To me it looks like it is still too early to call a winner in this market. It is very tempting to draw a straight line in terms of SSD's replacing traditional spinning mass storage, but there are architectural shifts still happening in the computing market. At a minimum I can see solid state devices moving off of SATA and other traditional interfaces and onto ones that better support them. I also expect even more integration of PC components rather than the traditional mix-and-match component architecture we have had for so long. In that situation it's hard to tell who might come out on top.
Just a few weeks ago there was a news story that said that DRAM and FLASH pricing was in decline due to over supply, as the result of slower than anticipated sales of phones/PC's/Tablets. So, what is the true state of supply for Flash/Dram??
According to most data sources and nand producers, nand prices have been steadily declining for last several months. Lsi issues are due to samsung delivering new ssds with their own controller. Side note ... two of the largest acquisitions listedb were by wd..... which is not a pc vendor or a nand producer
How very timely that OCZ reported today that they will file for bankruptcy and try to sell their assets to Toshiba. OCZ's previous management often blamed their slower than expected sales growth on NAND supply shortages however I don't think that was the entire story. It's quite sad that such great technology was so mismanaged (as is happening with Violin Memory). Sometimes "visionary" CEOs that ignore all opposition and charge on ahead hoping the market will catch up to them if only they spend enough are in the end just crazy not eccentric.