As indicated by the survey of global market intelligence firm TrendForce, supply and demand of the mobile DRAM market could see an early subversion in 2025 primarily due to...
TrendForce reports that global smartphone production grew by 9.2% QoQ in 4Q24, driven by Chinese local government subsidies and Apple's new device launches. Apple took the top spot with new model production, while Samsung declined due to intensified competition. For the full year 2024, global smartphone production increased by 4.9% YoY. Looking ahead to 2025, overall production is expected to maintain slight growth, despite uncertainties from a sluggish economy and political variables.
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.
Global market intelligence firm TrendForce reports that global smartphone production increased by 9.2% QoQ in 4Q24. This gain was attributed to Apple’s rollout of new devices...
TrendForce reports that the DRAM industry's revenue grew by 9.9% QoQ in 4Q24, driven by server DRAM and HBM sales. However, weak demand for PCs, smartphones, and consumer applications led to a decline in overall ASP. In 1Q25, due to seasonality and inventory adjustments, the overall DRAM ASP is projected to decline by 0-5%, potentially marking the largest quarterly price drop for 2025.
Global market intelligence firm TrendForce reports that the DRAM industry’s revenue for 4Q24 reached US$28.60 billion, marking a QoQ increase of 9.9%...
