E analysis: behind LPDDR5 becoming a hot word, when will the domestic storage industry break through

As Xiaomi’s first mobile phone to hit the high-end flagship market, the Xiaomi Mi 10 series has received mixed reviews. Xiaomi CEO Lei Jun once issued a document in response to entering the high-end market, saying that as long as the product is excellent, the service is good, and the price is kind, consumers will definitely recognize it.

We have disassembled the Xiaomi Mi 10 and found that its overall internal layout is slightly the same as that of the iPhone. Although there are many components, the disassembly of the whole machine is not complicated. In this dismantling review, we will analyze from the BOM table and component cost.

BOM analysis

E analysis: behind LPDDR5 becoming a hot word, when will the domestic storage industry break through

In addition to the 5G flagship processor Snapdragon 865, LPDDR5 has also become a hot word for a batch of high-end flagships starting this year. From a technical point of view, LPDDR5 is only a normal technical iteration since the release of the low-power memory standard specification, but behind this is the fierce competition of the three giants Samsung, SK Hynix and Micron in the field of LPDDR5.

Samsung started the transition to the LPDDR5 standard in 2018, developing the industry’s first 8Gb LPDDR5 based on the second-generation 10nm process (1Y nm). In the middle of last year, Samsung announced the mass production of the world’s first 12Gb LPDDR5 DRAM chips. On February 12 this year, Samsung released a new generation of flagship S series mobile phones, and its memory specifications cover LPDDR5 DRAM with a capacity of 8GB to 16GB.

At CES 2020, SK hynix showed a variety of products, in addition to 4800MHz DDR5 ECC memory, there are new LPDDR5 memory. Designed to provide faster access to next-generation 5G smartphones and ultraportables. SK Hynix said that the new LPDDR4X has increased the speed to 4667MHz, and LPDDR5 will be further increased, starting from 5500MHz.

At the same time, Micron is also vying for the title of “world premiere”. On February 6, Micron announced that it had delivered the world’s first mass-produced LPDDR5 DRAM chip, and it was the first to be installed on the Xiaomi Mi 10 mobile phone, which is the chip we disassembled on the BOM table. From the information on Micron’s official website, we learned that the data rate of Micron’s LPDDR5 chip is 5500Mbps.

According to the LPDDR5 standard released by JEDEC in February last year, the speed of LPDDR5 is increased by 50% compared with LPDDR4, and the power consumption is reduced by 20%. Micron claims that with LPDDR5, the battery life can be extended by 5%-10%. Xiaomi’s measured data shows that compared with LPDDR5 and LPDDR4X, in the comprehensive scenario, the user’s battery life is increased by about 10%, and in the game and communication scenarios, the power saving is about 20% and 10% respectively.

With the advent of the 5G era, scenarios such as cloud gaming and AI real-time computing will double the data throughput of the terminal, and the emergence of LPDDR5 can better cope with the above scenarios and fully guarantee the terminal performance and operating efficiency.

Chang Cheng, vice president of Xiaomi Group, said that LPDDR5 will become the standard for flagship mobile phones in 2020. This is indeed the case. Since the beginning of 2020, the high-end flagship phones released by major brands have not been absent from the LPDDR5 specification. By the end of 2020, it is foreseeable that most mainstream 5G flagships will be equipped with LPDDR5.

DRAM is known as the “data highway” connecting the central processing unit. The global market has a scale of 100 billion. Behind the monopoly formed by three overseas companies, Samsung, SK Hynix, and Micron, is the weak accumulation of related technologies in my country. In June 2014, the State Council issued the “National Integrated Circuit Industry Development Promotion Outline”, and began to focus on the development of memory chips.

As Xiaomi’s first mobile phone to hit the high-end flagship market, the Xiaomi Mi 10 series has received mixed reviews. Xiaomi CEO Lei Jun once issued a document in response to entering the high-end market, saying that as long as the product is excellent, the service is good, and the price is kind, consumers will definitely recognize it.

We have disassembled the Xiaomi Mi 10 and found that its overall internal layout is slightly the same as that of the iPhone. Although there are many components, the disassembly of the whole machine is not complicated. In this dismantling review, we will analyze from the BOM table and component cost.

BOM analysis

In addition to the 5G flagship processor Snapdragon 865, LPDDR5 has also become a hot word for a batch of high-end flagships starting this year. From a technical point of view, LPDDR5 is only a normal technical iteration since the release of the low-power memory standard specification, but behind this is the fierce competition of the three giants Samsung, SK Hynix and Micron in the field of LPDDR5.

Samsung started the transition to the LPDDR5 standard in 2018, developing the industry’s first 8Gb LPDDR5 based on the second-generation 10nm process (1Y nm). In the middle of last year, Samsung announced the mass production of the world’s first 12Gb LPDDR5 DRAM chips. On February 12 this year, Samsung released a new generation of flagship S series mobile phones, and its memory specifications cover LPDDR5 DRAM with a capacity of 8GB to 16GB.

At CES 2020, SK hynix showed a variety of products, in addition to 4800MHz DDR5 ECC memory, there are new LPDDR5 memory. Designed to provide faster access to next-generation 5G smartphones and ultraportables. SK Hynix said that the new LPDDR4X has increased the speed to 4667MHz, and LPDDR5 will be further increased, starting from 5500MHz.

At the same time, Micron is also vying for the title of “world premiere”. On February 6, Micron announced that it had delivered the world’s first mass-produced LPDDR5 DRAM chip, and it was the first to be installed on the Xiaomi Mi 10 mobile phone, which is the chip we disassembled on the BOM table. From the information on Micron’s official website, we learned that the data rate of Micron’s LPDDR5 chip is 5500Mbps.

According to the LPDDR5 standard released by JEDEC in February last year, the speed of LPDDR5 is increased by 50% compared with LPDDR4, and the power consumption is reduced by 20%. Micron claims that with LPDDR5, the battery life can be extended by 5%-10%. Xiaomi’s measured data shows that compared with LPDDR5 and LPDDR4X, in the comprehensive scenario, the user’s battery life is increased by about 10%, and in the game and communication scenarios, the power saving is about 20% and 10% respectively.

With the advent of the 5G era, scenarios such as cloud gaming and AI real-time computing will double the data throughput of the terminal, and the emergence of LPDDR5 can better cope with the above scenarios and fully guarantee the terminal performance and operating efficiency.

Chang Cheng, vice president of Xiaomi Group, said that LPDDR5 will become the standard for flagship mobile phones in 2020. This is indeed the case. Since the beginning of 2020, the high-end flagship phones released by major brands have not been absent from the LPDDR5 specification. By the end of 2020, it is foreseeable that most mainstream 5G flagships will be equipped with LPDDR5.

DRAM is known as the “data highway” connecting the central processing unit. The global market has a scale of 100 billion. Behind the monopoly formed by three overseas companies, Samsung, SK Hynix, and Micron, is the weak accumulation of related technologies in my country. In June 2014, the State Council issued the “National Integrated Circuit Industry Development Promotion Outline”, and began to focus on the development of memory chips.

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