South Korean media: Due to the pursuit of Chinese enterprises, Samsung gradually stops production of old DDR4 DRAM...转向尖端 memory... It is reported that Samsung Electronics plans to gradually discontinue the production of old-generation DRAM products, DDR4. Due to the aggressive volume offensive of Chinese memory companies such as CXMT, the competition in the DRAM market has become increasingly fierce. Under this circumstance, Samsung Electronics plans to shift its business to high-value-added memory products such as DDR5 and high-bandwidth memory (HBM). DDR (Double Data Rate) is a type of DRAM product specifically designed for reading and writing data. The larger the number following it, the more it represents the latest generation of the product. In Samsung Electronics' memory sales in 2024, DDR4 accounted for about 30%. On the 23rd, according to the chip industry, Samsung Electronics recently informed its Taiwan customers that some DDR4 and LPDDR4 products will be discontinued, and the latest order deadline is by the end of June. LPDDR is a low-power DRAM mainly used in mobile devices. In particular, the old LPDDR4 is mainly equipped in China's low-end smartphones. However, recently, CXMT's aggressive push of low-priced old DRAM has intensified, and Samsung has decided to focus on high-value-added products. At present, Samsung Electronics is renovating its original DRAM production lines to produce high-end products such as DDR5. According to industry insiders, "Although the final delivery time for each customer may vary, Samsung Electronics is indeed adjusting towards phasing out DDR4." It is reported that Samsung Electronics will completely stop supplying DDR3 memory in 2024. A year later, it quickly reduces the production of the next-generation product, DDR4. In contrast, the representative Chinese memory company CXMT plans to significantly increase DRAM capacity this year with DDR4 as the center, far exceeding expectations. According to market research firm Omdia, CXMT's DRAM production scale this year is expected to reach 2.73 million wafers (based on chips), an increase of 68% compared to 1.62 million wafers in 2024. Previously, the market expected CXMT's DRAM capacity growth to be around 20%, but it actually exceeded expectations by more than three times. Industry insiders believe that if this trend continues, CXMT's DRAM production is expected to catch up with Micron, the third-ranked American company globally. Source: Chosun Ilbo [Images omitted] Original article: https://www.toutiao.com/article/1830257711730058/ Disclaimer: This article only represents the author's personal views.