GLGi Solid-State Drive (SSD) Overview_Bob Witkow_3.26.08

8/10/2019 GLGi Solid-State Drive (SSD) Overview_Bob Witkow_3.26.08

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GLGi: Solid-State DiskTechnologies, Applications & Market

Opportunities, Forecast & Risk

Roert !itko"

#resident

!est"ood Marketing, LL$


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2008 Gerson Lehrman Group Inc., All Rights Reserved

$ouncil Me%er iograph'

Robert Wito! is the "resident at West!ood #aretingLL$, a compan% providing o& business development andmaret intelligence services to the 'ash memor% industr%.

(e is an e)pert on 'ash memor% applications &or mobiletelephones, digital cameras, and other consumerelectronic devices. "reviousl%, he served in senior salesand mareting management positions at *#AR+ #odular

+echnologies, the leading independent memor% module

manu&acturer in the !orld, at Le)ar #edia, !here hemanaged -# and +echnolog% *ales and #areting, andat #*%stems, !here as /irector o& *ales and #aretinghe brought the *1 lash /rive to the 3orth Americanmaret.


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Topics

Applications & (alue proposition

)e' co%ponents & supplier o(er(ie"

Market *orecasts & re(enue %etrics

Disrupti(e & alternati(e technologies +iolinMe%or', #liant, Teas Me%or', Solid DataS'ste%.


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Aout GLG /nstitute

GLG Institute 4GLGi*#5 is a pro&essional organi6ation &ocused oneducating business and investment pro&essionals through inperson meetings. It is designed to revolutioni6e the pro&essionaleducation maret b% putting the po!er o& programming into thehands o& the GLG communit%.

GLGi hosts hundreds o& *eminars !orld!ide each %ear.

GLGi clients receive t!o seats to all *eminars in all "ractice Areas.

GLGi7s !ebsite enables clients to9 "ropose *eminar topics, agenda items and locations

9 :ie! and R*:" to scheduled and proposed *eminars

9 Receive a dail% brie;ng !ith ne! posts on %our &avorite ticers,sub


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Gerson Lehr%an Group $ontacts

=ohn Aronsohn:ice "resident and

+#+ Global Research (ead,

Gerson Lehrman Group

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Contents

SSD Technology

SSD & Key Components Overview SSD - HDD Characteristics

Technical Comparison SSC vs. HDD Isses

SSD !pplications "nterprise Storage

In#stry $ea#ers %ortale Compting In#stry $ea#ers

'ilitary ( !erospace

)orecast Data %oints *!*D Deman# )orecast

SSD Deman# )orecast y !pplication Ostacles to !#option !lternative ( Disrptive Technologies +estions & !nswers !ot the %resenter


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SSD Technology

! Soli#-State Dis, SSD is a #ata storage #evice that emlates a

har# #is, #rive HDD *!*D )lash SSD/s are essentially arrays o0 0lash memory #evices

which incl#e a controller that electrically an# mechanicallyemlate1 an# are so0tware compatile with magnetic HDD/s


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SSD & Key Components Overview

*!*D )lash

ControllerCaptive I% DevelopmentSilicon 'otion *!SD!+2 SI'OHyperstone s. o0 C'$ 'icrosystems1 $S"2 C'$.$

%hison TS"2 %hison Company 3455I% 6oal 'icroelectronics %rivate Company Cheng#1 China


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SSD - HDD Technical Comparison


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SSD vs. HDD Isses

+. SSD access times are great1 t write spee#s are a stepac,1 so why wol# I want an SSD7

!. Small rea#s 8, are 49: 0aster than similar rea#s on anHDD.

+. SSD write per0ormance still leaves mch to e #esire#7;. This is where SSD man0actrers #i00erentiate their

pro#ct.

+. I hear# that *!*D per0ormance is #egra#ing as a reslt o0

#ie shrin,s an# increases in its per cell.


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SSD !pplications

"nterprise Storage2 *ow

%ortale Compting2 49=9 or ==

'ilitary ( !erospace2 $egacy

Consmer "lectronic 'e#ia %layers are *ot$i,ely Can#i#ates 0or SSD


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"nterprise Storage

Drivers ;ea# %er0ormance

Increase *etwor, Capacity

%ower Savings

SSD 'an0actrers ST"C1 'tron1 S'!;T 'o#lar

>yers ( 'ar,et Drivers

=st

tier2 "'C1 H% Storagewor,s1 I>'1 HDS 4n#tier2 Dell1 *et!pp1 S6I1 +antm1 Sn


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SSD - "nterprise $ea#ers

'tron %rivately Hel#1 499?1 6yeonggi-Do1 S. Korea

Claims 0astest enterprise class SSD

@ery close ties to Seol *ational Aniversity an# Samsng

Distrition #eal with Imation who is etter ,nown 0or optical

Controller I% 0rom In#ilinB1 0on#e# y other S*A gra#ates

S'!;T 'o#lar *!SD!+2 S'OD1 =531 )remont1 C! ?= o0 499E/s F343.8 million revene was generate# y H% & Cisco

S'!;T recently prchase# !#tron

Close ties to )rancisco %artners1 Silverla,e1 & Samsng

ST"C *!SD!+2 ST"C1 =531 Santa !na1 C!

