It’s difficult to estimate the various company’s market share and revenues, and numbers of shipped units. Most of the shipped units for top three, Samsung, Toshiba, and Intel, are OEM. Retail markets are actually small. Newegg and Amazon are just two of those retail channels where they sell and ship SSD drives to end users and businesses directly. So even if some other retail-oriented makers like SanDisk and Corsair try to increase prices by 10% or 30%, the overall impact will remain very small. Toshiba may have decreased NAND production by 30%, but they’ll increase production at some future time when demand rises. Most of the OEM markets are also based on those long-term contracts just like most petroleum and natural gas shipments are… negotiated and signed for 5 years and 10 years, or even longer periods. Retail prices might change every week, but OEM prices continue to fall.
Warranty terms may change a little sometimes depending on the distributors as well. I don’t need to ship an Agility 3 across the Pacific, but to the tiny distributor headquartered in central Seoul. Seagate has many more offices and distributors in South Korea. Some customers will like the changes. At least, free coffee and tea for every visiting customer or just about everyone passing by may be welcome. Whether Seagate will increase OCZ-designed SSD’s is another matter. I doubt there will be great variations. It’s been a very crowded market and everyone’s predicting rapid growths over the coming years. Cash-rich SK, the petroleum and telecommunication business group of South Korea which has just bought Hynix, will help Hynix increase and refine NAND production which can only accelerate SSD development. I am not sure if it is a sound business strategy to buy OCZ for one billion US dollars. But it’s not the CEO’s and CFO’s own money after all, and they usually lose little if it turns out a bad decision.
Anyway, it would have been difficult for Mr. Petersen to resist that kind of money offer. Kakao Talk also accepted about 70 million USD’s from Tencent of China without telling its near 60 million users about the investment in clear terms. The investment money’s not big for Tencent, or for Baidu, but it was just one of the many millions of insignifcant small ‘app’ developers.