LPDDR4X 공급이 감소하고 가격이 급등 : 스마트폰 제조업체가 LPDDR5X로의 전환을 가속

Overview

LPDDR4X supply has tightened rapidly due to reduced production and EOL plans by major suppliers, driving prices sharply higher. Under dual pressure from supply constraints and price surges, smartphone brands are accelerating the shift to LPDDR5X, though entry- and mid-tier models face challenges converting due to processor limitations.

Key Highlights:

• LPDDR4X still accounts for nearly 50% of smartphone memory usage and is difficult to fully replace with LPDDR5X due to processor compatibility limits.
• Imbalanced supply and demand have driven prices significantly higher, and short-term relief is unlikely.
• The industry is steadily transitioning to next-generation memory products, and LPDDR4X supply will continue to tighten in the future.
• Ongoing supply constraints and price surges for LPDDR4X are forcing more end customers to accelerate adoption of LPDDR5X.
• As LPDDR5X supply becomes more abundant in 2026, the overall market supply-demand situation is expected to gradually stabilize by year-end.

Table of Contents

1. Strong Rigid Demand from Midrange and Low-End Smartphones Makes It Difficult to Fully Replace LPDDR4X

• Distribution of Mobile DRAM Output (Encompassing All Application Segments)
• Suppliers' EOL Plans for LPDDR4X Solutions Used in Smartphones

2. Inevitable Trend on Declining Supply of LPDDR4X Prompts Brands to Expedite Transition to Discrete LPDDR5X Solutions

• MP Plans for LPDDR5X 245-Ball

3. LPDDR5X Prices to Surge and Maintain Short-Term Hike due to Discrepancy in Market Activities

• Contract Price Trend of Mobile DRAM for Smartphones