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Toshiba power outage may hurt flash supply; Apple said safe

updated 02:35 pm EST, Thu December 9, 2010

Toshiba power outage hurts NAND flash, maybe Apple

Toshiba today said it had a power outage at its Yokkaichi plant that could affect flash memory supply. The failure at 5:21AM yesterday stopped production and won't be fixed until sometime Friday. Without the two days of production, the company said it could lose as much as 20 percent of its planned flash shipments for January and February.

No estimates were given as to whether this would affect the ability of Toshiba or any of its customers to ship devices on time.

The outage could have a potentially major impact on Apple, which has occasionally used Toshiba in the past and now is using it primarily for the MacBook Air's SSD. Apple uses several chips for each of the ultraportables and may be shipping many more Air systems than it has in the past, with as many as 750,000 units arriving this fall. Apple so far isn't showing signs of shortages, as it recently cleared up a small backlog on 11-inch systems.

The impact on Apple may be muted, according to a research note from Gleacher & Co analyst Brian Marshall. He noted that Apple also depends on Samsung and Hynix. There aren't any shortages in parts, and it could also draw on the Intel-Micron partnership if necessary, Marshall said.

Most of the supply crunch is instead believed to surround other iPad components, such as the 9.7-inch LG Display screen.



By Electronista Staff
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Comments

  1. droz

    Fresh-Faced Recruit

    Joined: Jul 2009

    +4

    Fuzzy Math?

    They will lose 20% of their Jan/Feb shipments because of a two-day outage? Any production operations experts out there? How can this be? Maybe they rotate the products being manufactured on their lines so that they only produce flash memory a few days out of each month??

  1. ggirton

    Fresh-Faced Recruit

    Joined: Nov 1999

    +5

    it isn't the 2 days

    it's what it does to the supplies queues on either side

  1. Paul Huang

    Mac Enthusiast

    Joined: Sep 1999

    +3

    A way to jack up the price

    Same old trick.

  1. testudo

    Forum Regular

    Joined: Aug 2001

    -1

    Re: A way to jack up...

    Yes, because the best way to improve profits is to announce you're shipments are going to be off by 20%, thereby driving your customers to your competitors.

    And why do they need a 'way' to jack up the price. They could just increase it. There's no law that says the price has to be what they charge.

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