1 April 5, 2014 | ©2014 Micron Technology, Inc. POWERING CUSTOMER INNOVATION
Micron Consumer Products Group A Division of Micron Technology Inc. ALBERTO GÓMEZ Sales Manager IBERIA & GREECE
©2014 Micron Technology, Inc. All rights reserved. Products are warranted only to meet Micron’s production data sheet specifications. Information, products, and/or specifications are subject to change without notice. All information is provided on an “AS IS” basis without warranties of any kind. Dates are estimates only. Drawings are not to scale. Micron and the Micron logo are trademarks of Micron Technology, Inc. All other trademarks are the property of their respective owners.
2 April 5, 2014 | ©2014 Micron Technology, Inc. Micron at a Glance
Founded: October 1978, Boise, Idaho
FY2013 Net Sales: $9.0 billion
NASDAQ Symbol: MU
Employees: ~30,000 worldwide
Products: We offer one of the world’s broadest memory portfolios, including: DRAM components and modules, SSDs, NAND, and NOR, as well as other innovative memory technologies, packaging solutions and semiconductor systems
Markets We Serve: Micron's products are designed to meet the diverse needs of computing, networking, server, consumer, mobile, automotive, and industrial applications
Patents: ~26,000
3 April 5, 2014 | ©2014 Micron Technology, Inc. Memorable Micron Milestones
Micron acquires Micron & Intel Lexar Media introduce High- Speed NAND technology Micron and Intel sample IMFT & IMFS industry’s Restructuring – Micron acquires TI’s first 50nm Micron acquires memory operations NAND Intel’s share in Micron introduces and establishes IMFS, Singapore Micron company world’s smallest global manufacturing Micron and Intel form IMFT joint venture Micron and Nanya form DRAM and extends IMFT founded 256K DRAM base to manufacture NAND Flash memory Joint Venture, Inotera Memories term and scope
1978 1984 1985 1994 1998 2002 2006 2007 2008 2010 2012 2013
Micron becomes a Micron introduces Micron introduces world’s first Micron acquires NOR Inotera JV Restructure – publicly-traded world’s first 1Gb DRAM 1Gb & 2Gb DDR3 products manufacturer Numonyx Micron gains rights to company on Nasdaq 100% of Inotera’s output
Micron acquires Toshiba’s Micron and Intel form IMFS Micron acquires commodity DRAM operations at joint venture in Singapore Elpida Memory, Inc Dominion Semiconductor, LLC, to manufacture NAND located in Manassas, Virginia Flash memory
4 April 5, 2014 | ©2014 Micron Technology, Inc. Corporate Headquarters and R&D Facilities – Boise, Idaho
5 April 5, 2014 | ©2014 Micron Technology, Inc. Global Manufacturing Scale
1 2 3 4 5 6 7
Boise, Idaho Manassas, Virginia USA Lehi, Utah USA (IMFT) Nampa, Idaho USA Puerto Rico, USA Agrate, Italy Muar, Malaysia USA FAB6 DRAM, NAND FAB2 NAND FAB9D Imaging MPR Module FAB14 NOR & PCM R&D MMY Package & Test FAB1C DRAM & NAND R&D FAB1A/X R&D
1 6 11 2 4 9 13
3 7 12 10 5
8
8 9 10 11 12 13
Singapore Taiwan (Inotera) Taiwan (Rexchip) Xian, China Hiroshima, Japan Akita, Japan FAB7 DRAM FAB 11 DRAM DRAM MXA Test & Module DRAM Backend FAB10 NAND FAB13 NOR MSB Packaging & Test
6 April 5, 2014 | ©2014 Micron Technology, Inc. Micron FY13 Revenue % by Geography
22% 9%
69%
Europe Americas* Asia**
Source: Micron Technology, Inc. 2013 Form 10-K * Americas includes United States and Other ** Asia includes China, Asia Pacific, Malaysia, and Taiwan
7 April 5, 2014 | ©2014 Micron Technology, Inc. Revenue Diversification by Memory Technologies
Memory 100% Technology 5% 12% 11% 11% 12% 9% NOR 5% 18% 3% Other 5% 80% 5% 23% 30% 35% 39% 40% NAND 44% 60% 36%
40%
% of Micron Total Revenues Total Micron of % 65% 60% 54% 50% 48% DRAM 20% 41% 39%
