- About Us
-
Research Report
Research Directory
Semiconductors
LED
Consumer Electronics
Emerging Technologies
- Selected Topics
- Membership
- Price Trends
- Press Center
- News
- Events
- AI Agent
2Q25 DRAM revenue surged from rising contract prices and robust shipments, especially DDR4. This positive trend is expected to continue into 3Q25, with further price and profit increases.
After sharp increases, DDR4 buyers resisted, slowing its rise and causing spot prices to fall. DDR3, due to capacity shifts and rising demand, became a new price focus. Panic buying eased, suggesting future price moderation.
Benefiting from a low base effect, as well as simultaneous increases in shipment volume and pricing, the 2Q25 Mobile DRAM market delivered an outstanding revenue performance. In terms of market share, Samsung maintained its leadership position, while SK hynix, driven by significant shipment growth, reclaimed the second spot globally. Looking ahead, with seasonal demand and upward price momentum continuing to strengthen, the market’s revenue outlook remains optimistic.
Global Server Market Trends and Outlook for 2H25
The global server market sees moderate growth driven by AI investments and major cloud providers adopting advanced AI chips amid trade uncertainties.
DRAM contract prices rise in late August, spot market slows, suppliers’ inventory down, and market dynamics diverge by segment.
In 2Q25, global smartphone production reached approximately 300 million units, up 4% quarter-over-quarter and 4.8% year-over-year. In terms of market share, Samsung maintained its leading position, benefiting from stable demand for its A series and proactive inventory buildup in response to U.S. tariffs, achieving improved production compared to the previous year. Apple ranked second globally; while facing challenges in China due to Huawei’s resurgence and setbacks in AI-related topics, it managed to sustain first-half sales in China at last year’s level through price reductions and subsidy strategies. Xiaomi maintained steady growth and ranked third worldwide, relying on expansion into emerging markets and benefiting from favorable policies in China.
In the mobile DRAM market, price disparities among different applications remain significant. Due to greater-than-expected increases in 3Q25 contract prices, pricing negotiations in the PC and smartphone sectors have progressed slowly, while prices for consumer products are being updated frequently. The volatility in mobile DRAM prices is increasing end-product costs and may dampen future sales momentum.
3Q25 DRAM contract prices has been set in Aug., DDR5 rising modestly while the shipments increasing. Spot market stays calm, DDR4 is influenced by potential Samsung EOL delay. TrendForce update on CXMT’s focus includes capacity expansion, high-value products, and technological advancements.
Geopolitical and tariff risks accelerate US local server ODM production, with strong growth in AI server shipments driven by NVIDIA and AMD platforms; cooling technology advances boost supplier growth amid stable capacity and cautious demand.
Contract negotiations see Samsung under pressure, while spot prices hold due to tight supply. Samsung's call highlights HBM3e oversupply and likely price declines. Despite higher mature DRAM prices, Samsung remains committed to advanced process and HBM investment, with its strategy unchanged despite market fluctuations.
Research Directory
Semiconductor Research Display Research Optoelectronics Research Green Energy Research ICT Applications ResearchResearch Areas:
Industry News
