Already, the grapevine has sussed out a tremendous number of details about the four (planned, if not necessarily all shipped at the same time this summer) new iDevices:
*A huge order of NAND Flash memory storage chips, the same (but of higher density & performance — even lower power draw, in most cases) used in current iDevices for data storage, has been placed by Apple with several suppliers including Samsung. That in and of itself isn’t news….Apple has become a key buyer of these chips. What’s news is that the order is so incredibly massive that it will strain the market and might even make it challenging for the entire market for this class of Flash memory to become “constrained.” It could even have a significant effect on the market pricing of these chips going forward. Read more
Supplier orders already in for over four million new 2009 iPhones?!
A recent China Commercial Times report on Apple’s next generation iPhones includes the suggestion that an order is already in for more than four million units(!). But how does this report fit into the overall picture of the 2009 iDevices — and what do experienced rumor-mongers say about the other details in the CCT article?
Although the number — four million units — is consistent with previous insider reports, very little else about the China Times’ reporting makes very much sense according to anyone that Rumors has spoken to.
Whether “insiders” or simply fellow rumor-mongers playing the great game of Grapevine Telephone, based on first-hand knowledge, internal documents or just deductive reasoning consensus based on publicly available information…..a very consistent tone of doubt and contradiction has emerged about several things in the CT/CCT article. Read more