Revenue of mobile DRAM was driven by the increase of contract prices in 3Q25, and accomplished a QoQ growth of nearly 30% in market value. Revenue is looking to continue ascending in 4Q25 after another significant hike of contract prices. With that said, suppliers may shift their resources to product lines of higher profitability or better strategic positions under constraints of capacity, which would further tighten the supply of mobile DRAM and subside the scale of delivery, thus generating negative interferences to the market value of mobile DRAM.

Key Highlights

• Total revenue of mobile DRAM saw a QoQ growth of nearly 30% in 3Q25 primarily due to the increase of contract prices. Shipment bit was seen mostly leveled to a small growth.
• Revenue of mobile DRAM would continue to climb in 4Q25 alongside the increment of ASP.
• The high concentration of the mobile DRAM market remains unchanged, with Samsung, SK hynix, Micron, and CXMT occupying most market shares.
• Micron was the supplier first exited the supply of smartphone LPDDR4X, which could restrict its subsequent growth of mobile DRAM revenue.
• Nanya and Winbond are able to undertake the supply void formed after the expedited elimination of trailing processes among South Korean and US suppliers. This provided a robust support for succeeding demand.

Table of Contents

1. Global Mobile DRAM Revenue Rose in 3Q25 Due to Higher Contract Prices, and Growth Is Expected to Continue in 4Q25
2. Thanks to Sharp Rise in Prices of LPDDR4X Products, CXMT Has Made Significant Gains in Terms of Revenue Market Share
   • 3Q25 Revenue Ranking among Mobile DRAM Suppliers

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