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Each new iPhone<\/a> is usually good news for mobile network operators. The latest Apple<\/a> Inc. device always comes with upgrades that make it easier to play games, watch films and download reams of data. More data means bigger phone bills.
There’s a chance, though, that Wednesday’s arrival of the next generation of iPhones might not be so welcome. That’s because there’s a possibility that Apple could introduce so-called electronic sims, or eSIMs. Even if this doesn’t happen this time around, the shift to the new technology looks inevitable.
Speculation about eSIMs has been rife since Apple complained to the U.S. Department of Justice that Verizon<\/a> Communications Inc. and AT&T Inc. were colluding to prevent their introduction. The DoJ is investigating.
The classic SIM<\/a> card is a small chip that’s inserted into the phone manually — making it more awkward to change your mobile network provider. You have to go to a shop to get a new sim or have one delivered physically. The eSIM<\/a> is virtual, meaning that just changing your phone’s settings would theoretically allow you to switch carriers.
It’s almost certain that this would accelerate price competition. Whenever it’s made easier to jump from one operator to another, consumers take advantage and seek better deals. “Churn,” the industry<\/a> term for customer losses, spikes. That’s what happened, for example, when Spain brought in rules to cut the time it took to change network operators to less than 24 hours.
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European chipmaker STMicroelectronics NV dropped a heavy hint about eSIMs at an investor day in May, saying it expected to deploy its own device in a major mass-market smartphone by the end of the year. Whether it’s talking about this year’s iPhone will become known on Wednesday, but it’s hard to see how the mobile phone operators can resist this technology for long given its usefulness for consumers. Apple will certainly argue it that way. It’s already used in some iPads, and STMicro supplies an eSIM for the Apple Watch.
Apple can’t totally dismiss the concerns of the big phone carriers. After all, they spend huge sums on marketing the iPhone, and sell it in their stores. But the California giant is willing to throw its weight around, as shown by the DoJ complaint.
While the eSIM might reduce some logistical costs for carriers such as Verizon and AT&T, in the longer term it will become harder to differentiate between network providers. As Northstream telecoms consultant Bengt Nordstrom says: “From a user perspective, if you ask what service they’re using, they’ll say they’re an iPhone or Samsung<\/a> user, not the operator.”
It might make sense for Apple and other phone-makers to keep the classic SIM port alongside an eSIM in the near term. That would give operators time to adapt, while making it harder for them to object.
But the danger for carriers is that the shift to eSIMs moves them further down the path to becoming little more than utilities. Telecoms stocks are already the worst performers in Europe’s Stoxx 600 benchmark index this year.
There are very few people who don’t have a smartphone already, meaning it’s increasingly a battle for market share rather than new users. The prospect of a new wave of price wars is not a happy one.
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每一个新iPhone移动网络运营商通常是好消息。乐动扑克最新的苹果公司设备总是与升级,使其更容易玩游戏,看电影,下载大量数据。更多的数据意味着更大的电话账单。
有机会,周三的下一代iphone的到来可能就不会如此受欢迎。这是因为有一个可能性,苹果可以引入所谓的电子模拟人生,或eSIMs。即使这不会发生这次,转向新技术似乎不可避免。
猜测eSIMs一直以来苹果向美国司法部抱怨威瑞森通信公司和美国电话电报公司(AT&T inc .)串通,以防止他们的介绍。美国司法部正在调查。
经典的SIM卡卡是一个小芯片,手动插入电话——使它更尴尬的改变你的移动网络提供商。你必须去商店得到一个新的sim卡或有一个身体。的eSIM是虚拟的,这意味着改变你手机的设置将在理论上允许你切换运营商。
几乎可以肯定,这将加速价格竞争。每当它是由更容易从一个运营商跳到另一个,消费者利用和寻求更好的交易。“生产”行业对客户的损失,峰值。发生,例如,当西班牙带来了规则将改变网络运营商的时间少于24小时。
欧洲芯片制造商意法半导体公司股价下降了一个沉重的提示关于eSIMs五月一天一个投资者,说它将部署自己的设备主要面向大众市场的智能手机在今年年底。无论是谈论今年的iPhone将成为已知的周三,但是很难看到移动电话运营商如何能抗拒这种技术为消费者长时间给它的实用性。苹果肯定会这样认为。它已经用于一些ipad,意法半导体供应苹果的eSIM手表。
苹果不能完全把大型手机运营商的关注。毕竟,他们花费巨额营销iPhone,并出售它在他们的商店。但加州巨大的愿意耀武扬威,如图所示,美国司法部投诉。
虽然eSIM可能会减少一些运营商Verizon和AT&T等的物流成本,从长远来看它会变得更难区分网络供应商。据电信Bengt Nordstrom顾问表示:“从用户的角度来看,如果你问他们使用什么服务,他们会说他们iPhone或三星用户,不是运营商”。
它可能对苹果和其他电话制造商保持经典SIM端口与一个eSIM在短期内。这将给运营商的时间适应,而使它更难对象。
但运营商面临的危险是,转向eSIMs举措进一步沿着路径成为公用事业。电信已经表现最差的股票今年欧洲斯托克600指数的基准指数。
有很少人没有一个智能手机,这意味着它日益争夺市场份额,而不是新用户。新一轮的价格战的前景并不是一个快乐的人。
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