NBN Internet traffic drivers: STORAGE
STORAGE DRIVES DEMAND FOR INTERNET USE. Since IBM introduced the first disk (5MB, RAMAC) in 1956, demand for storage has grown relentlessly, as demonstrated by yearly total disk sales. Disk Vendors have collapsed to 2+1 as we enter the end-game. Storage drives demand for bandwidth, both for data exchange/transfer and backups. Bandwidth demand will track storage sold, lagged by 1-3 years. The proliferation of smartphones with video has driven the explosion of content on social media, and You-tube's "60 hours of video uploaded every minute" is only set to get higher. By 2020, the last 10-fold scale-up of disk drives will be complete with 3.5" drives maxxing at 20-40TB: 1-10,000 hrs video [or for 'action' HD, ~500 hours with MPEG-4 variable encoding/bitrates.] Flash is also in its last 10-fold scale-up and starting to suffer the same scaling problems that began in 2004/5 for DRAM. There are at least 3 candidate technologies to replace Flash and fuel further grow...