Night’s candles are burnt out, and jocund day
Stands tip-toe on the misty mountain-tops
Shakespeare, Romeo and Juliet, III, 5
It would seem said candles were put out when on Tuesday April 19
th 2011AD, when
Seagate Technology PLC, one of the largest Component manufacturer in Asia, purchased
Samsung Electronics Co.’s Hard-Drive business for US$1.375 billion pieces of silver as stated in the article “
Seagate agrees to buy Samsung’s Drive Business”, published April 19, 2011 2:29 AM PDT by Stephen Shankland, DeepTech –
CNET News and the article “
Seagate to buy Samsung’s hard disk Drive business”, published Tuesday Apr 19, 2011 2:39 pm ET by BARBARA ORTUTAY, AP Technology Writer,
Yahoo News.
Well same thing here, except it’s a complex mix of half cash, half stock, equity and a supply deal mixed up in there somewhere, with
Samsung Electronics Co. supplying
Seagate Technology PLC with SSD’s for a future PC, Laptop, Tablet and Netbook push in exchange for its purchase of its Hard-Drive Business.
This is tantamount to a declaration of War in the Electronics Components world.
Ok.
Thus there will be two (2) – and hence the reason why I drew for the above referenced examples. This as when the dust settles at the end of 2011AD, these consolidations will rank the Mechanical Hard-Drive makers as follows:
3. Toshiba is No. 3 with the remaining 10% of world Market share
ZDNet Reporter Larry Dignan has already chosen winners and losers, siding with Tablets, due to their ability to dock and become a PC with wireless Bluetooth Mouse, Keyboard and other external peripherals as opine in his article “
Tablets will displace PC units; Time to pick winners and losers”, published November 29, 2010, 8:24am PST By Larry Dignan, Between the Lines –
ZDNet.
So since Tablets are slated to kill off PC’s (love how I did that, right?), Laptops and Netbooks, which are effectively dead, why would these seeming large behemoths in the Component Supply Industry decide to get into a dying business when everyone from Telecoms Equipment Suppliers,
to smartphone Handset Makers are going SSD’s as stated in the article “
Smartphones moving to fancier flash Drives”, published August 19, 2009 3:15 PM PDT by Brooke Crothers, Nanotech – The Circuits Blog –
CNET News?
The push is now about performance, not specs. Thus, Biology and Biochemistry buzzwords like “ecosystems”, “biodiversity”, “Survival of the fittest”, “evolution” and “roadmap” mix freely with Electronics terms.
Silicon Valley has gotten the message from customers: more efficient low power GPU-CPU Sandy Bridge Processors, Dual-Core Processors and clever aesthetics which were all started by Apple Inc and their Apple iPad is what customers want.
Out with the Specs and Power Inefficiency and in with the Performance and Longer Battery-Life.
CNET News Brooke Crothers muses that the Apple iPad and the Apple MacBook Air is changing Computer Design with an emphasis on Performance and less on specs as stated in the article “
How the iPad changes PC Design”, published April 23, 2011 5:39 PM PDT by Brooke Crothers, Nanotech –
CNET News.
SSD’s have proven to be the ultimate Lazarus Pit for Laptops, now going the Cloud Computing. Open Source OS as well as customers flock to the Apple iPad and its emphasis on performance and not specs as my
Geezam Blog article entitled “
Apple iPad 2 – Dual-Core Easy Skankin’”.
So why the interest in Mechanical Hard-Drives?
Cloud Computing.
Thus Mechanical-Hard Drives, especially the ones augmented with SSD’s, the so-called Hybrid Mechanical Hard-Drives as stated in the article “
Hybrid hard-disk market set to take off”, published October 25, 2010 7:41 PM PDT by Brooke Crothers, Nanotech –
CNET News are good for making the RAID (Redundant Array of Inexpensive Disks or Redundant Array of Independent Disks) used in Servers that run on various Linux Distributions for Servers such a Red Hat, Mandrake and Suse Linux.
This would allow for the continued expansion of the Cloud Server build-out, as the name RAID implies that makers of these Server Farms that power the Cloud Services chose the cheapest hardware that they can find.
In effect, they are ALL going for economy-of-scale and volume in order to deliver the lower prices for Hybrid Mechanical Hard-Drives needed to make these Server Farms that power the Cloud Services such as Google Docs and Gmail, Facebook, Twitter et all. Most likely too, these deals will go though by the end of the Fourth Quarter of 2011
If I was not thinking straight, I would say the Component makers may be tired of Microsoft and aware of the stagnant PC Market and are thus consolidating to give support to Cloud Computing as it guarantees a future of higher price point SSD’s.
Again, that’s just a theory….I just decided to throw it out there!!!
Additionally, by riding out the demand curve for Hybrid Mechanical Hard-Drives, No. 1
Western Digital Corp and No 2
Seagate Technology PLC may be pushing and positioning for the day when Hybrid Mechanical Hard-Drives, a precursor to SSD Hard-Drives become the
de facto standard for PC’s.
PC’s, the Final Frontier, still largely unaffected by SSD revolution sweeping the Netbook, Laptop and nascent and rapidly expanding smartbook and Tablet Markets!
Volume demand drives price drops, as the reasoning goes!
This as the Spinning Disc Technology has hit a speed bump as they are unable to keep up with the performance demands of customers who desire features such as:
1. Instant-On which only SSD’s can deliver
2. Low-power CPU-GPU Processors
These business consolidations are a herald for the coming of these a la carte features, much vaulted and coveted on the Apple MacBook Air, to the lowly PC.
Thus the future is clear. By the Second Quarter of 2012AD, just in time for
London Olympics 2012, SSD’s
et al will ALL be the de facto standard, available
a la carte on PC,
Rihanna Shut Up and Drive Style.
Will these PC in the future be running Windows? Maybe, if Windows moves to the Cloud…….
“God willing”, as my now deceased Seventh Day Adventist Princess Audia Granston often would state reflectively as the Sun set on our glistening bodies on our patio in Toll Gate, Clarendon.
Visit and read my articles at Geezam.com, The Leading Caribbean Commentary on Technology in North America and how it will affect Jamaica: