Western Digital buys Hitachi. And then there were two...

techs

Lifer
Sep 26, 2000
28,561
4
0
http://www.pcmag.com/article2/0,2817,2381567,00.asp

I cannot imagine a worse business than the hard disk business. Now that Hitachi has sold itself to Western Digital, we are left with two major players—WDC and Seagate—and a few lone wolf specialty makers, such as Toshiba and Fujitsu (owned by Toshiba).

Hitachi had long since bought the IBM disk drive business, which had evolved after IBM bought the Control Data hard disk business. This business has always been a fish eating fish industry with one company gobbling up another. Another example of this was Seagate buying Maxtor, which bought Quantum, which bought Plus and Rahm.

Some of the companies just died off. One of the best examples is when Micropolis decided that its business had no future when drives were 1GB in size. This was during the era when dives had hit 1GB and were moving to 3GB and then 9GB. One of the Micropolis executives told me that people wouldn't trust a whole gigabyte on one spindle. He may have said, "Nobody in their right mind!" The company attempted to promote various RAID lash-ups instead of the single drive—the single point of failure. Thanks for playing.

I consider that to be one of the worst predictions of doom since around 1981/1982 when one of my writers at InfoWorld insisted on doing an article predicting the end of the hard disk by 1990. This was during an era when the 40 MB hard disk was coming to market. This writer is now working in Public Relations.

The drive business is a little crazy and helped fuel the predictive pricing models everyone employs for all things tech. Back in the 1980s, the term "learning curve" was in vogue. It referred specifically to the hard disk business where advances came so swiftly that manufacturers had to price ahead of the curve. This meant lower prices at a faster pace, pre-igniting the market.

I don't know how these guys ever make any money, but they manage to do so if they run at a rate that essentially doubles the capacity every 12 months. I can go to Costco today and buy a 2TB drive for around a $100. I suspect I can get 3TB for the same price by Christmas. Now what was it that the guy from Micropolis once said?

Several brand names, including some of the who's who of the tech industry, have fallen by the wayside. I hate to leave anyone out but let's try and recall a few: Shugart, Prarietech, Maxtor (now Seagate), Control Data, IBM, Hitachi (soon), Micropolis, Conner, Cornice, Apple (yes), Mitsubishi, Miniscribe, Quantum, STC, and Syquest.

The industry is not for the weak of heart. It somehow reminds me of the Star Trek episode where McCoy has to re-attached Spock's brain to his body. McCoy takes a jolt from some brain-boosting device and begins to put the brain back in. He says it's a piece of cake, a child could do it. Then as the brain boost wears off, he beings to panic and cannot see how anyone could do this. It's impossible! This is how the Micropolis people must have felt.

After all, the technology, if we look at it objectively and consider that fact that a 14-inch platter 5MB hard disk was a huge big deal in 1980, is ridiculous. This is not silicon transistors. It's all mechanical, yet it out-paces Moore's law by a lot. The evolution of hard disk technology is the most amazing tech saga in the history of the world if you actually think about what we have witnessed.

It's now boiling down to two major players for a final and glorious finale. Will this all end up with a Petabyte drive on the desktop? I think so. And it will be $99 at Costco.





A walk down memory (pun intended) lane.
 

Eli

Super Moderator | Elite Member
Oct 9, 1999
50,422
8
81
I was like, wait.. what about Maxtor? Didn't know Seagate bought them.

The HDD is slowly dying. I bet it will be replaced in the next 10 years.
 

mmntech

Lifer
Sep 20, 2007
17,504
12
0
What about Samsung? They're still making the Spinpoints.

I agree that HDDs are on the way out. SSD costs are starting to go down. Won't be long until they're mainstream. They've already completely taken over the mobile computing market. Laptops will be the next logical step.
 

Gibsons

Lifer
Aug 14, 2001
12,530
35
91
What about Samsung? They're still making the Spinpoints.

I agree that HDDs are on the way out. SSD costs are starting to go down. Won't be long until they're mainstream. They've already completely taken over the mobile computing market. Laptops will be the next logical step.

Yeah, HDDs haven't had any real competition til recently. I've always been about getting a really good/fast HD in my builds, moreso than video cards or cpu or ram. For the first time ever(?), it looks like there's a real alternative. They do need to get much bigger, but they will. Right now they're really fast but small. If they can even get close in size... happy days.
 

0roo0roo

No Lifer
Sep 21, 2002
64,862
84
91
ssd go down, but not fast enough to be good storage when folks are used to tb of space now.

yea i got a hitachi 1tb for 50 shipped on amazon, these things are chunks of metal, amazing how they can make money at these prices.

seagate i've had bad experiences with, rma drives and they send you drives that don't pass their own seatools tests. i guess that comes with the cut throat pricing, quality taking a dive.
 

spidey07

No Lifer
Aug 4, 2000
65,469
5
76
What is this going to do to Hitachi's business and data center storage systems/arrays? They've typically been really strong in that for decades.
 

Linflas

Lifer
Jan 30, 2001
15,395
78
91
I lost my first post military job due to the big move from 17 platter removeable disk drives to the sealed units used with IBM class mainframes. The company I worked for leased rebadged Sperry 7330 units to all manner of government agencies and moved out of that particular business to concentrate strictly on leasing Hitachi mainframes. Oddly enough their core business was leasing those big containers used on cargo ships, the computer stuff was just a side business.
 

Narmer

Diamond Member
Aug 27, 2006
5,292
0
0
What about Samsung? They're still making the Spinpoints.

