eSIM.Access欧洲未来90天
欧洲跨境旅行客源渠道进入集中拓展期
机会信号：2026年夏秋81%的欧洲受访者计划旅行，64%计划跨境旅行，55%计划半年内旅行两次以上。英国、德国、荷兰、西班牙等高频跨境市场适合在出行前触达用户。
通信与物联网日报
本期 40 个事件，来自 78 条报道，已过滤 202 条 · 2026-10-09 18:44+08:00
本期要点
- FCC批准SpaceX部署1.5万颗D2C卫星 · 美国 · 监管3 家报道
- Digi Spain因SIM交换面临近200万欧元罚款 · 西班牙 · 处罚1 家报道
- 车联网安全接口国标11月实施 · 中国 · 监管1 家报道
- SpaceX收购全美800MHz频谱组合 · 美国 · 并购7 家报道
- Arqia与Sateliot在巴西提供5G NTN物联网 · 巴西 · 合作3 家报道
业务机会雷达
从市场变化中提炼可跟进的客源国、渠道、海外客户和行业场景
RR中国未来90天
国内eSIM与卫星物联网进入政策推进期
机会信号：工信部2026年9月发布的信息通信行业“十五五”规划明确提出有序推进eSIM新业务备案，开展卫星物联网商用试验，并完善卫星物联网、手机直连卫星和车联网相关政策标准。
RR澳大利亚未来90天
澳大利亚农业与户外机器人进入试点期
机会信号：2026年CSIRO启动果园自主地面机器人项目，并在澳大利亚大型光伏场测试全地形巡检机器人，显示户外机器人正在进入真实行业场景。
RR北美未来90天
北美OEM进入SGP.32连接方案评估期
机会信号：GSMA近期把SGP.32列为北美OEM和服务商扩展IoT的重要能力，重点价值是跨网络配置、主网络故障备份和偏远环境下的一致服务。
RR欧盟立即
欧盟联网设备安全合规催生托管需求
机会信号：欧盟《网络韧性法案》的漏洞与事件报告义务已于2026年9月开始适用，联网硬件厂商需要覆盖设备生命周期的安全更新和漏洞处理能力。
手机eSIM2
Digi Spain因SIM交换面临近200万欧元罚款 1 家报道
- Digi Spain facing nearly EUR 2 mln in SIM swap fines - TelecompaperTelecompaper · 10-08 16:57
苹果要求部分AT&T用户更换18 Pro Max 2 家报道
- Apple rolls out AT&T carrier update for iPhone 18 Pro Max on iOS 27.2 beta - 9to5Mac9to5Mac · 10-09 10:11
- Apple says some AT&T users' iPhone 18 Pro Max phones must be replaced - USA TodayUSA Today · 10-09 02:27
IoT连接3
Arqia与Sateliot在巴西提供5G NTN物联网 3 家报道
- Arqia firma parceria com Sateliot para levar 5G NTN ao IoT no BrasilMobile Time · 10-09 06:26
- Arqia e Sateliot assinam acordo de cobertura IoT 5G no BrasilTele.Sintese · 10-09 05:36
- Arqia e Sateliot firmam parceria para IoT via satélites no BrasilTELETIME · 10-08 22:54
Exein与德国电信合作保护联网设备 1 家报道
Skyworks与Qorvo完成合并 1 家报道
- 美国半导体行业新动态：Skyworks与Qorvo完成合并 - C114通信网C114通信网 · 10-08 15:44
车联网5
Polestar因美国禁令清空2026款库存 3 家报道
- Polestar Nears US Sellout of 2026 Models as Ban Approaches - Global Banking & Finance ReviewGlobal Banking & Finance Review · 10-08 23:24
- Polestar nears US sellout of remaining 2026 models as ban looms - marketscreener.commarketscreener.com · 10-08 20:46
- Polestar nears US sellout of remaining 2026 models as ban looms - ReutersReuters · 10-08 20:45
Fibocom与Grid-OS部署印度4G车辆追踪器 3 家报道
- Fibocom and Grid-OS Accelerate IoT Deployment at Scale in India at IMC 2026 - PR NewswirePR Newswire · 10-08 14:55
- Fibocom and Grid-OS Accelerate IoT Deployment at Scale in India at IMC 2026 - TradingViewTradingView · 10-08 14:55
- Fibocom modules power Grid-OS 4G vehicle trackers in India - Automotive WorldAutomotive World · 10-08 12:30
Vodacom与SmartOps推出网约车车队服务 1 家报道
其余 2 条
Klipboard收购Linxup扩展北美车队管理 1 家报道
Polestar第三季度销量同比增长1% 9 家报道
- Polestar Sales Are Booming. Thank The Country That Just Banned It - InsideEVsInsideEVs · 10-09 03:37
- Polestar posts record Q3 sales, but growth slows outside the U.S. - Drive Tesla CanadaDrive Tesla Canada · 10-09 01:36
- Polestar reports record nine-month retail sales and its strongest third quarter - WebWireWebWire · 10-08 23:32
- EV maker Polestar logs slightly higher quarterly sales as U.S. ban looms - BNN BloombergBNN Bloomberg · 10-08 20:01
- Polestar Q3 Sales Edge Up 1% as US Clearance Masks 8% Drop Elsewhere - Electric VehiclesElectric Vehicles · 10-08 19:38
- Polestar Kept Sales Steady As The US Door Starts Closing - FinimizeFinimize · 10-08 19:09
- Polestar retail sales rise 1% in Q3 and first nine months of 2026 - StreetInsiderStreetInsider · 10-08 19:03
