after the quarter ended - SanDisk announced an agreement to acquire SMART
Storage. In the 24 hours which followed that announcement - the search spike
for SMART in our readership temporarily shot it up to the #2 most searched SSD
WhipTail made its
first appearance in the top 20 list.
"Every single company in
the top 10 has its own proprietary SSD controller IP and architecture... We
haven't gotten to the stage where the color or the brand on the SSD box
determines how many get sold. Nevertheless some brands are now firmly associated
with particular concepts."
Fusion-io was #1 -
announced deal with
HP and coming on-board of - Steve Wozniak. PureSilicon entered
the list for the first time on news it was sampling the world's first standard
height terabyte 2.5" SSD.
I was talking to an end
user this week whose organization has spent hundreds of millions of dollars on
EMC storage. They'd love to decouple themselves and benefit from modern lower
cost flash. But the flash marketers in startups aren't doing those kinds of
conversations. For many of them a single customer like that is bigger than
their whole business plan.
the companies which you absolutely have to look at
if you've got any new projects involving SSDs?
Over 7 years ago I started publishing a new series - the Top
SSD Companies which has been seen by over 5 million readers and is now regarded
by many key people in the SSD industry (and their investors and biggest
customers) as one of the most useful
which influences their thinking.
In the very
1st edition (July
2007) I explained why I believed search volume based data would be the
best way to shortlist the future winners in the SSD market. I said...
The SSD market is going to grow from a small base of easy to follow
companies (just 11 in
into many hundreds of companies that few people - apart from
- will have the time to analyze and follow.
SSDs will change
from being a niche topic to become the
business leveraging assets in the enterprise IT infrastructure - therefore
it would be useful to identify future leaders as early as possible.
Financial data is backwards looking, is available too late to
provide visibility in fast growing discontinuous markets, and is not available
for the significant companies in the market - which when I began this series
were nearly all privately owned.
Who really decides the future winners in the SSD market?
It's the early adopters and the movers and shakers who make markets happen.
In the years leading up to the start of this new series - that had
been almost exclusively the readers of StorageSearch.com
there are now thousands of web sites which cover the SSD market - our
readership still includes most of the significant people who will decide the
shape of the future SSD market including the people who start and manage the
most significant SSD companies and their biggest and most trend setting
Many of these arguments above are just as valid today.
And as the SSD market has grown bigger and the predictive power of the series
has been market proven - each new edition of the Top SSD Companies is
I'm a heavy user of the list myself - because it
reminds me what you think is important. And the real-time raw version is
sensitive enough to tell me about emails and news stories I should have looked
at but didn't.
"Out of all the
companies which have had at least one appearance in the top 10 section of
StorageSearch.com's Top SSD Companies list in the past 2 years - 7 have
I was even more impressed
by a new (to me) business model which Tegile has been testing on selected
customers. I can see now why the early investors liked this company even though
it took me longer to get it...
The big market impact of
SSD dark matter - you can't see them and they aren't in the market size
reports which you just purchased recently. But you can't plan SSD investments or
strategies without taking them into account.