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 today released iOS 18.5 and iPadOS 18.5, the fifth updates to the iOS 18 and iPadOS 18 operating systems that came out last September. iOS 18.5 and iPadOS 18.5 come a little over a month after Apple released iOS 18.4 and iPadOS 18.4.
The new software can be downloaded on eligible iPhones and iPads over-the-air by going to Settings > General > Software Update. The iOS 18.5 update has a...
Apple today released tvOS 18.5, the latest version of the tvOS operating system. tvOS 18.5 comes a little over a month after the launch of tvOS 18.4, and it is available for the Apple TV 4K and Apple TV HD models.
tvOS 18.5 can be downloaded using the Settings app on the Apple TV. Open up Settings and go to System > Software Update to get the new software. Apple TV owners who have...
Apple is considering raising prices for its upcoming iPhone 17 models set to release this fall, according to people familiar with the matter cited by The Wall Street Journal.
The company reportedly aims to pair the potential price hikes with new features and design changes to justify the increased cost to consumers, rather than attributing them to U.S. tariffs on goods from China.
The...
Following more than a month of beta testing, Apple is expected to release iOS 18.5 to the general public this week. While the software update is relatively minor, it still includes a handful of new features and changes for iPhones.
Below, we recap everything new in iOS 18.5.
Pride Wallpaper
Apple recently announced its 2025 Pride Collection, including a new Apple Watch band, watch face,...
Apple today released macOS Sequoia 15.5, the fifth major update to the macOS Sequoia operating system that launched last September. macOS Sequoia 15.5 comes a little over a month after the launch of macOS Sequoia 15.4.
Mac users can download the macOS Sequoia 15.5 update through the Software Update section of System Settings. It is available for free on all Macs able to run ...
Apple acquired Canadian startup Mayday Labs in April 2024, according to a European Commission listing, spotted by French blog MacGeneration. The acquisition had not received widespread attention from tech publications until now.
Apple is legally required to report certain acquisitions to the European Commission, under the terms of the EU's Digital Markets Act.
Mayday Labs founder Jeremy...
Apple will mark the 10th anniversary of the iPhone X in 2027 by launching a mostly glass, curved iPhone without any cutouts in the display, according to Bloomberg's Mark Gurman.
Writing in his latest Power On newsletter, Gurman said the all-screen device will arrive later in 2027, suggesting a fall release. The model will be preceded by Apple's first foldable iPhone, claims the reporter....