Longxin Memory's LPDDR5X mass production is a strong challenge to Samsung, and the differences in performance metrics between the two are as follows. Let's compare them.

Longxin Memory's monthly capacity for 2025 is 280,000 wafers, with 90% switched to DDR5 and LPDDR5X, and a capacity utilization rate over 95%. Its LPDDR5X has a maximum speed and bandwidth of 10667Mbps (10.7Gbps), which is comparable to Samsung's maximum bandwidth of 12.7Gbps. Longxin Memory uses a 19nm process, which is somewhat behind Samsung's 12nm process. Overall, Longxin Memory's LPDDR5X mass production can greatly alleviate the supply pressure and price increase trend of domestic mobile phone memory chips.

One, Longxin LPDDR5X Performance Metrics

1. Speed and Bandwidth: Up to 10667Mbps (10.7Gbps), a 66% increase compared to LPDDR5, capable of transferring 90 minutes of 4K movies per second, and AI inference concurrency improved by over 50%;

2. Energy Efficiency Advantage: Power consumption reduced by 30% compared to the previous generation, operating voltage of 0.9V, more energy-efficient than Samsung's fixed voltage, suitable for devices sensitive to battery life;

3. Specification Coverage: Single chip 12Gb/16Gb, package capacity 12GB-32GB, new 24GB differentiated specifications, yield over 90%;

4. Technical Highlights: DSC chip stacking + clock signal optimization, R&D of 0.58mm ultra-thin packaging (planned to surpass Samsung's 0.65mm).

Two, Samsung LPDDR5X Performance Metrics

1. Speed and Limits: Mass production at 10.7Gbps, experimental level up to 12.7Gbps (presented at ISSCC 2025), better signal margin;

2. Process and Power Consumption: 12nm advanced process (fifth-generation 10nm-level), supports 0.5V-0.9V dynamic voltage adjustment, more energy-efficient under low load;

3. Capacity Dominance: Highest single chip 32Gb, package capacity 24GB-128GB, covering all needs from mobile phones to servers;

4. Environmental Adaptation: Automotive version temperature range -40°C~125°C, thermal resistance reduced by 21.2%, more stable heat dissipation under high load.

Three, Capacity Comparison

① Longxin Memory Capacity

1. 2025 Mass Production: Monthly capacity of 280,000 wafers, 90% switched to DDR5/LPDDR5X, capacity utilization rate over 95%;

2. 2026 Plan: Target monthly capacity of 300,000, aiming for 15% share in the global DRAM market, growth rate of 50%;

3. Delivery Advantage: Localized supply, delivery cycle only 8 weeks (43% shorter than Samsung), Xiaomi and OPPO have already introduced models;

4. Yield Stability: First-line yield over 90%, 8533Mbps/9600Mbps versions mature, 10.7Gbps samples in progress.

② Samsung Global Capacity

1. 2025 Capacity: Monthly capacity of 600,000-700,000 (related to LPDDR5X), P4L factory clean room completed, supplies Galaxy S25 series;

2. 2026 Expansion: Additional monthly capacity of 100,000-150,000, global premium smartphone DRAM market share reaches 45%;

3. Capacity Allocation: Covers consumer electronics, automotive, AI servers, dedicated lines ensure high-margin product supply;

4. Ecosystem Maturity: Customers worldwide, regular delivery cycle 14 weeks, high-end custom version 26 weeks.

Four, Application Compatibility

1. Longxin Compatibility: Domestic flagship smartphones (Xiaomi 14 Ultra, Redmi K70 series), lightweight laptops, focusing on "high performance + long battery life," suitable for daily commutes and light AI applications;

2. Samsung Compatibility: Global flagship phones, automotive systems (9600Mbps main specification), AI servers (SOCAMM2 module), suitable for extreme environments, heavy AI computing, and professional creation;

3. Compatibility: Both support backward compatibility with LPDDR5, terminal manufacturers do not need to modify designs to upgrade.

Five, Personal Interpretation

1. Technological Level: Longxin is "latecomer breakthrough" — not competing in process (estimated 17-19nm), but achieving leading bandwidth and power consumption through architecture optimization, accurately targeting consumer-level pain points; Samsung is "comprehensive dominance" — 12nm process + dynamic voltage adjustment + full scenario coverage, deep technological moat, especially irreplaceable in high-end fields like automotive and servers.

2. Industry Significance: Longxin broke the monopoly of Samsung and Micron, making LPDDR5X shift from "exclusive foreign goods" to "domestic options." It not only lowered the price of high-end memory but also gave the domestic electronic industry chain bargaining power — this is the true strength of Chinese manufacturing!

Original: toutiao.com/article/1852890238668809/

Statement: The article represents the personal views of the author.