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2Q26 Revenue Ranking among Mobile DRAM Suppliers
Last Modified
2026-08-28
Update Frequency
Quarterly
Format
Mobile DRAM revenue surged sharply in 2Q26; four vendors dominate. Growth will moderate in 3Q26 as price gains slow.
Key Highlights
- Market: 2Q26 revenue surged on rising prices; bit shipments were flat amid tight supply.
- 3Q26: Growth slows as price gains moderate; brand stocking supports demand.
- Supply: Samsung exits LPDDR4X; CXMT gains share; Taiwan makers fill legacy gaps.
- Roadmap: Industry pivots to LPDDR5X; LPDDR6 to debut in 2H26 with low uptake.
Table of Contents
- 2Q26 Mobile DRAM Revenue Surged by 80% QoQ; Revenue Growth and Price Hikes Will Moderate in 3Q26
- Micron Strategically Reduced Supply to Smartphone Brands in 2Q26, Resulting in a Decline in Corresponding Revenue
- 2Q26 Revenue Ranking among Mobile DRAM Suppliers
<Total Pages: 6>
Category: DRAM , Smartphones
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