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8/7 Apple Needs Micron Technology

•Non Volatile Memory is the life blood of Apple's products. Recent problems in the memory supplier base have called into question the timing of the release of the iPhone 8.

•Erstwhile suppliers of Apple's NAND memory have problems: Apple is constantly in lawsuits with Samsung, Toshiba and Western Digital are in permanent marital squabbles, and Hynix is behind on technology.

•Bernstein's Toni Sacconaghi, Jr. thinks Apple will sell 251 million iPhones in 2018 for $176 billion. They all need a lot of NAND from reliable suppliers.

•Micron Technology has the largest percentage of its production in 3D NAND technology in which it has a cost and technology advantage given that it has the industry's most dense chip.



https://seekingalpha.com/article/4095877-apple-needs-micron-technology?auth_param=1vat:1coh1gb:6a55e8eebec873bd5fcc3232c08eae4b&uprof=51