- Polestar Says Q3 Retail Sales Of Estimated 14,371 Cars - TradingViewTradingView · 10-08 19:00
- Polestar Q3 sales rise 1% as Polestar 5 deliveries begin - CBT NewsCBT News · 10-08 18:13
卫星直连8
FCC批准SpaceX部署1.5万颗D2C卫星 3 家报道
- SpaceX Just Got Permission to Compete With AT&T and Verizon From Orbit - Yahoo FinanceYahoo Finance · 10-08 19:15
- SpaceX Just Got Permission to Compete With AT&T and Verizon From Orbit - 24/7 Wall St.24/7 Wall St. · 10-08 19:15
- AST SpaceMobile Sinks 7% as Satellite Rival Clears Regulatory Hurdle; Rocket Lab Drops 4%, Planet Labs Falls 5% - Yahoo FinanceYahoo Finance · 10-09 00:43
- AST SpaceMobile Sinks 7% as Satellite Rival Clears Regulatory Hurdle; Rocket Lab Drops 4%, Planet Labs Falls 5% - 24/7 Wall St.24/7 Wall St. · 10-09 00:43
- EUA autorizam 15 mil satélites da Starlink para conexão direta a celularesTELETIME · 10-09 01:47
SpaceX收购全美800MHz频谱组合 7 家报道
- Verizon, AT&T and T-Mobile Slide 6% as SpaceX Challenges US Mobile Carriers - BeInCryptoBeInCrypto · 10-09 10:40
- SpaceX’s Starlink Mobile plans are pressuring AT&T and Verizon shares - MarketWatchMarketWatch · 10-09 08:52
- SpaceX’s Hybrid Starlink Mobile Spectrum Deal Might Change The Case For Investing In Verizon (VZ) - Yahoo FinanceYahoo Finance · 10-09 08:21
- SpaceX's 'Very Big Deal' Slams Verizon, AT&T, T-Mobile - Investor's Business DailyInvestor's Business Daily · 10-09 08:10
- Elon Musk's SpaceX just made a huge play to challenge the phone industry and stocks like AT&T, T-Mobile and Verizon are getting crushed - Yahoo FinanceYahoo Finance · 10-09 07:06
- Elon Musk Gets 'Very Big Deal' for SpaceX: Why AT&T, Verizon, T-Mobile Stocks are Falling - BenzingaBenzinga · 10-09 05:49
- SpaceX deal to acquire spectrum license hammers shares of AT&T, Verizon and T-Mobile - CNBCCNBC · 10-09 04:43
- SpaceX's Starlink Now Closer to Becoming a Major Mobile Carrier Rival - Business InsiderBusiness Insider · 10-09 06:55
- Dow Jones Futures Rise After AI Stocks Tumble On OpenAI News; SpaceX Move Slams Verizon, AT&T Late - Investor's Business DailyInvestor's Business Daily · 10-09 11:08
Anatel表决扩大Starlink的S频段使用 1 家报道
- Anatel vota ampliação do espectro para a Starlink na banda STELETIME · 10-09 10:46
Sateliot推出太空电信塔方案 1 家报道
- Sateliot launches “telecommunications towers in space” - Critical Communications TodayCritical Communications Today · 10-09 00:49
工信部为低轨26组卫星发放频率许可 1 家报道
- 我国成功发射卫星互联网低轨26组卫星工业和信息化部无线电管理局 · 09-24
中国星网完成跨极区通信在轨试验 1 家报道
- 30Mbps、时延低于1秒！中国星网完成跨极区通信在轨试验 - C114通信网C114通信网 · 10-08 21:25
美国航空将波音机队连接切换至Starlink 1 家报道
- American Airlines Flips Boeing Fleet to Starlink - PaxEx.AeroPaxEx.Aero · 10-08 23:35
AST SpaceMobile推进加拿大TELUS整合 1 家报道
- AST SpaceMobile (ASTS) Could Be 67% Undervalued On TELUS Integration Progress - Yahoo FinanceYahoo Finance · 10-09 08:22
监管与标准9
车联网安全接口国标11月实施 1 家报道
- GB/T 47467-2026 车联网安全管理接口规范国家市场监督管理总局 · 04-30
FCC拟扩展5G与卫星直连频谱 1 家报道
- FCC moves to expand spectrum for 5G and direct-to-device satellite services - IOT InsiderIOT Insider · 10-08 18:35
- FCC moves to expand spectrum for 5G and direct-to-device satellite servicesIoT Insider · 10-08 18:35
工信部规划推进eSIM与卫星物联网 1 家报道
- 信息通信行业发展“十五五”规划工业和信息化部 · 09-23
Anatel撤销闲置电视白频谱规则 2 家报道
- Anatel elimina regras ociosas e acaba com regulamento de White SpacesTELETIME · 10-09 08:44
