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@ 2013/05/08If you had asked me back in 2008 who I thought would be leading the SSD industry in 2013 I would’ve said Intel, Western Digital and Seagate. Intel because of its commanding early lead in the market, and WD/Seagate because as the leaders in hard drives they couldn’t afford to be absent from the long term transition to SSDs. The days of having to explain why SSDs are better than mechanical drives are thankfully well behind us, now it’s just a question of predicting the inevitable. I figured that the hard drive vendors would see the same future and quickly try to establish a foothold in the SSD market. It turns out I’m really bad at predicting things.
Like most converging markets (in this case, storage + NAND), the SSD industry hasn’t been dominated by players in the market that came before it. Instead, SSDs attracted newcomers to the client/enterprise storage business. Not unlike DRAM, owning a NAND foundry has its benefits when building a profitable SSD business. It’s no surprise that Intel, Micron and Samsung are some of the more frequently discussed SSD vendors - all of them own (either partially or fully) NAND foundries.
Whether or not ownership in a foundry will be a requirement for building a sustainable SSD business is still unclear, but until that question gets answered there’s room for everyone to play in the quickly growing SSD market. This year, Seagate re-enters the SSD market with a serious portfolio. Today it not only announces two 2.5” SATA drives, including its first client-focused SSD, but also a 2.5” SAS product and a PCIe SSD solution.
The products that we’re focusing on today are the two 2.5” SATA drives: Seagate’s 600 and 600 Pro.
Like most converging markets (in this case, storage + NAND), the SSD industry hasn’t been dominated by players in the market that came before it. Instead, SSDs attracted newcomers to the client/enterprise storage business. Not unlike DRAM, owning a NAND foundry has its benefits when building a profitable SSD business. It’s no surprise that Intel, Micron and Samsung are some of the more frequently discussed SSD vendors - all of them own (either partially or fully) NAND foundries.
Whether or not ownership in a foundry will be a requirement for building a sustainable SSD business is still unclear, but until that question gets answered there’s room for everyone to play in the quickly growing SSD market. This year, Seagate re-enters the SSD market with a serious portfolio. Today it not only announces two 2.5” SATA drives, including its first client-focused SSD, but also a 2.5” SAS product and a PCIe SSD solution.
The products that we’re focusing on today are the two 2.5” SATA drives: Seagate’s 600 and 600 Pro.
