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Memory is entering a strong upward cycle, driving a significant rise in overall device BOM cost. To maintain profit margins, brands are adjusting their high-, mid-, and low-tier product mixes and implementing tiered hikes on retail prices. Soaring memory prices, coupled with a weak macro economy, create dual headwinds that will suppress production and shipment momentum for consumer electronics in 2026.
CXMT, through expansions and yield improvement, has once again taken the crown for YoY growth of output bit for 2026. The supplier’s major product, mobile DRAM, highly corresponds to DRAM products required by China, the largest production base of smartphones in the world. China’s subsidy policy, as well as the shortage of LPDDR4X generated by production shift among South Korean and US suppliers, have facilitated a swift expansion of CXMT’s market share.
The 4Q25 contract negotiations for mobile DRAM used in smartphones are expected to conclude only after mid-November. Conversely, quotes for NAND Flash products are relatively certain. Due to production capacity crunch, the price differences of mobile DRAM products for different applications are shrinking. Looking ahead, the structural shortage of the whole memory market is likely to persist until the end of 2026.
Quarterly Smartphone Panel Shipment keeps track on global major panel makers’ shipment scale and movement on smartphone panels. This report specially provides analysis on ranges of delivered panel sizes, take close control on the movement of smartphone sizes development.
CXMT, through capacity expansions, yield improvement, and related policies, has emerged swiftly in the LPDDR4X market. Its production capacity has helped replenished the supply void left behind by major South Korean and US suppliers, who shifted to advanced processes, as well as restructured the supply structure of mobile DRAM for smartphones. CXMT is now also involved in development of new-gen processes and products, but remains uncertain pertaining to G5 and LPDDR6 under restricted exports of US equipment.
Negotiations for 4Q25 contract prices of both Mobile DRAM and NAND Flash are currently undergoing, and risk of price hikes has risen due to confined market activities and price competitions among suppliers.
Through accumulating major components' costs, this report analyzes smartphone's mainstream size panels' cost structure and predicts their future cost trend, so that our customers can accurately calculate panel cost structure and products' profitability.
This report will show surveys of the mainstream smartphone panel sizes' quote prices, which will be categorized by including different resolutions, specifications, modules or product formations such as cell or glass. Prices will be also presented by their high-, low- and average-price levels for customers' references. Besides, smartphone panel price forecast is newly added, it could keep clients updated on smartphone panel price trend in the year to come.
The 6th to 10th spots of global smartphone ranking for 2025 are occupied by Transsion, Honor, Lenovo, Huawei, and Google in sequential order. Among which, Transsion has slightly dropped in share due to exacerbated competitions of sales markets and memory shortages, while Honor has somewhat declined in overseas sales also due to the interference from memory shortages. Pertaining to memory, both Samsung and Micron are looking to increase their prices higher than the market’s anticipation, whereas SK hynix and CXMT are still on the fence.
TrendForce offers you a complete analysis on DRAM industry supply/demand sufficiency, cost analysis and price forecast.
TrendForce offers you a complete analysis on NAND Flash industry supply/demand sufficiency, cost analysis and price forecast.
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