Flash Shortage due to iPod and iPhone?

It's hard to imagine that other companies still want to compete with Apple! :D

That would be amazing :eek:

wow that's pretty impressive for one company, I suppose it's because they use such high capacities compared to cameras...

A report by the DramExchange.com indicates that Apple's iPod and iPhone could use up to 25% of the world's production of NAND Flash chips this quarter.

I find this hard to believe...

What about allllllllll the other PMPs and PSPs and Wiis and whatever else?!

25% globally?

Wow...

-Clive

That would be amazing :eek:

What would be amazing? That the shortages and high demand will cause prices to rise?

What would be amazing? That the shortages and high demand will cause prices to rise?

I smell a good opportunity for price fixing. Be aware of trade publication

I smell a good opportunity for price fixing. Be aware of trade publication

agreed, i'd be very wary of sandisk and other flash makers, i wonder how they are going to spin their new price floors....

25% of all flash memory in the world? Come on! Yes, iPods and iPhones are selling out the door, but 25% of world demand? Did Apple sell 5 million iPhones so far, 10 million. Not likely.

This sounds like a BS press release from an industry that is seeing intense pricing pressure. They are looking to increase those prices and one way to do it is to try to create the impression of constrained supply.

If Apple is currently using 1/4 of all the worlds supply, then it's REALLY going to be an interesting earnings report next week.

Smells like the flash memory boys are looking to drive up prices to me.

If this is correct, the shortage was caused by sales of these successful products, and the result may be rising prices of flash chips, which would produce higher costs to produce iPods and iPhones. Therefore, if we favor lower prices, we should tell our friends not to buy iPods or iPhones!

I doubt I'll be able to do that!

You know what makes prices go down? One of the many things is mass production. I'm relatively certain that all of the factories making flash chips in the world are not producing at capacity, so any price increase will be minimal and temporary.