Gone in a Flash - The End of the Hard Drive?

In just a few decades, the delivery media for audio,PR-are gone. Commerce is now "interactive" and
video and data have evolved dramatically. From suchmany end-users shop without leaving home. Internet
analog media as vinyl records, 8-tracks, cassetteshopping has been here for some time, and for
tapes and floppy disks, the purveyors of pop cultureproducts that can be transmitted in binary (0s and
and their computer-industry cohorts gradually entered1s), the medium (the web) is not the message
the "digital era" with its CDs, DVDs and, now, variousanymore, pace Marshall McLuhan; it is the package.
forms of "flash memory."At the dawn of the millennium, Video-on-Demand
The Magnetic Media Information Service (MMIS),("VOD") delivery was done largely via cable networks.
formed in 1965, is a global consortium that providesHowever, research group iSuppli reports that mobile
service, analyses and forecasts for and about theand Internet downloading have grown rapidly over
media industry. It reports that worldwide productionthe last few years; by 2010 the Internet could be
of audio cassette tape fell below one billion C-60the major delivery system for digital entertainment.
equivalents in 2007, the latest year with completeIn 2006, iSuppli estimated that total VOD revenues
figures; a mere ten years ago, production was nearlyreached almost $2 billion worldwide, impressive
five times as much. Blank cassette demand will fall togrowth from about $700 million in 2004. By 2010,
about 110-115 million by 2011, with more than half oftotal VOD revenues are forecast to reach $12.6
the remaining demand coming from third-worldbillion, with cable accounting for $5.7 billion (45%),
markets. For the technology leaders and earlymobile and related revenues $2.4 billion (19%) and
adopters of the industrialized (should we now saybroadband Internet $4.5 billion (36%). At the present
"digitized"?) nations, tape is dying, if not dead.rate of change, and with the coming "convergence"
Demand for full-size, blank VHS video cassettes willof home-delivery channels, it could be "all-Internet," all
suffer even greater percentage declines over thethe time, by 2015.
next several years. Global demand for units of allThe other track to follow is storage. Since distribution
playing times, around 340-350 million pieces this year,will be via broadband, the "packaging" is no longer the
will fall to just 150-160 million units in 2009. The MiniDVconcern of the content producer or retailer; there are
cassette, an analog-digital hybrid of sorts and theno packages any longer. But there is a huge need for
only tape format still important in camcorderstorage, and an ancillary need for portability and
applications, is forecast to decline somewhat morein-home transmission. Along with growth in home
slowly than other tape media; still, output will fall fromnetworking (mostly wireless), there will be the
about 200 million units in 2006 to around 140 million incontinuing development of ever cheaper, ever more
2010.capacious storage systems. The main contenders are
Although most of today's PCs still come with athe active and passive magnetic media-hard drives
3.5-inch floppy drive, users seldom reach for a floppyand flash memory.
disk except perhaps as an emergency coaster for aEven flash memory, a recent development in relative
can of soda; Apple's Macintosh computers haven'tterms, has gone through its evolutionary changes.
had floppy drives since 1998. Although the demandSome early types, like SmartMedia, are nearing
for diskettes in 2006 still surpassed 760 million units,extinction, while other original entries like
by 2010 demand will have declined by over half, toCompactFlash are still being used widely. The most
320-330 million units worldwide.popular types of flash memory today are
In with the newCompactFlash; SecureDigital, mini-SecureDigital and
Compact Disc (CD) technology was first introduced inSecureDigital-IO (SD, mini-SD and SDIO); xD
the 1980s in a form factor known as the "opticalPictureCard (mainly for cameras); and Sony's
disc," essentially a rewritable platter enclosed in aMemoryStick.
carrier shell; its considerable price tag of about $100Flash memory enjoyed another stellar year in 2007,
was dwarfed by the $3000-4000 cost of thewith each month seemingly bringing yet another
recording/playback units. The CD soon broke out ofannouncement of still-higher storage capacity and
its shell, figuratively and literally, and in its presentstill-lower cost. SecureDigital cards with 32GB of
form rose to dominate the distribution of recordedstorage capacity were introduced in 2008, and the
entertainment in short order. In 2009, the standardstreet price has already fallen to $75 from the initial
blank CD-R costs about a dime when 100-packs go$199 cost; the most popular 2GB form factor, which
on sale, and holds 700MB of material-data, music,cost upwards of $50 in 2006, is just $10-12 today. By
video, whatever-while CD burners for computersthe end of 2007, some 200 million USB flash-memory
start at about $15.drives had been sold since their introduction in 2001,
Next came the DVD. From an original format with 4.7and the end is nowhere in sight.
