A forecast projects Nvidia’s next-generation Rubin AI platform will need more than 6 billion GB of low-power LPDDR memory in 2027. LPDDR is used in smartphones, tablets, and ultra-thin laptops. If the forecast is accurate, Nvidia’s demand could exceed the combined LPDDR consumption of Apple and Samsung. Rising memory costs are already increasing prices across consumer electronics, and additional demand could worsen upgrade affordability. Rubin is designed for generative AI real-time reasoning and is expected to be twice as fast as the current Blackwell platform. Nvidia has secured $1 trillion in orders through the end of 2027. Consumer refresh cycles for TVs and PCs are underway, while RAM, storage, and video card prices remain elevated.
"One of the pandemic's side effects was a surge in consumer electronics purchases, as people stocked up on devices to stay entertained and connected while isolated at home. Now, six years later, many of those products are coming due for refresh. Televisions, for instance, are typically replaced every 6.6 years, according to Circana. That puts more than 20% of the sets in use globally in that upgrade zone, but the integration of smart services increases the need for onboard memory."
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