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Seagate to Acquire LSI Flash Storage Business from Avago Discussion


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#1 Brian

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Posted 29 May 2014 - 07:51 AM

In the last few weeks Avago Technologies closed on their acquisition of LSI and now Avago has agreed to sell off the LSI flash storage assets to Seagate for $450 million. Seagate to Acquire LSI Flash Storage Business from Avago

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#2 creed3020

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Posted 29 May 2014 - 08:54 AM

Wow this is a big news!

 

This year and next I suspect will continue to be the years for some consolidation. We've already seen the SSD market expand like crazy and now in the past year really start to contract and center around the NAND manufacturers themselves.

 

 


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#3 Brian

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Posted 29 May 2014 - 09:09 AM

Right, that's entirely because the small brands can't make any money in the client SSD business especially. The rules are a little different in enterprise, but there you need some great IP, which the small guys didn't have...they were just using SandForce reference designs. As you say though, the consolidation is coming as moderate players get rolled up and smaller ones give up.


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#4 ChrisMcPole

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Posted 30 May 2014 - 01:16 AM

Ha, I knew Seagate will surprise me one day. Anyone remembers when the Sf370 is expected?  ;)


#5 Valleyforge

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Posted 30 May 2014 - 07:49 AM

The SSD market follows the HDD market precisely.  All the early, small players are falling down like flies, and the big players are getting bigger. 

 

So, I'm predicting in 5 years Samsung and Seagate will be the two biggest SSD suppliers, just as WD and Seagate have become the biggest HDD manufacturers.


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#6 Brian

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Posted 30 May 2014 - 09:08 AM

New SF was supposed to ship before end of June. Not seeing that happening but I could be surprised.


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#7 creed3020

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Posted 12 June 2014 - 07:17 AM

New SF was supposed to ship before end of June. Not seeing that happening but I could be surprised.

 

Based on what was discussed at Computex by most of the major tech sites it doesn't sound like the new SF controller will ready until Q3-Q4 this year.


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#8 Brian

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Posted 12 June 2014 - 10:00 AM

Honestly, they have no idea. With Seagate involved now, the smart move would be to keep it internal and develop it as their own. There's really very little money left to be made by enabling others, that business model is done.


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#9 ChrisMcPole

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Posted 13 June 2014 - 11:03 PM

Honestly, they have no idea. With Seagate involved now, the smart move would be to keep it internal and develop it as their own. There's really very little money left to be made by enabling others, that business model is done.

Aren't they supposed to honor existing per-orders/contracts? I think a few vendors made them with LSI prior to acquisition.


#10 Brian

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Posted 15 June 2014 - 07:54 AM

Maybe, we don't know. Long term strategy is what I'm more curious about.

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