Reports are filtering in today that Western Digital has reached an agreement to purchase Fujitsu’s hard disk drive development and manufacturing assets. Already the world’s second-biggest drive manufacturer, Western Digital would edge closer to market-leader, Seagate, with the acquisition. The move would give WD even greater manufacturing capacity in Japan, the Philippines, and Thailand, and would potentially open up greater access to the laptop OEM market, where Fujitsu has performed well over the last few years.

Let’s take a look at the two company’s product lines and market positions as we determine the impact of this deal.

Update: Fujitsu is denying the deal, even though the market loves it, but it still makes sense for WDC to pick up either Fujitsu or Hitachi’s disk drive business to better compete with Seagate.
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Continuing my overview of the specialized hard drive market, we move on to the world of enterprise hard disk drives. These are performance monsters, with nearly all falling above the 10,000 RPM line that defines “exotic” in the desktop space. They also have a wide variety of interfaces, including parallel and serial SCSI, Fibre Channel, and even SATA.

Lots of innovation is currently on the horizon in the enterprise drive space, notably the application of desktop and mobile technologies to the space. Right now, you can buy a 15,000 RPM 2.5″ dual-SAS enterprise mechanism from two different companies! Or maybe you want a 1 TB bulk drive with SATA? These are a far cry from the bread and butter 10- and 15k 3.5″ SCSI and FC drives we’ve long been accustomed to. Click through for the full story… Continue Reading »

Yes, folks, China is rising in storage industry. A while back, my good friend Marc Staimer suggested that Huawei might become the next great storage vendor. Well, Huawei’s joint venture with 3Com has now become 3Com’s unit in China, H3C. That’s right, Bob Metcalfe’s old company bought Huawei out of the venture this year in an attempt to regain the number two market position in networking. And since H3C has long had a strong interest in the storage side of the network, we might see 3Com attack the low end of the storage industry next year!

H3C already has a long list of products, most based on in-house hardware and OEM software. On the storage side, the company makes an iSCSI storage array platform dubbed “Neocean”. This storage platform, selling strongly in China, is alleged to leverage technology licensed from FalconStor (on the low-end IX1000), Intransa (on the bigger IX5000), as well as iVivity and Xyratex. OEM storage developer Ciprico today announced that it will be working with H3C on the next generation. H3C also sells a WAFS accelerator leveraging Expand Networks software. All of these should be coming to the United States next year.

Huawei itself is also getting back into the storage market in the form of a joint venture with Symantec, creatively called Huawei-Symantec. This company is set to be coming out with a line of network devices with Veritas-based software built in. We’re hearing about virus scanning and content indexing appliances, as well as NAS and SAN arrays which will include storage foundation software from Symantec right out of the box.

Who knows what’s next from Huawei? I’d guess expanded services, more resellers in the West, and more OEM deals to create bigger systems. In a few years, they might give Hitachi and EMC trouble in the enterprise market, especially when big server vendors like Sun, SGI, Dell, and HP start rethinking their OEM strategies…