0% FY-07 FY-08 FY-09 FY-10 FY-11 FY-12 FY-13 Source: Micron (Includes DRAM, NAND, and NOR; NOR does not include purchase accounting adjustments)
8 April 5, 2014 | ©2014 Micron Technology, Inc. Diversified Memory Markets
Automotive Storage Graphics / Consumer Networks
Server Mobile Personal Computing IMM
9 April 5, 2014 | ©2014 Micron Technology, Inc. Expansive Product Offering
DRAM Families Bare Die NAND Flash SDRAM Multiple TLC, MLC, SLC DDR Technologies Serial NAND DDR2 Enterprise NAND DDR3 Solid State Drives DDR4 Client SSD RLDRAM® Enterprise SATA Mobile LPDRAM Enterprise SAS PSRAM/ Enterprise PCIe CellularRAM
DRAM Modules Managed NAND FBDIMM (Fully Buffered DIMM) MCP RDIMM (Registered DIMM) eMMC™ VLP RDIMM (Very Low Profile RDIMM) ClearNAND Flash VLP UDIMM Embedded USB UDIMM (Unbuffered DIMM) SODIMM SORDIMM Mini-DIMM VLP Mini-DIMM NOR Flash LRDIMM (Load Reduced DIMM) Parallel NOR NVDIMM (Non Volatile DIMM) Serial NOR
10 April 6, 2014 | ©2014 Micron Technology, Inc. Memory Industry: FY 2008 vs. Today
FY2008 Memory Revenue (% of Group Total)¹ LTM Memory Revenue (% of Group Total)¹
Samsung³ 31% DRAM Samsung³ 32% Hynix 17% + NAND + NOR Micron² 22% Micron² 12% Developers SK Hynix 19% SanDisk 8% Elpida 8% Toshiba³ 13%
Toshiba³ 7% DRAM SanDisk 9% + NAND/NOR Qimonda 6% Developers Nanya 2% Spansion 6% Winbond 1% Nanya 3% Single Spansion 1% Macronix 2% Memory Winbond 2% Developers Macronix 1%
0% 10% 20% 30% 40% 0% 10% 20% 30% 40%
Top Five Market Share: 75% Top Five Market Share: 95%
Source: Micron Source: Micron Micron data is from FY 2008; Competitor data is from CQ4-07 – CQ3-08. Micron data is FQ2-13 – FQ1-14; Competitor data from CQ1-13 – CQ4-13 except for Toshiba, 1 Group total defined as only those companies listed on this page, although others may also exist. Macronix, and Spansion (CQ4-13 not yet available). Micron data is fiscal, competitor data is calendar. Percentages vary due to rounding. 1. Group total defined as only those companies listed on this page, although others may also exist. 2. Micron Includes NAND sold to Intel from IM Flash. 2. Micron Includes NAND sold to Intel from IM Flash; Elpida revenue prior to merger also included 3. Samsung and Toshiba include total memory revenue as reported. (Dec. 2012 - Jul. 2013). 3. Samsung and Toshiba include total memory revenue as reported.
11 April 5, 2014 | ©2014 Micron Technology, Inc. Micron CPG | our brands
Micron® enterprise-class SSDs deliver industry- leading performance and the most complete portfolio of SATA, SAS, and PCIe drives.
Lexar® memory cards, card readers, and USB Crucial® SSDs and DRAM deliver reliable flash drives deliver performance that’s trusted performance gains for more than 50,000 desktops, by professional photographers and consumers. laptops, servers, and workstations.
12 Confidential | ©2013 Micron Consumer Products Group, Inc. All Rights Reserved. 4/5/2014 Micron CPG | product portfolio
CLIENT SSD PHOTOGRAPHY CARDS
2.5-inch Modular Good Better Best
ENTERPRISE SSD MOBILE CARDS GAMING CARDS READERS
SATA PCIe
DRAM USB FLASH DRIVES
Desktop / Laptop Server USB 2.0 USB 3.0
Performance
13 Confidential | ©2013 Micron Consumer Products Group, Inc. All Rights Reserved. 4/5/2014 Micron Enterprise vs Consumer SSD drives April 2014
ALBERTO GÓMEZ Sales Manager IBERIA & GREECE
©2014 Micron Technology, Inc. All rights reserved. Products are warranted only to meet Micron’s production data sheet specifications. Information, products, and/or specifications are subject to change without notice. All information is provided on an “AS IS” basis without warranties of any kind. Dates are estimates only. Drawings are not to scale. Micron and the Micron logo are trademarks of Micron Technology, Inc. All other trademarks are the property of their respective owners.
