Apple and Samsung aren’t exactly on the best terms, but sometimes you just have to set aside your differences to ensure that you’ll have enough NAND to produce your next generation of iPhones.
According to a recent report by Digitimes, Apple suppliers SK Hynix and Toshiba are both experiencing bad yields on their 3D NAND resulting in a shortfall of as much as 30%. In order to ensure an adequate supply of NAND, Apple has reportedly turned to Samsung which not only has relatively good 3D NAND yields, but also has the manufacturing capability to handle the increased demand.
Due to poor yields, global supply of NAND is expected to remain constricted until the end of 2017. Samsung, Toshiba and Micron are currently transitioning to 64-layer 3D NAND while SK Hynix is making the jump to 72-layer 3D NAND.