Apple is reported to have put NAND flash supplies under considerable strain by placing an order for 100 million 8Gb NAND flash chips with Samsung Electronics.
Taiwanese website Digitimes was the first to report on the issue. Sources told Digitimes that NAND supply will remain sparse until the end of May . NAND prices are expected to continue their upward trend on the back of this huge order. This is because NAND flash chip manufacturers are not keen on increasing production.
According to Daniel Amir, an analyst with Lazard Market Capital, Apple’s gargantuan order comprises both 16Gb and 8Gb NAND flash chips. Amir believes Apple’s order for 16Gb NAND is a harbinger of 32GB iPhones being around the corner. The same analyst had reported last month that industry insiders had told him that 32GB iPhones would become available in June, 2009.
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