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SanDisk Corp., a leading supplier of NAND flash-based products, believes that this year the demand for solid-state drives (SSDs) will start to grow rapidly as a result of lowering prices, better user experienced and maturity of technology. Even now SanDisk considers its consumer and enterprise SSD businesses a success, going forward the company expects further growth.

"We expect 2012 to mark the inflection point of SSD growth for SanDisk, with both the enterprise in client markets becoming strong contributors to our revenue growth in 2012 and beyond," said Sanjay Mehrota, chief executive officer and president of SanDisk, during the latest conference call with financial analysts.

Manufacturers of conventional hard disk drives, such as Seagate Technology and Western Digital, always blame SSDs of being overpriced and claim that demand from the end-users is low for them. Companies like SanDisk, OCZ, Corsair and others, however, report about growing demand for SSDs across the board and enjoy rather high margins.

"For the client SSD markets, the combination of the increasingly attractive price point and the significantly improved user experience is fueling consumers' transition to SSDs from hard disk drives. We have been successful with our small form-factor client SSD. [...] We have also began sampling our high-performance client SSDs at PC OEMs," added Mr. Mehrota.

SanDisk at present sells various types of solid-state drives, including relatively inexpensive SSDs for upgrades of netbooks or notebooks, higher-end consumer solid-state drives as well as enterprise-class SSDs that the company got with the acquisition of Pliant company back in 2011. So far SanDisk has not been a big supplier of SSDs in general, but the company seems to be ready for a fight this year.

SanDisk on Wednesday announced results for the fourth quarter and fiscal year ended January 1, 2012. Total fourth quarter revenue of $1.58 billion increased 19% on a year-over-year basis and increased 11% on a sequential basis. Total revenue for fiscal 2011 of $5.66 billion increased 17% from $4.83 billion in fiscal 2010.

SSDs accounted for "very small percentage of revenue" in 2011, but in the fourth quarter along 5% of the firms earnings came from the solid-state drive businesses (consumer and enterprise). The firm expects SSDs to account for around 10% of its revenue in fiscal 2013.

Tags: SanDisk, SSD, NAND, Flash

Discussion

Comments currently: 8
Discussion started: 01/26/12 08:56:26 AM
Latest comment: 01/29/12 03:48:34 AM
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If the SSD makers improve reliability and compatibility, sales will improve dramatically. Right now there are monthly if not weekly SSD firmware updates to deal with BSOD, lost data, lost SSD capacity, and other issues. This is unaccaptable to many consumers.
2 1 [Posted by: beenthere  | Date: 01/26/12 08:56:26 AM]
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Seriously? What BSODs, lost data, capacity, etc.? I've owned an SSD for over a year now, an OCZ Agility 2, and I have never needed to get firmware updates, nor ever had any problems with it. It's still as fast as when I got it, even after very intense usage. Reliability and compatability? Windows 7 and my Linux OS have supported SSDs just as good as any regular hard drive.
1 1 [Posted by: mmstick  | Date: 01/26/12 09:41:36 AM]
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under intense usage?
a typical MLC SSD supports only 10,000 R/W operations per bit (since all 4kb parts are edited together then 1 bit operations count as 4kb to the ssd life)
0 0 [Posted by: madooo12  | Date: 01/26/12 09:57:40 AM]
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Intense usage as in having installed/reformatted 4 OSs on top of it, and handling several GBs of data written on it per week, I do keep pagefile and temp folders off the SSD, but that is because it is common knowledge for a low capacity 60GB drive. By the time it wears off, it will be many years from now and would have already upgraded to a faster and better SSD.
1 1 [Posted by: mmstick  | Date: 01/27/12 10:18:11 AM]
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i have no ssd but i think in the sameway as you.the best thing to do is just backup your ssd on a hdd. and the technologies evolves so fast that we as home conusmers don't have to care abouth the amount of write cycles but more about price/performance. because if it fails in 3 years. than you have a lot better hardware by then. but enterprise should care about the write cycles if it is there main storage. but if it is storage to speed up there network then they shouldn't care that much and look for the cheap ssd types. and buy the better if the ssd's start to fail. same thing whit GPU's en cpu life time if mine cpu fails in 3 years i wouldn't care because i never buy highly priced ones.
1 0 [Posted by: massau  | Date: 01/29/12 03:48:34 AM]
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We go thru this in every forum when a few people are not up to speed on the SSD industry. All of the major SSD suppliers - Intel, Samsung, OCZ, Corsair, Patriot, Plextor, etc., etc. have experienced compatibility or reliability issues with their SSDs. Firmware updates are issued almost weekly in some cases in a desperate effort to resolve the many issues that exist with SSDs including lost data and BSODs.

Just because YOU haven't experience a problem does not mean that tens of thousands of other users have not experienced issues with these SSDs. As Anandtech recently wrote in one SSD review - Don't buy an SSD now. Wait 6-12 months to see if the SSD makers sort most of the Bugs out.

The Bugs still exist even if you have not encountered them personally. OCZ is up to firmware version "15" I believe on some of their SSDs...

http://www.storagereview....irmware_cxm03b1q_released

http://www.ocztechnology.com/ssd_tools/
1 1 [Posted by: beenthere  | Date: 01/26/12 10:49:37 AM]
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This is why they have reviews on products to point out possible issues with the product. What this does mean, is that there are no issues with the SSD I chose because I research what I get first, the OCZ Agility 2, at the time I bought it. Just because new firmwares are released, doesn't mean you should update to it. Firmware updates should only be used if they fix an issue you are currently having, if anything, upgrading a firmware could cause a 'BSOD'. Don't fix what isn't broken. But you have to remember, hard drives are OS agnostic, so BSOD isn't the correct term, that would be an issue with a Windows OS.
1 0 [Posted by: mmstick  | Date: 01/27/12 10:24:21 AM]
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Unfortunately many of the SSD defects do NOT show in normal benchmarking. Most show up when the SSDs are in field operation by many different people in different configurations. No website could possibly test all the potential compatiblity issues of SSDs nor any real reliability metric - but a manufacture has this as an obligation. Failure to properly validate a product can constitute consumer fraud.

Depending on what model SSD you have and what issues you are exposed to will determine if it's prudent to update the firmware. As with the improper validation of SSD drives many times the firmware updates are also defective and fix one problem and cause issues that never existed in prior firmware updates. Other times the new firmware is simply poorly written or doesn't install properly.

These are all issues that consumers suffer due to unscrupulous Profiteers like SSD and mobo makers who rush half-baked crap into the market for huge profit and only worry about fixing the product defects when forced to.
1 0 [Posted by: beenthere  | Date: 01/27/12 03:57:13 PM]
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