LPDDR5X价格大涨！原厂缺货紧急求助

芯报告2025-12-15

三星电子设备体验（DX）部门负责人卢泰文预计在CES 2026上，与美光CEO Sanjay Mehrotra会面。主要为讨论移动DRAM的供应问题。预计将聚焦于即将推出的Galaxy S26所使用的LPDDR5X，因为价格飙升导致三星DS部门与美光之间的合同问题悬而未决。Galaxy系列产品中广泛使用的LPDDR5X 12GB，截至11月下旬的交易价格约70美元，是2025年初约33美元价格的...

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Original factory is out of stock, emergency help","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"DX":1,"MU":0.9},"content_text":"三星电子设备体验（DX）部门负责人卢泰文预计在CES 2026上，与美光CEO Sanjay Mehrotra会面。主要为讨论移动DRAM的供应问题。预计将聚焦于即将推出的Galaxy S26所使用的LPDDR5X，因为价格飙升导致三星DS部门与美光之间的合同问题悬而未决。Galaxy系列产品中广泛使用的LPDDR5X 12GB，截至11月下旬的交易价格约70美元，是2025年初约33美元价格的两倍多。虽然三星DS部门向MX部门供应存储芯片，但此次交易将按季度进行谈判，而非此前的针对移动DRAM的一年以上长期协议。DS部门正在调整生产线，专注于生产利润率更高的产品，例如HBM，实现利润最大化。目前，这两个部门已就明年的最低供应量达成广泛共识，这有助于MX部门避免移动DRAM短缺的最坏情况。尽管美光和三星在HBM市场是竞争对手，但在移动DRAM领域，两家公司却有着密切合作关系，既有竞争也有合作。三星MX部门正在Galaxy S26发布前测试美光的LPDDR5X样品，并将与三星产品进行比较，预计年底前会公布测试结果。美光表示，正在向部分合作伙伴提供基于1γ的LPDDR5X 16GB模块样品，并计划为2026年的旗舰智能手机提供8GB至32GB的容量。美光作为三星的二级供应商已有十余年，这将是美光首次成为Galaxy系列的主要供应商。三星被视为LPDDR6研发领域的领跑者。有望率先将LPDDR6推向市场，并计划在2026年CES上进行展示。三星采用1c（12纳米级）DRAM工艺制造的LPDDR6，相比LPDDR5X，性能提升11%，能效提升21%。数据带宽最高可达LPDDR5X的1.5倍，能够支持实时LLM工作负载以及高分辨率、高刷新率应用。可能在年底前开始量产LPDDR6，并可能为部分Galaxy S26机型配备，抢占先机。不过，一些人士认为，LPDDR6或许会率先应用于Galaxy S27系列。","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/2591660555","isCrawlerRequest":true}