14 February 27, 2014 | ©2014 Micron Technology, Inc. Five Big Technology Trends
MACHINE TO NETWORKING MACHINE MOBILE CLOUD BIG DATA
15 April 5, 2014 | ©2014 Micron Technology, Inc. Data Center‘sDillema
40% YoY Random Access User expectation Flat budget
16 April 6, 2014 | ©2014 Micron Technology, Inc. | Micron Confidential
SSDs in the Memory Hierarchy
CPU
1,000,000,000s
DIMM
DRAM DRAM
SSD PCIe PCIe Solving
the
SSD I/O Gap
SATA/
SAS
Operations per Second per Operations
HDD
TAPE 100s Picosecs Nanosecs Microsecs Millisecs Seconds Latency
17 April 6, 2014 | ©2014 Micron Technology, Inc. | Micron Confidential Personal Storage SSD Unit & Revenue Forecast
180 M $16 B 171 160 M 147 $14 B 140 M 126 $12 B 120 M 107 $10 B 100 M 86 $8 B 80 M 64 $6 B 60 M 42 $4 B 40 M
20 M $2 B
0 M $0 B CY 2012 CY 2013 CY 2014 CY 2015 CY 2016 CY 2017 CY 2018
PC Tablets Notebook PC Desktop PC Channel Industrial Consumer Electronics Revenue
Source: Micron Marketing
18 April 6, 2014 | ©2014 Micron Technology, Inc. | Micron Confidential Enterprise SSD by Storage Usage Model 25 M
21
20 M 19
15 M 14
10 10 M 7
5 5 M
0 M CY 2012 CY 2013 CY 2014 CY 2015 CY 2016 CY 2017
Internal Storage Systems External Storage Systems Storage & Server Cache Entry Servers and Blades Workstation Hyperscale Datacenter Source: Micron & IDC
19 April 6, 2014 | ©2014 Micron Technology, Inc. | Micron Confidential SAS and PCIe growing strongly
Enterprise SSD Interface GB % Enterprise SSD Interface Revenue %
100% 100%
90% 20% 90% 25% 31% 35% 80% 38% 80% 44% 46% 46% 44% 48% 50% 49% 70% 70%
60% 60% 38% 50% 61% 50% 30% 48% 35% 26% 21% 18% 23% 17% 14% 12% 40% 40%
30% 30% 23% 24% 20% 26% 31% 35% 31% 33% 20% 29% 23% 27% 12% 17% 10% 10% 14% 11% 7% 6% 5% 4% 0% 0% CY 2012 CY 2013 CY 2014 CY 2015 CY 2016 CY 2017 CY 2012 CY 2013 CY 2014 CY 2015 CY 2016 CY 2017 SAS SATA PCIe Other
Source: Micron
20 | ©2014 Micron Technology, Inc. | Micron Confidential Introduction to the Micron SSD Portfolio
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21 April 6, 2014 | ©2014 Micron Technology, Inc. | Micron Confidential Micron SSD Portfolio
PCIe
SATA SAS
IO ACCELERATORS Performance
MISSION CRITICAL STORAGE CLOUD/WEB 2.0 STORAGE PERSONAL STORAGE
Endurance
22 April 6, 2014 | ©2014 Micron Technology, Inc. | Micron Confidential Personal Storage SSDs Mainstream Performance
Specification M500 M510 M550
NAND 20nm 128Gb 20nm 128Gb 20nm 64Gb/128Gb
mSATA:120/240/480GB mSATA: 128/256GB mSATA: 64/128/256/512GB Configurations M.2 2280 DS: 120/240/480GB M.2 2280 SS: 128/256GB M.2 2280 SS/DS: 64/128/256/512GB* 2.5” 7mm: 120/240/480/960GB 2.5” 5 & 7mm: 128/256GB 2.5” 5 & 7mm: 64/128/256/512GB/1TB
Device Sleep: 120/240 <5mW Device Sleep: <5mW Device Sleep: <3mW Power Idle: 80 to 100mW Idle: 80 to 100mW Idle: 80 to 100mW Active Average: 150mW Active Average: 150mW Active Average: 150mW
Seq. Write: 130 to 400MB/s Seq. Write: 150 to 300MB/s Seq. Write: 190 to 500MB/s Performance Seq. Read: 500MB/s Seq. Read: 520MB/s Seq. Read: 550MB/s PC Mark: 70 to 80K PC Mark: 70 to 80K PC Mark: 70 to 90K
Warranty 3 Year 3 Year 3 Year
MTTF 1.2M Hours 1.5M Hours 1.5M Hours
64GB=36TB Endurance (TBW) 72TB 72TB 128/256/512GB/1TB=72TB
Extended Feature Sets RAIN Reliability Technology, Device Sleep, Opal Encryption (eDrive), Robust Data Protection, and Adaptive Thermal Monitoring
Note: Performance values are fresh-out-of-box and “up to.” *Numbers shown are preliminary. DS = Double Sided, SS = Single Sided
23 April 6, 2014 | ©2014 Micron Technology, Inc. | Micron Confidential Enterprise Storage SSDs
Performance
