New iPods Will Spur 2H06 Recovery in NAND Flash

G00140830

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Summary

Demand for portable media players, especially Apple iPods, contributes significantly to sales growth for NAND flash memory. A high-capacity video iPod and a revamp of the iPod nano range should help NAND vendors in 2H06.

Table of Contents

  • Analysis
    • 1.0 iPod Impact on the Portable Media Player Market
    • 2.0 High-Capacity Video-Capable NAND Flash iPod in 2H06
    • 3.0 Supporting Evidence
      • 3.1 NAND Flash Pricing Makes It Possible
      • 3.2 PortalPlayer Announcement Hints at High-End Flash-Based iPod
      • 3.3 Samsung Bullish on the Portable Media Player Market
    • 4.0 Impact on NAND Flash and DRAM Markets
      • 4.1 NAND Flash
      • 4.2 DRAM
    • 5.0 The Remainder of the iPod Portfolio
    • 6.0 Portable Media Player Forecast
    • 7.0 The Next Revolution for Portable Media Players
      • 7.1 Video Playback and the Emergence of a Video "Ecosystem"
      • 7.2 Wireless Technologies
      • 7.3 Integration With Automobiles and Home Audio and Video Systems
    • 8.0 Recommended Reading
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