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[Selected Topics] With Bit Shipments Shrinking, Mobile DRAM Revenue Fell Again in 4Q24

Last Modified

2025-03-05

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Aperiodically

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Overview

TrendForce reports that despite a 9.2% QoQ increase in global smartphone production in 4Q24, mobile DRAM demand declined due to conservative stocking strategies by Android brands and the end of peak stocking for new Apple devices. This resulted in shipment and revenue declines for suppliers. Mobile DRAM revenue is expected to continue declining in 1Q25 due to weak demand and falling prices.

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