Samsung Boosts LPDDR5X RAM Usage in Galaxy S25 Series, Reduces Micron’s Contribution to 40% Amid Improved Yields and Heat Management

Micron Technology, once the dominant supplier of LPDDR5X RAM for Samsung’s Galaxy S25, has seen its share of production significantly reduced from 60% to 40%.This shift follows Samsung’s recovery from earlier yield issues and thermal management complications associated with its memory technology. As Samsung regains its footing, it has reclaimed the majority share, now producing 60% of the RAM for its upcoming smartphone model.

Micron Secures a Prosperous Path Ahead for Galaxy S26 Supply

The challenges Samsung faced regarding the 10nm fifth-generation (1b) process for LPDDR5X RAM manufacturing led to significant production hurdles. The Device Solutions division (DS) struggled to meet the sample bidding deadline set by the MX division due to low yields and thermal issues. According to a report from Dealsite, which was circulated through reliable sources like the tipster @Jukanlosreve, Samsung’s revitalization efforts in its foundry business have positively impacted its memory production capabilities, allowing it to regain market share and adjust Micron’s LPDDR5X RAM allocation for the Galaxy S25 series.

Samsung’s decision to boost its share corresponds with the increased shipping figures for the Galaxy S25 series compared to the previous Galaxy S24 model. This strategic adjustment means Micron is facing a decrease in revenue due to its reduced production ratio. With the updated share allocation, Samsung’s production strategy now involves equipping approximately 22.2 million units of Galaxy S25 with its own LPDDR5X memory chips, while 14.8 million devices will utilize Micron’s RAM.

Looking ahead, it is anticipated that Samsung will maintain Micron’s reduced 40% allocation when launching the Galaxy S26 early next year. Even as Samsung overcomes previous yield and thermal challenges, retaining a secondary supplier is a smart strategy. This approach provides a safety net, ensuring Samsung is prepared for any potential future disruptions in semiconductor production, a situation that the company has faced before.

For more detailed insights, refer to Dealsite.

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