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LPDDR4X 供應緊縮，價格飆升：智慧型手機製造商加速向 LPDDR5X 過渡
市場調查報告書
商品編碼
1774038

LPDDR4X 供應緊縮，價格飆升：智慧型手機製造商加速向 LPDDR5X 過渡

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個工作天內

價格
簡介目錄

摘要

由於主要供應商的減產和停產計劃，LPDDR4X 供應正在迅速收緊，導致價格飆升。在供應緊張和價格上漲的雙重壓力下，智慧型手機品牌正在加速向 LPDDR5X 過渡，但入門級和中階機型由於處理器限制，在轉換方面面臨挑戰。

重點：

  • LPDDR4X 仍佔智慧型手機記憶體使用量的近 50%，由於處理器相容性限制，很難完全用 LPDDR5X 取代。
  • 供需失衡正在顯著推高價格，短期內難以緩解。
  • 隨著產業穩步向下一代記憶體產品過渡，LPDDR4X 供應可能會持續緊張。
  • LPDDR4X 持續的供應緊張和價格上漲，迫使更多終端客戶加速採用 LPDDR5X。
  • 隨著 2026 年 LPDDR5X 供應更加充足，預計整體市場供需情勢將在年底前逐步穩定。

目錄

第一章：中低階智慧型手機需求強勁，LPDDR4X 全面替代面臨挑戰

  • 行動 DRAM 產出分佈（各應用領域）
  • 智慧型手機 LPDDR4X 解決方案供應商的停產計劃

第二章：LPDDR4X 供應下降趨勢不可避免，各品牌爭相轉向分離式 LPDDR5X 解決方案

  • LPDDR5X 245 球 MP 計劃

第三章：市場趨勢錯配，LPDDR5X 價格飆升並維持短期成長

  • 智慧型手機行動 DRAM 合約價格趨勢
簡介目錄
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