Apple’s long-rumored iPhone and a 16GB flash-based video iPod will bolster demand for NAND flash memory next year, according to one analyst. Daniel Amir, an analyst with W.R. Hambrecht, expects first half 2007 NAND flash memory demand to make a “counter-seasonal” push thanks to the expected introduction of an iPod phone in 4GB and 8GB capacities and the launch of the first flash-based video iPod, which he expects to see introduced in the first quarter. Amir said he expects the iPhone to be released in January, and predicts that 11 million units will be built through July 2007.
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