| leading the way to the
new storage frontier||...|
trust SSD market data?
sudden power loss
the Top SSD Companies in
enterprise flash story... could it have been simplified?
hidden preference segments in enterprise flash
of enterprise SSD companies have no good reasons to survive
|what can we learn from Pure
Storage's IPO filing?|
|Editor:- August 14, 2015 - Pure Storage
needs more funds to continue its current growth strategy in the
rackmount SSD market.
The reasons become clear in the details revealed in the
S-1 which the company registered recently with the
SEC for an IPO.
is that the company's R&D and sales and marketing costs have been
disproportionately high relative to their revenue - judged by steady state
market standards. However, if you choose to assume that the company's revenue
will continue to grow rapidly - then these front end loaded losses are not
dissimilar to what we have seen in many previous enterprise SSD IPOs.
Interesting things which emerge from Pure's S1.
- Pure Storage's revenue in the year ending January 31, 2015 was just under
- Pure Storage has over 1,100 customers. And coincidentally - 1,100
employees. (Is 1 to 1 a sustainable ratio?)
Maybe because of that Pure
has a good story to tell about repeat business - although warns that this is
based on a short history of 27 months of selling systems and that things could
- silliest statement in the S-1:- "We have pioneered the all-flash array
make decisions based on all kinds of criteria and sometimes these don't make
sense to anyone else - or even to the same person when looking back later. So
I'm not going to speculate on the gambling aspects of the IPO.
- most profound statement in the S-1:- "The market for all-flash
storage products is rapidly evolving, which makes it difficult to forecast
customer adoption rates and demand for our products."
this is a useful opportunity to remind you that in the timeframe of the next 3
to 5 years there will be a great deal of market change and consolidation in the
enterprise flash array market for reasons and with possible transformation
paths which I wrote about in
So if I'm trying to figure out the strengths and
weaknesses of how a company like Pure Storage might morph and survive into that
kind of future market my guesses would hinge around these factors:-
- hardware:- companies like Pure (and most others too) will be buying all
their hardware boxes from 3rd parties in the future. Pure's hardware IP is
minimal today. But this doesn't matter so much.
Of course I'm posing these questions knowing that reliable answers
are unknowable. But despite all the uncertainty the beauty of the competitive
capitalist free market system is that useful stuff still gets done and when
companies become publicly owned the market provides real time feedback of what
- software and marketing:- these are the things which will matter.
has demonstrated that it can sell systems - although it's hardly unique in
that. And while Pure is currently a small and costly sales channel compared to
the rest of the market it competes with - some longer established competitors
are much worse.
So the question is - can its software (its real core
asset) stand up competitively compared to new upcoming generations of
industry standard enterprise flash management software which will become the
And an equally important question related to software - is what
proportion of the future flash array market will actually need to be backwards
compatible with legacy architectures?
That after all is the main point
of Pure's business model today.
So you might think about scaling
back down the IDC numbers
mentioned in the S-1 or look at the detail or - better still -
disregard them if you're looking at TAM for Pure style flash arrays.
embeddable industrial grade ejector for 1.8" microSATA SSDs|
|Editor:- August 5, 2015 - I wasn't
really expecting to see any major product innovations in the embedded
1.8" SSD market - but
even long established markets can spawn specialized developments.|
|Something like that can be seen in the shape of
the recent launch by Waitan
of a patent pending 1.8" microSATA SSD ejector product with dual propel
pedals for smooth and even ejection for use on PCBs.
Waitans Product Manager says the new connector will enable designers to deploy
1.8" microSATA SSDs with the same ease and serviceability and EMC shielding
benefits as 2.5" SATA SSDs. ...more info
|90% of the enterprise SSD
companies which you know have no good reasons to survive
|In one of the most highly read
on StorageSearch.com in
recent years - I looked at drivers, mechanisms and routes towards
consolidation in the enterprise SSD systems market along with some other
outrageous and dangerous ideas. The conclusion?|
the enterprise SSD companies which you know have no good reasons to survive."
