Sources at hard drive makers told DigiTimes that the launch of the iPad may create tight supply of NAND flash memory and delay the transition to SSDs in PCs.
Apple, which has enjoyed success with its iPods and iPhones, has a chance of making its recently-announced iPad product a significant market for NAND flash memory in 2010, the sources said. Apple consumes almost one-third of total NAND flash output, and could tighten supply again with the potential success of the iPad, the sources indicated.
The cost of NAND flash has been a major factor slowing down the adoption of SSDs in the PC sector, the sources observed. Even during a challenging 2009, NAND flash suppliers were still able to reverse the oversupply and stabilize prices by cutting back their production.