Lưu trữ — CN — technode
Apple’s Talks with China’s CXMT Hit a Price Hurdle
Apple's negotiations with China's ChangXin Memory Technologies (CXMT) over mobile DRAM pricing have stalled as CXMT demands higher prices close to those of Samsung and SK hynix, driven by orders from local manufacturers like Huawei and Xiaomi. No supply agreement has been finalized.
Điểm chính
- Apple is in discussions with CXMT to source mobile DRAM, specifically LPDDR5X.
- Negotiations have stalled due to price disagreements.
- CXMT aims for prices equal to or higher than competitors Samsung and SK hynix.
- CXMT's pricing strategy is influenced by orders from Chinese companies such as Huawei and Xiaomi.
- There has yet to be a confirmed supply agreement between Apple and CXMT.
Vì sao quan trọng
- The ongoing negotiations reflect Apple's strategy to diversify supply chains amid geopolitical tensions.
- The situation highlights the growing importance of domestic suppliers in China as global trade dynamics change.
- This event connects to the trend of increased competition in semiconductor markets and the emphasis on local sourcing.
The stalled talks between Apple and CXMT illustrate the complexities in global supply chains amidst competitive pressures, emphasizing the need for strategic pricing agreements in the evolving tech landscape.