Since this series began
11 years ago it has helped millions of readers in the SSD ecosystem confidently
identify emerging market patterns and significant new companies.
About
a year ago I started asking myself - is this list still needed? - as we now
have plenty of market
research companies which track the memory and SSD systems markets - so that
anyone can see who the biggest companies are based on revenue and shipments.
And
like countless writers in the past who have created popular characters and
series I felt like I was trapped by the commitment of time needed to write the
commentaries which accompanied many editions of the series in the years from
2014 to 2016.
Yes they were challenging to write succinctly but
mostly repeated stuff I'd already thought or written. And maybe they were
content-bloat...
I felt I'd rather write about other things.
So
I did an experiment and quietly stopped publishing the lists for 2 successive
quarters without any note of explanation. I still had the lists - and they were
guiding my priorities for editorial and analyzing the market. That's how this
type of list had become useful for me in my publishing of server hardware
directories in the 1990s.
Several factors made me realise that I had
to resume publishing this data.
readers were still seeking it - and even the ageing versions of the list
were among the most popular articles sought by readers
one of the original arguments for the list is that financial data is
backwards looking and the Top SSD Companies List had been a good predictor of
1-2 year ahead future companies who would be significant in the market (even if
they often got acquired).
I was still finding that the (unpublished) lists were giving significant
insights into emerging changes and the identities of the companies most likely
to go up (or down) in the industry's considerations
So here's the new
edition. Without commentaries. If you want to know more - just read more of the
news and articles which were published here on the mouse site in the same period
and in the year leading up to it - which you can always see in the
news archives.
the Top 25 SSD Companies - Q4 2017
based on StorageSearch.com reader
interest in this period)
Stephen Bates,
CTO - Eideticom (on
linkedin) - "It's always fun to see your list... Good to see NGD
systems at #1. In-Situ processing is an exciting area for storage as the
controller CPUs become overwhelmed by these new NVMe SSDs and we need to be a
bit cleverer about where we provide our storage services...."
.
It looks like you're seriously
interested in SSDs so if you've got the time - you might also want to take a
look at the home page of StorageSearch.com
which - unlike most home pages - also includes some real content.
In this quarter there were permanent changes as the SSD and memoryfication
markets adjusted to the reality that several so called "emerging"
memories had irrevocably productized to create a new diversified tiered
memory landscape.
Users were growing more receptive to new
architectures.
The continuing memory shortages broke some business
plans while facilitating others.
Viking shipped 50TB
planar MLC 3.5" SAS SSDs based on a controller platform designed by
rackmount SSD maker
Nimbus.
Micron's Inotera fab
scrapped 60,000 wafers - equivalent to 1 month of worldwide 3D nand flash
wafer starts.
....
....
after AFAs
- what's next?
Throughout the
history of
the data storage market we've always expected the capacity of enterprise user
memory systems to be much smaller than the capacity of all the other attached
storage in the same data processing environment.