Samsung Electronics informed its customers that it would start reducing NAND Flash memory supply as Apple has placed a large batch of orders. A source told DigiTimes that Samsung recently informed them it has secured orders for 50 million 8Gb NAND flash chips by Apple for July mainly for use in Apple’s iPhone. Apple had ordered 25 million 8Gb NAND flash chips from Samsung for month of June. This means that Apple has doubled their NAND flash order for July. Earlier this year iSuppli reported that Apple has slashed its 2008 NAND memory order forecast significantly. That time I argued that the number of iPod sold have increased more than 20% every year. This means that Apple’s need for NAND also increased by at least 20% even without adding iPhone or increase in iPod’s memory capacity. I further added that every market research firm should analyze their previous years prediction and sales data to see where they have been off the mark and this might help them analyze the coming year better. Well iSuppli’s report that Apple has reduced its NAND flash order forecast has been proved wrong as Apple has doubled it NAND flash order in just one month. I hope that market research firms like iSuppli start doing more thorough work before they publish a report.
[Via DigiTimes]