| leading the way to the
new storage frontier||...|
trust SSD market data?
sudden power loss
Top SSD Companies - 2007 to 2015
flash story... why's the plot so complicated?
hidden preference segments in enterprise flash
|From 2007 to 2014 - the
dominant focus and center of SSD accelerator gravity was PCIe SSDs.
It was the rapid domino-effect adoption of 3rd party PCIe SSD
accelerators by every mainstream server manufacturer - which changed the way
that SSDs were perceived from being an alienlike technology promoted by industry
outsiders to being a necessary option which was expected to be supported inside
every new server product line.
But the next chapter of the fast SSD accelerator story looks more
like a DIMM.
|DIMM wars in SSD
servers - Memory1 - episode 1|
|the unsung hero of 3D
|Editor:- September 15, 2015 - One of the
interesting surprises about 3D
nand flash which emerged
was that the endurance
- reported by SSD designers - was better than you would have expected if you
had taken as your starting point - assumptions about 2D nand with similar
capacity and next generation (smaller) planar geometries.|
Part of the
explanation - which I discussed last year - was the use of different materials.
But there's more to it than that as I realized today in a new (to
me) white paper
V-Nand paradigm shift (pdf) which came in a an email blast from Samsung.
Samsung's version of 3D - the charge is held in a silicon nitride charge trap -
which has better insulating properties than conventional 2D materials - and
lower leakage. (Essential if you think about it to even get a hope of doing
more levels.) That's the bit I already wrote about.
What I didn't
appreciate before was this.
The SiN charge trap requires a lower
voltage to program each cell than traditional 2D (floating gate) designs. (The
destructive effect of the energy in these write pulses is one of the
contributory factors to cell wear in 2D.)
The combination of better
insulation and less destructive write process would give you a better endurance
figure for the same flash process geometry in nanometers.
But a 3rd
element in Samsung's 32 layer 3D (which you could say is the sneaky pragmatic
business decision bit) is that these devices weren't 2Xnm geomtery at all.
Samsung decided to bring this technology to market with a mature
proven 3Xnm process. (3Xnm gives you better endurance anyway than 2Xnm in 2D
So when Samsung talk about their 32 layer V-nand - with 35,000
P/E cycles "offering 10x increase in
over the 3,000 cycles provided by planar (2D) NAND" there are several
ingredients which combine to get this headline figure. And that's why this
paper is useful.
As to how much of that "10x" will continue
to be sustainable as more layers are added and as cell sizes get smaller - will
remain to be seen. Samsung's paper suggests that they are hopeful about aiming
at 100 layers in the next few years.
But it's clear that a lower
write pulse voltage is one of the unsung heroes in this better endurance
the white paper
PS - not everyone is convinced about the
market transforming imminence of Samsung's 3D nand.
In his August
2015 paper -
Technology:Annual Update (pdf) - Jim Handy founder Objective Analysis
said "Samsung is shipping at a loss and we have found no evidence of a
data sheet." Furthermore Jim is sceptical about the 3D nand industry's
assertions that " the big ramp will be in 2017."
|spreading the word about
|Editor:- September 23, 2015 - Like ghostwriters
- their identities remain largely unknown - even when their works are widely
I'm talking here about PR agencies which have done good work in
the storage industry.
I've recently updated my own list of
editor proven PR
agencies - to clear out the dead links.
For vendors who are new to
the SSD and storage market this list (which has been online since 2001) can be
a useful way to find a communications partner who will help to spread the word
about what you do throughout the fragmented media jungle. ...see the list
market size - as interpreted by Micron|
|Editor:- September 3, 2015 - If you're interested in the possible size and
direction of the SAS SSD
market - here's some data supplied to me today by Micron.|
was in response to some questions I asked yesterday about a growth figure "59%"
which they had quoted in a
release (in August) about their first new SAS SSDs developed as part of
agreement with Seagate.
|SAS SSD market - a view
based on Micron's marketing assessments of various data sources revised in
|Gigabytes (M )
|Memory companies like Micron create, suck in and
analyze thousands of analyst hours of raw and structured statistics about
components and drives. And although - just as for anyone else - the fine
details of such projections and interpretations can turn out to be
- it's nevertheless very helpful to understand some of the publicly viewable
raw data which drives the thinking behind related product plans. |
|SanDisk and enterprise
after 4 years something is clear...
|Editor:- September 1, 2015 - How long does it
take for new enterprise SSD products (and vendors) to become part of the
mental compass in your mind map? ...The reference points by which you
think about new projects and compare your reading of new products?|
an earlier blog on these pages -
the new enterprise
aristocrats of SSD - I said "that 4 years may be long enough to
earn a company its place for elevation into the elite ranks of the aristocracy -
for class-act companies which have been seen regularly in all the right places -
such as the Top SSD
That was about
enterprise SSD boxes
(which have been changing
a lot). Longer than 4 years and they've changed out of recognition. Sooner
than that and not enough people understand
But how about
shows us that few enterprise SSD software solutions have survived close
contact with the companies which
for more than a handful of quarters.
