Apple SSD Supplier Hit With Contamination Disaster, Flash Storage Prices Expected to Spike
SSD prices are likely to increase globally due to contamination issues at Western Digital and Kioxia's NAND production facilities, and Apple devices may be affected (via TrendForce).
Western Digital says that it has lost 6.5 exabytes worth of BiCS 3D NAND flash storage due to use of contaminated materials at two of its plants in Japan in January. The facilities are jointly run by Western Digital and its partner Kioxia, which was previously part of Toshiba. What caused the contamination and when production is expected to resume has yet to be confirmed.
Western Digital and Kioxia are among the world's leading SSD suppliers, with their joint production amounting to around 30 percent of the entire NAND flash market. TrendForce's market research indicates that the price of NAND, which is the main component of SSDs, could spike by up to 10 percent starting in the second quarter of 2022.
Western Digital and Kioxia primarily offer SSD and eMMC storage drives for PCs, but iFixit teardowns have shown that Apple uses Kioxia NAND chips in many of its products, including the iPhone 13 lineup, the iPad Pro, and the 14- and 16-inch MacBook Pro. Whether any existing Apple products manufactured with Kioxia storage in January will need to be recalled is currently unclear.
Many of Apple's Mac SSDs have been supplied by Samsung in recent years, but the company has increasingly turned to custom storage solutions, culminating in the proprietary SSD components on Apple's M1 Macs being soldered in place.
If Apple devices are not directly impacted by contaminated Kioxia hardware, it is still possible that a tightening of supply across the industry could drive up Apple's costs, but whether the company will absorb these price rises or pass them on to consumers is yet to be seen.
Popular Stories
Apple typically releases its new iPhone series around mid-September, which means we are about two months out from the launch of the iPhone 16. Like the iPhone 15 series, this year's lineup is expected to stick with four models – iPhone 16, iPhone 16 Plus, iPhone 16 Pro, and iPhone 16 Pro Max – although there are plenty of design differences and new features to take into account. To bring ...
Apple is seemingly planning a rework of the Apple Watch lineup for 2024, according to a range of reports from over the past year. Here's everything we know so far. Apple is expected to continue to offer three different Apple Watch models in five casing sizes, but the various display sizes will allegedly grow by up to 12% and the casings will get taller. Based on all of the latest rumors,...
Apple's upcoming iPhone 16 Pro and iPhone 16 Pro Max will be available in a new "Rose" color, claims a rumor out of China, corroborating previous claims. Chinese Weibo-based leaker OvO Baby Sauce OvO, a relatively new source of supply chain leaks, said on Tuesday that the new color code for the iPhone 16 Pro models is simply "Rose," not the previous "Rose Gold" color that Apple first offered ...
Apple in 2025 will take on a new compact camera module (CCM) supplier for future MacBook models powered by its next-generation M5 chip, according to Apple analyst Ming-Chi Kuo. Writing in his latest investor note on unny-opticals-2025-business-momentum-to-benefit-509819818c2a">Medium, Kuo said Apple will turn to Sunny Optical for the CCM in its M5 MacBooks. The Chinese optical lens company...
If you have an old Apple Watch and you're not sure what to do with it, a new product called TinyPod might be the answer. Priced at $79, the TinyPod is a silicone case with a built-in scroll wheel that houses the Apple Watch chassis. When an Apple Watch is placed inside the TinyPod, the click wheel on the case is able to be used to scroll through the Apple Watch interface. The feature works...
Best Buy's "Black Friday in July" sale is in full swing today, and in addition to a few iPad Air discounts we shared earlier, there are also some steep markdowns on the M3 MacBook Pro. You will need a My Best Buy Plus or Total membership in order to get some of these deals. Note: MacRumors is an affiliate partner with Best Buy. When you click a link and make a purchase, we may receive a small...
The 
