New iPhone NAND Flash consumption will be 162 million GB based on the assumption of 16GB to 20GB average content and 9 million shipments in 2H09. The launch of “iPhone 3G S” will have some positive impact on NAND Flash market even though the consumption merely accounts for 4.7 percent of total out in 2H09.The first quarter sales of “iPhone 3G S” is unlikely to surpass the around 7-million-sales scale of “iPhone 3G” if the launch timing and competitive smartphone market have been taken into consideration, says DRAMeXchange.
Some global cellular phone giants such as Nokia, Samsung, Sony Ericsson and LG have introduced various smartphone with touch screen function during the past years. Original smartphone companies RIM, Palm and HTC also fight back with Black Berry Storm, Palm Pre and HTC Touch Pro2. iPhone does trigger the smartphone evolution and every cellular firms are watching Apple carefully.
It will be more determined how new iPhone impact on NAND Flash market in 2H09 until the sales figures are published since iPhone 3G S will hit the market on June 19th. According to the past three quarters ,iPhone 3G was launched in 3Q08 in 22 countries and all-time-high 6.9 million shipment was recorded in 3Q08. The shipments in 4Q08 and 1Q09 have down to 4.36 million and 3.79 million respectively due to the global economic slump.
iPhone has been the spotlight since Apple Inc. introduced the product in 2007. The functionality, spectrum development and update have always drawn market attention. In 2008, Apple upgraded its communication standard from 2.5G to 3G and extended embedded NAND Flash from 4GB/8GB to 8GB/16GB.
Apple announced to launch new iPhone model “iPhone 3G S” at WWDC (Worldwide Developer Conference) in San Francisco, California. The “iPhone 3G S” is expected to outperform “iPhone 3G” in terms of functionality and operation speed. Not only NAND Flash content is extended to 16G/32G, 3.0 megapixels digital camera, 7.2 Mbps HSDPA and double execution speed in software application are also equipped in “iPhone 3G S”.
The marketing campaign remains the same, that is, “Advanced spectrum with same old price” still applies to this new generation iPhone. 32GB “iPhone 3G S” is pricing at US$299, US$199 for 16GB one and US$99 for old 8GB iPhone 3G. Two years cellular contract with AT&T is needed to get the good price listed above. iPhone 3G S is expected to launch in July in over 80 countries. Apple does not provide any detail if it will apply the same marketing strategy in other global markets.
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