But there have been exceptions.
Petersen Director of Marketing, Software Solutions at
reflects on what's new in version 4 of
yesterday). Which among other things include:-
- write-back caching support
starts his blog with "3 years ago at VMworld 2012, we introduced FlashSoft
software for VMware vSphere..."
- improved stability mechanisms to reduce impacts from rogue VMs
And he ends it with "the best
feature in FlashSoft 4.0 is peace of mind."
Of course there's some
technology involved and you can read about the details in various links. But
sometimes when it comes to reading about products like this - the thing which
makes it worth reading about in more detail at all is that this product has
been evolving in the market and in these pages for 4 years.
makes it one of the important angles of reference in the enterprise SSD
But there are others too.
Seagate recently (in
acquired for itself a new magnetic storage caching compass too in the shape
of Dot Hill. This
comes in a different kind of package and aims in a different direction in
which the hard drive elements are seen as part of the solution instead of the
source of the problem.
|So we're looking at a list
of 10 well known suppliers of flash arrays. Probably you've spent days
already (or weeks) going through the features, which types of SSDs are inside
the arrays etc, etc. |
Now line them all up again in your mind.
imagine that every single one of these products is actually the same hardware.
And when I say the same - I mean the same.
consolidation in the enterprise SSD market ||
|PMC-Sierra agrees to be acquired for $2 billion |
October 6, 2015 - PMC-Sierra
has agreed to be acquired by Skyworks
for $2 billion it was
"With our acquisition of PMC, Skyworks will be
uniquely positioned to capitalize on the explosive demand for high performance
solutions that seamlessly connect, transport and store Big Data," said David J. Aldrich,
chairman and CEO of Skyworks. "Specifically, we plan to leverage PMC's
innovative storage systems, flash controllers, optical switches and network
infrastructure solutions to expand our engagements with some of the world's
leading OEMs and ODMs as well as
data center customers."
TrendFocus compares worldwide raw physical storage capacity of
flash and HDDs
Editor:- October 5, 2015 - A new blog by TrendFocus -
far does NAND output have to grow in order to supply all our storage devices?
- says that that 80EB of NAND flash will ship this year compared to 500EB
The author Don Jeanette
concludes - "it is evident that there is not enough NAND supply to take
over all the storage requirements in the world at this point."
comments:- that's true as far as it goes.
But in my classic
article - meet Ken
- and the enterprise SSD software event horizon (2013) - I explained why I
think that SSDs will easily replace all hard drives in the enterprise
much sooner than this type of capacity gap comparison would lead you to
think. (It's a system architecture and virtualization thing.)
Micron acquires stealth mode NVMe SSD controller company - Tidal
Editor:- October 3, 2015 - Micron has acquired
Tidal Systems (a stealth mode
controller company whose home page has the statement "Enabling PCIe NVMe
Flash Storage Development" according to a news report by Tom's
Hardware which suggests that the acquired company's controller
technology is adaptive
Editor's comments:- In June 2015 I summarized the
weaknesses of Micron's flash controller technology and commented on the oddity
of its not having made any significant enterprise
in the preceding 12 to 18 months. In which I said "Micron's enterprise
storage strategy has not met the basic needs of Micron as a memory company. It
doesn't have any strong SSD architectures and systems roadmaps of its own."
- in the same article in
a February 2014 note - I wrote about "Micron's DIMM SSD accelerator
product gap / opportunity / threat"... That was recently addressed with
the recent announcement of Optane.
So that leaves just one main
outstanding action on the future Micron "to do list" - from the SSD
analysis in their profile page here on the mouse site - the acquisition of a
rackmount SSD reference architecture or product line.
the Top SSD Companies - new 33rd quarterly edition
October 1, 2015 - StorageSearch.com
has published a new edition of the
Top SSD Companies.
