Core Insights - Korean and American memory manufacturers are expected to significantly reduce or stop supplying LPDDR4X in 2025 and 2026, leading to a supply-demand gap as mobile processor chip specifications have not yet aligned to support LPDDR5X [1] Group 1 - The main reason for the increase in contract prices is the expansion of LPDDR4X procurement by brand manufacturers to avoid production impacts due to supply shortages [1] - The trend of reduced production of older generation products by mainstream suppliers indicates that the supply of LPDDR4X will inevitably converge [1] - It is anticipated that the price increase will continue at least until early next year, until brands start to adopt LPDDR5X more widely [1]