Smartphone original equipment manufacturers are mandating higher baseline DRAM capacity across upcoming product lines. The push to run generative artificial intelligence models natively on handsets requires minimum memory footprints of 12GB to 16GB.
Supply Chain Implications
DRAM suppliers are shifting production lines toward LPDDR5X memory to meet contract demand for late 2025 releases. Average selling prices for high-tier mobile memory modules have risen 12% quarter-over-quarter as a result.