The earthquake and tsunami that rocked Japan last weekend to affect the supply of flash memory. The effect of supply Apple products will be disrupted.
"The earthquake in Japan would seem to have a major impact for Apple to three months. The delay shipping its product supply may be experiencing delays,"said Michael Yang, an analyst with iSuppli, as reported by PC World, on Friday (03/18/2011).
The delay effect, which obviously is due to the long production cycle of flash memory, which takes about two and a half months. Concerns about a potential shortage of these components are centered around the Toshiba, the Japanese company which produces about 40 percent of the world's flash memory.
Toshiba closes fabrication plant on Monday to assess damage and the impact of rolling blackouts that have been implemented in Japan since the crisis at a nuclear power plant in Fukushima Daiichi's northeast coast.
Even a brief disruption can have a domino effect, said Yang, depending on where in the memory chip fabrication process is turned off. Toshiba has admitted that he had lost several wafers are made in a factory near Tokyo's main NAND.
Apple is a voracious consumer of this component. The company uses approximately 20 percent of world production, for the iPad, iPhone and liPod. In addition to Toshiba, Samsung is also a major supplier of NAND to Apple.
Apple already faces a shortage of iPad 2, with delivery delays occur from four to five weeks from ordering at its online store. However, as the show these days and other analysts said the lack iPad 2 is not connected to Japan's earthquake and tsunami.
source : okezone.com
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