India, July 21 -- TrendForce's latest investigations reveal that major Korean and U.S. memory suppliers are expected to significantly reduce or even cease production of LPDDR4X in 2025 and 2026. However, many mobile processors are not yet compatible with LPDDR5X, resulting in a supply-demand mismatch.

Smartphone brands have ramped up procurement of LPDDR4X to avoid production disruptions caused by the supply gap, and this surge in demand is the main driver behind the recent increase in contract prices. As leading suppliers scale back production of older-generation products, a tightening LPDDR4X supply is inevitable. TrendForce forecasts that the upward price trend will persist at least into early 2026, easing only once LPDDR5X adoption g...