On the other hand Apple is the single biggest buyer of NAND Flash in the world, if Apple goes elsewhere, Samsung's foundry would find it really hard to fill the

On the other hand Apple is the single biggest buyer of NAND Flash in the world, if Apple goes elsewhere, Samsung's foundry would find it really hard to fill the capacity.() IIRC, since Japan Tsunami everybody's been scrambling securing components but the demand was relatively soft, e.g. Qualcomm ends its recent quarter with 59 days worth of inventory. So now everything is cheap including NAND Flash, as a matter of fact Apple in its financial outlook for Q4(fiscal) stated a buyer's market for multiple key component will positively affect Apple's GM. http://digitimes.com/print/a20110801PD204.html http://digitimes.com/print/a20110801PD204.html