Apple iPad stimulates demand of NAND Flash
According to DRAMeXchange, regarding the impact of iPad on the NAND flash industry, Apple currently controls over 20% of the NAND flash demand according to our estimation. Therefore, whenever Apple launches new products, the popularity of the new device may bring forth a capacity crunch to the NAND flash market. We believe that the iPad may sell 1.5million units in the first half of 2010 , a total of 9million10 million for 2010. Consequently, the iPad will consume approximately 2% of the total NAND flash demand in 2010. We also expect that the iPad demand created by Apple will exacerbate the shortage situation in 2H10, magnify NAND flash sufficiency ratio from -2.6 to -5.7% for 2010 and from -5.4% to -9.8% for 2H10.
The device is a half-inch thick and weighs about 1.5 pounds with a 9.7-inch capacitive touchscreen IPS LCD display. The heart of iPad is a 1GHz Apple-built A4 processor with 10 hours of battery life and 30 days of standby time. Basically, we view the new iPad as an extension of the iPhone/iPod touch product line. iPad essentially works as the way as a iPod touch does, purchasing and listening to music on iTunes, playing games downloaded from Apps stores, surfing the web in the palm of your hand. However, what is intriguing about the new device is the differentiation of the three product lines. If the iPhone is targeted on mobile phone users and the iPod touch is targeted on gamers and iPod users, the iPad is obviously design for e-book reading and light computing.
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