|"Unlike PCIe SSD
adoption 10 years ago the future memoryfication of the enterprise may not be
seen as being so scary by users because they rightly or wrongly regard it as an
incremental improvement which they're asking for rather than a revolutionary
|the Top SSD Companies -
- 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
|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|
news about storage market reports
| IC Insights reports record
breaking memory ASPs|
Editor:- July 20, 2017 - A recent
research note about the memory market by IC Insights puts an interesting
spotlight on memory shipments.
Among other things IC Insights says:- "DRAM,
unit shipments are actually forecast to show a decline this year. Moreover,
NAND shipments are forecast to increase only 2%."
it comes to price expectations IC Insights says this.
though DRAM ASP growth is forecast to slow in the second half of the year, the
annual DRAM ASP growth rate is still forecast to be 63%, which would be the
largest annual rise for DRAM ASPs dating back to 1993 when IC Insights first
started tracking this data. The previous record-high annual growth rate for
DRAM ASP was 57% in 1997. For NAND flash, the 2017 ASP is forecast to increase
33%, also a record high gain. (In the year 2000, the predominantly NOR-based
flash ASP jumped 52%).
For those who need much more information IC
Insights publishes a 250 page report ($4,090) which includes various free
monthly updates. ...read
Editor's comments:- One message to take away from this is
that as memories have been transitioning to the next multiple of 3D layers the
chip throughput from the industry's legacy wafer fabs has stayed the same or
gone backwards due to the extra time taken to reliably make those extra layers
to create higher bit density memories.
TrendFocus reports sequential decline in raw storage drive
capacity sold in Q1 2017
Editor:- May 16, 2017 - TrendFocus today
market highlights related to storage drives in Q1 2017.
of exabytes shipped in HDDs and SSDs fell sequentially by 5% but was 19%
higher than the year ago period.
TrendFocus says several factors
contributed to the decline:- including weak PC sales, cyclicality in data
center spending, and tight NAND supply affecting SSD buying patterns.
delays in storage spending in data centers:- TrendFocus says...
center companies purchased fewer HDDs and SSDs in the quarter, temporarily
slowing exabyte growth in the segment responsible for driving the highest
long-term rate of capacity demand."
whereas higher prices of flash SSDs due to fab production capacity
constraints and lower than expected yields in new memories has undoubtedly
been a significant factor in the market - another thing to keep your eye on is
the potential for big users to get more use out of the same raw capacity by
using newer software.
That's a factor which can surprise the market
at any time as I discussed in my warning article about the
impact of the SSD
software event horizon.
Another long term trend which will depress
storage drive sales will be the refocus on
I'm not going to attribute this 5% decline in
raw storage drive byte shipments to the adoption of new memory
architectures. It's probably just a correction with many causes.
looking ahead to the next several future years you should not be surprised to
the impacts on the storage drive market which could be much higher.
low yield at sub 20nm is root of DDR4 shortage says DRAMeXchange
April 14, 2017 - Quality problems in
DRAMs which have been
sampling this year at the new sub 20nm generation from major suppliers is at
the heart of the issues discussed in a new -
view blog by DRAMeXchange - which concludes that the contract prrice
of 4GB DDR4 DRAM modules will rise 12.5% entering 2Q17.
research director of DRAMeXchange said - "PC-OEMs that have been
negotiating their second-quarter memory contracts initially expected the market
supply to expand because Samsung
and Micron have
begun to produce on the 18nm and the 17nm processes, respectively. However both
Samsung and Micron have encountered setbacks related to sampling and yield, so
the supply situation remains tight..." ...read the
2017 will be crossover revenue year for DDR4 says IC Insights
April 13, 2017 - A new
about the DRAM market by
- DDR4 prices in 2016 fell to nearly the same ASP as DDR3 DRAMsAs a result,
IC Insights expects DDR4 to become the dominant DRAM generation in 2017 with 58%
market share versus 39% for DDR3.
- Following a year of extraordinary gains in pricing, a boost to DRAM supply
in the second half of 2017 could lead to reduced ASPs and the inevitable start
of a cyclical slowdown in the DRAM market.
Are we there yet?
Editor:- April 7, 2017 - After
more than 20 years of writing guides to the SSD and memory systems market I
admit in a new blog on
we there yet? - that when I come to think about it candidly the SSD
industry and my publishing output are both still very much "under
NVMe market growth expectations
Editor:- March 31,
2017 - The state of the NVMe SSD and fabric market and its growth expectations
are conveniently summarized in a new presentation -
with NVMe over Fabrics (pdf) - by Mellanox. Among other
- 40% of AFAs will be NVMe based by 2020
- shipments of NVMe SSDs will grow to 25+ million by 2020
paper captures current expectations for how the market is expected to grow.
the article (pdf)
- 740,000 NVMe over Fabrics adapters will be shipped by 2020
Flash Memory Market $37 billion in 2016
March 29, 2017 - Revenue for the worldwide
flash memory market rose
10% year on year to about $37 billion in 2016 - according to a report by Web-Feet Research
which also says that the memory industry is in its first period of not being
able to supply enough products since the year 2000. ...more in SSD news
Fastest Growing Storage Companies in 2017?
