Could another flash memory crunch be on the horizon? The growing introduction of cloud-based services and talk of a high-capacity iPhone 5 later this year will catch NAND memory makers flat-footed if an iPad 3 is unveiled in the next six months. That’s the concern of one analyst who watches the memory sector.
Although memory manufacturing facilities were built with an eye toward greater use in cell phones, there was no “accounting for any potential detrimental impact from streaming services,” according to Matthew Bryson of Avian Securities. Both Apple and Google will join the push, with the Cupertino, Calif. company “leading the hardware/OS/cloud charge with a completely integrated product built around post-PC devices like the iPhone5 and iPad3,” he tells investors Wednesday.