Episode Description

In EP07 of IoT SIMple Bites, hosts Mia and David unpack the 2025 memory and PCB price wave sweeping IoT manufacturing: from AI servers squeezing out mid- and low-end capacity and the triple lock of wafer expansion cycles, to the knock-on impact on shared e-bikes, smart metering, and industrial gateways; and how a stripped-down 4G + 5G RedCap dual-mode module like the SIMCom A8232E lets customers fight inflation today while keeping a clean path to 5G RedCap tomorrow — subtracting from hardware, adding to the future.

Chapters / Timestamps

0:00 — Hook: RAM prices are going nuts — now what?

0:45 — Cold open: who is AI stealing capacity from?

2:30 — The triple lock: capacity, fab cycles, raw materials

5:30 — Who's taking the hit: shared mobility, smart metering, industrial gateways

8:00 — The way out: don't fight memory prices head-on

9:30 — Meet 5G RedCap: the 'lite 5G' for IoT

11:30 — Inside the A8232E: ASR platform + 32MB + 16MB

13:00 — Attack today, retreat tomorrow: 4G now, 5G on standby

15:30 — Industry consensus & wrap-up