記憶體短缺對 eSIM 智慧型手機市場的影響

本報告分析了記憶體短缺對 eSIM 智慧型手機市場的影響，並總結了其對設備 OEM 廠商的影響、影響的時間線、對 eSIM 供應商和基礎設施供應商的影響，以及關鍵建議。

實際收益：

• 了解記憶體短缺的根源及其對整個供應鏈的影響。
• 量化 eSIM 智慧型手機出貨量預測的必要修正。
• 識別關鍵風險因素和必要的應對措施，以及未來五年的關鍵節點。

解答關鍵問題：

• 記憶體短缺將為智慧型手機市場帶來哪些挑戰？ eSIM 智慧型手機將受到多大程度的影響？
• 這些挑戰會在什麼時間點出現？又會在何時解決？
• eSIM智慧型手機生態系統中的利害關係人如何能最大限度地減少這些挑戰的影響？

研究亮點：

• 本期概要：聚焦核心及週邊市場的技術變遷與市場狀況
• 修訂後的 eSIM 智慧型手機出貨量預測：按 OEM 廠商劃分的變化時間表及整體市場展望
• 主要建議及策略影響

目錄

引言

對設備 OEM 廠商的影響

對設備 OEM 廠商的潛在影響

影響時間表

對 eSIM 廠商及基礎設施供應商的影響

對 eSIM 市場的影響：初步預測修訂

對 eSIM 市場的潛在影響

預測修訂情形OEM

影響結論

主要建議

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