Apple reportedly ordered a large NAND flash chip shipment from Samsung, says a research note from Lazard Capital Markets. The 16-gigabit chips point to the likelihood of a 32GB iPhone, as well as a positive impact to the NAND industry, which includes Toshiba and SanDisk.
The company's bulk purchase of NAND flash chips is leading to speculation that the next iPhone will have increased storage to accommodate new features like video recording.