DRAM Market Bulletin - Jul. 16, 2025

Last Modified

2025-07-16

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Weekly

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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.

Key Highlights

Although contract market price hikes are generally accepted, negotiations are stalling, and buyers' willingness to accept increases is declining.
Spot market gains are limited, mainly affecting contracts; DDR4 prices have shown slight softening.
Supply side: Major suppliers are planning to phase out LPDDR4X production and reduce old generation supply to promote new technologies like LPDDR5X.
Demand side: Strong demand from mid- and low-end smartphones for LPDDR4X, brand preference for cheaper options, and panic buying due to expected supply cuts.
The trend is shifting towards next-generation DRAM products, and LPDDR4X output will continue to decline in the long run.

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DRAM Market Bulletin - Jul. 16, 2025

Key Highlights