China telecom operators may restrict selling Micron-adopted smartphone models.
June 09, 2023
Key Takeaways:
- Initially, the restriction impact was anticipated to be limited to server and computing devices, but there is a possibility that the restriction will also apply to smartphones sold by telecom operators.
- China's telecom operators may investigate smartphone brand memory suppliers currently. Short-term sales of smartphone products may remain unaffected. However, certain telecom operator customized smartphones may face a requirement for brands to commit to excluding Micron's memory components in the future.
- Honor, a smartphone brand, is projected to face the greatest impact as it heavily depends on Micron for approximately 50% of its DRAM supply, while other brands predominantly rely on DRAM from Korean suppliers such as Samsung and SK Hynix.
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Authors
Eddie Han
Eddie Han, Sr. Analyst/Research Director at Isaiah Research, has been studying smartphone industry for 10+ years. Focus on smartphone and the related components supply chain research. Master in Social Enterprise, Fu Jen Catholic University, Taiwan. Currently as the Sr. Analyst/Research Manager of Smartphone Team at Isaiah Research and lead 3+ members to work on supply chain analysis from smartphone(Apple/Android), 5G, RF, camera, display to XR research with a solid methodology. Business development and customer management include top-tier smarphone brands and components vendors. Used to work as Sr. Industry Analyst/Section Manager for 10+ years at Market Intelligence and Consulting (MIC). Conduct 150+ smartphone industry reports on OEM/EMS/ODM shipment tracker, application processor, radio frequency, display and 5G communication related research.
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