1Q26 Mobile DRAM contract prices were fully finalized in mid-March, with the QoQ increase being the most moderate among all applications. However, to maintain a profitability balance across different applications, TrendForce believes that suppliers are highly likely to initiate a pronounced "catch-up price hike" for smartphones in 2Q26. Under extreme cost pressure, Chinese brands have, in a rare move, begun retroactively raising the retail prices of older models, while non-Chinese majors are facing a similarly severe test in their end-device pricing strategies. Overall, a further downward revision of the total global smartphone production volume for 2026 is virtually inevitable.

Key Highlights

• 1Q26 price negotiations have concluded, with smartphone Mobile DRAM seeing the most moderate QoQ price hike among all applications.
• Amid persistently tight capacity, suppliers will initiate catch-up pricing for smartphone Mobile DRAM in 2Q26 to balance profitability and optimize capacity allocation.
• Market conditions for brands are polarizing: Chinese brands are accelerating product mix adjustments, while non-Chinese brands plan to buck the trend and increase production.
• Under extreme cost pressure, a further downward revision of total global smartphone production for 2026 is now a foregone conclusion.

Table of Contents

1. Updates on Memory Contract Market
   • ASP Projections for Different DRAM Product Categories
   • Price Trends of LPDRAM and UFS Products
2. Updates on Smartphone Market

<Total Pages: 3>