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Strong Hyperscale Market Dominates Lackluster OEM Storage Demand – Capacity Shipped Rises 8% Q-Q to 73 Exabytes, $5.7 Billion

TRENDFOCUS reported that CQ3 ’17 enterprise storage device shipments of HDDs and SSDs posted solid exabyte growth as major cloud and hyperscale customers continue the current cycle of expansion. Capacity enterprise, or nearline, HDDs that provide cost-effective bulk storage increased capacity shipped by 10% Q-Q with major U.S. hyperscale vendors driving 10 TB models to […]

China’s Enterprise Storage Market Close to Reaching Hyper Speed

This week TRENDFOCUS co-sponsored The Enterprise Storage Conference in Beijing. Other sponsors included Dell, VMWare, Lenovo, Nutanix, Huawei, HGST, Kaminario, Alibaba, Intel, Tencent and more than 40 other Chinese and global data storage companies. Approximately 400 industry people attended a multi-track agenda that focused on hyperscale/data center architectures, software defined storage, super fusion technology, and […]

HDD Companies Celebrating the Total Eclipse of the Sun

With the two first quarters of sub-100 million sales, some people in the HDD industry may be feeling that the “sky is falling” again. It’s easy to understand this sentiment, especially with SSDs making steady inroads in the client PC space. However, HDD demand typically rebounds during the second half of the year. PC sales […]

What Will Replace Your Smartphone?

The short answer is, “I don’t know”, but consider where the modern smartphone is today, what it does, and what may it become, results in a few very important points to consider when trying to predict what will come next. The screen is still the most important user interface: Yes, voice assistants have improved over […]

Optane in Its Cheapest, and Possibly, Best Form Right Now

Intel made several Optane product announcements over the past couple of weeks, including high-end NVMe-based add-in-cards targeting enterprise servers. Optane is the commercial product name for 3D XPoint (pronounced “cross point”), next generation non-volatile storage technologies. Optane promises far higher performance and endurance compared to NAND, but even as far back as Intel and Micron’s […]

Groundhog Day

On February 2, Punxsutanwney Phil, the most famous groundhog, emerged from his hole and saw his shadow, declaring six more weeks of winter. This U.S. folklore was made into a comedy movie in the early 1990s starring Bill Murray. In the movie, Bill Murray, a television weatherman goes to Punxsutawney, Pennsylvania, on Groundhog Day to […]

Toshiba Considers Options for Its Memory Business

While rumors published this week in Japan’s Nikkei news suggested that Toshiba was considering selling a stake of its semiconductor business to WDC, an official company note confirmed a day later that the Japanese conglomerate was considering splitting its memory business into a separate company, with no decision yet. Spinning out Toshiba’s memory division (essentially […]

Just Like Old Times Again

CQ4 is history, and preliminary results have starting rolling in. All the data suggests that PC sales were better than expected, and unit shipments were up sequentially in CQ4. This fueled ODM builds and HDD shipments, as both segments posted flat to higher results, too. Although these markets are seasonally more robust in the second […]

HDD TAM/Build Disconnect

With fewer than 10 days left in the year, the disconnect between HDD TAM and production continues. As stated earlier this month in one of TRENDFOCUS’ Executive Briefs, the CQ4 build plan is tracking measurably higher than the expected HDD TAM. This would be less of an issue exiting CQ2 or CQ3, since the subsequent […]