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CXMT：2026年產能擴張及LPDDR4X市場領導地位
市場調查報告書
商品編碼
1873721

CXMT：2026年產能擴張及LPDDR4X市場領導地位

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個工作天內

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簡介目錄

CXMT在2026年再次位居全球比特產量年增榜首，這主要得益於產能擴張和良率提升。本公司旗艦產品行動DRAM與全球最大的智慧型手機生產基地－中國市場的DRAM產品需求高度契合。此外，除中國補貼政策外，韓國和美國供應商產能轉移導致的LPDDR4X供應短缺也加速了CXMT市場佔有率的擴張。

主要亮點：

  • CXMT在2026年繼續領先全球比特產量年增榜。
  • 行動DRAM是CXMT的核心產品。
  • 韓國和美國供應商產能轉移導致結構性供應短缺，CXMT正透過產能擴張加速市場佔有率成長。
  • 在中美貿易摩擦的背景下，CXMT正在加速供應鏈在地化，並拓展至多元化的應用市場。

目錄

第一章：由於在記憶體市場持續積極發展，CXMT 將在 2026 年再次引領年產量年增

  • CXMT 年產量年增率

第二章：中國補貼政策以及韓國和美國供應商減產使 CXMT 成為 LPDDR4X 的最大供應商

  • LPDDR4(X) 供應佔有率

第三章：LPDDR4X 高比例滿足中低階智慧型手機的市場需求

  • CXMT 行動 DRAM 市場滲透率

第四章： CXMT將在中短期內依賴擴大LPDDR4X和LPDDR5X的市場佔有率，長期目標是發展G5製程節點和3D DRAM。

簡介目錄
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