Western Digital CEO: Hybrid Drives “Strategic”
During Western Digital’s April 26 earnings call (as transcribed by Seeking Alpha) CEO John Coyne disclosed that Western Digital has ongoing development efforts in hybrid HDDs: “In addition, we are continuing investments in strategic growth areas such as SSD, hybrid drives and the digital home.”
It’s encouraging to see a second entrant into this market.
After a false start that was synchronized with the ill-fated launch of Microsoft’s Vista operating system, hybrid HDDs have been a technology that is rarely ever mentioned. So far the hybrid HDD has been the sole domain of Seagate Technology with Continue reading
The SSD Pricing Maven
When I have a question about SSD retail pricing I know exactly who to consult. Andy Higgenbotham (pictured here) and his Price G2 service track HDD and SSD retail pricing and publish data to a very high degree of resolution.
Price G2 data has been used in another post in the blog: When Will SSD Prices Drop Below HDD Prices?
This company publishes weekly reports of pricing from all major HDD and SSD manufacturers (Seagate, Western Digital, Toshiba, Samsung, Intel, Micron, and the like) with information on market trends like this for the week of April 23:
Flat to increasing pricing continues throughout 2012. Only on the 512GB have we seen sustained price drops from Q1 and through Q2. The 512GB capacity currently sells for $1.05/GB in week 17.
Amid recent rumors of steep SSD price declines this service has served to disprove any notion that the SSD market is undergoing fundamental change. The SSD Guy highly recommends Price G2 for anyone whose business relies on timely and thorough HDD and SSD price tracking.
Micron: SSD Over-Inventory at OEMs & Channel
During Micron Technology‘s quarterly earnings call an interesting tidbit was revealed: PC OEMs and Micron’s sales channel partners are carrying SSD inventory from panic buys they made in response to Thailand’s floods.
It seems that Micron’s OEMs and channel partners expected the HDD shortage that resulted from the floods to create new market opportunities for SSDs. This is not an uncommon notion, and it was first discussed by The SSD Guy in a blog post early last November with another post added in January. It seems that the messages of these posts didn’t reach those OEMs.
Micron mentioned this because Continue reading
How Will Thai Floods Impact the SSD Market?
In early November The SSD Guy published a post that argued that Thailand’s floods would not make much difference to the SSD market.
Since that post not only has the argument gone less in favor of SSD adoption (thanks to a high level of HDD finished inventory, some changes in shipping practices, and a heroic effort from Thailand’s HDD makers and the Thai people to overcome this disaster) but the promotional efforts in favor of SSD adoption have become stronger.
Objective Analysis has spoken since the floods with a number of companies who either produce HDDs or HDD sub-assemblies, or consume HDDs, and this is what we have found:
Recent Comments