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In 2025, the electronics industry sees diverging trends: strong AI demand, weak consumer devices, early pull-in erases seasonality, and future growth slows.
Driven by both reduced supply and intensified price competition among suppliers, contract prices for LPDDR4X in 3Q25 have seen further significant increases. LPDDR5X prices have also risen, supported by market sentiment, though the magnitude of the increase has been comparatively moderate. However, such sharp price fluctuations have added to cost pressures, with the low-end smartphone market bearing the brunt of the impact. The upward trend in prices is expected to persist in the short term.
Contract price rises are slowing, and spot market gains are limited. Suppliers are reducing LPDDR4X supply while mid-range smartphone demand remains strong, leading to panic buying. Although some production cuts may slow, the market trend is towards new-generation products.
US tariff hikes add industry uncertainty, making contract talks cautious. NAND Flash spot prices pressured by weak demand and competition; smartphone market prices are hard to increase. Unless sudden demand surges or major supply cuts occur, prices are unlikely to rise.
LPDDR4X supply has tightened rapidly due to reduced production and EOL plans by major suppliers, driving prices sharply higher. Under dual pressure from supply constraints and price surges, smartphone brands are accelerating the shift to LPDDR5X, though entry- and mid-tier models face challenges converting due to processor limitations.
Due to various political and economic factors that are causing market uncertainty, TrendForce has made a downward revision in the 2025 annual global smartphone production projection...
Global market intelligence firm TrendForce reports that the performance of the global smartphone market was stable during 1Q25...
Global market intelligence firm TrendForce reports that despite pressures from declining contract prices and tepid demand for end-products...
As indicated by the latest survey of global market intelligence firm TrendForce, the series of tariffs imposed by the Trump administration have induced profound impact on the smartphone industry...
According to the latest research by global market intelligence firm TrendForce, on April 2, the US government imposed substantial tariffs on numerous...
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