Research Reports

DRAM Market Bulletin - Jul. 16, 2025

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Last Modified

2025-07-16

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Update Frequency

Weekly

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Format

PDF


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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.

Table of Contents

  1. Market Update
  2. TrendForce's View
    • Mobile DRAM Price Update and Forecast, 2Q25-4Q25

<Total Pages: 2>

Mobile DRAM Price Update and Forecast, 2Q25-4Q25





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