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
What’s next for iPhone & other iDevices?
There are many new features and pieces of core hardware that we expect to see in future iDevices — some of which (iPod Touch S) could be announced in a matter of weeks, others (iTablet, higher screen resolutions, 802.11N Wi-Fi, Bluetooth 3.0, etc) which we think may reach the market early next year and the truly next-generation stuff (4G cellular network chips, dual core ARM Cortex 9 processors, even more powerful GPUs, 5-megapixel camera with 1080P HD video and so on) that almost certainly won’t be announced until mid-2010.
And that’s just a short list.
But even Apple itself doesn’t necessarily know for certain whether suppliers will hit road-map targets for the components/chipsets that will bring these capabilities to the iDevice platform….nor whether the internally-developed technologies being engineered at Infinite Loop will hit their own. Read more