From a note to clients by Wells Fargo’s Aaron Rakers that landed in my inbox Wednesday:
While we are unable to estimate Mac / MacBook flash consumption, IDC data leaves us to estimate Apple’s iPhone + iPad + Apple Watch alone have consumed as much as 30% of NAND Flash capacity shipped (no wonder Apple is involved in the potential Toshiba Memory Corp. sale). Apple’s decision to increase in the minimum capacity of the iPhone again 2017 to 64GB and only offer 256GB as the upgrade capacity should be an important investor consideration. This compares to Samsung devices at 7.5% of NAND flash capacity; 24% of total capacity when including Samsung’s SSD capacity shipped.
My take: I sometimes forget what a large shadow Apple casts across the industry.