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SAMSUNG Mass Producing Industry's First 1.8-inch, 64GB Solid State Drive, Targeted for Notebook PCs

Seoul, Korea - June 25, 2007: Samsung Electronics Co., Ltd., the world leader in advanced semiconductor technology, announced that it has begun mass producing 1.8-inch solid state drives …

Samsung

Context & Ripple Effects

Samsung's June 2007 announcement marks its move up the stack from selling NAND flash chips to shipping a finished storage product: the company confirms mass production of the industry's first 1.8-inch, 64GB solid state drive aimed squarely at notebook PCs. The pickup on CrunchGear alongside Samsung's own release shows the enthusiast press treating this as the moment SSDs stop being a lab curiosity and become a shippable component.

First-order effects

  • Notebook OEMs gain a drop-in solid state alternative at the 1.8-inch form factor where hard-disk-based ultraportables live, letting them trade capacity for shock resistance, silence, and power savings.
  • Samsung converts commodity NAND output into a branded, higher-margin drive product, capturing more of the storage value chain inside its own fabs.

Second-order effects

  • Hard-drive makers now face semiconductor competitors at the small-form-factor end of the notebook market, forcing a response in either flash roadmaps or price.
  • Rival NAND producers are pushed to follow with their own packaged drives rather than ceding the SSD category to Samsung's first-mover position.

Third-order effects

  • If NAND density gains continue outpacing mechanical disk miniaturization, portable-PC storage migrates from rotating media to semiconductors, shifting industry value from disk-drive assembly toward memory manufacturers.

The trend: NAND flash is climbing from raw memory chips into finished drives, putting semiconductor makers like Samsung in direct competition with hard-disk vendors for the notebook market.