Sign in to follow this  
Followers 0
Brian

Seagate to Acquire LSI Flash Storage Business from Avago Discussion

10 posts in this topic

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.

Share this post


Link to post
Share on other sites

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.

Share this post


Link to post
Share on other sites

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.

Share this post


Link to post
Share on other sites

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

Share this post


Link to post
Share on other sites

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.

Share this post


Link to post
Share on other sites

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.

Share this post


Link to post
Share on other sites

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.

Share this post


Link to post
Share on other sites

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

Share this post


Link to post
Share on other sites

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!


Register a new account

Sign in

Already have an account? Sign in here.


Sign In Now
Sign in to follow this  
Followers 0