1211 samsung oic

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1211 samsung oic

  1. 1. Copyright M. Leslie 1Samsung OIC meeting03 December 2012mleslie@leslieventures.com
  2. 2. Storage Trends - IntroductionBroad-based reconfiguration of ITinfrastructure based on public / privatecloud computingAdvent of pervasive Flash MemoryDisruption to compute/storage hierarchyStorage supplier industry in fluxCopyright: Mark Leslie 2007 2
  3. 3. Copyright: Mark Leslie 2007Impact of Flash Memory Flash learning curve and economics are being driven bysmartphones and tablets Unlike past new storage technologies of the past like optical and bubble, whichwere never able to compete with magnetic storage learning curve We are at the very a long term trend (20 – 30 years) to replacerotating memory with flash memory A look back to disk vs. tape is instructive In the next 5 years, all laptops and most conventional desktops willswitch to flash In the next 5 years, all performance driven applications will switch toflash (or subsystems with significant amount of flash at the top of thehierarchy)3
  4. 4. The Compute / Storage Hierarchy Background Over the years storage migrated from direct attached to array based, to networkaccessible. At the same time, storage as been deployed in well articulated hierarchies, withfast disks (perhaps with small caches higher performance (flash or dram),medium speed disks, slow disks and tape (now used only occasionally forbackup). The STORAGE HIERARCHY is being replaced by the STORAGEGRADIENT of storage Flash appears as direct attached via PCIE (SSDs) Flash integrates more intimately with DRAM and the CPUs than it does with thestorage traditional storage infrastructure (Fusion) Flash also appears as The primary storage (Pure) And the cache or hierarchical component of disk systems (EMC, NetApp, Nimble) And on the disk device itself (Seagate)Copyright M. Leslie 4
  5. 5. Industry Impact Important new companies Fusion Nimble Pure (Pernix Data) Subsystem companies EMC An agile company that will acquire what it needs to stay relevant NetApp WAFL, which has been the core IP of the company, is obsoleted by new technology The company has no track record of acquisition Is (and will) struggle with this transition HP, Hitachi, etc.??? Primary suppliers Seagate Enjoys scale and dominance, and is thinking about all of this Does not own Flash production, and is not in the subsystem business But could become the “Storage Tek” of the future Western Digital, et al???Copyright M. Leslie 5

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