqunian6yuemaichushizhixingdeyibu，zaitianjin、shanghaideng7gechengshikaiqilezhichiesimde“yihaoshuangduan”fuwu。
再看硬件厂商。
guowaideyingjianchangshangyoupingguo、daierdeng，guoneideyingjianchangshangyebushao，qizhonghuawei、lianxiang、xiaomidouyouyiyuanfazhanesim，bingqiehuaweiyulianxiangdouyijingfabulezhichiesimxunikajishudechanpin。pingguoshijiangesimjishuguanchedaodi，budanzaijinniande“chunjifabuhui”shangtuichulezhichiesimkadezhinengshoubiao，erqierang2018nian“qiujifabuhui”shangdexinkuaniphoneyequanmianzhichiesimka。erjinnianzhichiesimdehaiyouhuawei、lianxiang、xiaomituichudebijibendeng，yingjianchangshangyanranyechengweiesimkapujidezhongyaotuidongzhe。
最后是芯片厂商。
wulunshipcduanxinpiandeyingteer，haishiyidongduanxinpiandegaotongdouyijingfabulezhichiesimxunikajishudexinpian。yudianxinyunyingshangyuyingjianchangshangxiangbi，xinpianchangshangduiesimdezhichigengzao。yingteerzai2017niandetaibeidiannaozhanshangjiumingquetichulepujiesimdeyuanjing，bingzaizhihoutuichuzhichiesimdexmm 7260jidai。eryidongxinpianlingyudegaotongzaozai2016nian11yuefabudexiaolong835shi，jiuyijingzhichiesim。
congyishangdefenxikeyikanchu，zhichiesimxunikajishudechangshangleixingfanduo。weiheduifazhanesimxunikajishudetaiduweihechuqideyizhini？shuodaodihaishixuyaojiezhuesimxunikajishuzhuligezidefazhan。
电信运营商：抢占先机、降低成本
dianxinyunyingshangmendangqiandoucunzaifuwutongzhihuayanzhongyurenlichengbenjiaogaodetongdian，eresimjishuyouzhewuxuhuanka、ziyouhuanwangdetedian，bujinnenggoutishengyonghutiyan，weiqiyonghuzengzhangchuangzaozengzhangji，erqiehainengliyongtateyoudeyoushiweizishenfuneng。
duiyuliantonglaishuo，gengzaotuichuesimfuwunenggouqiangzhanshichangxianji，gaibianzaitongxunshichangzhongdebulijumian。congzhongguoliantongfabude2018niandisanjidugongsicaibaokeyikanchu，suirangongsijinguohungaihouyingshouyuyonghudoudedaolezengzhang，yonghuzai2018nianshangbanniantupo3wan，danshiyuzhongguoyidong6.9yideyonghurengrancunzaijiaodachaju，zhongguodianxinyoububujinbi，zhongguoliantongjixukuaisuzengzhangyonghugaibianbulidejumian。ruguoqiangzhanesimdefabuxianji，zaidiyishijianliyongesimdeyoushixiyinyonghu，zhongguoliantongjianghuikuaigaibianyonghushaodejumian，yincizhongguoliantongjijituichuesimpuji。
duiyuzhongguoyidonglaishuo，zhuyaoshixiang“wenzhongqiujin”bingjinyibujiangdi“chengben”。zhongguoyidongyonghuzongliangda6.9yi，suiranbuyongguodudanxinyonghushudewenti，danshini，yonghudangranshiduoduoyishan，ruguozaiesimtuiguangzhongzhanjuyoushi，youjiangjinyibugonggubingtishengyonghushu，heleerbuweini。
lingwai，jinnianlaiyonggongchengbenyezaijiejiepansheng，zhongguoyidongguanwangshujuxianshi，2018niangongsiyuangongshujin50wanren，rengongchengbengaoyezaiqinglizhizhong。erruguoesimdeyipuji，neimegongsineiyixiexiangdengjibankadengwenzhigongzuogangweixuqiujianghuidadajiangdi，yinweiesimzhixuyaoyonghuzaigoujishizaixianzhuce，zaihuanjishidengluzijidezhanghaojike，shengqulerengongbanlidianhuakayuzhizuodianhuakadechengben。
duiyuzhongguodianxinlaishuo，shigengduodeshixiangzaiesimdechaoliuzhongfenyibeigeng，bimianbeiyonghusuopaoqi，yincizaituixingesimshicaihuiyibuyiqu，jifandui，yougenjin。
硬件厂商：增强产品竞争力
