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Next-gen iDevice picture coming together
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