Ges IO%S is the highest per0orming enterprise class SSD

ST"C/s #i00erentiator is its in-hose controller technology

'argins col# e pressre# as competitors improve pro#ct per0ormance

4 o0 499E/s F=33.E million revene came 0rom S'!;T 'o#lar


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SSD - "nterprise $ea#ers

F=99 non-*!*D >O' in "nterprise SSD/s.

JF.99 non-*!*D >O' in *oteoo, SSD/s

F=.99 non-*!*D >O' in eee%C an# O$%C


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%ortale Compting

Drivers %ower Savings

+ic,er >oot


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SSD %ortale Compting $ea#ers

Samsng

6yeonggi-Do1 S. Korea

84.= *!*D 'ar,etShare

In-hose SSD controller#evelopment1 spplemente#

with Silicon 'otioncontrollers

$owest cost mo#el #eto highest yiel#s1 not 0romthe most a#vance#technology

Investing heavily in%C;!' which showspromise in *@' an# SSDapplications

SanDis,

*!SD!+2 S*DK

=5331 'ilpitas1 C!

499E Sales o0 F.5 illion

F=E >illion Toshia L@ )aCap"B throgh 49==

4( o0 499E ;oyaltiesgenerate# y Samsng.;oyalty renegotiation is on-going

!ll crrent SSD/s are iltwith Samsng S$C

)orecast o0 += /93 '$CSSD has een pshe# ot to+8 /93

Toshia

To,yo1 Lapan

4E.5 *!*D 'ar,et Share

%artners with SanDis, on)a #evelopment

F=?.E >illion SanDis, L@0or )a/s 8 an# 1 which willMa#rple pro#ction capacity

To #ate1 Toshia has sol#SanDis, #esigne# *!*D.*ow starting to #evelop their

own *!*D #esigns


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'ilitary ( !erospace

Drivers ;eliaility

!nnal Anits 49K

*ot "Bciting CharacteriNe# y High 'argins


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)orecast Data %oints

HDD ;evene2 . C!6; 499? - 49==

SSD ;evene 499E - 49=4 C!6;2 E=.

0rom FE million to F.8 illion

SSD !verage Capacity2 89 - 8 C!6; 0rom 499? 49==

0rom 4 6> to 499 6> *!*D cost erosion will contine naate#2 499? - E5.8 >enchmar, 3 6 '$C

499E - E.=

4993 TD - 9

SSD an# HDD pricing will near parity in += 49== "Bpect SSD/s to soa, p 49 o0 *!*D capacity y +=

49=9


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*!*D Deman# ( )orecast


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SSD Deman# ( )orecast

SSD Unit Demand Forecast

499E 4993 4995 49=9 49==*oteoo, SSD Anits =.= = 4 8*oteoo, Anits ==8 =4 =85 =? =E9SSD %enetration ;ate =.9 8.9 =9.= =.4 49.9

Des,top SSD Anits 9 9 =. 4 Des,top Anits =?9 = =9 =89 =49

SSD %enetration ;ate 9.9 9.9 9.9 =.8 4.

"nterprise SSD Anits 9.9= 9.4 9. 9.E ="nterprise Anits 5 5 =9 == ==SSD %enetration ;ate 9.= 4.4 .9 ?.8 5.9

Total SSD Anits =.== .4 =E 4E.E E.=

'illion ( nits


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Ostacles to !#option

"nterprise CIO/s want proo0 that 0lash memory will not wear ot

"ntry point o0 =9: the cost o0 magnetic or optical storage is signi0icant

'agnetic Storage "rosion F=.99( 6> in 499 to F.4 in 49==

%ortale Compting

%rice1 %rice1 %rice SanDis, state# in ?(9E that signi0icant a#option wol# e seen when 0lash ero#e#

to : magnetic

Seagate is proPecting no signi0icant a#option ntil *!*D ero#es to 4: magnetic

I recently gol0e# with Q4 IT eBective at K%'6. He has a %C( seat #get1 an# isnot willing to pay any premim ntil har# F savings are proven

!lternative & Disrptive Technologies


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!lternative ( Disrptive Technologies

Soli# State 'emory !ppliance @iolin 'emory

%liant Technology

TeBas 'emory Systems

Soli# Data Systems Tra#itional 'agnetic

Hyri# HDD

Technical >rea,throghs ( Cost "rosion


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Soli#-State 'emory !ppliance

"stalishe# %layers2 TeBas 'emory Systems

=5E31 %rivately Hel#

H+ in Hoston1 T:

Soli# Data Systems=551 %rivately Hel#

H+ in Santa Clara1 C!

"merging Competitors2 %liant Technology

499?1 %rivately Hel#1 )on#ers are Storage In#stry $egen#s1 $ightspee#@entres !-;on# in )erary 49931 H+ in 'ilpitas1 C!

@iolin 'emory4991 %rivately Hel#1 ;ational


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+estions & !nswers

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GLGi Solid-State Drive (SSD) Overview_Bob Witkow_3.26.08