I agree that HDDs are on the way out. SSD costs are starting to go down. Won't be long until they're mainstream. They've already completely taken over the mobile computing market. Laptops will be the next logical step.
Samsung hasn't even announced a 3TB HDD yet even though the first one was announced like in the middle of last year. They'll either have to license the technology or become another specialty maker like their partner, Toshiba (who only make HDDs for laptops)

What is this going to do to Hitachi's business and data center storage systems/arrays? They've typically been really strong in that for decades.
They may keep that part if they're smart just like IBM sold off the consumer part and kept all the high end/services part.
 

lokiju

Lifer
May 29, 2003
18,536
5
0
What is this going to do to Hitachi's business and data center storage systems/arrays? They've typically been really strong in that for decades.

My thoughts as well.

We have a few Hitachi AMS enterprise SAN systems in place now...
 

GoodRevrnd

Diamond Member
Dec 27, 2001
6,803
581
126
Hmmm... when to sell my WD stock. I've known the time is very close for a while now.
 

spidey07

No Lifer
Aug 4, 2000
65,469
5
76
My thoughts as well.

We have a few Hitachi AMS enterprise SAN systems in place now...

It was my IMMEDIATE thought as they've (Hitachi) been doing really good stuff recently in this area. Next generation, visionary type of things to prepare for the transition. To give up or uproot on that would be a monumental mistake.
 

intogamer

Lifer
Dec 5, 2004
19,222
1
76
HDD manufacturers consolidate to survive the era of SSDs? Seagate and WDD appear no where in the SSD market.
 

spidey07

No Lifer
Aug 4, 2000
65,469
5
76
HDD manufacturers consolidate to survive the era of SSDs? Seagate and WDD appear no where in the SSD market.

Consumer level stuff is nothing. The money is in storage systems with SSD and intelligent caching. AND presenting that as a single LUN to the host. HDD and SSD are still commodities, to succeed you have to combine them and use both. If you aren't ready or positioned to do this, AND the upcoming LAN/SAN/NAS merge then you will be dead from a business perspective.
 

Schadenfroh

Elite Member
Mar 8, 2003
38,416
4
0
Samsung has had the fastest 7200RPM consumer drives (SpinPoint series) for quite some time, not sure if the new Caviar Blacks can defeat them or not. They are a worthy competitor.
 

intogamer

Lifer
Dec 5, 2004
19,222
1
76
Consumer level stuff is nothing. The money is in storage systems with SSD and intelligent caching. AND presenting that as a single LUN to the host. HDD and SSD are still commodities, to succeed you have to combine them and use both. If you aren't ready or positioned to do this, AND the upcoming LAN/SAN/NAS merge then you will be dead from a business perspective.

Where can I learn more on this?

I'm guessing - Enterprise storage systems are moving towards a combination of using SSDs and HDDs, much like the Seagate XT hybrid drives? SSDs for 'intelligent' caching + HDDs for storage?

Where do you see 'tape backups' in the pictures?
 

rockyct

Diamond Member
Jun 23, 2001
6,656
32
91
I am not anticipating the time when HDDs will become more expensive. With less players, and less money spent on research, the end of the platter era is coming. I don't want them to die, as right now you can get an incredible amount of storage for cheap. However, we're probably five years off from them being more of a specialty product only for people who need extreme amounts of data. The growth in size of HDDs is going to slow and SSDs will get to the point where they can hold "enough" data for most people.
 

shiner

Lifer
Jul 18, 2000
17,116
1
0
Where can I learn more on this?

I'm guessing - Enterprise storage systems are moving towards a combination of using SSDs and HDDs, much like the Seagate XT hybrid drives? SSDs for 'intelligent' caching + HDDs for storage?

Where do you see 'tape backups' in the pictures?

The goal is to get away from tape except for long term archiving.
 

ultimatebob

Lifer
Jul 1, 2001
25,135
2,445
126
I am not anticipating the time when HDDs will become more expensive. With less players, and less money spent on research, the end of the platter era is coming. I don't want them to die, as right now you can get an incredible amount of storage for cheap. However, we're probably five years off from them being more of a specialty product only for people who need extreme amounts of data. The growth in size of HDDs is going to slow and SSDs will get to the point where they can hold "enough" data for most people.

At the rate Flash memory is improving, we should be able to get a Multi-Terabyte SSD that's reasonably priced in a just a few years. At that point, traditional hard drives will be completely obsolete and the era of "spinning rust" storage will slowly end.
 

n7

Elite Member
Jan 4, 2004
21,303
4
81
Samsung is a pretty big player...
Certainly not the size of WD/Seagate, for sure.

I'm never a fan of less competition, but it seems to be a common theme with a lot of components manufacturers...

I don't really see a big future for mechanical storage, even though it will take a while for solid state pricing to come down & sizes go up.

To me, SSDs are the single most impressive hardware upgrade i've done since i started building PCs...
 

rockyct

Diamond Member
Jun 23, 2001
6,656
32
91
At the rate Flash memory is improving, we should be able to get a Multi-Terabyte SSD that's reasonably priced in a just a few years. At that point, traditional hard drives will be completely obsolete and the era of "spinning rust" storage will slowly end.
If we're lucky I think we'll see a 1 TB SSD for under $100 by 2015. By the end of this year, I think $1/GB for an SSD will be close to the normal price for quality drives of usable capacities. We're close to that now but not for the current gen of SSDs and only during good sales. I think it's going to be five years before SSDs overtake HDDs in sales and then another five years after that before HDDs become a niche product. Of course, if HDD development continues it could be even longer before SSDs take over, but if HDD development almost stops (which everyday is looking closer to reality) then it could be a little less.
 
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