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iPod delay rumors spark NAND flash price war

post #1 of 8
Thread Starter 
Rumors that Apple Computer may delay the release of its next-generation iPod nano have caused a 10 percent sequential drop in mainstream NAND flash prices this month, provoking a price war between Hynix Semiconductor and Samsung Electronics, DigiTimes is reporting.

The overseas publication cites sources at Phison Electronics, the leading memory-application controller-IC design house in Taiwan, who indicate that current consumption of NAND flash is conservative as a reult of the iPod nano rumor.

"Hynix and Samsung, who together accounted for over 60 percent of global NAND sales in the first quarter of 2006 [...], are said to be sparking a price war," DigiTimes reported. "Industry sources observe that Samsung is quoting its single-level cell (SLC) NAND at a level similar to that of multi-level cell (MLC) solutions, in an attempt to avoid losing customers and attract more orders."

Although Samsung proposed a price reduction in order to woo customers away from Hynix, the effect has reportedly been minimal.

Prices of mainstream NAND flash chips keep heading south since experiencing an initial upside in May, according to the report. And the price decline had been enlarged to as much as 14.41 percent for a 1Gbit module by July 6th.

Apple's current iPod shuffle and iPod nano product lines employ NAND flash from both Hynix and Samsung, as well as three other suppliers.
post #2 of 8
Holy shmoopies!
post #3 of 8
So does this confirm that Apple's delayed the iPod nano? Aren't Samsung and Hynix in a position to know, in particular, whether the nano will be delayed? And finally: any more news on the delay, Kasper?
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post #4 of 8
Quote:
Originally posted by Mr. Dirk
So does this confirm that Apple's delayed the iPod nano?

Read the title of the article again :

"iPod delay rumors spark NAND flash price war"

post #5 of 8
Quote:
Originally posted by McHuman
Read the title of the article again :

"iPod delay rumors spark NAND flash price war"


Meow!
post #6 of 8
Quote:
Originally posted by McHuman
Read the title of the article again :

"iPod delay rumors spark NAND flash price war"


I can read, obviously; but my point was:

Aren't Hynix and Samsung in THE prime positions to know if Apple's delayed the nano? I mean, they would be the companies filling the orders, now wouldn't they? So if they're cutting prices to compensate for a supply glut, wouldn't that indicate that it's more than just "rumors" their basing their decisions on?
"In Xanadu did Kubla Kahn a stately pleasure-dome decree."
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"In Xanadu did Kubla Kahn a stately pleasure-dome decree."
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post #7 of 8
"Industry sources observe that Samsung is quoting its single-level cell (SLC) NAND at a level similar to that of multi-level cell (MLC) solutions, in an attempt to avoid losing customers and attract more orders."

Errrr....OK.
post #8 of 8
what other company would be able to single handedly influence the price of a product, as a buyer. Pretty good for apple I'd say.
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