A major change in the new iPads that Apple didn't mention on stage today is the Apple SIM, which will come preinstalled on the iPad Air 2 and iPad mini 3. As we mentioned in our overview, the Apple SIM will be initially limited to the US and the UK.
Ina Fried writes:
The cellular-equipped versions of the new iPad Air 2 and iPad mini 3 can be bought with a single SIM card that supports multiple carriers, meaning that customers don’t have to decide at the time of purchase which cellular carrier they want. Customers buying previous versions of the iPad were bound to one carrier from the outset, since the SIM card was only compatible with that service.
Over at Quartz, Dan Frommer argues that the Apple SIM could potentially be a big deal on the iPhone and even disrupt the wireless industry:
It’s early, but it’s easy to see how this concept could significantly disrupt the mobile industry if Apple brings it to the iPhone. In many markets—especially the US—most mobile phones are distributed by operators and locked to those networks under multi-year contracts. People rarely switch operators, partially out of habit and satisfaction, but mostly because it’s annoying to do so.
There have always been rumors (see: 2010) of Apple setting itself up as a MVNO to change the way customers “interact” with carriers. It's interesting that Apple has started to experiment with Apple SIM on the iPad and I'm curious to see if and how this will expand worldwide.