May. 15 at 1:57 PM
Trendforce: Mobile DRAM Contract Prices Continue Rising in 2Q26
Overall, TrendForce estimates that the ASP of LPDDR4X solutions will jump by at least +70 to +75%q/q for 2Q26, while the ASP of LPDDR5X solutions will see a q/q surge of +78 to +83%
Persistently elevated DRAM prices are forcing smartphone makers to readjust memory configurations across product tiers. In the high-end segment, 12GB is becoming the mainstream configuration while 16GB adoption declines. Meanwhile, mid-range devices are reverting to 8GB as the core specification, and entry-level models mostly settle around 4GB.
Average smartphone DRAM capacity is still projected to increase to 8.5GB in 2026—representing annual growth of 10%—despite the gradual phase-out of 2GB and 3GB models and reduced production of low-spec devices
$MU $DRAM $CHAT $SMH