According to iSuppli for the iphone 4S:Maybe it would be a good idea to sum up the different costs and what we expect the different media to do?
Blu-Ray costs of pressed discs with content:
25GB $0.50
50GB $1
100GB Estimated $2?
Drive costs $20-$30?
Power usage max 10 watt
Speed from 27MB(6X) to 54MB(12x) depending on Drive, the speed has nothing to do with the cost of the actual disc.
I think Blu-Ray will rely on the Hard Drive in order to combat seek times.
If 100GB costs more i think the publishers will just press more discs since there is a harddrive in console.
How about flash?
http://timenerdworld.files.wordpress.com/2011/10/isuppli-iphone-4s-bom.gif
$19.20 for 16GB MLC
$38.40 for 32GB MLC
$76.80 for 64GB MLC
According to OCZ, February 2012 Anandtech article:
http://www.anandtech.com/show/5067/understanding-tlc-nand
SLC: 3.00 per GB
MLC: 0.90 per GB
TLC: 0.60 per GB
I can think of two factors to explain the discrepancy. Apple uses 32nm while OCZ is using 25nm. Large volume requirements might force Apple to pay more than the volatile wholesale price. We can assume those prices will be dropping by 2x every 2 years if all goes well. I think Apple's position is a good indicator that the latest and greatest node will not be available at very large volume until later down the road, so will 20nm be ready for 2014?
Need to add some packaging and replication cost, and possibly an overhead for a custom made flash chip (fuses, secure UID, copy protection).
We should count BDXL as 128GB because of the new MLSE encoding, it's not available for -RE disks but it's available for ROM press, I assume it's the same cost for pressing and material versus the 100GB version (since it's the encoding that changed). In fact, maybe we should count 1 layer 32GB, 2 layers 64GB, 4 layers 128GB.
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