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Counterpoint: Global Smartphone Average DRAM Hits Record 8.4GB in 2025

What happened

Counterpoint reports the global average smartphone DRAM capacity reached 8.4GB in December 2025, up from 7.4GB a year prior. The increase was driven primarily by upgrades in the premium segment, with most OEMs keeping memory configurations stable across their portfolios. Neutral: This is a slow, structural demand trend with no immediate trading catalyst for spot prices.

Impact and signal

Low impactImpact score: 15/100

Affected components and suppliers

Mobile DRAM

demand-trendsmartphone

Source and time

Source: EE Times Asia · 3/9/2026 · View original source

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Counterpoint: Global Smartphone Average DRAM Hits Record 8.4GB in 2025

What happened

Impact and signal

Affected components and suppliers

Source and time

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