GigaDevice, a leading domestic Fabless semiconductor company, released major news at its Q3 2025 earnings briefing: its self-developed LPDDR4X memory product will enter mass production next year. Meanwhile, the company has launched the R&D plan for small-capacity LPDDR5X, accelerating its storage business layout. However, the company clearly stated that it currently has no relevant R&D plans for DDR5 products and will focus on deep cultivation in the established track.
As a core storage component for mobile terminals and IoT devices, the LPDDR series memory has maintained strong market demand. GigaDevice's clear timeline for LPDDR4X mass production indicates that its self-developed capabilities in the high-end memory field have matured. It is understood that LPDDR4X has the advantages of low power consumption and high bandwidth, and is widely used in consumer electronic devices such as smartphones, tablets, and smart wearables, as well as industrial scenarios including in-vehicle infotainment systems. This mass production will further improve the company's storage product matrix and fill the supply gap in relevant domestic fields.
While launching LPDDR4X mass production, GigaDevice has begun to plan the R&D of small-capacity LPDDR5X, demonstrating a strategic vision to keep up with technological iteration. As a more advanced mobile memory specification, LPDDR5X has a significant improvement in data transmission rate compared with LPDDR4X, which can better meet the performance needs of AI phones and high-end smart terminals. Early deployment will lay the foundation for the company to seize the opportunity in the next-generation memory market.
In addition to the progress of new product R&D, GigaDevice's judgment on the price trend of the storage market has also attracted much attention. For niche DRAM memory, the company initially predicts that the price increase trend is expected to continue from Q4 2025 to Q1 2026, and maintain a high price level from Q2 to Q4 2026. This judgment is highly consistent with the supply and demand changes in the global storage market - currently, the niche DRAM market has continued to improve its supply and demand pattern due to partial production capacity contraction, bringing performance flexibility to related enterprises.
Other storage product lines have also ushered in positive factors. NOR Flash memory is in a tight supply and demand state in the short term, and product prices maintain a moderate increase; 2D SLC NAND flash memory has started a price increase model due to supply shortages caused by some overseas manufacturers shifting their business focus. The three main storage products simultaneously benefit from the improvement of market prosperity, providing solid support for GigaDevice's performance growth.
As a rare domestic enterprise with both chip design and wafer manufacturing resources, GigaDevice's continuous breakthroughs in the storage field have important industry significance. The implementation of LPDDR4X mass production and LPDDR5X R&D plans will not only enhance the company's competitiveness in consumer electronics, industrial control and other fields, but also promote the localization substitution process of domestic high-end memory products.
ICgoodFind Summary: With new product mass production and market price increase dividends, GigaDevice's storage business has sufficient growth momentum and promising prospects.
