Originally Posted by SolipsismX
I can't find me writing "no other explanation" once in this thread or making any comparable statement that would exclude anyone else from having an opinion or asserting my opinion as an incontrovertible truth
Shall we examine the post you decided to jump on?
The full context is that you wrote in response to this statement:
"Somebody correct me if I am wrong, but it looks like they have cut SSD prices across the board. For all MBPs and MBAs."
"If that's the case then I don't see any other conclusion than the are now using a smaller node process to double the NAND density."
So the full statement is:
If they have cut SSD prices across the board then I don't see any other conclusion than they are now using a smaller process node to double the NAND density.
The IF portion of your statement does not imply any leeway as to the reason of the change. Just that if the change in price occurred then no other conclusion is possible than Apple is using NAND made using a smaller process node. The "assume" in your statement has zero to do with your assertion that the only possible way that an across the board SSD price cut can happen is a process node change.
Whatever you meant to say this was what you ended up saying. Yes, you did assert that conclusion as an inconvertible truth (in your opinion anyway) when you stated you couldn't see any other conclusion.
Of course there several ways Apple could achieve an across the board SSD price cut without moving to a new process node. They could have a new supplier at the same process node that charges less. They could have moved to TLC vs MLC NAND at the same process node. They could simply be passing along the cost savings in the reduced pricing for older NAND. They could even, horror of horrors, be making less margin on SSD upgrades.
Is moving to NAND made with a new process node even the most likely reason for enabling lower SSD pricing? I'm thinking not. The Samsung 830 used a 27nm 2 bpc MLC NAND and the new Samsung 840 Pro is a 21nm 2 bpc MLC NAND selling at around the same price or higher. It's just faster. The Samsung 840 using 21nm 3 bpc TLC NAND is cheaper than the older 830 but the primary cost reduction comes from it being TLC, not the process node improvement. 27nm TLC NAND would have been cheaper than 27nm MLC NAND last year as well.
LATER this year 21nm MLC NAND will become cheaper than last years 27nm MLC NAND. Right now Samsung can and must command a premium to pay for the process node change and performance increase. TODAY 27nm MLC NAND is cheaper than it was this time last year.
So any price reduction in SSD pricing right now is far more likely the result of either a move to lower quality TLC NAND or reduced pricing on the older process node NAND from last year. It is not as likely the result of using new process node NAND in the product but given the volume that Apple purchases NAND it is possible. On the other hand, that volume discount should apply equally well to older process NAND.