9.76亿国产 DDR 4 集采！中国移动4000万片存储芯片招标

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2025年12月4日，中国移动通信集团终端有限公司正式发布《2025年至2028年存储芯片合作伙伴动态短名单采购项目_询比资格预审公告》，一场规模达9.76亿元、覆盖4000万片存储芯片的集采正式拉开帷幕。此次招标不仅彰显了运营商对存储芯片核心供应链的布局决心，更让国产DDR4内存产品成为行业关注的核心焦点，为国内存储芯片产业突围注入强劲动力。据悉，本次采购项目预算含税金额共计97632万元，采购...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260129103946a6b99a09&s=b><strong>与非网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2025年12月4日，中国移动通信集团终端有限公司正式发布《2025年至2028年存储芯片合作伙伴动态短名单采购项目_询比资格预审公告》，一场规模达9.76亿元、覆盖4000万片存储芯片的集采正式拉开帷幕。此次招标不仅彰显了运营商对存储芯片核心供应链的布局决心，更让国产DDR4内存产品成为行业关注的核心焦点，为国内存储芯片产业突围注入强劲动力。据悉，本次采购项目预算含税金额共计97632万元，采购...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260129103946a6b99a09&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1951186391.HKD","symbol_name":"UBS (LUX) KEY SEL CHINA ALLOCATION OPPORTUNITY (US \"P\" (HKD) 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China Mobile bids for 40 million memory chips","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"80883":0.6,"80941":0.9,"00941":1.5},"content_text":"2025年12月4日，中国移动通信集团终端有限公司正式发布《2025年至2028年存储芯片合作伙伴动态短名单采购项目_询比资格预审公告》，一场规模达9.76亿元、覆盖4000万片存储芯片的集采正式拉开帷幕。此次招标不仅彰显了运营商对存储芯片核心供应链的布局决心，更让国产DDR4内存产品成为行业关注的核心焦点，为国内存储芯片产业突围注入强劲动力。据悉，本次采购项目预算含税金额共计97632万元，采购上限为4000万片存储芯片（非承诺量），资格预审有效期至2028年12月31日，服务于中国移动终端公司及繁星智算的核心业务需求。作为通信行业的龙头企业，中国移动近年来在芯片领域的采购布局持续加码：2025年3月，采购1000万片机顶盒芯片S905L3S；9月，接连启动150万套WIFI6芯片采购及晶圆流片代工招标，而此次存储芯片集采，更是将其芯片供应链建设推向新高度。值得注意的是，本次集采在模式上实现重大创新，摒弃了传统集采固定中标厂商及份额的模式，采用合格制且不限定供应商中选数量。这种开放式竞争模式，既能在长达三年的合作周期内保持供应链的灵活性，更能为国产存储芯片企业提供公平竞争的舞台，助力行业优质产能加速突围。业内人士分析，此举将有效打破国外厂商在存储芯片领域的市场垄断，推动国内存储芯片企业在技术迭代、产能提升上实现更快突破。而在技术层面，本次集采的核心亮点的是国产DDR4内存产品的崛起。就在2025年10月的移动合作伙伴大会上，中国移动终端公司已联合芯盛智能发布基于1Xnm工艺制程的系列全国产DDR4内存产品，此次集采或将成为该类国产产品规模化落地的重要契机。DDR4作为当前通信终端、家庭网关、机顶盒等设备的核心基础元器件，广泛应用于各类通信设备及智能终端，其国产化进程直接关系到我国通信产业供应链的自主可控水平。长期以来，存储芯片市场被国外厂商主导，核心技术及产能集中在少数企业手中，不仅推高了终端设备的生产成本，更让我国通信产业面临供应链安全风险。此次中国移动大规模集采存储芯片，并向国产DDR4产品倾斜，一方面将大幅提升国产存储芯片的市场渗透率，另一方面也将通过规模化采购倒逼国内企业加大研发投入，推动1Xnm等先进工艺的迭代优化，缩小与国际领先水平的差距。存储芯片的国产化并非一蹴而就，此次9.76亿集采的落地，既是中国移动布局核心供应链的重要举措，也是国产存储芯片产业发展的重要转折点。随着更多国产企业通过合格制审核进入供应链体系，国产DDR4内存产品将在规模化应用中不断提升产品性能与稳定性，逐步实现从“替代”到“领先”的跨越。未来，随着通信产业向5G-A、智算等领域加速升级，存储芯片的需求将持续攀升，国产DDR4及更先进存储产品的崛起，必将为我国通信产业高质量发展筑牢供应链根基。","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":"corporation","news_rank":0,"symbols":[],"gpt_button":1,"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/2607363779","isCrawlerRequest":true}