There were 7 companies exhibiting SSD products as PASS this year, and one with a product to support SSD storage. This is not counting Dell, EMC and HP who have SSD products, but were at PASS for other reasons. This shows that many have aspirations with the hope that market leadership is not yet firmly set.
The products fall into the following:
PCI-E SSDs (Fusion-io, LSI, Virident)
SSD SAN (Violin, TMS, Whiptail)
SSD caching (LSI, GridIron)
I am inclined to be of the opinion that SSD market is not yet hard set. One reason is the upcoming form factor changes. The Dell PowerEdge T620 has the option of front accessible PCI-E lanes to or a 2.5in HDD form factor device. Intel is planning on a transition to hybrid PCI-E, SAS, SATA connectors (SFF-8639 and SATA Express) for flexibility in supporting devices. Whoever has the best solution for the new form factors has an opportunity to shake up the existing order.
The form factor shift could be an opportunity to address the issue of expansion. In SAS storage system, it is easy to design for both high IO bandwidth in the initial configuration while maintaing the ability to expand capacity over time. We can fill the PCI-E slots with RAID controller or HBAs, and sufficient disks on each to match the PCI-E slot bandwidth. And it is still possible to add disks to each SAS channel while maintaining bandwidth.
For PCI-E SSDs, if we fill the PCI-E slots with lower capacity devices initially (for maximum bandwidth), then capacity can only be expanded by replacing the existing cards. The new form factor is an opportunity to allow SAS-style expansion.
Second is that there will be a role for all of SLC, HET MLC (also known as eMLC?) and even ordinary MLC in the server market the same way there was a role for 15K, 10K and 7200RPM hard disks. Some vendors are focused on the enterprise side with SLC and HET MLC configured with a high degree of over-provisioning (30% plus) resulting in a cost structure of $10K per TB for eMLC and $20K for SLC. Others have low cost consumer oriented MLC with a low degree of over-provisioning (7-13%) netting a cost structure of $1K per TB, There is role for all three and any vendor without a full lineup is going to leave an opening for other vendors to enter an account.