LPDDR4X Supply Shrinks, Prices Surge: Smartphone Makers Accelerate Transition to LPDDR5X

Overview

LPDDR4X supply has tightened rapidly due to reduced production and EOL plans by major suppliers, driving prices sharply higher. Under dual pressure from supply constraints and price surges, smartphone brands are accelerating the shift to LPDDR5X, though entry- and mid-tier models face challenges converting due to processor limitations.

Key Highlights:

• LPDDR4X still accounts for nearly 50% of smartphone memory usage and is difficult to fully replace with LPDDR5X due to processor compatibility limits.
• Imbalanced supply and demand have driven prices significantly higher, and short-term relief is unlikely.
• The industry is steadily transitioning to next-generation memory products, and LPDDR4X supply will continue to tighten in the future.
• Ongoing supply constraints and price surges for LPDDR4X are forcing more end customers to accelerate adoption of LPDDR5X.
• As LPDDR5X supply becomes more abundant in 2026, the overall market supply-demand situation is expected to gradually stabilize by year-end.