Institution: Tight supply of LPDDR4X drives up prices, smart phone industry will accelerate the introduction of LPDDR5X.

According to the latest research from TrendForce, Korean and American storage memory original equipment manufacturers (OEMs) will significantly reduce or stop supplying LPDDR4X in 2025 and 2026. However, the specifications of mobile processor chips that are compatible with LPDDR5X have not been synchronized, leading to a supply-demand gap. In order to avoid the impact of supply shortages on production output, brand manufacturers are expanding their procurement of LPDDR4X, which is the main reason for the rise in contract prices. As mainstream suppliers reduce the production of old-generation products, the convergence of LPDDR4X supply has become an inevitable trend, therefore it is estimated that this wave of price increases will continue at least until early next year, when brand manufacturers expand their use of LPDDR5X to alleviate the situation.