Apr 09

Apple Loves NAND

Apple has placed a huge order for NAND flash memory chips, presumably for their upcoming iPhone release (or releases) this summer.  The authors of the DigiTimes story state that Apple has ordered over 100 million 8Gb (gigabit) chips, largely from Samsung, a quantity that represents a rough doubling of the number of chips ordered by the company this time last year.

We’ve known that at least one new iPhone model was coming this summer for months, and one of the most obvious areas for enhancement for such a device would be storage capacity.  Could the new iPhone come in 16GB and 32GB capacities like the 2G iPod touch?  Could a 64GB model be on the way?  We’ll have to wait and see.

One thing is certain: this massive order will limit the flash memory supply for some time, perhaps as late as June.

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