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ks2048

This seems like a deal breaker for me. Although maybe with this announcement, carriers will quickly adapt eSim. Apple has a page of supported carriers (and missing the country I’ve been living, Guatemala)

https://support.apple.com/kb/HT209096

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I don’t see how the need to provide for US tourists will drive adoption around the world

The rich customers in those countries will want latest iPhone, and providers will start supporting it right away.

Only the US models lack a physical sim tray.

Where is this mentioned?

In the presentation.

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