A bit random, but somehow I think this thread will be running for a very long time.
The vast bulk of the NAND market is for mobile devices. Performance for mobile devices is more dependent on larger block performance, hence continuing increases in page sizes as NAND geometry shrinks. This of course is not helpful for SSD’s, so as page sizes increase and NAND geometry shrinks SSD controllers become more complex. Geometry shrinks get progressively harder, but the limit is still not known. The pace of geometry shrinks (and the resulting changes in NAND composition) is really the technology driver for SSD’s. The controllers have to keep up. In this context it’s easy to see that controllers have a very limited life span and consequently I think this is why the controller market has consolidated.
The very structure of NAND may change altogether.
NAND die shrinks
Bring on the 3D ReRAM
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