China’s CXMT Is Getting Ready To Make History As LPDDR6 RAM Mass Production Scheduled To Happen In September; One Hint Reveals Limitations In Total Output
Key Points:
- Xiaomi’s XRING 03 chipset is the first to support LPDDR6 RAM, developed through a partnership with Chinese memory maker CXMT, which plans to begin mass production of LPDDR6 DRAM next month.
- LPDDR6 RAM is expected to be exclusive to the Xiaomi 18 Fold, a niche wide-folding smartphone with anticipated shipments under 500,000 units, indicating limited volume production.
- CXMT is securing early design wins with major Chinese brands like Xiaomi and Huawei despite U.S. trade restrictions, but faces manufacturing challenges that limit large-scale production and yield.
- The manufacturing bottleneck is due to reliance on legacy Deep Ultraviolet (DUV) technology and complex multi-patterning, which raises costs and lowers yields, hindering CXMT’s ability to scale output.
- While CXMT currently leads in next-gen DRAM technology over Samsung, SK hynix, and Micron, its production limitations may allow these larger competitors to catch up in volume soon.