记忆体短缺对 eSIM 智慧型手机市场的影响

本报告分析了记忆体短缺对 eSIM 智慧型手机市场的影响，并总结了其对设备 OEM 厂商的影响、影响的时间线、对 eSIM 供应商和基础设施供应商的影响，以及关键建议。

实际收益：

• 了解记忆体短缺的根源及其对整个供应链的影响。
• 量化 eSIM 智慧型手机出货量预测的必要修正。
• 识别关键风险因素和必要的应对措施，以及未来五年的关键节点。

解答关键问题：

• 记忆体短缺将为智慧型手机市场带来哪些挑战？ eSIM 智慧型手机将受到多大程度的影响？
• 这些挑战会在什么时间点出现？又会在何时解决？
• eSIM智慧型手机生态系统中的利害关係人如何能最大限度地减少这些挑战的影响？

研究亮点：

• 本期概要：聚焦核心及週边市场的技术变迁与市场状况
• 修订后的 eSIM 智慧型手机出货量预测：按 OEM 厂商划分的变化时间表及整体市场展望
• 主要建议及策略影响

目录

引言

对设备 OEM 厂商的影响

对设备 OEM 厂商的潜在影响

影响时间表

对 eSIM 厂商及基础设施供应商的影响

对 eSIM 市场的影响：初步预测修订

对 eSIM 市场的潜在影响

预测修订情形OEM

影响结论

主要建议

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