|Source: Gartner & Stifel|
expected to account for less than 10 per cent of the total storage capacity the industry will need by 2020.Stifel estimates that:
Samsung is estimated to be spending over $23bn in capex on its 3D NAND for for an estimated ~10-12 exabytes of capacity.If it is fully ramped-in by 2018 it will make about 1% of what the disk manufacturers will that year. So the investment to replace that capacity would be $2.3T, which clearly isn't going to happen. Unless the investment to make a petabyte of flash per year is much less than the investment to make a petabyte of disk, disk will remain the medium of choice for bulk storage.