2 of the fastest climbers in the
new 33rd quarterly
edition - which is based on market metrics in Q2 2015 - are players in the
oldest game in SSD town
whereas a significant newcomer to the list is at the forefront of an
increasingly sophisticated SSD
software market. ...read the article
UNIS agrees to invest $3.8 billion in Western Digital
October 1, 2015 - UNIS, founded in
1988 and headquartered in Beijing, has entered into an agreement to make a
$3.775 billion equity investment in Western Digital (for
approximately 15% of Western Digital's
stock right along with a seat on the
board). Proceeds from the investment will go toward strengthening Western
Digital's balance sheet.
Nimble's sales growth via US distribution rates "Rising Star"
Editor:- September 28, 2015 - Nimble Storage was
recognized for its outstanding sales growth through US distribution channels -
today by the NPD Group whose sales
tracker research formed the basis of "Rising Star" awards presented
at a recent Global Technology Distribution
InnoDisk enables hot swap of tiny SATA DOMs
September 24, 2015 - InnoDisk
an enhanced version of its previously available
7 power cable eliminator technology for use with small embedded SATA
SSDs - such as those used on server motherboards (and in particular the
SSDs which won a design award in
Innodisk's new SATA Pin 8 Vcc technology - which is available on motherboards
from top manufacturers - eliminates the need for a separate power cable and is
also compatible with hot swap.
Samsung opens new Silicon Valley semiconductor HQ
September 24, 2015 - Samsung
- which has had a campus in Silicon Valley since 1983 - has this week
formally opened its new Device Solutions America headquarters which will bring
together on a single campus over 700 employees who work in its
You can see more local details in the
Jose Mercury News.
Atmel - who?
Editor:- September 22, 2015 - It had
long time since I last heard from Atmel (November 2005
according to my inbox - and that was about DVD chips) but 10 years is not so
long that I had entirely forgotten that they once had a distant connection to
the SSD market.
So when I saw an article alert to -
and Atmel, 2 cultures to build 1 successful company? - by Eric Esteve, founder of
company IPnest - that was my
way of learning the recent
that Dialog Semiconductor
(which is not an SSD company) will acquire Atmel for $4.6 billion.
who worked for Atmel at the time writes - "In year 2000, Atmel had more
than $1,500 million of revenue from flash..
But he goes on to say
that in 2014 "their flash product line was almost dead" - however
they had "about $150 million of revenue related to other nvm".
article reassured me that although my eye had been off the ball of Atmel - there
may have been good reasons (from an SSDcentric context). And it's a great way to
wrap up the story of a company from the history archive. ...read
the fastest SSDs?
Editor:- September 21, 2015 - Raw
speed used to be the most important success factor for enterprise SSD vendors
throughout most of the
history - but today performance is just one of
segments. Partly for that reason I hadn't updated the
fastest SSD companies
list for a while. But I have now. It includes some well known drives and
boxes but some newcomers to the market too. ...read the article
new SSD market report from TMR
Editor:- September 18,
2015 - SSDs with capacities of 80GB and below accounted for approximately 36%
of the total $15 billion global SSD market revenue in 2014 - according to a new
Market - Trends and Forecast 2015 - 2022 ($4,795 133 pages) published by
Research which among other things profiles 10 leading SSD companies.
says that Samsung,
Intel and SanDisk accounted for
over 57% of market revenue.
who does storage market
Mangstor gets $10 million series B funding
September 17, 2015 - Mangstor
it has closed $10 million in Series B funding which will be used to fuel
growth in sales and engineering and business development.
investment confirms our leadership in NVMe over fabrics technology which
delivers an order of magnitude higher performance at the lowest latency verses
legacy iSCSI and Fiber Channel" said Trevor Smith
CEO and co-founder of Mangstor .
comments:- last week I had a 90 minutes one on one with Trevor which we
spent talking about gaps in the enterprise SSD market, Mangstor's technology
and the competitive positioning of its PCIe SSDs and systems. You can see some
of our discussion topics in their profile page.
Datalight's SSD firmware to go into manned spacecraft
September 17, 2015 - Datalight
today announced that its embedded filesystem (Reliance
Nitro) and FTL (FlashFX
Tera) have been selected by NASA for use
onboard future manned spacecraft being developed as part of the
comments:- NASA has had a lot of
by SSD and storage vendors in articles and news here on the mouse site. Some of
the application contexts have been ground based - but many have also been in
FYI the spacecraft image shown here isn't from NASA - it's from
unfinished online SF novel. One of many which I may resume when the
SSD market slows down and becomes
predictable. (That's an excuse you can borrow and use yourself.)
