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Mobile DRAM May See Early Rebound in Contract Prices as Growing Demand of LPDDR5X Ascends Market Sentiment

Last Modified

2025-03-11

Update Frequency

Aperiodically

Format

PDF

TrendForce reports that due to the continuous growth in demand for LPDDR5X, coupled with supply failing to meet demand, prices for this type of mobile DRAM may rebound earlier than expected. In contrast, LPDDR4X has benefited from CXMT’s capacity expansion, successfully bridging the supply gap caused by production cuts from Korean and American manufacturers, thus maintaining relatively stable prices. Overall, the duration of this cycle of rising mobile DRAM prices will depend on the future performance of server demand and the strategic planning of DRAM suppliers in their product mixes.

＜Total Pages：5＞

Sector: Memory & Storage Semiconductors

Tag: LPDDR DRAM Mobile Memory Competitive Landscape Contract Price Pricing Trends Supply Chain Bottleneck Supply & Demand Samsung SK Hynix CXMT Micron

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Selected Topics-TF-0052_Mobile DRAM May See Early Rebound in Contract Prices as Growing Demand of LPDDR5X Ascends Market Sentiment

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