- editor StorageSearch.com|
one kind of market research report which you won't find listed on the website
of any storage market report vendor - and that's a directory of all the other
market research companies they compete with! Here's my list - compiled from
over 20 years of
stories - which includes all categories of market research companies...
- Storage Clairvoyants - predict the future
- Terabyte Talliers - tell you what's already happened
- Storage SoothSayers - make your
PR sound more
|Market research is often applied as a resource to help guide
future actions. |
So when I saw the Forsee brand in this banner ad above
- from one of my customers Longsys - I thought
it appropriate to place a copy here.
I've written several
articles and case studies about -
in the SSD Market - which began with this question...
- what you call the SSD... impact - who the SSD buyer will call?"
|"Every year I
learn new important new ideas about SSDs. |
But every year I also have to
remember to forget or discard old ideas which were vital to know before
because they are no longer useful, valid or true." - Zsolt Kerekes,
what changed in
trust SSD market data?
hidden SSD segments in the enterprise
why buy SSDs? -
user value propositions (ancient and modern)
the enterprise SSD companies which you know have no good reasons to survive
|news stories related to
storage market research|
|top storage companies by
editor:- February 5, 2016 - StorageNewsletter recently
compiled a list of the
12 Storage Companies in 2015 (ranked by revenue).
This isn't the
same as top SSD companies (by revenue or search volume) but there will be a
degree of convergence between the 2 during the
Back in January 2001 I launched a series called the The
10 biggest storage companies - in which I tried to predict 2 years in advance
who the top 10 would be (based on revenue).
That worked surprisingly
well - but I EOLed the series when my primary focus became SSDs.
looking back that in 2001 Dell
wasn't regarded by most people in the market as a serious storage company - and
including them in my list stirred the enterprise pot.
new edition of the Top SSD Companies and a new #1
January 7, 2016 - StorageSearch.com
today published the new
34th quarterly edition
Top SSD Companies.
What were the big SSD ideas of 2015?
November 25, 2015 - StorageSearch.com
has published a new home page blog -
SSD year 2015 -
the big ideas (3 new SSD ideas to grab hold of and guide you and 1 big old
SSD idea to discard and safely forget).
The new article also looks
ahead to the SSD market in 2016.
"Hovering in the background and
influencing many seemingly incomprehensible product changes in 2016 will be the
apparently conflicting tensions between 2 primary Higgs boson-like SSD forces:-
an urge towards greater standardization, and at the same time an urge towards
greater customization." ...read the article
IHS names 3 enterprise SSD billion dollar revenue companies
November 20, 2015 - Earlier this year I promised you a $billion / year
enterprise SSD companies list (which I haven't done yet).
can't wait (and like short lists) then IHS
has done this already for enterprise SSD drives (which excludes
IHS's list of enterprise SSD billionaires include 3
can see the numbers in a new article
Among other things it says "IHS
forecasts that the SSD market to pass $13 billion in revenues this year and will
surpass HDDs in revenue by 2019 with $20.8 billion versus $19.6 billion."
As you may recall I said something similar (the SSD market will be
bigger in revenue than the HDD market ever was) in my 2012 article -
How will the hard
drive market fare... in a solid state storage world?
3D X-Point could shrink DRAM market by 1/3 in 5 years
Editor:- October 23 , 2015 - Coughlin Associates
has recently published a new
report on Emerging Non-Volatile Memory and Spin Logic (163 pages,
The memories addressed in this report
(pdf) include PRAM, RRAM, MRAM, STT MRAM as well as the recently announced
3D X-Point Technology.
3D X-Point Technology will have a big impact
on DRAM growth (with DRAM
sales down $6.7 billion to $15.6 billion due to XPoint by 2020) with XPoint
revenues of $663 million to $1.5 billion by 2020.
MRAM and STT MRAM
revenue is estimated at $1.4 billion to $3.2 billion by 2020. Manufacturing
equipment revenue for MRAM and STT MRAM production is estimated to be between
$159 million and $294 million by 2020.
