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[Selected Topics] Apple’s New Devices and Early Stocking of Memory for GB200 Supported Positive Revenue Growth in 3Q24

Last Modified

2024-12-02

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Aperiodically

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PDF

Overview

TrendForce reports that mobile DRAM revenue grew by 4.7% QoQ in 3Q24, supported by Apple's new devices and early stocking for NVIDIA's GB200. Despite weak demand from the Android camp, strong iOS demand and demand for NVIDIA's Grace CPU drove LPDDR5X shipments, improving suppliers' product mix. Mobile DRAM prices are expected to continue declining in Q4, limiting revenue growth.

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