Apple tablet “in full production”
An analyst at AVI Securities said Friday morning that the Apple tablet is “in full production” and a research note stated that Apple “NAND” flash chip requirements may be increasing because of the tablet.
The Apple tablet information comes from “a maker of components going into the Apple tablet,” according to analyst Matt Thornton. “It’s been in the supply chain for a while and entered full production this month. A couple of suppliers actually had weaker Decembers than they would have expected because production was pushed back a little bit,” he said in an interview.
Thornton expects little cannibalization of smartphones and notebooks. “You can either fit something comfortably in your pocket or not,” he said, referring to the expectation that the tablet will not be a pocketable device.