The mobile DRAM market is showing no sign of retrenchment as the wider industry stares at a ~100 percent quarter-over-quarter (QoQ) price increase in Q2 2026, building upon the 58 percent - 63 percent QoQ price growth for LPDDR5X in Q1.
The mobile DRAM market shows no sign of cooling off, as Long-Term Agreements (LTAs) entrench price hikes
SemiAnalysis reported just a few days back that LPDDR5 contract prices were recently hovering at around $10/GB after undergoing a 3x increase since Q1 2025. What's more, the firm expected this trend of price hikes to continue well into 2027.
While DRAM pricing for the second quarter of 2026 is still being finalized, TrendForce expects mobile DRAM prices to record a QoQ growth of between 93 percent and 98 percent.
Assuming a baseline of $10/GB, a typical LPDDR5 module is now expected to cost between $19.3/GB and $19.8/GB in the second quarter of 2026.
What's more, as per another report, memory vendors are now signing LTAs with a "contract pricing ceiling of ~$1,350 and floor of ~$500" per 64GB of DRAM. This equates to a maximum price of $21/GB and a minimum price of $7.8/GB.
On the bright side, the relative proliferation of LTAs is limiting the room for further price hikes. Assuming the figures mentioned above hold, the LTAs entail a further price appreciation room of just 8.8 percent, given the interpolated cost of $19.3/GB for an LPDDR5 module in Q2, and an LTA-led price ceiling of around $21/GB.
About the author: Writing is my one incontrovertible passion. Over the past six years, he has authored over 2,200 distinct articles on financial and tech-related topics, spanning nearly 1 million words. And he has been a member of Wcctech mobile team since 2025. As an alumnus of the University of Toronto, Rotman Commerce Program, I bring nuance, in-depth knowledge, and a unique perspective to every topic that I cover. When I'm not writing, I'm traveling the world, exploring hidden confectionaries and restaurants as an aspiring food connoisseur.
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