Samsung Shifts Gears: In-House Memory to Power 60% of Galaxy S25 Series, Overtaking Micron

According to a recent report from Korean media outlet DealSite, Samsung Electronics is poised to significantly increase the proportion of its memory chips in the upcoming Galaxy S25 flagship series. The new internal supply target has been set at 60%, a move that sees Samsung's semiconductor division reclaim its position as the primary supplier, surpassing competitor Micron.

This strategic shift comes after Samsung's DS (Device Solutions) division, its semiconductor arm, successfully addressed earlier production challenges. The company has reportedly improved both the yield rate and thermal performance of its 1b nm LPDDR5x memory, making it a more viable and reliable option for its next-generation smartphones.

Initially, the outlook was quite different. Due to the subpar performance of Samsung's 1b nm LPDDR5x memory in its early stages, the company's MX (Mobile eXperience) division had planned for Micron to be the dominant supplier. The MX team had even set a target for external suppliers to account for as much as 60% of the memory demand for the Galaxy S25.

However, following successful internal negotiations between the DS and MX divisions and a demonstration of enhanced product quality, the primary supplier role has been handed back to the DS division. This decision underscores the strong collaborative relationship between Samsung's internal departments and their confidence in the improved in-house technology.

Galaxy S25

For Micron, this development is not a complete loss. Although its supply share for the S25 will be lower than initially anticipated, the company has reportedly achieved a significant victory in pricing negotiations. This deal allows Micron to break free from a long-standing disadvantage where its memory products were consistently priced lower than those from Samsung's DS division when supplying the MX department.

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