Blackfriars' Marketing

Wednesday, May 02, 2007

Apple negotiating Samsung flash purchases for about 50 million iPods and iPhones

Digitimes via EE Times Asia reports that Apple is negotiating to buy 500 million Samsung NAND flash chips. These are 4 GBit chips, so that means that a 4 GByte iPod nano or iPhone would require eight of these; an 8 GByte iPhone would need 16. Averaging out those numbers says that Apple is looking for flash supplies for somewhere around 50 million iPods and iPhones over the next nine months. Funny thing: our forecast in our Analyzing Apple report says about the same thing through: 54,750,000 total iPhone plus iPod units for calendar Q2-Q4 2007 [apologies for leaving off the last three zeros in that latter figure yesterday].

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