They said the Hyperscale customer prefers the Haswell DDR3. They didn't impose it on them, it suits their needs.
Ask the Hyperscale customer why they prefer Haswell DDR3, they think its cheaper, more cost effective? I don't know, ask them when we find out who it is.
"We’re saying second half. Third quarter would be my hope. Q. …waiting… A. (Chris Lopes) We have a lot of customers waiting for it, waiting to get a prototype, waiting - they’re giving us input today. Features they want. Q. Demand is there. A. (Chris Lopes) Demand is there, yeah. "
Q. …hyperscale, are you still on Q1 ’15… A. (Chris Lopes) So the question is about our first hyperscale client, are we on schedule for Q1 ’15 and when will we talk about it. The answer is yes, we’re on schedule, and as soon as we receive purchase orders, which I expect to be this year, we’ll talk about it. So everything’s going very well in that case. We’re working very closely with a team of engineers, and their whole infrastructure. You know one of the interesting things in hyperscale, is that - gone through transformation of where our customers like Dell and HP and IBM, have sold into that space for many years. And so if you sold to those OEMs, you reached that space. For example, Microsoft bought, I think, 60,000 or 70,000 servers from Dell with FBDIMM, with our FBDIMM technology in that. So indirectly those hyperscale customers saw us, but they weren’t talking with us directly. Now we are talking directly with those types of customers. 23:00 And as we engage, a lot of them want to move away from OEM models. They’re building their own or they’re working with the infrastructure from basically out of Taiwan, where they don’t need a nameplate on the server. So they don’t want to pay for the two-three or four digits on the server, 20% margins, and they say, “Look, I can eliminate that. Intel will sell to me directly. Seagate, Western Digital will sell to me directly. I can get motherboards directly. Netlist, will you sell to me directly?” And so we’re in that space now, where they’re finally ready to do that, so we’re working with the infrastructure now that’s in place with those hyperscale customers, which gives us kind of another sales force to other hyperscale customers because when you have infrastructure players qualify you and ready for Customer A, then it’s a lot easier for Customer B and C to now take that existing server platform, say, from Quanta, right? They’re selling to everybody. For Quanta now has a platform with our NVDIMMs qua
This is NV-DIMM related commentary from Hallum:
"So we are working now with some of the largest hyperscale customers in the world. So I mentioned some of those guys, there’s about a dozen of them out there, that just orders of magnitude bigger than everybody else. Hundreds of thousands and millions of servers deployed internally offering services and unique features out to customers. Using NVDIMM, they’re able to replace SSDs in that application and accelerate anywhere from two to seven times faster the performance of their servers. So huge opportunities. We are talking tens of thousands of units per month and per quarter ramping up to an opportunity where someone replaces hundreds of thousands of servers a year with this technology. So Intel has made available Hazwell processor, which is identified for DDR4 memory. They made it available with a DDR3 interface. This customer base likes this because DDR3 are lower cost than DDR4. And we have a DDR3 NVDIMM that perfectly fits their needs, so we’re well-positioned there."
Q4/14 is for the announcing of the NV-DIMM to the Hyperscale customers. Mid 15 is for HyperVault launch.
HyperVault is getting customization orders from big names and Netlist is leaning toward partnering for its launch. This one is not related to the Hyperscale cloud data center customer, at this point.
" This ODM will be the first in the industry to announce a server with NV-DIMM capability for cloud scale data center operations"
They are qualifying the NV-DIMM for "cloud scale data center operations". The HCDIMM is a different animal that is qualified with IBM/HP.
Major Hyperscale customer: Working to integrate NVVault into DRAM channel of their data center server. Currently working to qualify our product on 4 different motherboard solutions. From various server vendors, HP, Dell, Quanta, Wiwynn that will support the roll-out of the servers for this hyperscale entity.
They want flexibility of multiple sourcing but want our solution included in all of their options. We are within weeks of announcing completion of the qualification on one of the solutions being produced by one of the largest ODMs in the world. This ODM will be the first in the industry to announce a server with NV-DIMM capability for cloud scale data center operations.
Invented NV-DIMM in 2006, Shipped almost 500,000 units of NV, almost 20x more than total shipments of all competitors combined.
Did you hear how many NV-DIMMS have been made, in the history of their availability? And who has made the majority of them?
Look, Pippy, this is what Chris Lopes said:
" So Intel has made available Haswell processor, which is identified for DDR4 memory. They made it available with a DDR3 interface. This customer base likes this because DDR3 are lower cost than DDR4. And we have a DDR3 NVDIMM that perfectly fits their needs, so we’re well-positioned there."
No, the Hyperscale customer wants Haswell DDR3 for their needs. They don't want DDR4.
The target for the announcement of the Hyperscale arrangement has always been toward the end of the year, 2014. They said they'd PR their first PO, or now they indicate they would PR the qualification.