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.

Key Highlights

• Total revenue for the 2Q25 Mobile DRAM market saw a significant quarter-on-quarter increase.
• This strong revenue growth was primarily driven by a low base in the previous quarter, increased bit shipments, and a rise in ASP among several contributing factors.
• In terms of revenue, the ranking of Mobile DRAM suppliers was Samsung, followed by SK hynix, Micron, CXMT, Nanya, and Winbond.
• Micron has announced that it will discontinue supplying LPDDR4X products for smartphones, and its market share in the Mobile DRAM segment is expected to decline further
• CXMT remains one of the world’s largest suppliers of LPDDR4X, with its production market share expected to increase further next year.

Table of Contents

1. Mobile DRAM Revenue Jumped 17.9% QoQ for 2Q25; Peak-Season Demand and Favorable Price Trends Support Positive Market Outlook
2. Samsung Ranked First for Mobile DRAM Revenue as Its Contract Price Hikes Offset Shipment Decline
   • 2Q25 Sales Ranking of Branded Mobile DRAM Maker

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