CXMT, through capacity expansions, yield improvement, and related policies, has emerged swiftly in the LPDDR4X market. Its production capacity has helped replenished the supply void left behind by major South Korean and US suppliers, who shifted to advanced processes, as well as restructured the supply structure of mobile DRAM for smartphones. CXMT is now also involved in development of new-gen processes and products, but remains uncertain pertaining to G5 and LPDDR6 under restricted exports of US equipment.
Negotiations for 4Q25 contract prices of both Mobile DRAM and NAND Flash are currently undergoing, and risk of price hikes has risen due to confined market activities and price competitions among suppliers.
Through accumulating major components' costs, this report analyzes smartphone's mainstream size panels' cost structure and predicts their future cost trend, so that our customers can accurately calculate panel cost structure and products' profitability.
This report will show surveys of the mainstream smartphone panel sizes' quote prices, which will be categorized by including different resolutions, specifications, modules or product formations such as cell or glass. Prices will be also presented by their high-, low- and average-price levels for customers' references. Besides, smartphone panel price forecast is newly added, it could keep clients updated on smartphone panel price trend in the year to come.
The 6th to 10th spots of global smartphone ranking for 2025 are occupied by Transsion, Honor, Lenovo, Huawei, and Google in sequential order. Among which, Transsion has slightly dropped in share due to exacerbated competitions of sales markets and memory shortages, while Honor has somewhat declined in overseas sales also due to the interference from memory shortages. Pertaining to memory, both Samsung and Micron are looking to increase their prices higher than the market’s anticipation, whereas SK hynix and CXMT are still on the fence.
TrendForce offers you a complete analysis on DRAM industry supply/demand sufficiency, cost analysis and price forecast.
TrendForce offers you a complete analysis on NAND Flash industry supply/demand sufficiency, cost analysis and price forecast.
This report will show surveys of the mainstream smartphone panel sizes' quote prices, which will be categorized by including different resolutions, specifications, modules or product formations such as cell or glass. Prices will be also presented by their high-, low- and average-price levels for customers' references. Besides, smartphone panel price forecast is newly added, it could keep clients updated on smartphone panel price trend in the year to come.
Market consolidation in the smartphone industry will persist in the short term, though brand rankings may shift. Apple is set to gain share on strong new model sales, Xiaomi’s in-house chip advances will reinforce its position, and Vivo may rise as Transsion declines.
For memory, Mobile DRAM is expanding into PCs, servers, and automotive sectors with its low power and high-speed advantages, intensifying competition and narrowing price gaps across applications.
Quarterly Smartphone Market Status Update tracks on global smartphones market trend. Through the discussion of market scale, trend of panel spec, cost and price changes as well as the movement of capacity and utilization of smartphones, TrendForce keeps its clients up to date to the smartphone market’s potential development.
Samsung leads in smartphone market share, but mid-to-low-end shipments decline due to economic factors and competition. In 2026, select flagship models will feature Exynos 2600, segmenting markets. LPDDR4X supply is tight, likely driving price increases. SanDisk raised NAND Flash prices, but weak demand limits contract price impact, with server demand offering future support. MediaTek and Samsung will launch LPDDR5X-compatible processors, easing LPDDR4X shortages.
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