“In contrast to the huge procurement of NAND flash the company made in 2007, Apple seems to not have started making big procurements in 2008,” Josephine Lien and Esther Lam report for DigiTimes.
“While memory makers are worrying about the consumption level of Apple, mainstream NAND flash prices are already priced below cost, according to sources at Taiwan memory makers,” Lien and Lam report.
“The sources estimated that Apple procured about US$1.2-1.3 billion worth of NAND flash in 2007, with Intel, Hynix Semiconductor, Micron Technology and Samsung Electronics all being major suppliers. Apple’s concentration of its procurement within several months last year resulted in a more rapid price fluctuation in NAND flash, the sources noted,” Lien and Lam report.
More in the full article here.