Component Pricing
RAM & storage cost tracking for handheld PC BOM decisions. Regime-adaptive LPDDR5X pricing, NVMe retail, and per-device impact analysis.
RAM Price Trends LPDDR5X $/GB
LPDDR5X OEM $/GB with Framework WAC and Apple OEM reference lines. DDR5 commodity spot shown as secondary series (not LPDDR5X). Background bands show market regime.
Storage Price Trends
NAND 512Gb TLC wafer spot and NVMe retail by form factor. Tracks 5 specific 2230 drives.
2230 vs 2280 Premium
Form factor premium %. Matched pairs: SN770M/SN770, P310/P3 Plus, PM9C1a/990 EVO.
Handheld BOM Impact
Estimated memory cost ranges per device. Regime: CRISIS. RAM: direct LPDDR5X $/GB model. Storage: retail anchors × 0.75 OEM discount.
| Device | Segment | RAM | RAM Cost Range | Storage | Storage Cost Range | Total Range | Label | Conf. |
|---|---|---|---|---|---|---|---|---|
| Loading… | ||||||||
BOM Configurator
Build a custom handheld memory BOM. Pick RAM, storage, and form factor — or load a device preset. Use the Time Machine to compare costs across quarters.
RAM Configuration
Storage Configuration
Time Machine
Market Regime System & LPDDR5X $/GB
- Normal (pre-Q3 2025) — LPDDR5X OEM: $1.50–$2.50/GB. Standard supply conditions.
- Tight (Q3 2025) — LPDDR5X OEM: $2.50–$5.00/GB. Supply constrained, lead times extending.
- Crisis (Q4 2025–present) — LPDDR5X OEM: $5.50–$10.00/GB. Severe shortage.
Sources: Framework WAC = $10/GB (near-zero markup), Apple OEM ≈ $5.83/GB (12GB module at $70). The $/GB is the OEM price — no additional discount applied.
Data Sources (Priority Order)
- Framework laptop parts — Direct OEM-transparent pricing. OEM-TRANSPARENT
- OEM earnings calls — BOM signal from financial reports. BOM-SIGNAL
- TrendForce / DRAMeXchange — Contract & spot market data. HIGH
- PCPartPicker retail — Consumer retail pricing. OEM-RETAIL
- Contract leaks — Industry channel checks. CONTRACT-LEAK
Key Conversions
- RAM formula:
oem_ram_cost = capacity_gb × lpddr5x_per_gb × speed_mult. No DDR5-die stacking. - Speed tier multipliers (compressed in Crisis): 6400 = 1.00, 7500 = 1.03, 8000 = 1.05, 8533 = 1.08.
- Storage OEM: Direct retail anchors × 0.75. No NAND-wafer derivation.
- 2230 drives tracked: WD SN770M, Crucial P310, Sabrent Rocket, Micron 2400, Kingston NV3.
BOM Pressure Score
- Composite 0–100 from 4 weighted signals: DRAM contract QoQ (30%), LPDDR5X lead time (25%), memory % of BOM (25%), NAND spot trend (20%).
On-Package RAM
- Intel Lunar Lake integrates LPDDR5X 8533 on-die. Cannot separate from CPU BOM. Shown with dashed borders, italic text, LOW confidence.
Confidence Levels
- HIGH — Direct observation from primary source
- MEDIUM — Derived via documented conversion
- LOW — Significant assumptions or data gaps
- SEED — Placeholder data, do not cite
Data Labels
- OEM-TRANSPARENT — Direct OEM pricing (e.g., Framework)
- BOM-SIGNAL — Inferred from OEM earnings/financials
- CONTRACT-LEAK — Industry channel checks
- SECONDARY-MARKET — Reseller/secondary channel
- OEM-RETAIL — Consumer retail pricing