Specification M500DC P400m P410m P420m P320h 25nm custom MLC 25nm custom MLC NAND 20nm MLC 25nm MLC 34nm SLC for SSD for SSD 1.8” (5mm), 2.5” HHHL PCIe: HHHL PCIe: (7mm) 2.5” (7mm) SATA: 2.5” (7mm) SAS: Configurations 700GB/1.4TB 350/700GB SATA:120/240/480/ 100/200/400GB 100/200/400GB 2.5” PCIe: 350/700GB 2.5” PCIe: 175/350GB 800GB
Warranty 5 Years 5 Years 5 Years 3 Years 3 Years
MTBF 2M 2M 2M 2M 2M
120GB = 0.5PB 100GB = 1.75 PB 100GB = 1.75 PB 350GB = 2.5 PB 175GB = 12.5PB 240GB = 1.0PB Endurance (TBW) 200GB = 3.5 PB 200GB = 3.5 PB 700GB = 5 PB 350GB = 25 PB 480GB = 1.9PB 400GB = 7 PB 400GB = 7 PB 1.4TB = 10 PB 700GB = 50 PB 800GB = 1.9PB
RAIN™, Temp Sensor, RAIN™, Temp Sensor, XPERT Features RAIN™, Hot Plug, Generation Changes XPERT Features Advanced WRITE FW, Advanced WRITE FW, Power hold up Temp Sensor Power Hold up Power Hold up
Steady State Performance READ = 425 MB/s READ = 400 MB/s READ = 410 MB/S READ = 3 GB/s READ = 3.2 GB/s (MB/s) WRITE = 375 MB/s WRITE = 320 MB/s WRITE = 345 MB/s WRITE = 630MB/s WRITE = 1.9 GB/s Steady State Performance (IOPS) Random Read @ 4KB READ = 65K READ = 60K READ = 50K READ = 750K READ = 785K Random Write @ 4KB WRITE = 36K WRITE = 26K WRITE = 30K WRITE = 95K WRITE = 205K
24 April 6, 2014 | ©2014 Micron Technology, Inc. | Micron Confidential Service/Support Brand Differentiation
Crucial SSD Micron SSD
BOM Control:
Product Change Notifications:
Engineering Datasheet:
Customized Firmware Available:
Full Design-in Support:
Early Samples (Engineering & Qualification)
Engineering Technical Support:
First Production Availability
25 | ©2014 Micron Technology, Inc. | Micron Confidential Micron SSD Value Proposition
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26 April 6, 2014 | ©2014 Micron Technology, Inc. | Micron Confidential SSD Value Metrics
IOPS/dollar: IOPS/watt: How much real How much real performance do I get performance do I get for my money? for electricity used? Enterprise HDD $280 150 IOPs Scope 150 IOPs 16.5 Watts $1.87/IOPS 9 IOPS/Watt
Client HDD $80 120 IOPs Scope 120 IOPs 9.3 Watts $0.67/IOPS 13 IOPS/Watt
Enterprise SSD $350 to $1200 750,000 IOPs Scope 750,000 IOPs 7 Watts Micron SSDS <$0.01/IOPS 107,000 IOPS/Watt offer better IOPS/watt Client SSD and $64 to $450 81,000 IOPs IOPS/dollar Scope 81,000 IOPs 3 Watts than HDDs <$0.01/IOPS 27,000 IOPS/Watt
27 April 6, 2014 | ©2014 Micron Technology, Inc. | Micron Confidential
Micron SSDs Offer Higher ROI vs. HDDs
vs. Clear Winner! Clear
85% Reduction 50% Reduction 75% Reduction 80% Reduction ~100 µs Latency Enterprise In Batch processing In software In Footprint In energy No more Reliabbility time Licenses Petabyte /1 floor Usage bottlenecks RAIN ,DPP ,PLP
Source: Micron case studies, published public information 28 April 6, 2014 | ©2014 Micron Technology, Inc. | Micron Confidential SSDs Surpass Traditional HDDs
! Faster ▶ 100x performance ▶ Near-instant data access ▶ Quicker boot/faster file transfers ! Cooler ▶ Less power to operate means less heat output ! Quieter When ▶ No moving parts compared ▶ Near-silent operation to HHDs, SSDs are: ! More Durable ▶ Non-mechanical design ▶ Shock resistant ! Less Power ▶ Less power at peak load ▶ Longer battery life in notebooks ▶ Less power strain on systems ! Lighter ▶ Less weight than HDDs
29 April 6, 2014 | ©2014 Micron Technology, Inc. | Micron Confidential SSD Design-in considerations
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30 April 6, 2014 | ©2014 Micron Technology, Inc. | Micron Confidential SSD Design-in considerations
SATA VS. SAS
Assess following aspects
SATA in SAS backbone, not visversa Multiple host High Relaibility compatibility Built around $/GB RAID storage development
