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.
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.
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?
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.