DCIG publishes new edition of its AFA Buyers Guide
September 30, 2015 - DCIG
a new edition of its All-Flash Array Buyer's Guide (60 pages, free signup)
which - from a desk based research stance - describes, comments on, and
compares in depth the features of key products in this category from 18
selected vendors in the market (AMI, Dell, EMC, Fujitsu, HDS, HP, Huawei, IBM,
iXsystems, Kaminario, NetApp, Nimbus Data, Oracle, Pure Storage, SolidFire,
Tegile, Violin Memory and X-IO).
Editor's comments:- One of
the roles for this document which DCIG suggest is as a "short list"
for quickly and conveniently getting your hands on consistently-presented,
in-depth datasheets for a market snapshot of products from a range of credible
As to how the sample list of vendors is cast - DCIG clearly
stated they do not merely rely on vendors paying them for inclusion in the
list. Nevertheless one of the problems with the authority of any "buyers
guide" is the degree of inclusivity and (by implication) the
transparency of filtering criteria.
When you include hundreds of
products in such a guide from all known vendors - then the sampling process is
transparent (and those not in the guide - need to make better efforts to
communicate with their market) but when you have a guide which samples only a
small percentage of vendors then inevitably questions get asked about how those
in the sample were chosen.
My guess on the representational value of
the companies listed in the guide is that it's compatible with the kind of
shortlist you'd get by sampling from 3 broad criteria.
- companies added into the list based on public revenue criteria and
corporate brand strength (to ensure inclusion of older, long established
- companies added into the list based on search strength, or social media
derived ranking rather than revenue (to ensure sampling of some newer
It took me about
30 seconds after seeing DCIG's vendor list that the above (or some reverse
analysis thought process like it) is probably as good an explanation as any
for DCIG to have constructed its list.
- companies added into the list for arbitrary reasons (maybe they've got a
particularly interesting feature which the authors want to discuss as a
counterpoint to others, or maybe the authors have some special relationship
with the company which means they know more about it)
I'm not saying that's how
they did it. But if you had to construct a vendor list of reduced size (and
DCIG does have to because - due to their format - it would be cumbersome,
repetitious and wasteful of analyst time to scale the guide to hundreds of
vendors) this is as good a way as any other - for the purpose of discussing
representational features in the AFA market.
So in that respect
(unlike others) I don't have any quarrel with the sample they've chosen.
sure wouldn't be my list. But DCIG's authors are aiming to produce a different
kind of guide and they see their added value as coming from their proprietary
vendor scoring criteria. And that necessitates a different kind of list.
a free competitive market - reports compete for your attention - just as much
as products. And you don't have to like every feature to learn something
useful from them.
DCIG's scoring criteria is where I part company
with DCIG's thinking. And this is a gulf I can't bridge.
I just have
to look away from these pages to prevent my crystal ball cracking for reasons
I explained when discussing an earlier version of this guide back in
I think the scoring concept intrinsically suggests a much more
stable, restricted and naive model of the SSD enterprise than is currently the
case. In some respects the scoring concepts are like a bridge too far and
sometimes to the wrong places and sometimes entirely missing some critical
Nevertheless I'm sure DCIG's new guide will serve
adequately for many people who see things the same way as the guide
creators do and who like their way of doing things. So I'm sure there
will be more editions of this guide in future.
It's not DCIG's fault
that the enterprise SSD market resembles at times the navigational uncertainty
of Lost in Space (tv series) when in the very first episode the rocket
gets hit by a meteor storm.
In the SSD market we've been through a
whole bunch of similar cosmic disturbances and our rocket was launched with no
clear destinations in mind at the outset. The best we can hope for is plausible
pragmatic reinterpretations at convenient refueking stops.
