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Hard Disk Sector Consolidates Amid Uncertain Future
Hugh Pickens writes writes "The WSJ reports that Western Digital will buy Hitachi Global Storage Technologies for about $4.3 billion in cash and stock, leaving only four key hard disk drive vendors — Seagate, Western Digital, Toshiba and Samsung. The hard drive world has been seen as ripe for consolidation, particularly as the rise of tablet computers such as the Apple iPad — which don't use hard drives for data storage — is casting doubt on the future of hard disks. Compared to hard drives, solid-state drives promise greater power efficiency, performance, resistance to physical shock, and run more quietly since they contain no moving parts. But one area that solid-state drives do not improve on their spinning predecessors is in their inevitable movement towards failure. 'SSDs are going to fail just like hard drives will,' says Chris Bross, Senior Enterprise Recovery engineer at Drivesavers Data Recovery. 'Every storage device will have issues regardless of their underlying technology.'"
There will be no hard drives because we'll just store all our data in the cloud. (ducks)
After it seems clear the rewrite count is going to hell - 5000/cell for 32 nm, 3000/cell for 25 nm, SSDs are going to have a helluva time catching up in cost/GB. People will still want huge storage disks, data centers still need storage, hard disks aren't going away. The SSDs do rock for speed and is making huge performance gains but that doesn't bring the cost down. The combination of a blazing fast 100GB SSD and huge, slow 2TB HDD seems to be the way forward.
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"...and to commemorate their latest acquisition, Western Digital announces a new line of ultra-green drives...a spokesman had this to say..."
"Yep, these drives are so power-conservative, they actually stop consuming power permanently 30% faster than our previous line. We're calling them 'Hitachies'"
"When I am king, you will be first against the wall..."
The HDD death has been predicted a few too many times...
Its still the cheapest storage with easy access out there.
Consolidation is not only expected, but somewhat necessary.
I spent 15 years in the HDD industry, and some things to understand:
- It takes roughly 70 people and 6-9 months to design and develop a new disk drive.
- product lifetime has been as short as 2 months and as long as 1 year.
- typical product lifetime is 3-6 months.
- A company needs to have multiple design teams doing multiple product designs phased for phased product releases.
If the product is late, its already obolete, and will not sell.
If the product is slightly behind the times, it will not sell.
Because of the above NRE expenses are huge, so margins or volumes have got to be huge, to make any money.
Margins went to nothing many years back, so the volumes need to be huge. Thus fewer players are the results of all that.
Because of the above, dozens of companies that used to make disk drives are now long gone.
All of that said, the "death of the HDD has been greatly exaggerated"
- its cheap, high volume storage, and all in all "fairly" reliable.
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