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LPDDR4X 供应紧缩，价格飙升：智慧型手机製造商加速向 LPDDR5X 过渡
市场调查报告书
商品编码
1774038

LPDDR4X 供应紧缩，价格飙升：智慧型手机製造商加速向 LPDDR5X 过渡

LPDDR4X Supply Shrinks, Prices Surge: Smartphone Makers Accelerate Transition to LPDDR5X
出版日期: | 出版商: TrendForce | 英文 6 Pages | 商品交期: 最快1-2个工作天内

价格
简介目录

摘要

由于主要供应商的减产和停产计划，LPDDR4X 供应正在迅速收紧，导致价格飙升。在供应紧张和价格上涨的双重压力下，智慧型手机品牌正在加速向 LPDDR5X 过渡，但入门级和中阶机型由于处理器限制，在转换方面面临挑战。

重点：

  • LPDDR4X 仍占智慧型手机记忆体使用量的近 50%，由于处理器相容性限制，很难完全用 LPDDR5X 取代。
  • 供需失衡正在显着推高价格，短期内难以缓解。
  • 随着产业稳步向下一代记忆体产品过渡，LPDDR4X 供应可能会持续紧张。
  • LPDDR4X 持续的供应紧张和价格上涨，迫使更多终端客户加速采用 LPDDR5X。
  • 随着 2026 年 LPDDR5X 供应更加充足，预计整体市场供需情势将在年底前逐步稳定。

目录

第一章：中低阶智慧型手机需求强劲，LPDDR4X 全面替代面临挑战

  • 行动 DRAM 产出分布（各应用领域）
  • 智慧型手机 LPDDR4X 解决方案供应商的停产计划

第二章：LPDDR4X 供应下降趋势不可避免，各品牌争相转向分离式 LPDDR5X 解决方案

  • LPDDR5X 245 球 MP 计划

第三章：市场趋势错配，LPDDR5X 价格飙升并维持短期成长

  • 智慧型手机行动 DRAM 合约价格趋势
简介目录
Product Code: TRi-0075

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