GB of storage it has matured into a dual-layerThe tracks converge
medium that can hold 8.5 GB. The technology stillFlash memory is becoming ubiquitous in the consumer
making the news in this area, after debuting in thefield and it realistically threatens to eliminate not only
middle of the decade, is HD-DVD and Blu-Ray, withmost current applications for magnetic tape, but
capacities of 15­-30GB and 25-50GB,many of those for optical media (CDs, DVDs) as well.
respectively, for single and dual layer media. TheBy 2010, say analysts, 50GB flash memory cards will
"burners" are still pricey at $300 and up, but thesebe as readily available as 2-4GB units are now, and at
prices will fall dramatically upon the spread of theabout the same street price. DVD-quality movies can
technology. Discs cost from $10 to $30 at this time,be offloaded from a consumer's web-connected
depending on capacity, with prices already showing acomputer to flash memory via a $9 "card
decline as business picks up.reader"-with three movies fitting comfortably on
Today, though, the standard CD and DVD still carrytoday's 16GB cards.
most of the media load. Some 65 percent of allHard drive development also continues apace, and
recordable discs manufactured in 2007 came fromalready we have seen the first so-called "hybrid"
Taiwan, and just two Taiwanese optical mediahard-disk drives introduced, drives that include a
producers, CMC and Ritek, produced roughly half offlash-memory storage chip that helps to speed up
that. CMC reported sales of over U.S.$1 billion foroverall PC operations such as initial boot-up. In 2007,
2007, and Ritek was not far behind, but if thisflash memory leader SanDisk debuted a 32GB SSD
sounds like good news, it masks a number of(Solid State Drive, a flash memory unit in a 2.5-in
problems.laptop-drive form factor) and laptop manufacturers
The optical disc replication industry, whichfrom Apple to Dell offer models with this silent,
manufactures CDs and DVDs for the entertainmentlow-power, crash-resistant technology.
industry, will not remember 2006 or 2007 with muchEven traditional "spinning platter" hard drives are no
fondness. Demands were down in all global markets.longer the expensive marvels they once were, and
Published figures for the second half of 2007 indicatehard drives with capacities of up to 1TB (terabyte, a
that retail sales in the U.S. market were down bythousand gigabytes) cost, on average, less than
slightly more than 10 percent (2007 vs 2006), in30¢ per GB. (The writer's first hard drive, a
Japan by between 3-5 percent and worldwide20MB external SCSI drive, cost $800 in 1985; today,
between 4-6 percent.$800 buys an astonishing 80,000 times as much hard
Worldwide retail DVD movie sales will definitely bedrive storage capacity.)
down again in the years to come. And yet, with allThe challenge for content producers is multifaceted,
the wailing and gnashing of teeth at recordas they need to confront changes in marketing,
companies and movie studios, the voice of reason isproduction, delivery, technology and customer
issuing a clear call: "Check with the end user, and getmindset. With all the attention given to the
on the flash-memory bandwagon!""connected" consumers, who is servicing (and selling
Consumer is kingto) the unconnected ones? How much of the sales
Two developments point the way toward the futureeffort will become educational as technological change
of content distribution and, by knowing how thesecontinues to hurtle into the future, threatening to
tracks intersect and interact, content producers willleave entire segments of society (and some entire
find plenty of demand to fulfill. The days of pouringnations) behind?
movies, music and software into the wholesale andThe only thing certain, the sages say, is change.
retail channels-then goosing sales with marketing and