NVIDIA's upcoming Rubin AI platform is projected to consume over 6000 million GBs of LPDDR memory in 2027, according to Citrini Research. This demand surpasses the combined estimated LPDDR consumption of Apple and Samsung that year.
AI memory demand dwarfs mobile giants
Apple is expected to require 2966 million GBs of LPDDR memory for its iPhones, while Samsung's demand is estimated at 2724 million GBs. Together, their total of 5720 million GBs is 6% less than what NVIDIA's Rubin platform alone will need.
The surge in AI-driven memory demand is not limited to NVIDIA. AMD's MI400 and other AI platforms will further increase the need for LPDDR memory, potentially straining supply.
As AI platforms consume a growing share of LPDDR production, the smartphone market may face memory shortages and price increases. The imbalance between AI and mobile demand could reshape the memory market in the coming years.
Citrini Research provided these estimates, but NVIDIA has not confirmed the exact memory requirements for the Rubin platform. The timeline for Rubin's deployment remains unclear.
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