The first domestic LPDDR5 memory chip is here!
"Science and Technology Innovation Board Daily" on November 29 According to the official website of Changxin Storage, on November 28, Changxin Storage officially launched LPDDR5 series products, including 12Gb LPDDR5 particles, 12GB LPDDR5 chips in POP packaging and 6GB LPDDR5 chips in DSC packaging. Changxin Storage has also become the first brand in China to launch LPDDR5 products independently developed and produced.
Among them, the 12GB LPDDR5 chip has been verified on the models of Xiaomi, Transsion and other brands of domestic mainstream mobile phone manufacturers.
LPDDR5 is a product launched by Changxin for the mid-to-high-end mobile device market, and its application fields include laptops, smartphones, tablets, wearable devices, etc.
Compared with the previous generation of LPDDR4X, the capacity and speed of a single particle of Changxin Storage's LPDDR5 are increased by 50%, reaching 12Gb and 6400Mbps, respectively, while the power consumption is reduced by 30%. Changxin Storage's LPDDR5 chip has added the RAS function, which realizes real-time error correction through built-in error correction code (On-die ECC) and other technologies, reduces system failures, ensures data security, and enhances stability.
According to public information, Changxin Storage was established in 2016, headquartered in Hefei, Anhui Province, built 12-inch wafer factories in Hefei and Beijing and put into production, and has a number of R&D centers and branches at home and abroad. As an integrated memory manufacturing company, the company focuses on the design, R&D, production and sales of DRAM chips, and has launched a variety of DRA commercial products, which are widely used in mobile terminals, computers, servers, virtual reality and Internet of Things and other fields.
SK hynix, one of the leaders in the storage industry, recently said that the storage industry is entering a stage of full recovery, and shipments of all applications are expected to grow. In terms of smartphones, smartphone shipments are expected to increase by 5% in 2024 with the advent of some replacement cycles. Demand for LPDDR5 accelerated due to the launch of new devices in the second half of this year and the increase in the flagship product portfolio.
From the perspective of the entire memory chip industry, with the original factory actively reducing production and controlling supply, the storage supply and demand structure has been significantly improved, driving the price upward. According to Trendforce's forecast, the contract price of DRAM in Q4 is expected to increase by 3~8%, and the contract price of NANDFlash is expected to increase by 8~13%. Zheshang Securities added in its report on November 12 that DDR5, HBM, LPDDR5, etc., are relatively well represented by the gradual increase in terminal penetration, the stimulation of AI demand and the release of new mobile phones (such as Huawei Mate60 series, Apple 15 series, Xiaomi).
In its research report on November 27, Founder Securities emphasized that it attaches great importance to the opportunities of Changxin's storage supply chain. Nowadays, domestic wafer factories and domestic equipment, materials, and parts suppliers have accelerated close cooperation in an all-round way, and domestic suppliers have deterministically broadened their product lines and increased their share significantly in the medium and long term, and continue to be optimistic about the opportunities of the localization chain.
According to incomplete statistics from the "Science and Technology Innovation Board Daily", the A-share Changxin storage supply chain manufacturers include:
(Science and Technology Innovation Board Daily, Zheng Yuanfang)