RBC Capital‘s chip analyst Doug Freedman had an interesting observation about Apple’s gross margins as it relates to the NAND flash memory chips in the iPhone 5. We were surprised to see Apple continue to charge $100 for each incremental 16GB of NAND, given that AMZN is charging $50 (Kindle Fire HD 7” and Kindle […]
Continue reading...Wednesday, January 11, 2012
Comments Off on Apple confirms purchase of Israeli based company Anobit
Bloomberg is reporting that Apple has officially acknowledged that it acquired Anobit, an Israeli-based company specializing in flash memory. The deal helps Apple secure supplies of a key component for its top-selling devices. Anobit makes high-performance controllers used to optimize the memory capabilities inside products such as the iPhone and iPad. Apple is the world’s largest buyer […]
Continue reading...Tuesday, December 15, 2009
Comments Off on Newly announced 64GB NAND Flash module from Toshiba may soon end up in the iPhone
Toshiba announced today its plans to launch a 64GB NAND flash module in the first quarter of 2010. The Japanese-based corporation noted that the module is comprised of “16 pieces of 32-Gbit NAND flash memory ICs fabricated in a 32-nm manufacturing process plus a data controller IC.” The new 64GB flash module comes with a […]
Continue reading...Friday, October 9, 2009
Comments Off on Apple’s appetite for NAND Flash causes global shortage
Apple’s appetite for NAND flash has once again outpaced supply, in large part due to the continuing popularity of the iPhone and the iPod Touch. In response to the shortage, Taiwan’s memory module manufacturers are adjusting their business midstream. Digitimes notes: Taiwan-based memory module houses are moving to diversify their NAND flash suppliers to minimize […]
Continue reading...Tuesday, September 15, 2009
Comments Off on Apple products create serious shortage of NAND flash in Taiwan
Digitimes reports that Apple’s insatiable and growing appetite for NAND flash in its products is leaving the rest of Taiwan with a “serious shortage of the memory chips.” Samsung Electronics has informed Taiwan module makers that it will halve its NAND flash supply to them in September, and Micron Technology has also told some of […]
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Thursday, October 4, 2012
Comments Off on Apple enjoys upwards of 93% gross margin on NAND flash memory