Samsung Electronics (the global NAND flash market leader), Toshiba, Western Digital and SK Hynix are accelerating the development of these three-dimensional NAND flash chip technologies, which stack more memory cells than 2D chips while utilizing existing mass production facilities.
Analysts estimate that Apple buys up around 18% of the world supply of NAND chips, and that this percentage could increase significantly if the iPhone 8 is a success. Some analysts predict that iPhone 8 sales could hit 100M units this year.
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