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TrendForce offers you a complete analysis on NAND Flash industry supply/demand sufficiency, cost analysis and price forecast.
Memory supply shifts toward AI servers, squeezing mobile DRAM availability and driving a structural decline in global smartphone output in 2027, with only Huawei bucking the trend.
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.
2Q26 smartphone memory price negotiations have once again resulted in substantial price hikes. Multiple consecutive quarters of steep increases have left brands unable to absorb the costs, weighing on end-device production. As a result, 3Q26 is expected to see a muted peak season. On the spot market, elevated costs, buyer hesitation, and price expectation gaps have led to a sharp decline in transaction volumes. Brands have also slowed their procurement strategies to maintain cash flow stability.
Quarterly Smartphone Market Status Update tracks on global smartphones market trend. Through the discussion of market scale, trend of panel spec, cost and price changes as well as the movement of capacity and utilization of smartphones, TrendForce keeps its clients up to date to the smartphone market’s potential development.
TrendForce offers you a complete analysis on DRAM industry supply/demand sufficiency, cost analysis and price forecast.
Amidst the AI boom, major memory chipmakers are accelerating the reallocation of production capacity toward high-end AI specifications, plunging low-to-mid-range smartphones into an LPDDR4X supply shortage crisis. Confronted with consecutive production halts or sharp output reductions from key suppliers, smartphone brands must not only accelerate hardware platform upgrades but also completely overhaul their LPDRAM specification configurations. This officially marks the exit of the traditional smartphone model once driven by "high specs at low prices" and "high cost-effectiveness.
Soaring memory prices have triggered a chain reaction, leading to a significant downward revision in annual smartphone production. Faced with heavy cost pressures, brand strategies are diverging; tech giants with premium pricing power and deep resources are poised to expand their market share. Driven by surging contract prices, the mobile DRAM market revenue hit record highs, officially cementing a highly consolidated four-player oligopoly.
Beyond full-rack solutions, NVIDIA is also actively promoting its standalone Vera CPU to capture the AI inference market. However, given the LPDRAM supply bottleneck, NVIDIA has decided to reduce the memory module capacity on its next-generation platforms to ensure shipment volumes align with market share targets. As AI applications continue to expand, the AI server ecosystem has the potential to become the single largest outlet for global LPDRAM, surpassing smartphone applications.
The era of high-cost memory is unlikely to end anytime soon, and the global smartphone market is projected to enter an output adjustment period starting in 2Q26. Brands equipped with economies of scale, conglomerate resources, and premium product pricing power are well-positioned to stand out in this elimination race. Conversely, brands predominantly selling low-to-mid-range products must brace themselves for a battle for survival.
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