Samsung and Micron Split Initial LPDDR5X Orders for S26 Series, Subsequent Price Negotiations Uncertain

Samsung Electronics officially unveiled its three new flagship models, the Galaxy S26, S26+, and S26 Ultra, on the 25th. According to reports from South Korean media, the LPDDR5X memory used in the production of these series will be supplied jointly by Samsung’s DS (Device Solutions) division and Micron, with each company holding a 50% share. The structure for subsequent supply is still under negotiation.

Both companies are currently supplying LPDDR5X memory based on the 1b process node. Micron had previously submitted LPDDR5X samples based on its 1γ process to Samsung’s MX (Mobile eXperience) division. However, the evaluation deemed this process node not yet mature, requiring more time for practical application, thus delaying its delivery. These initial mass-produced products have improved production efficiency by 15% through refinements to the circuit line width of the LPDDR5X memory used in the Galaxy S25 series. This presents an opportunity for Micron to enhance its profitability.

It is reported that both Samsung’s DS division and Micron plan to significantly increase the price of LPDDR5X during negotiations following the launch of the initial products. Samsung’s MX division aims to offset some of this cost pressure by raising the price of the Galaxy S26 series and increasing the adoption rate of its in-house AP, the Exynos 2600, by approximately 30%. However, given the surge in memory prices, these measures may not be sufficient to fully alleviate the pressure on profitability.