Η Apple παράγγειλε 100 εκατομμύρια NAND flash τσιπάκια των 8 gigabyte και 16 gigabyte, και πιθανότατα όλα αυτά να είναι για το κύριο τσιπάκια μνήμης του iPhone.
Apple has reportedly ordered 100 million units of 8-gigabit and 16-gigabit NAND flash chips, with the bulk of its order coming from its main iPhone chip supplier, Samsung, according to a research report released Monday by a Lazard Capital Markets analyst.
The majority of the sizable order is expected to be applied toward the 16-gigabit NAND, signaling that a 32-gigabyte iPhone is in the works to debut in June, said Daniel Amir, a Lazard Capital Markets analyst.
Last month, Amir noted in a research report that he had heard from industry contacts that Apple was expected to begin production on a 32GB iPhone in April and May, with a release in early June.
Apple currently has a 16GB iPhone on the market. Wall Street is expecting the computer maker to ship 3 million to 3.5 million of its iPhone smartphones in the first quarter and to virtually double that figure in the second quarter.
Amir said that while the sizable NAND order could be used to dramatically increase production on the 16GB iPhones, that scenario is unlikely, given that Apple appears to be searching for ways to reduce inventory of the 16GB iPhones through special promotions and discounts.
And while the flash memory could be used in a refresh of Apple’s iMacs, Amir said the bulk of the NAND order was made with Samsung, Apple’s main iPhone chip supplier.
“Historically, Apple’s orders with Samsung have been for iPhone flash (memory), since Samsung has worked with Apple in developing special packaging for the iPhone,” Amir said.
He added that a large order from Apple also tends to result in a rippling effect through the flash memory market, and he anticipates as much as a potential 20 percent increase in pricing by the other memory makers.