TheCOVID-19-led semiconductor shortage disrupted the supply chains of several industries. The shortage also accelerated lead times for key components such as chipsets, DDIs & PMICs that power all electronics around us. While the auto sector was heavily affected, telecom operators were also struck due to the lack of physical SIM cards as SIM plants shifted their production to higher-value technologies.
With no significant CapEx investment in mature nodes, SIM shortage means telcos cannot activate new subscriptions, potentially losing customers and market share. And while mobile network operators have been resistant to moving to eSIM, the eSIM is still gathering pace. Premium flagship smartphones from Samsung and Apple come with one physical SIM slot and oneeSIM. Even the latestiPhone 14seriesin the US ditches the physical SIM slot altogether and comes witheSIM-only capabilities.
与组件短缺将持续部件l 2023, how do the mobile network operators reorganize their supply chain and forecast SIM needs in advance? We discuss all this and more in the podcast.
In the latest episode of ‘The Counterpoint Podcast’, hostPeter Richardsonis joined by Counterpoint’s Senior AnalystWilliam Li, andOlivier Leroux, President and Founder ofOasis Smart-SIMto talk about how thetelecom industry is dealing with disruptionsdue to semiconductor shortage. We also discuss the real impact of SIM shortage and the development of eSIM to mitigate some of these issues.
The podcast discussion is based on a recent joint white paper that Counterpoint Research wrote together with Oasis Smart SIM. You can download it fromhere.
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You can read the podcast transcripthere.
Podcast Chapter Markers
01:33 –Olivier on Oasis Smart-SIM’s history and what the company does.
02:33 –William talks about chip shortages and how it has been affecting different sectors and industries.
05:37 –Olivier on how chip shortages continue to impact the telecom provider situation.
08:53 –Olivier talks about how SIM cards being made on mature nodes instead of leading nodes is forcing the SIM industry to re-adjust
11:54 –Olivier further discusses the real impact of SIM shortage on telecom operators.
13:29 –Olivier on whether components shortage is accelerating the move to eSIM?
15:57 –William on how geopolitical tensions have been impacting the chip shortage further.
18:32 –William talks about CapEx investment in legacy nodes vs matured nodes.
21:27 –Olivier on supply of physical SIM and development of eSIM market to mitigate some of the issues.