自家人都看不上！三星S25采购LPDDR5X：美光比例多年来首超自家

快科技2025-06-30

快科技6月30日消息，据韩国媒体报道，三星电子移动（MX）事业部在Galaxy S25系列智能手机中，对美光LPDDR5X DRAM的采购比例达60%，而自家半导体（DS）事业部仅占40%。这与市场最初预期DS事业部将取得多数订单的看法相悖，显示出三星供应链策略的重大调整。报道称，这一采购比例是基于MX事业部对两家供应商产品在良率与效能上的详细比较评估后做出的。三星DS事业部在LPDDR5X生产上...

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Samsung S25 purchases LPDDR5X: Micron's proportion exceeds its own for the first time in many years","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MU":0.9},"content_text":"快科技6月30日消息，据韩国媒体报道，三星电子移动（MX）事业部在Galaxy S25系列智能手机中，对美光LPDDR5X DRAM的采购比例达60%，而自家半导体（DS）事业部仅占40%。这与市场最初预期DS事业部将取得多数订单的看法相悖，显示出三星供应链策略的重大调整。报道称，这一采购比例是基于MX事业部对两家供应商产品在良率与效能上的详细比较评估后做出的。三星DS事业部在LPDDR5X生产上面临良率问题和成本压力，其量产良率尚未达到业界标准的80%，导致生产效率低下、成本负担巨大。此外，DS事业部的LPDDR5X在发热和功耗效率方面也不如美光产品，难以满足Galaxy S25系列至少9.6Gbps的数据处理速度要求。值得注意的是，这是三星电子十年来首次将主要DRAM供应商地位从自家DS事业部转移给美光。目前，美光不仅是三星电子的供应商，也是苹果iPhone低功耗DRAM的主要供应商。其在1β制程方面利用DUV设备的技术已达到稳定生产状态，此次供应给Galaxy S25的LPDDR5X产品正是采用该制程。不过需要注意的是，目前供应比例趋势已明确，但智能手机新产品销售周期通常长达两年，供货量仍存在变数，三星电子通常会与供应商协商决定订单量。此外，美光目前DRAM生产能力有限，三星与其进行事前协商尤为重要，以确保在所需时间获得足够货量。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2547098052","isCrawlerRequest":true}