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Friday, June 27, 2008

Apple (AAPL) jiggles the supply chain, undulations follow

Citi says Samsung saw a large order cancellation from a major OEM in NAND -- pretty sure it's Apple in iPods. Yesterday there was a lot of talk about increased build plans on the iPhone in the channel, stirred up by a note from FBR.

iPods are still a pretty substantial portion of the mix. I would think ramping iPhones and ramping down iPods makes sense -- there's going to be cannibalization from the $199 (or free if you're in parts of Europe) iPhone. Apple looks like its going to $156 near-term.

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