BTW - I'm
not suggesting that anyone else could do a better scoring job by using different
Instead what I'm saying is that such a style of
analysis is inappropriate because of current
enterprise SSD market models and the general understanding of them.
that situation persists - such simplistic "winner" style guides run
the risk of advocating the essential flavor of beef to vegetarians.
new SSD market report from TMR
Editor:- September 18,
2015 - SSDs with capacities of 80GB and below accounted for approximately 36%
of the $15 billion global SSD market revenue in 2014 according to a new
market report -
Market - Trends and Forecast 2015 - 2022 ($4,795 133 pages) - published
by Transparency Market
Research - which says that Samsung, Intel and SanDisk accounted for
over 57% of market revenue
Video footage accounts for 100 Exabytes per year of new storage
September 17, 2015 - "Video footage accounts for 7% of the total
storage sold worldwide for any reason" - that factoid is from a paper -
the firehose of media files (pdf) by a media management company called
In-Memory Computing market could be $23 billion by 2020
September 10, 2015 - "The global In-Memory Computing (IMC) market is
expected to grow from $5 billion in 2015 to $23 billion by 2020"
according to Akanksha Gandhi,
Research Associate at Research
and Markets - who has co-authored a recent report -
Computing Mark - Global Forecast to 2020 ($5,650, 132 pages).
increasing trend toward using analytics for decision making" - is one of
the factors mentioned as likely to contribute to this 32% predicted
CAGR growth trend."
SSD market slowing down?
Editor:- June 22, 2015 - In
a new observation on the state of the SSD market -
SSD Insights Q2/15:
Slowing Down - Gregory
Wong, President, Forward Insights
"The weak PC market and tepid datacenter demand
affected shipments of SATA
SSDs in Q1/15. This was offset by strong shipments of
SAS SSDs and SSDs into
the channel which benefited from aggressive pricing, particularly in Asia."
tallying the SSD exabytes in Q1 2015
Editor:- May 28,
2015 - A useful snapshot of SSD capacity and market share in Q1 2015 can be
seen in StorageNewsletter.
The original data having come from TrendFocus.
53% of SDS users say that flash is less than 10% of their
Editor:- May 12, 2015 - What percentage of the capacity in
virtualized SDS environments is already flash?
An interesting picture
is given in a recently published survey
State of SDS (pdf) by DataCore - which
includes results from 477 IT professionals who are currently using or
evaluating SDS technology. Among the findings:-
- Less than 9% said that flash already acccounts for 40% or
more of their storage. And nearly half of all participants said that flash is
less than 10% of their storage capacity.
- Over 70% have flash in their budget in 2015.
- 16% of those who had used flash felt they hadn't got the apps
acceleration they expected.
comments:- You can interpret these results
different ways. I see it as showing that there's still a many times bigger
future market for enterprise flash compared to what has already been
- 19% said that storage failures had caused unforeseen outages.
|How much 3D flash in 2015?|
May 5, 2015 -
that 3D will make up just 7% of NAND flash's average annual output for
|growing user confidence
will spur enterprise flash consolidation|
Editor:- April 21, 2015 -
article today on StorageSearch.com
I look at drivers, mechanisms and routes towards consolidation in the
enterprise SSD systems market along with some other outrageous and dangerous
"90% of the enterprise SSD companies which you know
have no good reasons to survive." ...read
Web-Feet sizes 2015 industrial SSD market
January 4, 2015 - Help is available if you're trying to grapple with estimating
the size and likely shape of the
it has released a report ($5,550) which includes forecasts for Industrial
Markets and Applications.
What's in it? Among other things - the
report's author Alan
says... "Within each of the 6 commercial sub-markets:
Networking/Telecom, Connected Home, Automotive, Industrial, Medical, and
Avionics/Aerospace/Military the forecast of SSDs, Embedded Flash Drives (EFD),
and Flash Cards are quantified for over 40 end-use applications. This forecast
provides a separate breakout for SSDs by form factor including modules and
another section for EFDs and Flash Cards by form factor for units and average
capacity and revenue. Geographic splits are also included."
flash backed DIMMs - new directory on StorageSearch.com
October 21, 2014 - Although StorageSearch.com
has been writing about flash
backed DRAM DIMMs since the first products appeared in the market - I didn't
think that subject was important enough before to rate a specific article or
market timeline page.
