The digital video revolution feeds the results of some companies not named Google
For example, memory specialist SMART Modular Technologies
McKenzie noted that this product is meeting with high demand from "data-intensive storage applications" such as online transaction processing, search technologies, and streaming video-on-demand (VOD) services. VOD is still in its infancy, though I've noted on several occasions how this customer-friendly technology promises to reshape our entertainment consumption habits to an even greater degree than TiVo
A properly designed VOD service requires ultra-fast storage, and lots of it. That's where SMART comes in. The XceedUltra isn't the first flash-memory-based drive on the market, nor is it the largest-capacity solution. The SMART drive currently tops out at 20 GB, while SanDisk
Solid-state disks are still very expensive. Fujitsu's 16 GB disk adds $700 to the price of a system, and the larger disk costs $1,300. Drumming up customer demand at those price points is an impressive feat, though the sales team's job should get easier over time.
Like every other new technology, flash disks will get cheaper and better very quickly, which comes in handy when the VOD market matures a bit. Samsung estimates that 2.2 million solid-state disks were sold last year, bringing in $56 million in revenues industry-wide. The company expects to see those numbers skyrocket to $218 million this year and $6.8 billion in 2010.
As I said, this storage revolution starts in the data center, but it will eventually trickle down to your personal computer and so on. SMART looks poised for some explosive growth here, if Samsung's estimates are anywhere near reality.