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[Selected Topics] CXMT Exacerbates Competitions in China’s Mobile DRAM Market; DDR4 & LPDDR4X Prices Dragged by Sluggish Consumer Demand

Last Modified

2024-09-13

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Aperiodically

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PDF

Overview

TrendForce indicates that DDR4 and LPDDR4X prices are facing downward pressure due to sluggish consumer demand and CXMT's capacity expansion. Demand for DDR4 in PC, server, and consumer electronics markets is declining, while the smartphone market is experiencing an oversupply of LPDDR4X, mainly driven by CXMT's expansion. Samsung plans to cut LPDDR4X production and reduce prices to address the competition. The DRAM market is expected to face dual pressures of shrinking demand and oversupply in Q4, potentially leading to continued price declines.

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