publication - I discussed these ideas with various readers for about 3
months and since publication you won't be surprised when I tell you it has
been at the core of many conversations since. ...read
|3D TLC is good enough to last 7 years|
in 1 DWPD Kaminario customer base
Editor:- August 21, 2015 - One
of the early
ideas in 2014 was that 3D nand flash was tough enough to consider using
in industrial SSDs so it was no surprise when 3D flash started to appear in
volume production of enterprise SSD accelerators such as Samsung's 10 DWPD
NVMe PCIe SSDs in September
So the recent
that it will soon ship 3D TLC (3 bits) flash in its K2 rackmount SSDs can be
seen as a predictable marker in the long term trend of
flash adoption in
Less predictable, than the price (under
for usable systems capacity) however, is that Kaminario is offering a 7
years endurance related systems warranty.
factor - discussed in a
blog - tells us more about Kaminario's customer base than it tells us about
Kaminario says its HealthShield "has been collecting
endurance statistics for the past few years, and from analyzing the data we see
that 97% of (our) customers are writing less than a single write per day (under
1 DWPD) of the entire capacity."
This is one aspect of a trend I
wrote about a few years ago -
inside the box - which is that designers of integrated systems have more
freedom of choice in their memories than designers of standard SSD drives -
because they have visibility and control of more layers of software and can
leverage other architectural factors.
A competent box level SSD
designer can make better decisions about how to translate raw R/W intentions
(from the host) into optimized R/W activities at the flash .
is especially the case when the designers are also collecting raw data
about the workloads used in their own customer bases. The customer experience is
more important than slavishly designing systems which look good in artificial
is the hyper convergence market over indulging in hype?
August 18, 2015 - some interesting comments about the reputation inflationary
soothsayers in the hyperconverged systems market surfaced in a
blog by Chin-Fah
Heoh, StorageGaga - who
says - among other things:-
"Hyper Converged vendors spend a lot
of their resources and marketing on hyping up performance, and little on
everything else." ...read
Microsemi fills key gap in TRRUST-Stor military SSD line
August 14, 2015 - Microsemi
recently added a low power MO-300 mSATA SLC SSD to its
family of secure
/ military SSDs.
can be sanitized according to the NSA 9-12 protocol in less than 2 minutes.
the advanced deep sleep low power mode, the SSD is only using 150mW and can be
'instant on.' said Bill Sorrentino,
tactical marketing manager for Microsemi's Memory and Storage business. "This
feature will enable longer field life for battery powered applications. In
addition, it will cut down on cooling required for products where heat is a
...Later:- 2 weeks later - Microsemi expanded their
secure rugged SSD range still further with a new XMC form factor SSD -
- which has upto 512GB SLC in an air cooled or conduction cooled XMC
mezzanine. Details include:-
- XMC x2 PCIe interface per ANSI/VITA 42.3-2014
- XMC SATA interface (configurable)
- R/W speeds upto 185 MB/s
- Continuously running built-in self-test
world's first M.2 MRAM SSD
Editor:- August 13, 2015 -
and Aupera Technologies
today announced the
launch of the world's first all MRAM storage module in the
M.2 form factor.
The AupM001 is
equipped with Everspin's non-volatile, high endurance, 64 Mb DDR3 ST-MRAM
devices and a PCIe backhaul interface. AupM001's capacity is 32MB and among
other uses is used in Aupera's all Flash Array system for parity check and as
a hardware accelerated engine for specific applications that require low latency
and high performance.
BiTMICRO has new faster, denser PCIe SSD
August 11, 2015 - BiTMICRO
announced the release of the company's MAXio Z-Series enterprise
PCIe SSDs (gen 3 8
lanes) which are controlled by its patented Talino ASIC architecture. The new
Z-Series provides up to 8.8TB in a PCIe edge card form factor and also includes
military-class erase technology. For 4KB blocks the R/W IOPS and latencies are
respectively - 430K 50µS and 150K 30µS respectively.
comments:- BiTMICRO which 10 years ago was a pioneer in the high performance
enterprise flash SSD market got kind of swept aside from mainstream market
view for many years as the market expanded and the rate of memory innovation
seen in such SSDs changed too fast for most companies to keep up.
years the company retrenched back into its safe roots in industrial military
applications - and like many other SSD companies - it has had business setbacks.
But it's also had some customer successes too with its newer SSD technologies
in the China market in partnership with
previewed some of the things which BiTMICRO has been talking about this week
at FMS. I was more interested
in the company's technology and business than its new logo - and will say more
about the first 2 of those as soon as I can.
