Core Insights - The storage market has entered a "super bull market" phase, surpassing the historical peak of 2018, with prices expected to rise by 40%-50% by Q1 2026 and an additional 20% by Q2 2026 [1] Price Trends - The price of 64GB RDIMM memory has significantly increased from $255 in Q3 2025 ($0.50/Gb) to $450 in Q4 2025 ($0.88/Gb), with expectations to reach $700 by March 2026 ($1.37/Gb) [1] - There is a possibility that the price of this product could reach $1000 ($1.95/Gb) within the year, which would exceed the 2018 peak of $1.00/Gb [1] Smartphone Impact - For flagship smartphones equipped with 16GB-24GB LPDDR5X memory and 512GB-1TB UFS 4.0 storage, the rising storage costs may account for 20% or more of the Bill of Materials (BoM) [1] Supply Forecast - Counterpoint forecasts a 24% year-on-year increase in DRAM production by 2026, but it will still take time to meet the demand [1]
Counterpoint：预计存储2026年Q1/Q2分别续涨40~50%和约20%
Jin Rong Jie·2026-01-12 01:47