Japanese disaster could affect Apple flash memory supply for iPhone 5

The terrible disaster that affected Japan last week may also affect Apple’s supply of flash memory, according to Michael Yang, a principal analyst with IHS iSuppli who covers NAND flash memory.

The analyst says that this may happen in two or maybe three months. The impact may take place that late because a usual production cycle lasts about 2 and half months. Toshiba produces annually almost 40% of the world’s flash memory. Monday, the Japanese company shut down all its fabrication plants, because of the imminent crises that may involve the nuclear power plant from Fukushima Daiichi.

Yang said that even a short interruption of the process, of only a couple of days, may have a domino effect: “We may see a hiccup in NAND supply around the end of April or beginning of May,”

Apple uses almost 20% of the world’s production of flash memory on its devices. The major supplies for their iPhone, iPad and iPod NAND are Samsung and Toshiba.

The analyst said that this could affect the next iPhone release, since Apple planned to start produce it right on that period. “There could be a ripple effect, assuming a supply chain squeeze in May and product coming out in June or July,” said Yang.

If you want to call your friends from Japan or to help people from there you should know that your phone carrier can help you do this.


2 Responses

  1. The iPhone 5 can wait. The iPad 2 can wait. What’s -really- important right now is the safety of the Japanese. They’re going through hell, and all Apple cares about is their release date of their devices?

    Granted, people need to make a living, but when masses of people are being killed by these disasters, are flash memory supplies -really- that important?

    • For us, not really. But it seems that for those who are making money from flash memories it is a big deal this and not that masses of people are suffering. After all, everybody is selfish, let’s give them some attenuating circumstances, even if this is not fair…

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