According to the latest survey by TrendForce, the DDR4 market in the second half of 2025 was in a state of continuous supply shortage and strong price increase. As server's decisive orders undermine the supply of PC and consumer markets, PC OEMs have to accelerate the introduction of DDR5 solutions. Consumer manufacturers face high prices and are difficult to obtain material challenges, and the supply and demand of DDR market also pushes up the Mobile DRAM contract price, LPDDR4X in the third quarter The largest spike in the last decade.
PC DDR4 contract price exceeds DDR5, CSP chases order to boost server DDR4 price
TrendForce said that the original DRAM factory and PC OEM have continuously agreed on a third-quarter contract price. Due to the limited production capacity and the production resources are skewed to the server market, most of the demand on the PC side is difficult to meet. The price of July PC DDR4 8GB module has surpassed that of the same capacity DDR5 module, with a rare "price reverse". Because many PC OEMs cannot obtain supply, they can only repair the sales regulations of DDR4 machines and expand the proportion of DDR5 machines. Overall, DDR4 has shown a "price reduction" pattern in the PC DRAM market, and it has become a trend for DDR4 products to gradually withdraw from new machine configuration in the future.
At the same time, DDR4 applications for AI computing and efficient data processing have become the new generation of data center configuration. CSP intensively adds orders to the original three major DRAM factories, and the original factories are preferred to meet server customer orders. It is expected that after the DDR5's penetration rate in the server market will be further improved in 2026, the demand for DDR4 will gradually fade.
Season 3 updates Consumer DDR4 and LPDDR4X contract pricesCompared with the PC and server markets, the supply of consumer DRAM has become more difficult recently. The final demand comes from industrial control, network communication, television, consumer electronics and controllers, etc. The main memory adopts DDR4, but the supply ordering after the PC and server application makes the market's supply and demand imbalance is relatively more severe. According to TrendForce survey, the July consumer DDR4 contract price rose by more than 60% to 85%, so TrendForce significantly revised the third quarter consumer DDR4 contract price to increase by 85% to 90%.
Currently, large, low- and medium-level smartphones still mainly use LPDDR4X. As the original manufacturers of the United States and South Korea will reduce or stop supplying LPDDR4X from 2025 to 2026, market panic spread, and the increase in the price of suppliers has led to the increase in the contract price of the third quarter, and TrendForce has revised the price of the third quarter to 38% to 43%.
As for LPDDR5X products, the overall supply of bits has increased due to the continuous promotion of advanced processes by the original manufacturers of the United States and South Korea. The supply and demand situation is relatively healthy. In addition to being used for medium and high-level smartphones, it is also widely used in computers and AI servers. Since the average price of LPDDR5X contracts is lower than other memory products, the LPDDR5X contract price in the third quarter will continue to rise, with an estimated quarterly increase of 10% to 15%.