iSuppli: Apple iCloud could affect NAND Flash market

Yeah, I agree with some of the posts. This will not affect the NAND market, people will still want and need local storage, possibly even MORE. One of the things I do think icloud will do is we will FINALLY get some form of location aware network settings in ios. We'll be able to setup the icloud sync services to only sync on wifi, home, office, starbucks, etc., and not when over the wireless data pipe (which is quickly moving to limited and expensive much to the chagrin of apple and app vendors)

Bosh! If anything I'd say the could is helping the flash market. Storing more things in the cloud leaves one with a smaller need for lots of storage need. If you can get by with less, a flash based drive suddenly seems much more affordable.

this is the very reason why iCloud is a sync service, not a streaming service, even though I am sure even apple would considers streaming to be better than sync. The problem is if everything is streaming then no one will need any flash memory, and one could argue that apple (more than any other company) makes a very larger percentage of its profits from flash memory.

See my post from last month when iCloud was announced
http://platitudinous.com/post/6544443598/its-the-data-stupid

The one variable here not taken into account is the carriers themselves. Until unlimited data hits, iCloud is hamstringed. Great idea that I'm fully on-board with, but we needs us some unlimited data at reasonable speeds!

I don't think the iSupply analyst did any market research what so ever to come up with this conclusion. NAND memory is replacing spinning disks in laptops and the higher end desktops have a SSD for the boot disk and programs. As price comes down, raided SSDs will replace spinning disks in servers and rendering farms. If anything, services like iCloud will speed and increase the move to flash memory do to a desire for quicker and quicker access times currently enjoyed in devices such as iPads, iPhones, and MacBook Airs.

FAIL indeed. Are they aware of mobile data charges and limits? So while away from home, it is not a very good idea to listen/watch all your music/video from the cloud.

FAIL! At least for apple's iCloud, cloud storage doesn't replace local storage. For apps and iTunes media (music, videos, etc.) You still need to download content to your local device storage. It's just synced with all other devices through iCloud. Users only have 5 GB of personal storage for free, so I doubt this will replace local NAND flash. At least not yet. And flash drives are becoming more common in laptops and other devices.