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Smartphone Market Bulletin - Sep. 24, 2026
Last Modified
2026-09-24
Update Frequency
Biweekly
Format
Agentic AI elevates memory as LPDRAM shifts to servers, squeezing smartphones and widening the gap for smaller brands.
Key Highlights
- Agentic AI Era: Memory bandwidth is now the key AI bottleneck.
- LPDRAM Moves to Servers: Supply tilts to servers, squeezing smartphones.
- Supply Stays Tight: NVIDIA trims Vera SOCAMM capacity to ship more.
- NAND Upgrades: eSSD adopts PCIe Gen6, cSSD moves to Gen5, and phones UFS 5.0.
Table of Contents
- Key Point
- Market Update
- Product Demand Share by Application
<Total Pages: 3>
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