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A Marvell (MRVL -1.9%) SSD controller is designed into Apple's new MacBook Airs, says JPMorgan....

A Marvell (MRVL -1.9%) SSD controller is designed into Apple's new MacBook Airs, says JPMorgan. Marvell is counting on rising SSD controller sales to compensate for soft hard drive controller demand (largely the result of weak PC sales). RBC's Doug Freedman recently argued Marvell will benefit from rising SSD adoption, since the dollar value of its chip content is higher for SSDs than hard drives. However, Marvell faces competition here not only from hard drive controller rival LSI's SandForce unit, but also from startups such as DensBits and the in-house efforts of SSD vendors such as OCZ and SanDisk.
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  • Stock Market Mike
    , contributor
    Comments (2377) | Send Message
     
    Intel tossed in the hat on SSD controllers for a reason. Marvell and Sandforce controllers are steamrolling their competition. Even OCZ transitioned a few lines to Marvell controllers.

     

    There may be some fierce competition (similar to when there were a dozen memory manufacturers?), but at the end of the half-decade it'll be MRVL, LSI, and maybe one to three other companies sitting on top.

     

    Apparently Micron is preparing their own controllers - they're about to become a very profitable company with a lot of R&D might. Intel could also re-enter the market if they devoted enough R&D to it... plus there'll probably be at least one impressive newcomer controller that seemingly comes out of nowhere. Will they dent MRVL and LSI? Time will tell.
    11 Jun 2013, 02:47 PM Reply Like
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