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3D XPoint – Reality, Opportunity, and Competition

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Jacqueline Lee
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SiOx
Jacqueline Lee   11/21/2016 3:43:49 AM
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Weebit Nano SiOx could be the answer and the main competitor.

Sang-Yun
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Re: 3D Xpoint SSDs
Sang-Yun   11/15/2016 7:08:31 PM
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5x is the price difference between 3D XPoint and NAND flash memory components. In case of SSD, other components, such as SSD controller and DRAM buffer, are needed. So, the price difference between NAND-based SSD and 3D XPoint-based SSD should be less than 5x. 

Sang-Yun
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Re: lots of claims made
Sang-Yun   11/15/2016 7:05:32 PM
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Tanj, check the following article for more infromation about 3D XPoint.  "3D XPoint Steps Into the Light" - http://www.eetimes.com/document.asp?doc_id=1328682. In addition, I would like to recommend a video tutorial from BeSang - https://www.youtube.com/watch?v=hq1lz5JKbAA All these information are available in public domain. 

TanjB
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lots of claims made
TanjB   11/15/2016 6:44:29 PM
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This article makes a lot of claims about 3D Xpoint - materials, capital equipment, price levels at different densities - which seem both surprising and likely to be sensitive information if true.  Not one pointer is given to public sources of this information.

Can you substantiate your article's claims about that product?  Do you have links to public sources?

TonyTib
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Re: 3D Xpoint SSDs
TonyTib   11/15/2016 6:12:45 PM
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From what I've heard, that's correct: for enterprise NAS/SAN (not SOHO like a 4-bay NAS) actual storage hardware costs (HDDs or SSDs plus controllers, CPUs, and memory) is a small part of the list price.

But that doesn't mean the storage vendors (IBM, Dell/EMC, HP, Hitachi, etc) aren't a bunch of tight-wads (after all, more hardware costs still reduces their margins).

 

Lefty4
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Re: 3D Xpoint SSDs
Lefty4   11/15/2016 5:35:17 PM
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But is it 5x more? 

Anyway, when you are talking about enterprise systems the total cost of the system and software can run to 100's of thousands, a few extra bucks for more reliable SSD's isn't going to be much of a consideration.

Sang-Yun
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Re: 3D Xpoint SSDs
Sang-Yun   11/15/2016 12:23:24 PM
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I agree. However, I wonder how many customers are willing to pay 5x more for the higher reliability. 

Sang-Yun
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Re: Remember CCD and magnetic bubbles
Sang-Yun   11/15/2016 12:20:59 PM
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Market must be sensitive to the cost. Certainly, the price of 3D XPoint will determine the market demands. In addition, functionalities, such as read latency and endurance, should meet the expectation. 

Lefty4
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3D Xpoint SSDs
Lefty4   11/15/2016 12:00:39 PM
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Nice article.

One thing you are forgetting though is that 3D Xpoint is a lot more reliable than NAND. For that reason Xpoint SDDs will very popular for certain server applications where reliablity is important.  

HankWalker
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Remember CCD and magnetic bubbles
HankWalker   11/15/2016 11:44:03 AM
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CCD never succeeded as a third memory layer since the consensus was that it needed to be 4x cheaper than DRAM and it never got more than 3x cheaper. Magnetic bubbles went the same way. Flash is like 15x cheaper than DRAM, so 2x cheaper with fast read speeds is likely only attractive for really large mostly read data. Not sure how big the market is for that.

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