“Credit Suisse’s information-technology team estimates that about two-thirds of the Apple iPhones sold over next year will be with 64 gigabyte configuration and about 5% will be 128 gigabyte,” Credit Suisse writes for Barron’s. “Factoring in the mix, we estimate that NAND content per iPhone is increasing from an average of 25 gigabytes (GB) in calendar-fourth-quarter 2013 to 55GB in calendar-fourth-quarter 2014, leading to iPhone becoming 17% of industry NAND demand (versus 10% in calendar-fourth-quarter 2013) and driving about 8% quarter-over-quarter industry bit growth in fourth-quarter 2014.”
“In addition, we expect that non-Apple smartphones are also likely to follow Apple and increase NAND on their next generation of phones — assuming 50% growth on GB per box (versus 120% year-over-year for iPhone) for non-Apple smartphones, we estimate that NAND for smartphones can be up 66% year-over-year in 2015 (versus our NAND demand model at 27% year-over-year) and result in industry demand up-siding to 57% year-over-year (versus our current estimate of 46% year-over-year),” Credit Suisse writes. “Among NAND suppliers, we believe that Toshiba [of Japan] is supplying 128GB while Hynix [of Korea], Toshiba and SanDisk are supplying NAND for 64GB and Hynix for 16GB.”
Read more in the full article here.
MacDailyNews Take: Apple should “leak” that their top executives all undergo a severe test: Each year, they have to leap off a very tall bridge into very shallow water and only those who survive get to stay with the company.