SAS history SAS history
31 April 6, 2014 | ©2014 Micron Technology, Inc. | Micron Confidential SSD Design-in considerations
Life cycle of the product
Assess following aspects BUY SSD from FLASH Manufacturer
Ownership Smart IDs Write behavior Steady Quality
32 | ©2014 Micron Technology, Inc. | Micron Confidential Market Segments and Platforms
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33 April 6, 2014 | ©2014 Micron Technology, Inc. | Micron Confidential Micron SSD Portfolio by Market Segment
Segment Product Endurance Products Use Model Description Category*
Read/write 25-50 drive fills/day accelerator
IO Accelerators
Read Accelerator/ 4-10 drive fills/day Metadata storage
Mission Critical Active, business- 5-10
Storage critical data drive fills/day
Cloud/Web 2.0 Active data <1-5 drive fills/day Storage
Up to 40GB/day for 5 Single user or bulk Personal Storage years or <1 drive storage fills/day
* For product-specific warranty, please contact your Micron Sales Representative
34 April 6, 2014 | ©2014 Micron Technology, Inc. | Micron Confidential Micron SSD Portfolio by Application
Personal Storage Datacenter Enterprise Storage M510 M550 M500 M500DC P400m P410m P420m P320h Video on Demand Web acceleration
HPC
OLTP
Caching Mission critical DBs DATA Center Cloud, Web 2.0 Workstation Embedded: Medical, Aerospace Video Production Ultra Book PC Tablet Corporate Notebook SATA3 SAS PCIe good better best 35 April 6, 2014 | ©2014 Micron Technology, Inc. | Micron Confidential PCIe SSD – ‘Virtual’ Examples
36 February 27, 2014 | ©2014 Micron Technology, Inc. Virtualization Options
Server Sensitive to IO and CPU Virtualization latency, needs scalability
Desktop Requires more RAM and Virtualization HDD capacity
Virtual Desktop IO storms are key Integration technology issues (VDI)
37 February 27, 2014 | ©2014 Micron Technology, Inc. VDI Boot Storm Comparison
Average Initial Boot Time per VM Latency Times 600 100000
500 READ Latency 10000
WRITE Latency
400
1000 300
Seconds (s) Seconds 100
200 Microseconds (µs) Microseconds
10 100
0 1 HDD NAS Micron HDD NAS Micron PCIe SSD PCIe SSD White Paper: P320h PCIe SSD Boot Storm Testing in Virtualized Environments 38 February 27, 2014 | ©2014 Micron Technology, Inc. Server Flash Consolidation
• Comparable performance and usage model to server PCIe SSD with the added benefits of: . Capacity on demand . Virtual SSD (+data) can be ‘moved’ between servers . Virtual SSD (+data) can be shared by many servers . No stranded SSD capacity in servers . No stranded data in servers
39 February 27, 2014 | ©2014 Micron Technology, Inc. Shrinking your Footprint with Virtual Storage PCIe Flash Appliance (PFA)
Without PFA With PFA Solution
Scalable Flexible Like Performance Lower TCO
20U 12U
40 February 27, 2014 | ©2014 Micron Technology, Inc. Learn more about Micron SSD
www.enterprisestorage.com
41 April 6, 2014 | ©2014 Micron Technology, Inc. | Micron Confidential Memory is Micron’s core business.
We breathe DRAM and Flash for over 20 years Micron Has Full Ownership of SSD Value Chain
Firmware
out of one hand
43 | ©2014 Micron Technology, Inc. Complete Storage Portfolio
Storage Silicon SATA SSD SAS SSD PCIe SSD Appliances
solutions for ALL levels of integration
44 February 27, 2014 | ©2014 Micron Technology, Inc. Customer Relationships Evolve to Strategic Partnerships
Computing & Storage +
20nm DRAM
Networking +
45 February 27, 2014 | ©2014 Micron Technology, Inc. Q&A
46 February 27, 2014 | ©2014 Micron Technology, Inc. Confidential | ©2013 Micron Consumer Products Group, Inc. All Rights Reserved.