Friday, July 07, 2006, 04:00 pm
Second analyst suspects iPod nano delaysShares of Apple Computer continued to trade near 6-month lows on Friday after a second Wall Street analyst said the company's redesigned iPod nano digital music player may face delays of up to two months.
In a note to clients, Baird equity research analyst Tristan Gerra noted that spot pricing for 8Gb NAND flash fell 31 percent since last week, a drop he associates purely to delays in the launch of Apple's next-generation iPod nano player.
"Our checks indicate this pricing decline was induced by a 2-month pushout in iPod nano-related orders, from June to August," Gerra said. "This suggests Apple's upcoming 6GB - 8GB nano will be on the shelves in November rather than September."
The analyst also said it's his belief that second quarter sales for a leading NAND flash supplier came in below target, suggesting an inventory dump and continued pricing pressures will take place over the next month.
Gerra's comments come on the heels of a similar report, released late last week by Shaw Wu, an analyst with American Technology Research. In his report, Wu also said the new nano could be facing a multi-month setback.
The analyst attributed the delay to Apple's change of SoC (system-on-a-chip) suppliers, in which it elected to use chips from Samsung rather than long-time iPod component supplier PortalPlayer.
However, Wu believes the new nano will arrive in 4GB and 8GB models, rather than 6GB and 8GB configurations.
"We believe the price points will remain the same at $199 and $249, but that storage capacities will be doubled to 4GB and 8GB, up from 2GB and 4GB," he told his clients.
For its part, AppleInsider has been unable to positively confirm that the new nano will miss its target introduction of September, despite reported challenges faced by Samsung in adapting its SoC to meet Apple's iPod nano needs.
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