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长鑫LPDDR5X发布,10667Mbps速率,一年赶超国际节奏
半导体芯闻· 2025-10-30 10:34
Core Viewpoint - Changxin Storage has officially launched its LPDDR5X products, achieving industry-leading speeds of 10667Mbps, marking a significant breakthrough for domestic memory chips [1][3]. Product Launch and Specifications - The LPDDR5X products cover speeds of 8533Mbps, 9600Mbps, and 10667Mbps, with various packaging solutions including 12GB, 16GB, 24GB, and 32GB options [1]. - The 10667Mbps speed has been successfully sampled to customers, positioning Changxin's products alongside those of international leaders like SK Hynix [3]. Market Impact and Performance - The launch addresses the increasing demand for high-speed memory due to the rise of local AI models and 8K video processing, which require higher data throughput [4]. - Changxin's LPDDR5X products have been shown to outperform previous generations, with a 30% faster response time and a 50% improvement in voice translation efficiency compared to lower-speed versions [4]. Technological Innovations - Changxin has introduced the uPoP® packaging technology, which aims to meet the demands for thinner and lighter mobile devices while enhancing performance [6]. - The ongoing development of HiTPoP packaging technology is expected to further reduce thickness and improve compatibility with existing motherboard designs, potentially achieving the industry's thinnest memory at 0.58mm [6]. Strategic Positioning - The advancements by Changxin create significant supply gaps in the domestic high-end smartphone and smart vehicle industries, countering price pressures from reduced production by Korean manufacturers [7]. - The ability to produce high-end memory in volume and the development of core technologies for integration with domestic SoCs represent a shift from "catching up" to "keeping pace" in the domestic storage market [7].