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Apple’s Talks with China’s CXMT Hit a Price Hurdle · TechNode
Apple is exploring a potential supply agreement with China's ChangXin Memory Technologies (CXMT) for mobile DRAM, specifically LPDDR5X used in smartphones. However, negotiations have encountered a significant obstacle, as CXMT insists on prices at or above those offered by major competitors like Samsung Electronics and SK hynix. The situation is further complicated by CXMT's existing commitments to Chinese manufacturers such as Huawei and Xiaomi, which bolster its pricing stance. As of now, no formal supply agreement has been reached, leaving Apple's supply chain strategy uncertain.
MonitorConfidence: MediumShort term horizon
Published 6 Aug 2026, 06:05 UTC1 min read
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Summary
TL;DR
- Apple considers CXMT as a mobile DRAM supplier.
- Negotiations are stalled over pricing disagreements.
- CXMT seeks prices matching Samsung and SK hynix.
- Demand from Huawei and Xiaomi influences CXMT's pricing.
- No supply agreement has been finalized.
Interesting facts
- CXMT is a key player in the Chinese semiconductor industry.
- Apple's reliance on multiple suppliers reflects its strategy to diversify its supply chain.
Coverage gaps
- Details on CXMT's order volumes and how they might affect pricing negotiations.