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Mobile DRAM Contract Price 4Q25
Last Modified
2025-11-04
Update Frequency
Quarterly
Format
4Q25 mobile DRAM contract prices have risen sharply due to tight supply-demand and competitive bidding among chipmakers, with smartphone applications seeing particularly large increases. This upward trend is expected to continue into 2026. The recent steep DRAM price rises may force up retail prices of end products and weigh on demand.
Key Highlights
- 4Q25 mobile DRAM contract prices are facing another round of upward adjustments due to supply tightness and competition among chipmakers.
- Supplier bidding has amplified the price increases—especially after some chipmakers paused quoting, the price gains for smartphone applications widened significantly.
- Overall DRAM market tightness is expected to persist, prompting applications to pay premiums to secure supply.
- This upward momentum is expected to continue into the next quarter.
- The recent sharp rise in DRAM prices risks pushing up consumer-product prices and dampening purchasing demand.
Table of Contents
- Mobile DRAM Enlarged in Price Hikes during 4Q25 under Continuity of Supply-Demand Void and Price Competitions among Suppliers
- LPDDR5(X) Price Premium between NBs and Smartphone
- Price Hikes of Mobile DRAM to Persist until 2026 amidst Ongoing Supply-Demand Void
- Mobile DRAM Contract Price Update
<Total Pages: 3>
Category: DRAM , NAND Flash
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