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QLogic (QLGC) will start shipping products based on its Mt. Rainier technology in 2013 and enter the race to grab share in the emerging Solid-State Drive (SSD) I/O acceleration market. The wild SSD market is characterized by hundreds of old and new companies, first generation hardware-centric products, explosive growth for storage acceleration applications, and the potential for an epic expansion to broad mass storage applications.
After seeing a demonstration of Mt. Rainier, it is clear QLogic with battery like Lenovo N100 Ac Adapter , IBM Thinkpad 240 Ac Adapter , IBM Thinkpad 600 Ac Adapter , IBM Thinkpad A30 Ac Adapter , IBM Thinkpad R30 Ac Adapter , IBM Thinkpad R51 Ac Adapter , Lenovo Thinkpad R60 Ac Adapter , IBM Thinkpad T42 Ac Adapter , Lenovo Thinkpad X60 Ac Adapter , IBM 92P1025 Ac Adapter , Lenovo IdeaPad S10 AC Adapter , Lenovo IdeaPad S9 AC Adapter has sped past pioneering competitors such as Fusion-io (FIO) and LSI (LSI) with next generation sophistication which will be very hard to duplicate. I have not seen side-by-side comparisons of performance or pricing. However, if both are competitive, major QLogic customers like HP (HPQ), IBM, NetApp (NTAP) and Oracle (ORCL) will want to offer Mt. Rainier based products because the technology innovations will be extremely useful in a data center. In my opinion, the benefits of what QLogic is bringing to the data center, sharing PCie SSDs in a SAN, are so compelling; many IT organizations will choose Mt. Rainier based products even if they are not the fastest or least expensive.
Explosive growth - IT professionals surveyed by IT Brand Pulse in August, 2012, projected a 7.5x increase in SSD storage in the next 24 months, as a percentage of their combined SSD and HDD storage capacity.
Highly fragmented - From hundreds of large well-known storage vendors and small unknown SSD start-ups, IT professionals selected seven different companies as brand leaders in no less than ten distinct product segments: All DRAM SAN SSDs, All Flash SAN SSDs, All Flash NAS SSDs, Unified SAN/NAS SSDs, PCIe Adapter SSDs, SAS/SATA SSD Modules, Cache SSDs (software only, appliances and adapters), NAS Cache Appliances, Hybrid SSDHDD Systems, and SSD Controller Chips. Mt. Rainier technology fits in the PCIe Adapter SSDs and Cache SSD categories.
Based on the results of the IT Brand Pulse survey, no one product dominates the SSD landscape. In fact no one product has been deployed by 20% of the respondents. The many types of SSD systems mirror the many types of HDD systems, underscoring what will eventually happen; a broad industry makeover of storage system content from HDD to SSD. The largest group of respondents (40.3%) said they had not yet deployed SSDs, which indicates a vast greenfield opportunity still exists for SSD vendors.
Potential Expansion - The SSD market is starting an enormous expansion from a $1 billion "acceleration" market-where small amounts of SSD are used to front-end traditional HDD storage-to a $30 billion "mass storage" market where SSDs displace HDDs inside servers and networked storage systems. Almost half the IT professionals surveyed said they would completely replace HDDs when the cost per gigabyte of SSDs is within 20% of HDDs. Major OEMS are listening to their customers, and have started to line up their SSD suppliers and the internal IP needed to change out the guts of their storage systems from HDDs to SSDs.
During the IBM analyst call about their acquisition of Texas Memory Systems, IT Brand Pulse asked if IBM saw IT buying behavior changing and SSD penetrating Tier-1 storage. The answer from IBM was: