Agency: 2Q26 mobile DRAM contract prices remain strong, compressing smartphone production

Among them, the price strategies of the two major Korean manufacturers have diverged: Samsung prefers a one-time increase with a relatively significant rise, while SK hynix's current temporary quotations indicate a more moderate increase, adopting a gradual strategy with estimated final pricing expected in late May. Overall, TrendForce predicts that the average selling price of LPDDR4X in the second quarter will increase by at least 70%–75% quarter-on-quarter, while LPDDR5X will see a 78%–83% quarter-on-quarter increase.