#长鑫科技市值突破4万亿元 Changxin Technology LPDDR6 is nearing the end of R&D verification
On August 1, industry sources told First Financial that Changxin’s LPDDR6 (the sixth-generation low-power double data rate memory standard) is nearing the end of R&D verification, which is an important step before mass production. Market news in March already said Changxin Technology’s Changxin Memory was actively pushing the deployment of its LPDDR6 product and had sent samples to core customers, with hopes of releasing it in the second half of 2026 and achieving mass-production ramp-in.
Relevant information indicates that the design-spec speed rate of Changxin’s first LPDDR6 product is 12,800 Mbps, with a base run rate of 10,667 Mbps when operating with a SoC (system-on-chip). The chip capacity is 16Gb. It uses a POP (stacked) package with 1,295 Ball (solder balls). Compared with LPDDR5X (an enhanced version of LPDDR5) in low-power design and RAS (reliability, availability and serviceability) functions, there are clear improvements. LPDDR refers to low-power mobile memory and is used in electronic devices such as smartphones and tablets, commonly in mobile consumer electronics.
Before LPDDR can be deployed in end products, it must pass several stringent tests. Importing typically involves four key checkpoints: chip single-experience verification, R&D verification, small-batch import verification, and formal mass production. In the R&D verification phase, test items include compatibility verification, system stability verification, performance power-consumption testing, mechanical reliability testing, and more, with the goal of confirming that the product design is reasonable and reliable, and proactively identifying potential risks. At present, the products Changxin Technology mainly ships include DDR5 (fifth-generation double data rate synchronous dynamic random-access memory) and LPDDR5 (fifth-generation low-power mobile memory standard).
According to Changxin Technology’s IPO prospectus, its LPDDR5, DDR5, and LPDDR5X products entered mass production in 2023, 2024, and 2025, respectively. Last year, the DDR series and LPDDR series accounted for 31.87% and 66.43% of Changxin Technology’s main business revenue, respectively. With LPDDR6 nearing the end of verification, it suggests Changxin’s low-power mobile memory products may soon enter a new iteration cycle. Currently, LPDDR5/5X and DDR5 are also the main products shipped by major overseas DRAM (dynamic random-access memory) foundries. The industry is already accelerating the move to LPDDR6.
In January this year, Samsung Electronics showcased its LPDDR6 at CES (the Consumer Electronics Show). According to information on Samsung’s website, Samsung’s LPDDR6 is designed to meet rising AI computing needs. Compared with LPDDR5X, it reduces heat generation, which helps lower the cooling requirements for AI computing systems, while also improving energy efficiency. However, Samsung Electronics has not yet provided an accurate estimated timeline for LPDDR6 mass production. In its June earnings call, Micron Technology said it expects future memory demand to continue shifting toward high-performance and high-value products—for example, transitioning from LPDDR5 to LPDDR6 and from DDR5 to DDR6. It did not mention the progress or mass-production plans of LPDDR6. SK hynix is moving faster. In March this year, the company announced that it was the first globally to complete 1c (sixth-generation 10-nanometer-class) process development and verification for 16Gb LPDDR6. It plans to complete mass-production preparations in the first half and start supplying in the second half. The 1c LPDDR6 is mainly used in mobile products such as smart phones and tablets that run on on-device AI. Its speed is 33% higher than current LPDDR5X, and its power consumption is reduced by more than 20%.
Recently, there have also been market reports that SK hynix has finalized its LPDDR6 mass-production plan, and Xiaomi is expected to be among the first manufacturers to equip the memory in flagship models. If Changxin can drive second-half mass production after completing LPDDR6 R&D verification, it could become one of the earliest global mass-production LPDDR6 memory vendors, competing with SK hynix.
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