lpddr

On October 13, Tesla CEO Elon Musk stated on social media platform X: Once China masters the manufacturing methods for a certain type of product, its ability to scale production often exceeds that of the rest of the world combined. He cited lithium batteries and solar energy as examples, claiming that China has demonstrated this characteristic in these fields. This statement was in response to a discussion about memory manufacturer Changxin Storage.The poster Melvin believes that Changxin is already a competitor that cannot be ignored, but whether new technology can stably achieve large-scale mass production still depends on yield, cost, and reliability. He also noted that memory demand is still growing, and an increase in production capacity does not mean that the market will immediately experience oversupply. Regarding memory, Musk mentioned that about three years ago, memory was still a low-margin commodity, with LPDDR5 and LPDDR6 designed according to common standards, and China seems to be rapidly solving related technical issues.Musk also pointed out that the new generation of high-bandwidth memory architecture is more difficult to tackle. Another challenge is placing a layer of SRAM beneath the logic chip and stacking RAM in three dimensions above it while addressing the heat dissipation issues of the logic chip. Phoenix Technology cited public information stating that on September 7, Changxin Storage announced that LPDDR6 has entered mass production and was first commercially used in the Xiaomi 18 Fold, with a capacity of 16 GB, compliant with JEDEC's LPDDR6 standard. Subsequently, Changxin announced that its fifth-generation DRAM process platform has achieved mass production and launched two LPDDR5X products based on this platform, aimed at smartphones and portable consumer electronics, with a single bare chip capacity increased by 50% compared to the previous generation of similar products.

The global memory market continues to face severe shortages, with AI and cloud applications driving demand and prices for DRAM and NAND Flash. China's two major memory manufacturers, Yangtze Memory Technologies and Changxin Memory Technologies, are set to break the current duopoly.Yangtze Memory Technologies will begin trial production of LPDDR5 DRAM by the end of 2026, while Changxin Memory Technologies aims to transition from DRAM to NAND Flash. Industry speculation suggests that the two companies may face off as early as 2028. Yangtze Memory Technologies has completed the development of 294-layer 3D NAND using Xtacking technology, and Samsung will enter into a patent licensing agreement with them in 2025, starting with the 10th generation V-NAND.Yangtze Memory Technologies' phase three plan is set to commence production by the end of 2026, with an initial capacity of approximately 25,000 wafers of DRAM, ramping up in 2027, targeting LPDDR5, and planning for subsequent expansions as well as HBM and 3D DRAM. Changxin is reported to be setting up a NAND research and production line in Beijing, with mass production expected as early as 2028 to 2029.

According to Blue Whale News, from Changxin Technology, ByteDance and ZTE have jointly developed a new generation of Doubao phone------Nubia NaviX Ultra, which will be equipped with Changxin's highest speed LPDDR5X memory at 10667Mbps. The official statement indicates that this is also the first time that domestically produced 10667Mbps high-speed LPDDR5X memory chips have achieved mass production and application.Previous news reported that the Nubia "Doubao phone" has completed network filing and will be mass-produced and launched in September.

Xiaomi officially released the Xuanjie O3 chip. The new generation Xuanjie O3 is the world's first flagship mobile processor (SoC) that supports LPDDR6 memory chips. According to reporters from the Financial Associated Press, domestic storage leader Changxin Storage (CXMT) is a core partner for Xiaomi's Xuanjie O3 LPDDR6 memory.In March this year, there were reports that Changxin LPDDR6 had sent samples to key customers, and in early August, multiple media outlets reported that it was nearing the end of verification. With the launch of the Xuanjie O3, this marks the first application of domestic LPDDR6 chip products in flagship processors, which also means that domestic low-power memory has officially entered the global top tier.

SK Hynix announced that it will officially begin mass production of 16Gb LPDDR6 low-power mobile DRAM in the second half of this year, with the first products set to be featured in Xiaomi's next-generation flagship smartphone. The product was developed in March and utilizes 10nm class sixth-generation (1c) technology, offering improvements in data processing speed and energy efficiency compared to the previous generation. SK Hynix has been supplying LPDDR products to Xiaomi since 2013, maintaining a long-term partnership.LPDDR is primarily used in mobile devices such as smartphones and tablets, combining low power consumption with high performance. Recently, driven by demand from AI servers, LPDDR prices have continued to rise, with contract prices increasing steadily, leading to a 64.5% quarter-over-quarter growth in global mobile DRAM revenue in the first quarter. SK Hynix and Samsung Electronics are ahead of Micron in preparing for the mass production of LPDDR6. Additionally, the mass production of LPDDR6 is expected to accelerate competition in the SO-CAMM (low-power memory module) market, which is seen as a complementary solution for AI server CPUs. NVIDIA CEO Jensen Huang visited the SK Hynix booth at the Taipei International Computer Show in June, leaving a message of "LOVE SOCAMM" for the 192GB SO-CAMM.