RRAM SSDs in 2016? - Crossbar gets $35 million series D funding
Editor:- September 14, 2015 - Crossbar today
it has completed a $35 million Series D funding round bringing total
investment to $85 million to date.
Crossbar plans to use the funds to
continue the commercial ramp of its
RRAM NVM memory
technology which is based on a simple device structure using CMOS friendly
materials and standard manufacturing processes. It can be stacked in 3D, making
it possible to combine logic and memory onto a single chip at the latest
Crossbar is currently working with beta customers to
bring products to market in 2016.
revenue reported by Marvell was unreliable
September 11, 2015 - Marvell
that it is downgrading its revenue expectations for the most recent quarter due
to business which the company had logged as booked - now having gone away - and
possibly having been booked in the wrong reporting period.
from financial observers quoted on
speculate that "Marvell may have been boosting quarterly sales by
pulling them forward a quarter."
ZIPmagic has more full SSD compression profiles for Windows
September 8, 2015 - ZIPmagic Software
today launched a new version of their run time full SSD drive compression
utility - which now includes
Disk Compression (pdf)
4 different (preselectable) compression
modes are supported - which provide different compression ratios and have
different characteristics in terms of how soon the full compressed disk can
be used - ranging from immediately while the SSD is being compressed.
says "Lempel-Ziv-Simon Disk Compression supports all OSes from Windows XP
through to Windows Server 2016, whether 32 bit or 64 bit, from a single setup
Editor's comments:- Australia based ZIPmagic -
which first appeared on this news page in
August 2014 - is
looking for SSD companies which may be interested in bundling their software.
They have an introductory rate of of $1 per device.
Because of its
background the company's web site is focused entirely on consumers but I
think that there may also be
applications for this kind of technology too. For oem inquiries contact Keith Tan
(Director of Sales & Marketing) via linkedin or Simon King (CTO) via email.
NexentaStor available with InfiniFlash
September 3, 2015 - Nexenta
support for SanDisk's
InfiniFlash AFA box.
List price for the integrated solution including, perpetual software licenses,
controllers, InfiniFlash, 3 year support and installation can be as low as
enterprise hardware consolidation,
|US Court says Netlist must pay posted bond
Editor:- September 2, 2015 - Netlist has been
ordered to pay Diablo
the full bond it posted in partial compensation for the profits which Diablo
lost while being restrained from manufacturing and shipping products during
part of the now completed lawsuit re
storage IP according to an
today from Diablo.
Wikibon predicts when enterprise flash market will cross over
with HDD storage
Editor:- September 1, 2015 - A recently publihsed
blog - the
Status of Flash for Practitioners by David Floyer , CTO - Wikibon was recommeded to me by a reader.
a factual error stopped me dead at the preamble - "When enterprise
flash first came out in 2008"...
2008? - That's wrong. Vendors had already been promoting and selling
enterprise focused SSD systems and products for years before that. As those
vendors included my advertisers and their customers included my readers I
was in a position to know. The
of enterprise flash deployment from its modest start in 2004 can be seen
in the history
of the SSD market and
archived SSD and
OK - aside from that gripe - the Wikibon article
tackles the long running predictive game of pinning a year at which the
capacity orinented enterprise flash storage market will crossover the HDD part.
(The game gets easier as you get closer in time to the event being predicted. I
started publishing my own guesses about this in 2010.)
guesstimates today that - "spend on flash storage for latency is
projected to be about 29% in 2015, and break the 50% barrier in 2017. Also the
spend on flash for capacity is projected to be 1% in 2015, and break the 50%
barrier in 2021. HDDs are projected to be about 2% of total data center storage
revenue by the end of the forecast period in 2026."
will the hard drive market fare... in a solid state storage world?,
trust SSD market data?
What happened before? - See the
SSD news archive
|"Are you still in the
camp that thinks proprietary hardware is the better path? Simply take a look at
the leading global hyperscalers, i.e. AWS, Azure, Google, Apple and how their
Data Centers look... How long before everyone else hops on the bandwagon?"|
VP Business Development Coho
Data - in his new blog
Cloud or Not to Cloud...Publicly|
| 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.
|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