esimkayoukeyijiaozuoxunisimdianhuaka，taxuyaozaiyunyingshangwangluotigongwangluodeqiantixia，tongguopukhepikmadengluzhanghao，zheiyupingchangweixin、weibodengappzhanghaodedenglufangshileisi。zaixinqidetongshihainengqieqieshishitishengxiaofeizhetiyan，congerzengqiangxiaofeidianzichanpindejingzhengli。
zaixiaofeidianzichanpinxingyezhong，zhichiesimkadeyingjianchanshengqiyeyoulianglei。yileiweishouji、bijiben、zhinengshoubiaodengchangshang。esimkayouyushixunidianhuaka，buxuyaowulikatuoyuwulidianhuaka，duizhuiqiuqingqiaodeshouji、zhinengshoubiaodengtixingjiaoxiaodexiaofeidianzichanpinlaishuowuyishifuyin。lingwai，duiyubijibendengdajianxiaofeidianzieryan，suiranbuzuyirangtabiandegengqingbo，danshinenggouweiqifuyugengqiangdetongxunnengli，bangzhubijibendiannaokaituogengduoshiyongchangjing，yicizengqiangxiaofeidianzichanpindejingzhengli。
lingwaiyileiweiwulianwangyingjianchangshang，qizhongzhinengqichejiaoweijiji。zhuyaoshidangqianzhinengqichehaishitongguochuantongdesimdianhuakashixianshangwanggongneng，danshizheixiesimdianhuakatamenzaitiji、kangyanghua、fangtuoluo、chengbendengfangmiandoucunzaizhebuxiaodewenti，duiyuchezaihuanjingbingbushihenshihe。danshiesimjichengzaizhinengqichezhubanshang，juyounaigaowen、kangzhendong、buyiyanghuadetezheng，erqiebuyonghuankayenengzuoyouqiehuanwangluo，congercujinzhinengqichexingyedefazhan。ciwai，esimduizhinengjiaju、zhihuichengshidefazhanyeyoujijiyiyi，yincihuishoudaozhongduoyingjianchangshangdezhichi。
芯片厂商：拓宽业务渠道
esimdeshizhishijiangsimkazuochengxinpiandexingshijichengzaizhubanshang，jiangdianxinyewucongdianxinyunyingshangfensanzhifuwuzhongduanchangshang，yinciesimdepujihuituokuanxinpianchangshangdeyewuqudao，zengqiangzaitongxunlingyudehuayuquan。dangqianzaixinpianchangshangzhong、gaotongyuyingteerbiaoxianzuiweijiji。
gaotongshixinpianchangshangzhongzuizaozhichiesimkadechangshangzhiyi，gaotongzhisuoyizhichiesimcongtazai“wanwuhuliandahui”fangchudeliangzushujukanchuduanni。yishigaotong2017nianqiwulianwangyewuyingshouchaoguole10yimeiyuan，richuhuolianggaoda100wanpian；ershigaotongyuji，dao2018nianquanqiuhuiyou50yitailianwangshebei。keyikanchutongxunxinpianbujinyouliketu，erqiehaishigaotongzhongyaodeshourulaiyuan，eresimdechuxianzhengqihelegaotongjinyibutuokuantongxunxinpianyewuqudaodemude。
yingteeryeshixinpianchangshangzhongjiaozaozhichiesimdechangshang，yinweiyingteerzaicpudengxinpianlingyumianlinyuelaiyuejiliedejingzheng，bujinyouamdzheigelaoduishoude“zhongxing”，haiyougaotongchashoupcduanxinpianyewu，yinciyingteerxiangtongguoesimdejiaruzengqiangqijingzhengli，gongguzaipcduanxinpiandediwei，bingqiejinyibutuokuanyewuqudao，zengqiangzaitongxunxingyedehuayuquan，zaiesimshichangzhongfendeyibeigeng，yinciyingteercaihuidalizhichiesimdepuji。
simkashuzihuashibiranqushi，esimdepujizhishishijianwenti，yujizai2021nianzuoyoujianghuidaguimoyingyongyugexinggeye。suirandangqiantuiguangesimdedianxinyunyingshang、yingjianchangshangyuxinpianchangshangdouyougezidexiaosuanpan。danshizongdelaishuo，wulunshibantuibanjiudedianxinyunyingshang，haishijijiyinghedeyingjianchangshangyuxinpianchangshang，douzaiweiesimdepujizuochulezijidenuli，esimdepujihuolidebingfeizhiyoutamensanfangshili，duixiaofeizheeryanyeyoujijiyiyi。
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