|NetApp says - the time for
taking risks with enterprise flash startups is over|
|Editor:- October 1, 2014 -
of the flash startups is the provocative title of a recent blog by Craig Alger at NetApp - who
asserts that the "brief window of time where fast and agile (enterprise
SSD) startups can get the jump on large, slow manufacturers" has now
Craig questions how startups like
Tegile can expect to
compete now that "titans of the industry" such as NetApp, and EMC
(and by implication IBM, Dell, and HP too) have got their flash toys,
licensed and integrated neatly within vast product catalogs?
comments:- If you agree with Craig's premise - that all the disruptive
innovation is now over - then you'd probably also agree that it's not worth
taking risks with new enterprise SSD startups. Just stick with the big safe
vendors and you'll be OK.
You won't be surprised to learn I disagree.
This is what I said to Craig (by email) yesterday...
I saw your blog - Demise of the Flash startups - and might comment /
post about it. Liked the middle but disagree about the conclusion.
I would agree - if the pace of disruptive change in enterprise SSD
architecture had slowed down and if it already did solve most problems.
with a lot of very big
changes in utilization still to come - the potential market size for
genuinely innovative enterprise SSD startups (drives, systems and software) is
bigger than it was before.
"So there will more startup
companies to acquire, license from and compete with. No one's got a whole
stable solution architecture and credible roadmap yet. At best current flash
systems are stepping stones to somewhere else."
Oh - and if you're
wondering - which is the part of Craig's blog I liked the most (apart from the
cleverly provocative title) it was where he says "...those SSDs aren't as
expensive as they
used to be." ...read
shipped 59PB of SSDs in 3 years|
|Editor:- November 19, 2013 - Among other things -
it has has shipped over 59 petabytes of flash storage in the past 3 years.|
comments:- What NetApp actually said was "over 60PB to date".
My calculation goes like this...
The company shipped 1PB in
its first year in the SSD market - which ended in the 3rd quarter of
it's shipped approximately 60PB in 3 years. Probably more than 1/2 of that will
have been in the past year.
How does that compare with others?
It doesn't sound like a lot in the context of today's market.
to a (quirkily pro-HDD)
by Toshiba - the
analyst data which
projects that 8,000 PB of enterprise flash SSDs will ship in 2014.
I think the likely figure (PB of enterprise flash installed in
systems) will be much higher than even that - because Toshiba's data probably
doesn't take adequately into account the ability of some systems vendors to ship
enterprise grade SSD racks using consumer grade flash chips (rather than using
enterprise SSD drives) due to technologies like
- and the increasing appetite for enterprise SSDs.
petabyte SSD shipment