Rough ride for mobile DRAM

The ASP of LPDDR4X solutions will jump by at least 70-75% QoQ for 2Q26, while the ASP of LPDDR5X solutions will see a QoQ surge of 78-83%.

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%.

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