- Anatel aprova guilhotina regulatória e revoga regra de TV white spacesTele.Sintese · 10-09 08:17
AT&T获准在全美将3.5GHz用于5G 1 家报道
- AT&T Secures Nationwide Mobile Use of 3.5GHz Band for 5G - Mexico Business NewsMexico Business News · 10-09 04:55
FCC研究开放800MHz蜂窝频段供无人机使用 1 家报道
- Unlocking the 800 MHz Cellular Band for Drone Use - Federal Communications Commission (.gov)Federal Communications Commission (.gov) · 10-09 02:20
其余 3 条
WBA将Wi-Fi列为6G泛在覆盖核心技术 1 家报道
- WBA将Wi-Fi视为6G核心技术：对实现泛在覆盖“不可或缺” - C114通信网C114通信网 · 10-08 21:19
爱立信与诺基亚竞争6G核心网路线 1 家报道
- Ericsson and Nokia battle Huawei in 6G core clash over AI - Light ReadingLight Reading · 10-08 13:38
GSMA公布新一届董事会成员 1 家报道
- GSMA公布新一届董事会成员：移动、电信、联通高管入选 - C114通信网C114通信网 · 10-08 21:23
运营商动态13
Anatel有条件批准Vivo与TIM扩大RAN共享 2 家报道
- Anatel aprova expansão do RAN sharing entre Vivo e TIM com condiçõesTele.Sintese · 10-09 08:05
- Anatel aprova ampliação do acordo de RAN Sharing entre TIM e VivoTELETIME · 10-09 04:16
Anatel推迟TIM使用Unifique 700MHz决定 1 家报道
- Anatel adia decisão sobre uso do 700 MHz da Unifique pela TIMTELETIME · 10-09 05:24
FCC加强美国电信服务与基础设施安全 1 家报道
- Strengthening Security of U.S. Telecom Services and Infrastructure - Federal Communications Commission (.gov)Federal Communications Commission (.gov) · 10-09 02:20
Verizon在飓风前部署应急网络 4 家报道
- Verizon offers storm-related service relief as Isaias approaches Gulf Coast - Fox 10 NewsFox 10 News · 10-09 09:11
- Verizon deploys gear in advance of Gulf Coast landfall of Isaias - rocketcitynow.comrocketcitynow.com · 10-09 07:00
- Verizon prepares Gulf Coast for arrival of Hurricane Isaias - Broadband CommunitiesBroadband Communities · 10-09 06:27
- Verizon deploying emergency network equipment to help communities connect during Hurricane Isaias - CBS NewsCBS News · 10-09 05:21
- Verizon deploys emergency network equipment ahead of Hurricane Isaias - CBS NewsCBS News · 10-09 05:11
AT&T与OpenAI合作改造法律工作流 3 家报道
- AT&T + OpenAI Partner for Legal AI Workflows - Artificial LawyerArtificial Lawyer · 10-09 00:40
- COMMENTARY: How AT&T is using AI to reduce its reliance on law firms - ReutersReuters · 10-08 21:08
- AT&T Launches Flagship Collaboration with OpenAI to Transform AI-Powered Legal Services - AT&T NewsroomAT&T Newsroom · 10-08 21:00
XLSMART扩大印尼5G网络覆盖 1 家报道
中国5G基站达510.2万座 1 家报道
- 工信部：上半年5G基站达到510.2万个工业和信息化部 · 07-20
沃达丰西班牙半年阻止30亿次恶意连接 1 家报道
- Vodafone Spain blocks 3 bln malicious connections in six months - TelecompaperTelecompaper · 10-08 16:27
马来西亚电信用AI代理改造网络运营 1 家报道
- Telekom Malaysia bets on agentic AI to meet surging infrastructure demand - Fierce NetworkFierce Network · 10-08 19:05
其余 4 条
Amdocs与VEON签订aOS十年协议 1 家报道
- Amdocs nabs 10-year deal for aOS with VEON - Fierce NetworkFierce Network · 10-09 02:51
BICS加入SCION协会扩展全球网络 1 家报道
- BICS joins the SCION Association as it expands SCION technology globally - TelecomTVTelecomTV · 10-08 21:49
Verizon网络高管Adam Koeppe离职 2 家报道
- Verizon’s Adam Koeppe to depart after 26+ years at the company - Fierce NetworkFierce Network · 10-09 01:50
- More change for Verizon's tech team as network exec heads for exit - Light ReadingLight Reading · 10-08 22:23
Globe高管任职12年后离职 1 家报道
- Anton Bonifacio bids Globe Telecom farewell after 12 years, starts early retirement - marketech apacmarketech apac · 10-08 18:32