메모리 부족이 eSIM 스마트폰 시장에 미치는 영향

Actionable Benefits:

• Understand the origins of the memory shortage and how it ripples through the supply chain.
• Quantify the adjustments required in expectations for Embedded Subscriber Identity Module (eSIM) smartphone shipments.
• Identify key risk factors and primary mitigations required to navigate this issue safely, as well as the inflection points over the next 5 years.

Critical Questions Answered:

• What problems does the memory shortage pose for the smartphone market, and to what extent is the eSIM smartphone sub-segment impacted?
• Over what timeline will challenges arise, and when will they resolve?
• How can eSIM smartphone ecosystem players minimize the fallout?

Research Highlights:

• Introduction to the issue, highlighting the technology changes and market conditions both at the core and with the peripherally impacted markets
• Adjustments to eSIM smartphone shipment forecasts, including changes broken down by Original Equipment Manufacturers (OEMs), as well as a timeline outlining expectations of overall conditions.
• Key recommendations and strategic impacts.

Who Should Read This?

• Product strategists at eSIM vendors.
• Marketing, communications, and partnership managers at eSIM vendors and smartphone OEMs.
• Strategic leads at Original Design Manufacturers (ODMs) seeking to understand supply chain strain and impact on near-term roadmaps.

TABLE OF CONTENTS

Introduction

Effect on Device OEMs

Likelihood of Effects on Device OEMs

Impact Timeline

Effect on eSIM Vendors and Infrastructure Suppliers

Effect on the eSIM Market Preliminary Forecast Adjustments

Potential Effects on the eSIM Market

Forecast Adjustments by OEM

Impact Conclusions

Key Recommendations