移动设备 DRAM 市场
移动设备 DRAM 市场：2026年市场规模约为386.8亿美元，2031年市场规模约为647.1亿美元；预测期复合年增长率为10.84%；当前最大市场为亚太地区；增长最快的市场为亚太地区。
市场研究正文
规模、增长、细分、驱动因素与关键问题
当前质量分 100.00，审核状态 accepted。结构化字段已按 RoboInd 内容层级组织。
核心结论
移动设备 DRAM 市场：2026年市场规模约为386.8亿美元，2031年市场规模约为647.1亿美元；预测期复合年增长率为10.84%；当前最大市场为亚太地区；增长最快的市场为亚太地区。
市场走势
结构化指标
| 指标 | 年份 | 数值 | 性质 |
|---|---|---|---|
| 复合年增长率 | 2031 | 10.84% | 机构预测 |
| 市场规模 | 2026 | USD 38.68 billion | 机构预测 |
| 市场规模 | 2031 | USD 64.71 billion | 机构预测 |
细分市场份额
市场结构
| 维度 | 细分项 | 年份 | 份额 |
|---|---|---|---|
| geography | Asia-Pacific | 2025 | 61.100% |
| package_capacity | 8 GB to 16 GB | 2025 | 47.700% |
| package_configuration | Package-on-Package | 2025 | 65.200% |
关键结论
- geography 维度中，Asia-Pacific 在 2025 年的公开份额为 61.1%。
- package_capacity 维度中，8 GB to 16 GB 在 2025 年的公开份额为 47.7%。
- package_configuration 维度中，Package-on-Package 在 2025 年的公开份额为 65.2%。
主要参与者
- Samsung Electronics Co., Ltd.
- SK hynix Inc.
- Micron Technology, Inc.
- ChangXin Memory Technologies, Inc.
- Nanya Technology Corporation
增长驱动因素
| 因素 | 影响 CAGR | 地区相关性 | 影响周期 |
|---|---|---|---|
| AI Smartphones Increasing Per-Device LPDDR Demand | +3.500% | Global, led by Asia Pacific, China, South Korea, and India | Short term (≤ 2 years) |
| LPDDR Expansion Into AI Servers | +2.800% | Global, led by North America and Asia Pacific | Short term (≤ 2 years) |
| 5G Premiumization Raising LPDDR Demand | +1.800% | Asia Pacific, South America, Middle East and Africa | Medium term (2-4 years) |
| LPDDR4X Scarcity Forcing Refresh to Higher Generations | +1.200% | Global, led by Asia Pacific and China | Short term (≤ 2 years) |
| Software-Defined Vehicles and Automotive LPDDR Demand | +0.800% | Global, with early gains in Germany, Japan, and China | Medium term (2-4 years) |
| Ultra-Thin Notebooks and AI PCs | +0.500% | North America, Europe, and Asia Pacific | Medium term (2-4 years) |
市场制约因素
| 因素 | 影响 CAGR | 地区相关性 | 影响周期 |
|---|---|---|---|
| HBM and DDR5 Allocation Crowding Out LPDDR Wafer Capacity | -1.200% | Global, with acute impact in South Korea and Taiwan | Short term (≤ 2 years) |
| High Supplier Concentration Amplifying Supply Risk | -0.800% | Global | Long term (≥ 4 years) |
| Advanced Node Yield and Qualification Challenges | -0.600% | South Korea, Taiwan, and the United States | Medium term (2-4 years) |
| Smartphone Cost Pressure Slowing Upgrade Cycle | -0.900% | Global, concentrated in Asia Pacific mid-range markets | Medium term (2-4 years) |
报告关注的关键问题
What is the current size and outlook for mobile DRAM?
The mobile DRAM market stood at USD 33.8 billion in 2025 and is forecast to reach USD 64.7 billion by 2031 at a 10.8% CAGR from 2026 to 2031.
Why is on-device AI changing memory demand in smartphones?
On-device AI raises both capacity and bandwidth needs. Flagship memory configurations averaged 12 GB in 2025 and are moving toward 18 GB by 2028 as AI workloads become heavier.
Which generation is leading revenue today, and which one is growing fastest?
LPDDR5 and LPDDR5X led revenue with a 57.8% share in 2025, while LPDDR6 is the fastest-growing generation with a 12.9% CAGR through 2031.
Which package capacity band matters most in mobile devices?
The 8 GB to 16 GB tier held the largest share at 47.7% in 2025 because it balances cost, performance, and enough memory headroom for premium and AI-capable phones.
Why is Asia -Pacific dominant in this space?
Asia-Pacific held 61.1% share in 2025 and remains the fastest-growing region because it combines South Koreas fabrication scale, Chinas supply expansion through CXMT, Taiwans packaging base, and Japans ongoing investment activity.
What is the biggest risk to near-term growth?
The biggest near-term risk is wafer allocation pressure from HBM and DDR5, which is crowding out LPDDR capacity and extending delivery times even as demand from AI phones and AI servers rises.
市场概览
- 增长最快市场：亚太地区
- 最大市场：亚太地区
- 市场集中度：高
查看来源：Mordor Intelligence