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Huge Apple flash order hints iPod upgradeWed, 07/02/2008 - 06:10 — Andy Space
We already know Apple and its manufacturing partners are already building new model iPhones, and its conceivable the flash memory order is for future manufacturing of the product. "Samsung recently informed them it has secured orders for 50 million 8GB-equivalent flash chips mainly for use in Apple's iPhone," DigitTimes reports. "Amid the new orders, Samsung said it would sharply cut supply to other customers in July." However, the new iPhone is set to sell at a low and subsidised price, which we think may pressurise iPod sales. We suspect Apple will now be looking to upgrade the iPod range to compete with its own product, with a focus (we expect) on the iPod touch. DigiTimes informs: "Apple already landed a batch of 25 million 8Gb-equivalent NAND flash chips from Samsung in June and commented that ongoing procurement will depend largely on iPhone sales." With Apple only expected to sell between 11-15 million iPhone 3Gs this year, it's clear Apple's pulling in some flash to revitalise its iPod range. Diary watchers will point out that Apple customarily updates its iPod in September/October, which is true - but faced with pressure from its own product, will Apple accelerate its iPod upgrade road map?
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Apple has placed huge orders for flash memory, forcing Samsung to inform less important customers it plans to reduce the quantity of flash it will ship to them from July.
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suppliers subjected
It is amazing how apple gets first pick of everything Intel and Samsung supply. They have so much power when it comes to suppliers that they could pull a Standard Oil but they dont need to because their prices are already reasonable.
Hope they upgrade rapidly
the ipod range. Ipod touch in colors, with bigger memories? ipod Touch "special edition" for gamers?! video camera?
The future of ipod Touch is in specific functions added to the core ones.
Why only 8GB chips?
I'm guessing they use more than one chip - with a total of 75 Million chips I'm guessing 8Gb is going to be the new minimum. 8Gb shuffle?
"Now, I don't want to get off on a rant here, but..." - Dennis Miller
These are Gigbit chips, not
These are Gigbit chips, not Gigabtye chips.
50,000,000 8Gigbit chips can make 6.25 million 8Gigabyte iphones. Or 3.125 million 16Gigabyte iphones
Yes they are 8GB chips, not 8Gb
The 8GB iPhone has a single 64Gbit chip in it. The article above is clearly referring to these, and not a 1GB (8Gbit) part.
I'm not sure why everybody
I'm not sure why everybody thinks these would go into the iPod Touch, it simply isn't enough storage for upgraded models. Rather I see these going into things like the Nano and Shuffle. For Touch to get the upgrades it really needs it will need to go to denser technology, ideally stacked 16GB chips to yield a 64 GB Touch in the current form factor.
Of course this says nothing about new iPod hardware. There are all sorts of possibilities there.
Dave
Perhaps these are going to be
Perhaps these are going to be used for the new MacBook Pro, which, many have speculated, may use both a standard hard drive AND flash memory - a sort of hybrid.
Thoughts?
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