Amidst the AI boom, major memory chipmakers are accelerating the reallocation of production capacity toward high-end AI specifications, plunging low-to-mid-range smartphones into an LPDDR4X supply shortage crisis. Confronted with consecutive production halts or sharp output reductions from key suppliers, smartphone brands must not only accelerate hardware platform upgrades but also completely overhaul their LPDRAM specification configurations. This officially marks the exit of the traditional smartphone model once driven by "high specs at low prices" and "high cost-effectiveness.

Key Highlights

• Driven by the AI wave, major memory chipmakers are accelerating the phase-out of legacy specifications to pivot toward advanced-node products, plunging low-to-mid-range smartphone brands into a severe supply shortage crisis.
• Due to soaring memory prices and server demand crowding out production capacity, LTAs risk becoming a mere formality, with actual resource allocations continuing to shrink even for top-tier clients.
• The phase-out of LPDDR4X in smartphone applications is an irreversible trend, signaling an impending and severe supply disruption in the near future.
• Confronted with the dual challenges of supply contraction and persistently high pricing, smartphone brands must completely overhaul their specification configurations across low-, mid-, and high-end product tiers.

Table of Contents

1. Key Points
2. Updates on Smartphone Market
   • Output Share of LPDDR4X in 2026

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