Seagate enters 2.5" NVMe SSD market
August 11, 2015 - Seagate
details of 2 new families of
NVMe SSDs which
will be available in 2.5"
(October) and M.2 (in early
2016) form factors. Also new - the Seagate Nytro XP6500 - a
PCIe SSD accelerator
(which is currently available) delivers the lowest write latency within
Editor's comments:- until this announcement
it wasn't clear how Seagate would deal with an issue which has been
problematic for other competitors too - that of introducing SSDs in form factors
and interface types which can (at the fringes) compete with pre-existing product
But because there is clear customer demand for both
SAS SSDs and
PCIe SSDs in 2.5"
form factors for example - then it would be a mistake for any vendor with large
scale market ambitions to opt out of supplying such products despite the
potential risk of some cannibalization.
Nevertheless - the order in
which we see enterprise SSDs being introduced in various form factor and
interface combinations (different for each supplier) tells us what they consider
are their native strongholds.
HGST's IB fabric leverages PCM
Editor:- August 11,
2015 - The 3 strongest contenders for ultra-low latency rack to rack memory
fabric have been FC SAN
(traditionally popular in traditional business sites),
in HPC and research sites) and (emerging
recently in product form since 2014 - due to the widespread penetration of
PCIe SSDs) -
Until recently the memories in these solutions were
predominantly mainstream RAM
or flash or
Now after more than a
decade of crying wolf
by alternative non volatile memories - there are indications from several SSD
companies that the gaps in the market represented by the application spectrum
(latency combined with capavity and cost) are seen as big enough business
opportunities to justify the introduction of new memory types.
into this category - a thoughtful preview article re new PCM IB fabric from
discussed in this recent article -
To Display PCM Fabric at FMS 2015 on Tom's IT Pro
Viking aims to design ReRAM NVDIMMs
10, 2015 - Viking
Technology and Sony
a collaboration agreement to develop the next generation of Non-Volatile Dual
in-line Memory Module (NVDIMM) products leveraging ReRAM Storage Class Memory
from Sony Corporation.
new ORG - Drive Trust Alliance seeks sponsors
August 10, 2015 - if you didn't think there were already enough
ORGs related to the storage
market - then a new one today has been proposed by Coughlin Associates
and (new to me) Bright Plaza, Inc.
Drive Trust Alliance at
http://www.drivetrust.com (which currently redirects to
http://www.brightplaza.com/products/#tdta) is "an alliance of companies,
organizations, and individuals that will benefit from cost efficiencies in
marketing on-going education and the creation and support of open source
software for managing Self-Encrypted Drives".
See also:- SSD
you can pick almost any DWPD you like in a SAS SSD - says
Toshiba while also introducing new NVMe PCIe SSDs in 4 form factors
August 10, 2015 - Toshiba
details of 3 new NVMe PCIe SSD families which will sample in the next quarter.
of these are aimed at the
and come in variants of the M.2
form factor - with upto 4 lanes of PCIe 3.
More interesting, however,
are the new enterprise products - model PX04P - in 2.5" or HHHL form
A few days earlier - Toshiba also reaffirmed its commitment
to the SAS SSD market
of 4 new models optimized for a spread of different
DWPD profiles from 1 to 25
to economically fit a wide range of application slots.
Virtium gets growth investment
Editor:- August 5,
2015 - Virtium
it has received an (undisclosed amount) growth investment from
L Squared Capital Partners which the
company says "will be used to enhance Virtium's product portfolio and
strengthen its application engineering and SSD firmware development teams."
also:- L Squared 's other
investments, VCs in
Editor's comments:- In the past year or so I've spoken
to a bunch of investors who said they were looking at
I can't tell you who they were or if this was one of them. But the
impression I got was this.
Adding together a lot of small rational
long term relationship markets like industrial SSDs is an alternative
strategy to gambling on a small number of risky big technology bets.
The big bets are risky because bigger monolithic market opportunities for
standard products attract and suck in more competitors - which - with low
entry barriers and customer churn - can tend to rapidly invalidate the
initial investment assumptions.
What happened before? - See the
SSD news archive
| hold up
capacitors in 2.5" MIL SSDs|
do you really need them?
Editor:- I've been looking at different aspects
of power hold up schemes in mission critical non volatile memory systems for
over 30 years. |
But every time I revisit this vast topic and compare
fresh examples from the market - I learn something a little bit new.
new blog -
to three seconds - demonstrates the extreme range of hold up times
now in the market inside leading edge 2.5" military flash SSDs.