March 25, 2017 - 3 SSD companies were among those listed in a new article -
Fastest Growing Storage Companies 2017 - by Silicon Review .
comments:- all 3 companies operate in the
rackmount SSD market
- which is an interesting indicator of where the action is. There's still
everything to play for for as the market is still still
Toshiba was fastest growing SSD vendor in 2016 says IDC
March 8, 2017 - The flash business unit of Toshiba - which may be
called something different depending when you read this - has
that its SSD business
was the 4th largest by market share and the fastest growing (year on year) in
2016 according to data in a report -
State Storage Quarterly Update, CY 4Q16 ($40,000) - published recently by
who's well regarded in networked storage?
February 1, 2017, 2017 - IT Brand Pulse
the results of its recent survey covering brand perceptions in the networked
Among other things:- "By nearly a 2-to-1 margin,
Seagate, outperformed second-place challenger (Western Digital) to capture its
5th Market Leader award for Enterprise HDDs.)" ...read
NVDIMM market report
Editor:- January 11, 2017 - The
NVDIMM market is estimated to grow at 64% CAGR over the course of 2016 to
2020 according to 9Dimen
Research who recently published a report
Global NVDIMM Industry
2016, Trends and Forecast Report ($2,850, 153 pages).
DIMMs market timeline,
BCC predicts $850 million market for carbon NRAM in 2023
December 9, 2016 - BCC Research
a report -
NRAM Creating Market Volatility?
- which among other things - predicts the size of the NRAM market
based on technology developed by Nantero.
the preamble BCC says...
"Can you give us a small peek at why
NRAM will hold the advantage vs. Flash, SRAM and DRAM in the coming years? -
The key word is breakthrough. With NRAM we depart the world of silicon and
embrace cell phones, laptops and even an internet, that is increasingly going to
become carbon based organisms. Smaller components that work faster but require
less energy are absolute winners."
flash and alt nvms
NVMdurance compiles list of flash memory forecasts
December 31, 2016 - How big is the flash market?
One company with a
particular interest in that is
whose light runtime footprint
expanding firmware technology can be applied to almost any kind of
nand flash as an
alternative (or companion) to more heavy weight
So if you're looking at flash market sizing data take a
look at NVMdurance's new
forecasts page which lists headline numbers from an assortment of market
Databeans expects growth in 2017 mil / aero semico market
November 16, 2016 - A new blog by Databeans -
Turn Around on the Horizon for Mil/Aero says it expects revenue for
semiconductors used in the military and aerospace market to grow by 8%
in 2017. ...read
military SSDs - news and
SSDs outsell HDDs in European storage distribution channels
October 18, 2016 - "Revenues from sales of oem SSDs through Western
European distribution channels in September 2016 again exceeded revenues from
oem HDDs" - is the key message from a
note posted by Mehari
Goitom, Enterprise Account Manager - Context World.
says - "This confirms SSDs as the leading storage technology in the
dedicated storage market for the 3rd calendar quarter as large enterprise
customers use them to replace HDDs." ...read
New ingredients in the mix for storage market clairvoyants
July 20, 2016 - What do you predict will happen in the storage market in the
future? And how "real" are some of the newer technologies that you
read about in web pages like this?
As a technology publisher for over
20 years I've been fortunate to have my own advance signals like talking to
company founders, investors emails, web stats and inquiries about advertising
for future product lines. And I use those to guide my priorities within the
lanes that I write about.
CEO of The Art of Service
(based in Brisbane Australia) has published a new market research report -
Technologies predictive analytics report ($97) which evaluates 36
storage-related hardware and software technologies in terms of their business
impact, adoption rate and maturity level to help users decide where and when to
"Data sources include trend data, employment data,
employee skills data, and signals like advertising spent, advertisers,
search-counts, instruction and courseware available activity, patents, and books
Editor's comments:- As a publisher who has
helped to accelerate the adoption of new technologies by writing about them I
have often said that new technologies become real when you see them
editorial, and trade show activity in the storage market often precedes by
3 to 5 years the general availability of innovative new products which
you can buy.
The Art of Service's inclusion of employment signals
and product ads into the analysis mix sounds like a useful methodology
difference compared to reports and trackers seen in this market before.
See also:- who does storage market
enterprise PCIe SSD shipments grew 16% Q-Q
May 18, 2016 - TrendFocus
publication of its
2016 nand/SSD quarterly market report.
TrendFocus says the
enterprise SSD market saw growth in all segments -
enterprise SATA SSDs, unit growth compared to the previous quarter was 5%,
while SAS and PCIe saw higher growth at
6.7% and 16.3%, respectively.
In Q1 2016 SSD shipments reported by TrendFocus were 30 million units.
Compare this to Q1 2014 for which period TrendFocus reported
million units. This shows SSD shipments over all markets have doubled in 2
enterprise SSD petabytes doubled in China in 2015
March 15, 2016 - Gregory
Insights says that Enterprise SSD petabytes doubled YoY in the China
market in 2015. While at the same time - shipments of all types of SSDs grew 3x
faster in the China market than the overall worldwide market.
comments:- Greg was coy about giving me exact numbers when I asked - which
is why you got ratios instead in the story above - but you will be able to
find raw numbers in his new report -
China's SSD Market - which will be published next month. Whoops - I forgot
to ask the price. Most of Forward Insights'
past SSD reports
have been in the region from aroung $5K to $10K.
top storage companies by revenue
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.
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."
|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
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?