Daaaamn, talk about clout. If DigiTimes' sources are correct, then Samsung, the world's primary supplier of flash memory, just told its non-Apple customers to suck it in favor of a "large batch of orders" it received from Cupertino. The order, is said to be for 50-million "8Gb-equivalent" (we assume they mean gigabyte, or GB) NAND chips "mainly for use in Apple's iPhone." This order follows a June procurement for 25 million of the same chips. In response, Samsung has reportedly told its lesser customers that it would "sharply cut supply" of NAND to them while the order is being fulfilled. The shortage is compounded by Samsung lowering its manufacturing output in April and May in an attempt to reduce oversupply. Still, if these numbers are true (they seem high and DigiTimes can be hit or miss with its Apple source) then the world is about to be awash in iPhone 3Gs come July 11th.

Update: We've given the Gigabits vs. Gigabytes a bit more thought. If it's 50 million 8Gbit chips as stated, they would divide evenly across about 2.1 million 8GB iPhone 3Gs plus another 2.1 million 16GB models. A reasonable production run for Apple's global launch but an order which shouldn't be so taxing on Samsung's production capability.

Need more unsubstantiated evidence that the 3G iPhone is near. Good, the Chinese language Commercial Times is quoting sources claiming that Foxconn (aka, Hon Hai) -- the maker of the 1st gen iphone -- is ramping up 3G iPhone assembly by "the end of May" to ship 3 million units in June. It's expected to produce some 24-25 million units before the product reaches end of life. If those numbers are true then Apple had better be prepared for a proper global launch without those pesky revenue sharing schemes seen holding back world-wide uptake.

DigiTimes is back with another Taiwan industry rumor. This time they have HTC launching MID handsets in 2008. No surprise there as HTC jumped into the UMPC game long ago with the Shift. Of course, the whole thing becomes suspect when their source claims that MIDs will be "squeezing the market share currently enjoyed by UMPCs." Everyone and their monkey knows that UMPCs don't account for enough market share to warrant joy.

Citing sources at "Taiwan handset makers," DigiTimes is reporting that "Google will definitely launch its own branded handset." However, the Googlephone's OS, hardware specs, production contractor and operating partners have still not been finalized. Given that we're already pretty sure that Google has developed their own mobile OS based on Linux, we'll assume that their use of "finalized" refers to the final feature set and UI polishing -- not the possibility of the gPhone running Symbian or WinMo, for example. DigiTimes' sources also note that Google is contemplating going with a 3G handset instead of EDGE for its initial foray into the cellphone market. However, the choice for Qualcomm's 3G versus TI's EDGE could push the introduction of the HTC manufactured handset into the first half of 2008. Come on Google, it's post-Labor Day now so just go ahead and announce your plans already. We're big boys, we can take it.

Remember all those version 2 iPhone rumors rumbling about back in May. Well, they're back and running amuck in Taiwan. According to DigiTimes, Taiwan's Chinese-language Commercial Times says that Taiwan's Wintek has gained the touch-screen panel orders for the second-gen iPhone. The report claims that Wintek has already begun test production in small volumes with Apple intent on selling their newest model of the iPhone in September for somewhere between $249 and $299. Unfortunately, the article doesn't state where this flavor of the iPhone will be sold. An important omission given that September is the same rumored delivery for Quanta's iPhone variant meant specifically for non-US markets. Of course, that would be too early according to (some) JP Morgan analysts although Kevin Chang, and his vision of an iPhone nano, would surely disagree. To muddle things further, Wintek was just fingered as the supplier of panels for future touch-screen iPods set to launch in August. However, DigiTimes sources are now reporting that the iPod's capacitive touch-screen will be "less complicated" than the panel used for the current iPhone. No multi-touch? Who knows. Man, rumor mongering is a silly business... interesting, but silly.

P.S. Yes, that's a mock-up to the right.

Ready for some good ol' rumor and speculation related to the iPhone? Sure, after all, we're still a few weeks away from the most optimistic of launch dates. Well, try this one on. A second iPhone manufacturer has been added to the mix. Namely, Apple fave Quanta Computer are rumored to be joining Foxconn (Hon Hai) in the development of the uber phone after winning the contract to deliver 5 million units starting in September. Digitimes, citing a report in the Chinese-language Commercial Times, says that "The iPhone produced by Foxconn is designated for the US market, and those manufactured by Quanta will be similar in function to those from Foxconn but with a different outer design to fit different markets, the paper quoted sources at Taiwan-based component makers as saying." The story was also carried by Taiwan's other leading financial paper, the Economic Daily News for what it's worth. Quanta has issued a response to the rumor on their English language site stating, "Quanta and Apple are building a tighter than ever relationships. Quanta not only manufactures NB and iPod for Apple, but also may have receive the order to make the second generation of the Apple iPhone. iPhone is a smartphone based mobile, and the second generation model shipment is expected in September 2007 with forecast of 5 million units in 2008." What to make of this? Well, the believers amongst you will of course interpret this to mean a 3G iPhone is on the way -- after all, Apple would be testing European patience by delivering a 3G-less phone to the continent in Q4 as originally announced. But that's just speculation on top of rumor which makes an ass out of you and me. Er, or something like that.

Read -- DigiTimes
Read -- Quanta response

The on-again, off-again Google Phone rumors just got a healthy stir by Digitimes. The Taiwanese tech rag says that HTC is building the phone with initial shipments set to hit by the "end of 2007" -- globally in 2008 -- citing "handset component makers" as their source. The phones will feature Texas Instruments' 3G platform with EDGE and of course built-in G-Mail and Google Maps. Unfortunately, they will not be GPS enabled. The handsets are also said to sport both Google and carrier branding with "sources" claiming that European's Orange might be the first carrier to see the hotness. Digitimes doesn't have the best track record with rumors so please everybody... exhale and let's wait for secondary confirmation.

Remember the HTC Muse Windows Mobile 5.0 multimedia phone? You know, the one with 4GB of NAND storage dedicated to media files as well as dual cameras, including a 2.1 megapixel shooter with flash? Well anyway, DigiTimes is reporting that HTC will be shipping Qtek its version of the Muse, the S300 (not to be confused with Dopod's S300, based on another HTC design called the Star Trek), earlier than expected, as part of HTC's commitment to first release their HSDPA-enabled handsets in European markets. Qtek should be getting their Muses, which also sport 416MHz processors, 64MB of both RAM and ROM, WiFi, Bluetooth, and FM tuners, sometime in the third quarter, according to "market sources." Besides its lack of a keyboard (or even a numberpad, for that matter) and frustrating inclusion of that 240 x 240 display, the Muse looks to us like a pretty hot model, and will certainly give Nokia's N91, Sony Ericsson's W950i, and Samsung's i300 musicphones some strong competition.

[Via the::unwired]