Mobile用LPDDR4X

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佰维存储:目前存储行业价格企稳回升,景气度仍会持续
Ju Chao Zi Xun· 2025-08-14 03:01
Industry Overview - The storage industry is experiencing price stabilization and recovery, driven by seasonal stocking momentum and strong demand from emerging applications like AI glasses, indicating continued industry prosperity [3] - Major storage companies such as SanDisk, Longsys, and Micron have issued price increase notices for Q1 2025, with some product prices already stabilizing [3] - The NAND supply-demand imbalance has significantly improved due to production cuts and inventory reduction in the first half of the year [3] - In the DRAM sector, Samsung, Micron, and SK Hynix are focusing on high-end products, reducing supply of DDR4 and Mobile LPDDR4X, leading to shortages and price increases [3] Company Performance - In the mobile sector, the company has achieved continuous breakthroughs with first-tier mobile clients, entering partnerships with vivo and maintaining deep cooperation with OPPO, Transsion, and Motorola [3] - In the PC sector, the company has made further inroads into the global pre-installed market with major PC manufacturers like Lenovo, Xiaomi, Acer, HP, and Tongfang, with Xiaomi being a new client in the first half of 2025 [3] - The company has shown strong performance in the consumer PC market, with continuous revenue growth [3] Product Applications - The company's products are being utilized in AI/AR glasses and smartwatches by renowned companies such as Meta, Google, Xiaomi, and Rokid [4] - In the enterprise sector, the company is rapidly developing, having gained core supplier status with AI server manufacturers and leading internet firms, and is actively deepening its domestic ecosystem partnerships [4] - In the smart automotive sector, the company has delivered LPDDR and eMMC products in bulk to leading automotive manufacturers and is pushing for new product validation [4]
集邦咨询:预计第三季度整体DRAM价格季增15%至20%
news flash· 2025-07-11 07:06
Core Viewpoint - The latest survey by TrendForce indicates that the shift in production capacity by major DRAM manufacturers towards high-end products, along with the end-of-life (EOL) status of older DDR4 and LPDDR4X products, is driving market demand for legacy products, which is expected to increase DRAM prices significantly in Q3 2025 [1] Group 1 - Major DRAM manufacturers are transitioning production capacity to high-end products [1] - DDR4 and LPDDR4X for PC/Server and Mobile applications are entering their product lifecycle end [1] - Increased market demand for older generation products is leading to proactive inventory stocking [1] Group 2 - Traditional peak season inventory buildup is contributing to price increases [1] - Conventional DRAM prices are projected to rise by 10% to 15% quarter-over-quarter in Q3 2025 [1] - Including HBM, the overall DRAM price increase is expected to be between 15% to 20% quarter-over-quarter [1]