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Micron NAND Flash Shortages due to Apple's iPhone 8

Posted by John Pallazola

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Sep 20, 2017 8:32:00 AM

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Micron NAND Flash Shortages due to Apple's iPhone 8. Due to the NAND Flash shortages, some suppliers will begin to shift their attention towards the industry’s newer and more advanced 96L flash storage products. Samsung, Toshiba and Micron Technology are currently transitioning to 64-layer 3D NAND Flash products, while SK Hynix plans to jump straight to supplying 72-layer 3D chips.
These changes are all expected to have a potentially beneficial effect on the productions of NAND Flash this year. As a result, their prices could start to fall as early as next year. However, the global supply of NAND flash chips is set to remain tight through the end of 2017.

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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