WDC, NAND, NVM, enterprise storage systems, etc. Message Board

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Technology Stocks : WDC, NAND, NVM, enterprise storage systems, etc.

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Nov 7 9:30 AM EST

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To: SiliconAlley who wrote (4534)	12/16/2020 12:51:09 AM
From: Elroy	Read Replies (1) of 4824

I understand your opinion. I’m asking for facts which would support the opinion. As I wrote SIMO forecasts that due to design wins their market share of SSD controllers will go from about 33% to 40%, or more, over the next year or two. That’s great for them. Hurray! WDC has been making and selling SSDs which use internally developed WDC controllers for a few years. In that time, has WDC gained SSD market share? If so, maybe they’re better than SIMO at making controllers, and that’s why they are gaining share. If not, maybe making their own controller is just a big waste of money, and they’d be better off focusing on making NAND and buy the controller from SIMO. Has making their own controllers allowed WDC to gain share on those who use SIMO controllers? Any idea? You should be able to answer that basic question if you want to analyze the merits of WDC’s internal controller strategy. PHISON says it costs $40 million all in expense to make an SSD controller at 12nm. That’s a lot. If SIMO spends that much to make one, they can sell it to 30+ major customers. If WDC spends that to make one, they only use it themselves. For a PC (which often can’t tell if the controller is a tad bit better or worse) it probably makes sense for WDC to buy from a merchant rather than pony up $40 million. WDC is a SIMO SSD controller customer, albeit a minor one, now. Let’s see how this story goes as line widths shrink, and As SSDs penetrate further and further into all PCs.

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