In 2Q25, global smartphone production saw a slight increase due to seasonal demand and inventory adjustments. Production estimates for 2025 and 2026 suggest steady growth. Mobile DRAM revenue was driven by low baselines, higher shipments, and price increases. Reduced LPDDR4X supply led to panic buying and significantly higher prices.

Key Highlights

• In 2Q25, global smartphone production saw a slight increase due to seasonal demand recovery and completion of inventory adjustments.
• Transsion brand moved up one rank, with market share still highly concentrated among major brands.
• Production estimates for 2025 and 2026 indicate steady growth, with no significant improvement in the overall economic situation. Future production forecasts may be revised downward due to uncertainties.
• 2Q25 mobile DRAM revenue saw significant quarterly growth, driven by low baseline effects, increased bit shipments, and rising average selling prices.
• The outlook for 3Q25 mobile DRAM revenue remains optimistic, anticipating continuous growth.
• Korean and American suppliers are reducing LPDDR4X supply, leading to panic buying and the largest price increase in nearly a decade.
• LPDDR4X contract prices rose in 3Q25, and LPDDR5X prices also saw increases.
• LPDDR5(X) is used in high-end smartphones, notebooks, and servers, with rising demand. Estimates suggest a significant increase in LPDDR5(X) production share in 2025, with further expansion in 2026, pushing more customers to adopt LPDDR5(X).

Table of Contents

1. 2Q25 Mobile DRAM Manufacturer Revenue Ranking
   • 2Q25 Revenue Ranking among Mobile DRAM Suppliers
2. 2Q25 Mobile DRAM Manufacturer Analysis and Outlook
3. Market Supply Analysis
   • Benefits of China’s Smartphone Subsidy Policy Are Limited
   • Market Shares of Top Six and Top Eight Smartphone Brands
   • Production Performance of Top 6 Smartphone Brands in 2Q25
   • Smartphone Mobile DRAM Adoption Trends
   • Price Trend of Smartphone LPDRAM Over Past Year
   • 3Q25 Mobile DRAM Contract Price

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