China's CXMT to supply memory chip for Xiaomi's upcoming folding phone
ChangXin Memory Technologies (CXMT) captured 10% of the global DRAM market revenue share in Q2 2026, according to Counterpoint Research. This represents a 150% increase over the previous year and a 25% quarterly growth rate. The Chinese chipmaker is integrating its LPDDR6 DRAM chips into the upcoming Xiaomi 18 Fold, which is scheduled for launch on September 7. This move signals a shift toward domestic Chinese hardware in high-end devices, challenging the market dominance of South Korean firms like Samsung and SK hynix.
What changed
CXMT reported a 10% global DRAM revenue share for Q2 2026 and Xiaomi set a September 7 launch date for the 18 Fold.
Live updates
-
CXMT secures 10% of global DRAM revenue share as Xiaomi 18 Fold nears launch
ChangXin Memory Technologies (CXMT) captured 10% of the global DRAM market revenue share in Q2 2026, according to Counterpoint Research. This represents a 150% increase over the previous year and a 25% quarterly growth rate. The Chinese chipmaker is integrating its LPDDR6 DRAM chips into the upcoming Xiaomi 18 Fold, which is scheduled for launch on September 7. This move signals a shift toward domestic Chinese hardware in high-end devices, challenging the market dominance of South Korean firms like Samsung and SK hynix.
Why it matters
China is aggressively pursuing semiconductor independence to reduce reliance on foreign technology. By pairing domestic memory with flagship consumer electronics, CXMT gains a critical high-volume reference design to scale its market presence.
What is confirmed
- CXMT captured 10% of the global DRAM market share by revenue in Q2 2026.
- CXMT revenue share in Q2 2026 grew 150% compared to the previous year.
- CXMT experienced a 25% growth in market share on a quarterly basis.
Still unconfirmed
- Xiaomi will launch the Xiaomi 18 Fold on September 7.
- CXMT has begun mass production of LPDDR6 DRAM chips for the Xiaomi 18 Fold.
What to watch next
- Confirmation of LPDDR6 chip performance benchmarks following the September 7 launch
- Quarterly revenue reports for Samsung and SK hynix to determine market share erosion
confidence 90%Sources used for this update (5)
- newsd.in — Xiaomi 18 Fold Launch September 7: Everything to Know About Xring O3, Pad 9 Pro Max
- www.marketscreener.com — South Korean shares close at 2-week low as Iran war escalates
- telecom.economictimes.indiatimes.com — News From Reuters
- www.marketscreener.com — South Korea utility proposes Samsung pays $15 billion in advance for power, paper says
- www.techpowerup.com — CXMT Captures 10% of the Global DRAM Market Revenue Share
-
CXMT starts mass-producing LPDDR6 DRAM for Xiaomi's folding phone
Chinese memory chipmaker ChangXin Memory Technologies (CXMT) has begun mass production of LPDDR6 DRAM chips for Xiaomi's upcoming folding phone, reportedly called the Xiaomi 18 Fold. This development integrates domestic Chinese memory hardware into Xiaomi's high-end hardware stack, positioning CXMT as a competitor to established memory leaders Samsung and SK hynix.
Why it matters
The partnership between CXMT and Xiaomi marks a significant milestone in the development of China's domestic memory industry. LPDDR6 DRAM is a high-performance memory technology used in mobile devices, and CXMT's mass production of these chips demonstrates the company's growing capabilities in the field. The use of LPDDR6 DRAM in Xiaomi's folding phone is expected to enhance the device's performance and power efficiency.
What is confirmed
- CXMT has started mass production of LPDDR6 DRAM chips for Xiaomi's upcoming folding phone.
- The LPDDR6 DRAM chips will be used in Xiaomi's 18 Fold.
- CXMT is positioning itself as a competitor to established memory leaders Samsung and SK hynix.
Still unconfirmed
- The device is identified as the Xiaomi 18 Fold.
What to watch next
- Official confirmation of the Xiaomi 18 Fold's release date
- Details on the specifications and features of Xiaomi's folding phone
- CXMT's plans for future memory chip production and partnerships
confidence 93%Sources used for this update (4)
- technode.com — CXMT starts LPDDR6 mass production for Xiaomi’s upcoming 18 Fold
- www.digitimes.com — CXMT starts LPDDR6 mass production for Xiaomi 18 Fold, claiming global first
- www.silicon.co.uk — CXMT Supplies Next-Gen Memory For Xiaomi Phones
- hothardware.com — China's CXMT Starts LPDDR6 Mass Production Ahead Of Samsung & SK Hynix
-
CXMT to supply LPDDR6 memory for Xiaomi foldable phone
CXMT will supply LPDDR6 DRAM memory chips for Xiaomi's next foldable smartphone. The Chinese memory manufacturer has officially started mass production of the LPDDR6 chips. This partnership integrates domestic Chinese memory hardware into Xiaomi's high-end hardware stack. While some reports identify the device as the Xiaomi 18 Fold, the official model name remains unconfirmed by the companies. This move positions CXMT as a direct competitor to established memory leaders Samsung and SK hynix.
Why it matters
Xiaomi is aggressively expanding its proprietary hardware capabilities, including the development of an AI mobile chip and a 3nm intelligent-driving chip for electric vehicles. Shifting to domestic memory suppliers reduces reliance on foreign semiconductor firms. This transition occurs as Xiaomi prepares to launch new foldable hardware.
What is confirmed
- CXMT is supplying memory chips for an upcoming Xiaomi folding phone.
- CXMT has officially started mass production of LPDDR6 memory.
Still unconfirmed
- Xiaomi is developing its own AI mobile chip to challenge Qualcomm.
- Xiaomi has developed a 3nm intelligent-driving chip for EV technology.
What to watch next
- Official announcement of the Xiaomi 18 Fold specifications
- Confirmation of the device launch date in September
- Performance benchmarks comparing CXMT LPDDR6 to Samsung and SK hynix alternatives
confidence 90%Sources used for this update (9)
- Reuters — China's CXMT to supply memory chip for Xiaomi's upcoming folding phone
- TechPowerUp — CXMT Officially Starts Mass Production of LPDDR6 Memory
- Interesting Engineering — Xiaomi goes deeper into EV tech with new 3nm intelligent-driving chip
- 9to5Mac — The Xiaomi 18 Fold leaks, ahead of the iPhone Ultra launch
- Bloomberg.com — Xiaomi Develops Its Own AI Mobile Chip in Challenge to Qualcomm
- Digital Trends — Chinese DRAM maker is putting its latest LPDDR6 memory inside Xiaomi’s next foldable phone
- telecom.economictimes.indiatimes.com — China's CXMT to supply memory chip for Xiaomi's upcoming folding phone
- www.abplive.com — Xiaomi 18 Fold में होगी China की LPDDR6 Chip, जानें खासियत
- www.donanimhaber.com — Xiaomi’nin yeni katlanabilir telefonu Çinli CXMT’nin belleğini kullanacak