Micron was initially responsible for supplying 60% of the Galaxy S25’s LPDDR5X RAM to Samsung, due to Samsung’s challenges with yield and heat management in their memory technology. Recent developments, however, indicate that Samsung has resolved these issues, leading to an increase in their production share to 60%, while Micron’s share has decreased to 40%.
Even at 40%, Micron is poised for a successful future, as it is likely to continue supplying a significant portion of the memory chips for the Galaxy S26.
Samsung’s struggles were tied to its 10nm fifth-generation process, impacting the production of LPDDR5X RAM with low yields and overheating issues. This caused Samsung’s Device Solutions division to miss the ‘sample bidding deadline’ for its MX division. Nevertheless, according to translated reports, Samsung’s foundry business revitalization seems to have turned the tide in favor of their memory sector. Consequently, the MX division has reduced Micron’s share to 40%, allowing Samsung to supply the majority for the Galaxy S25 series.
The decision likely stems from the anticipated higher sales of the Galaxy S25 series compared to the Galaxy S24. With this shift, Micron’s revenue from this venture will decrease, but retaining 40% signifies its strength as a dependable supply chain partner. Millions of Galaxy S25 units will feature Samsung-made memory, with a substantial number also using Micron’s chips.
It appears that Samsung will maintain Micron’s current share for the Galaxy S26, expected to launch early next year. Despite Samsung overcoming previous challenges, having a reliable backup supplier like Micron is a strategic move for potential future setbacks. Knowing Samsung’s history, it’s wise to be prepared for any semiconductor market fluctuations.
