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CXMT：2026年产能扩张及LPDDR4X市场领导地位
市场调查报告书
商品编码
1873721

CXMT：2026年产能扩张及LPDDR4X市场领导地位

CXMT: 2026 Output Growth & LPDDR4X Market Leadership
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

CXMT在2026年再次位居全球比特产量年增榜首，这主要得益于产能扩张和良率提升。本公司旗舰产品行动DRAM与全球最大的智慧型手机生产基地－中国市场的DRAM产品需求高度契合。此外，除中国补贴政策外，韩国和美国供应商产能转移导致的LPDDR4X供应短缺也加速了CXMT市场占有率的扩张。

主要亮点：

  • CXMT在2026年继续领先全球比特产量年增榜。
  • 行动DRAM是CXMT的核心产品。
  • 韩国和美国供应商产能转移导致结构性供应短缺，CXMT正透过产能扩张加速市场占有率成长。
  • 在中美贸易摩擦的背景下，CXMT正在加速供应链在地化，并拓展至多元化的应用市场。

目录

第一章：由于在记忆体市场持续积极发展，CXMT 将在 2026 年再次引领年产量年增

  • CXMT 年产量年增率

第二章：中国补贴政策以及韩国和美国供应商减产使 CXMT 成为 LPDDR4X 的最大供应商

  • LPDDR4(X) 供应占有率

第三章：LPDDR4X 高比例满足中低阶智慧型手机的市场需求

  • CXMT 行动 DRAM 市场渗透率

第四章： CXMT将在中短期内依赖扩大LPDDR4X和LPDDR5X的市场占有率，长期目标是发展G5製程节点和3D DRAM。

简介目录
Product Code: TRi-0104

CXMT, through expansions and yield improvement, has once again taken the crown for YoY growth of output bit for 2026. The supplier's major product, mobile DRAM, highly corresponds to DRAM products required by China, the largest production base of smartphones in the world. China's subsidy policy, as well as the shortage of LPDDR4X generated by production shift among South Korean and US suppliers, have facilitated a swift expansion of CXMT's market share.

Key Highlights:

  • CXMT continues to lead in global YoY growth of output bit for 2026.
  • Mobile DRAM serves as the core product for CXMT.
  • Shift of production among South Korean and US suppliers led to a structural shortage, which prompted CXMT to increase its growth of market share as it enlarges output.
  • CXMT has been accelerating localization of supply chains under US-China trade restrictions, and deploying in markets of diversified applications.

Table of Contents

1. CXMT Leads Once Again in YoY Growth of Output Bit for 2026 under Ongoing and Aggressive Deployment in Memory Market

  • CXMT's YoY Growth of Output Bit

2. CXMT Became the Largest Supplier of LPDDR4X under China's Subsidy Policy and Production Cuts among South Korean and US Suppliers

  • Supply Share of LPDDR4(X)

3. High Ratio of LPDDR4X to Support Market Demand for Mid-to-Low End Smartphones

  • CXMT Mobile DRAM Market Penetration Rate

4. CXMT Relies on Expanding Market Share of LPDDR4X and LPDDR5X in Medium and Short Term, Followed by G5 Node and 3D DRAM Development in Long Term