Micron was previously tasked with supplying Samsung with 60 percent of the Galaxy S25’s LPDDR5X RAM because, at the time, the Korean giant was experiencing some yield and heat containment problems surrounding its memory technology. With the company now apparently digging itself out of the hole that it dug, a report states that Micron’s production share has gone down to 40 percent, whereas Samsung has bumped up its own figure to 60 percent.
At 40 percent, Micron has carved out a lucrative future for itself and will likely supply Samsung with a massive chunk of Galaxy S26 memory chips
The problems with Samsung’s 10nm fifth-generation (1b) process, designated for its LPDDR5X RAM production, were poor yields and thermals. As a result, the company’s Device Solutions division, or DS, was unsuccessful in meeting the MX division’s ‘sample bidding deadline.’ According to Dealsite, with the details translated by the tipster @Jukanlosreve, Samsung’s revitalization of the foundry business might have turned its fortunes around for the memory sector, because the MX division has decreased Micron’s LPDDR5X RAM ratio to 40 percent, with Samsung now making up the majority at 60 percent for the Galaxy S25 series.
Samsung might have witnessed that its Galaxy S25 series was shipping in a higher number than the Galaxy S24 family, causing it to make this decision, as now, Micron will be raking in less revenue because its ratio has dropped to 40 percent. Based on the updated share, 22.2 million Galaxy S25 units will be equipped with Samsung-made LPDDR5X memory, with 14.8 million of them featuring Micron’s chips. Despite the latter’s ratio dropping, Micron has proven itself to be a reliable supply chain partner for Samsung, and even now, 40 percent of an entire component is nothing to scoff at.
It is like that Samsung will maintain Micron’s current ratio for the Galaxy S26 launch happening early next year. Even with the Korean manufacturer apparently having scaled past its yields and heat management problems, having a backup supplier is always a prudent approach for when the company runs into the same obstacles again. Given Samsung’s history, you never know when its semiconductor slump restarts.
News Source: Dealsite
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