Corporate Overview

 Год основания 1988  Кол-во персонала 900  Кол-во розничных точек больше 15,000  Зарегестрировано патентов: больше 100

 NASDAQ: SNDK

SanDisk Confidential More Memory. More Possibilities. Рынок флэш-карт

Silicon Others 18% SanDisk 27% Tech 5%

Sony 11%

Hitachi 9% 11% Toshiba 19%

 Source: IDC Insights, Inc. 9/00 SanDisk Confidential More Memory. More Possibilities. SanDisk Products

SanDisk Confidential More Memory. More Possibilities. SanDisk Strategy

 Создание новых мегарынков

 Безусловное лидерство на рынке

 Использование новейших и самых эффективных технологий (NOR, NAND, D2, Controllers)

 Наращивание объемов производства (совместные производства с UMC, Celestica, Toshiba)

 Установление стандартов совместно с лидерами индустрии  Cameras (CompactFlash) - Kodak, Canon, Nikon  Cell/SmartPhones (MultiMediaCard) - Nokia, Ericsson, Motorola  Consumer A/V (SD Card) - Panasonic, Toshiba 

SanDisk Confidential More Memory. More Possibilities. Стратегия SanDisk - абсолютное лидерство

 Лидер в технологии

 Лидер в производстве

 Лидер на рынке

 Лидер продаж

SanDisk Confidential More Memory. More Possibilities. Marketing Leadership

GB

MB PC Card II ATA FLASH STORAGE

MultiMediaCard

Inventor of Inventor of Co-inventor of Co-inventor of PCMCIA-ATA CompactFlash Card MultiMediaCard SD Card Card

SanDisk Confidential More Memory. More Possibilities. SanDisk CompactFlash Controller

Flash ROM CPU + ATA I/O 32K x 8

Buffer RAM CPU RAM

1K x 161K x 16 2K x 16

Industry’s lowest cost Flash Controller

SanDisk Confidential More Memory. More Possibilities. Forward/Backward Compatible

Today Future

CompactFlash8

Controller is on-board CompactFlash and MultiMediaCard to act as the interface to the system. The interface is open standard in CompactFlash Association and MultiMediaCard Association

Open

Standard 

SanDisk Confidential More Memory. More Possibilities. Перспективы рынка флэш-памяти

PC/SERVER  PC/SERVER Market CONSUMER 1999 HDD DRAM Size SRAM CD/MD CONSUMER TAPE INDUSTRIAL FLASH  Capacity Cost  A/V CONSUMER, WIRELESS, PC/SERVER INTERNET E-COMMERCE PC/SERVER  Market 2010 HDD FLASH DRAM Size SRAM CONSUMER CD/MD TAPE  Capacity Cost  Mechanical   Solid State 

SanDisk Confidential More Memory. More Possibilities. Key Markets

Consumer

SanDisk Confidential More Memory. More Possibilities. Перспективы рынка $M  10,000 9,000 8,000 Movie 7,000 Cellular/SmartPhone 6,000 5,000 Audio 4,000 3,000 Digital Camera 2,000 1,000 PC Cards/Other 0 1999 2000 2001 2002 2003 2004 2005

 Source: Toshiba/Panasonic/SanDisk SanDisk Confidential More Memory. More Possibilities. Digital Cameras

 Сотрудничество с ведущими производителями - гарантия качества и надежности  Рынок растет лавинообразно - новые возможности, новая прибыль  1999: 4.9 million Flash Cards, 2004: 59.3 million  $1.1B in 2004

SanDisk Confidential More Memory. More Possibilities. Digital Cameras: Images of the Future

40 35 30 25 20 15

Units in Millions in Units 10 5 0 1999 2000 2001 2002 2003 2004

Conversion from Film Purpose Driven Imaging 

SanDisk Confidential More Memory. More Possibilities. Music Industry Will Never Be the Same

 Embedded & Removable Flash  64MB Flash = 1-2 Hours Music  Copy Protection Issues

SanDisk Confidential More Memory. More Possibilities. Flash Cards For a Song

70  Attachment Rate: 1.5 to 60 3.0 cards/Player 50  1999: 0.5 million Flash 40 cards

M Units 30  2004: 67.3 million Flash 20 cards 10  $1.3 billion in 2004 0

1999 2000 2001 2002 2003 2004

SanDisk Confidential More Memory. More Possibilities. Digital Migration Sparks Flash Cards

 Digital Phones  Flash Cards Add Greater Functionality  E-mail, voice messages  Web Addresses, home pages  Font storage  Memos, etc.

