Component Shortage: Will it drive the eSIM migration?

The COVID-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 a...