SSDs - which is now 1 of the top 10
viewed by readers after having had its own directory page since
However, sometimes a
market is defined as
much by what it isn't as by what it is.
And so - to help clarify the
differences between these 2 types of similar looking storage devices (one of
which I think is much more significant than the other - but both of which are
important for their respective customers) I have today created a directory
page for hybrid DIMMs
etc - which will act as the future pivoting point for further related
Evaluator Group announces new report series for rackmount SSDs
September 24, 2014 -
it's expanding its comparison report coverage (from around $2,750 for IT
end-users) related to rackmount
SSD and hybrid array
The latest addition to EV's research area are product
analyses for 15 vendors, including:
the next 3 years Evaluator Group expects Solid State Storage Systems to be the
architecture adopted for primary storage," said Camberley Bates,
Managing Partner & Analyst at Evaluator Group. "Performance to reduce
latency and improve consistency, along with reliability and efficiency
functionality will drive this change. It is important IT end users understand
the trade-offs of design and technical implementation to best suit their needs."
State Evaluation Guide to understand the critical technology characteristics
EV says IT end users can clearly identify their requirements and priorities. The
Solid State Comparison Matrix allows for side-by-side comparison of product
specifications and capabilities. Evaluator Group guides IT end users through the
process with product reviews and expertise on managing and conducting a Proof of
Concept. Evaluator Group Solid State Storage Systems coverage includes products
specifically designed to exploit the characteristics of all solid state
What will you be getting? EV is offering a
evaluation copy of their report for the IBM FlashSystem to people who
sign up for it.
Editor's comments:- with so many different
architectural roles for enterprise SSDs and different user preferences - it's
unrealistic to suppose that any simple side by side product comparisons will
suit all permutations of user needs. But having said that - any reliable
information which assists
user education and
comprehension into SSD arrays is a good thing.
Some flash array
vendors - realizing the futility of expecting that users will understand what
their products do and how they will interact with the
and demands of
user installations and prederences - have instead side-stepped these delay
laden hard user selection quandries -
exaggerated by the very
real personal concerns of getting it wrong - by instead offering new
risk delineated pricing models - as described in my article -
the Astrological Age of Enterprise SSD Pricing.
enterprise SSD box riddle game,
storage market research,
enterprise SSD users want?
||Market research can help you avoid going
down a dead end track|
|Who's got all the answers
to help understand how all the changes in the SSD market are coming together?
The answer is - no one and everyone and you too.|
|Who are the top SSD
companies? ... the companies which you absolutely have to look at if you've got
any new projects involving SSDs? |
|the Top SSD Companies|
|On a particularly bad SSD
white papers, blogs and market reports ingest day you may be inclined to ask
yourself:- Is it time to update my profile on linkedin?
trust SSD market data?|
| In the modern era of SSDs
- the customer has received their education about what an SSD is - and what it
can do - from many sources. So when they talk to a vendor - the customer says -
don't tell me about SSDs. Tell me instead how you fit into my idea of
the SSDs I'm looking for.|
|"When I talk to SSD
companies - an interesting part of the conversation is often trying to figure
out how products - which barely exist yet - will compete and fit into an
infrastructure which doesn't exist either..."|
Analysis in SSD Market Forecasting|
|In the early 1980s -
Intel's 1M bit bubble memory created a lot excitement as a new non volatile
solid state memory technology. |
It was positioned as a solid state
But it wasn't scalable or cost effective.
Intel spun off the magnetic division in 1987 to Memtech (who later
made military flash SSDs) but bubble memory dropped into oblivion.