中文
Overview:
Mobile DRAM prices are expected to rise by about 10% QoQ in Q3 2026, with the price gap among suppliers continuing to narrow. As of Q2 2026, this surge in memory prices drove up the BoM cost of low-end smartphones by 70% YoY, causing lineup reductions, while in premium smartphones, DRAM dethroned the SoC to become the most expensive component.
行业:
Semiconductors
服务:
Memory
报告类型:
Report
时间段:
Monthly
行业:
Semiconductors
报告类型:
Report
服务:
Memory
时间段:
Monthly
MS Hwang
MS Hwang is a research director at Counterpoint, specializing in memory semiconductor research. MS Hwang brings over 30 years of experience from Samsung Electronics and sell-side brokerage research roles including ABN AMRO, Goldman Sachs, Credit Suisse and Samsung Securities.
Jeongku Choi
Jeongku Choi is a Research Analyst at Counterpoint Research based in Seoul, Korea. As an engineer in LG Electronics, she was responsible for commercializing the latest technologies for new products in mobile and automotive. Also analyzing and strategizing the latest Android technology was one of her roles. Her interests are mobile, mobility, AI, and emerging technologies.
Jason Park
Jason is a Research Associate at Counterpoint Research, specializing in the semiconductor memory market. He conducts detailed analysis of quarterly shipment and production data, in conjunction with regulatory developments, to deliver timely and actionable insights into market trends. With a strong background in engineering, Jason supports clients in understanding the semiconductor industry from both technical and strategic perspectives. His primary area of focus is the NAND Flash market, and he also contributes to research on the global smartphone market.