SanDisk Confidential More Memory. More Possibilities. Cellular Phone Flash Card Market: UP!

90 80 70  1999: 2.0M Flash Cards 60  2004: 83.9M Flash 50 Cards 40 M Units  $1.1B Flash Cards, 2004 30 20 10 0

1999 2000 2001 2002 2003 2004

SanDisk Confidential More Memory. More Possibilities. Handheld PCs

 Palm Pilot, Cassiopeia, etc.  Flash Card Revenue  1999; $51.4M  2004; $320.3M

SanDisk Confidential More Memory. More Possibilities. Notebook PCs

12  1999: 1.2M Flash Cards 10  2004: 9.9M Flash Cards 8  $445.0M Flash Card Revenue in 2004 6

M Units M 4

2

0

1999 2000 2001 2002 2003 2004

SanDisk Confidential More Memory. More Possibilities. Flash Technology Roadmap D1  D2  D4 (future): Turbocharging Moore’s Law

 Mbytes/Wafer (8”) D4 Video (Movies, Servers)

D2 Audio (CD)

D1 Digital Camera, PDA, Industrial, Internet 0.35m 0.28m 0.24m 0.18m 0.15m 0.12m 1998 1999 2000 2001 2002 2003

SanDisk Confidential More Memory. More Possibilities. Capacity Roadmap

 CompactFlash  8, 16, 32, 48, 64, 96,128, 160, 192MB,  256MB, 384MB 1999  Type II 256, 300MB 2000  Type I 512MB 2001

 MultiMediaCard  8, 16, 32, 64MB 1999  128 MB 2000  256 MB 2001

 Memory Stick  4, 8, 16, 32, 64MB 1999  128MB 2001

SanDisk Confidential More Memory. More Possibilities. CompactFlash Association - более 200 участников

3COM Eastman Kodak Co. Konica Proxima Corp

3 S System Co. EEMS Italia Spa Kyocera Quantum Corporation

Acecom Inc. Epson Kyocera Elco Corp. RATOC Systems, Inc.

Action Tec Electronics ETON Inc. Lexar Media (alternate source) Ricoh

Adaptec ETRI Lexmark Int’l, Inc. Ritek Corporation

Adtron Corp FCI Electronics M-Systems Rohm Co., Ltd.

A Force Group FEIYA Technology MarQlin Corp. Saehan Media America

ALL TOP Technology Foxconn Matsushita Battery Industrial Samsung

Alps Fuji Photo Film Co. Matsushita Electronic Instruments SanDisk

AMCO TEC Int’l Inc. Fujifilm Microdevices MCCI Sanyo

AMP Inc. Fujisoku Corp. MELCO Inc. SCM Microsystems

Ando Electric Co. Ltd. Fujitsu Computer Technology Ltd. Memory Card Technology Sharp Corp.

Apacer Technology Fujitsu Ltd. Memory Corporation Silicom Multimedia Systems

Apricorn Inc. Fujitsu Takamisawa Memtek Products Silicon Storage Technology, Inc.

Asahi Optical Co. (Pentax) Fujitsu Towa Electron Micron Quantum Devices Simple Technology

Askey Computer Corp. Green House  SmartDisk Corp.

Atmel Corp. GoldenRAM Microtech International SMART Modular Tech.

Barun Electronics Co., Ltd Hagiwara Sys-Com Co., Ltd. Minolta Co., Ltd. Socket Communications

Billionton Systems Halo Data devices Mitsubishi Electric Corp. Southland Micro Systems

Buffer-Tek Coporation Hewlett-Packard Mitsubishi Plastic, Inc. STMicroelectronics

Butterfly Group (ACDC Memory) Highlead Technology Inc. Molex Tanisys Technology

Canon Hirose Electric (USA) Ltd. Motorola Tec-Hill Company Ltd.

Capstone Technology Hitachi Ltd. (alternate source) National Semiconductor TEKA Interconnections Systems

Carry Computer Eng., Ltd. Hitachi Maxell, Ltd. NEC Testmetrix

Casio Computer Co. Honda Tsushin Kogyo Nikon Tokyo Electron Ltd.

Cellotape - Affiliate Hosiden Nokia Transcend Information

Centennial Technologies Hyperstone Electronics OKI Electric Industry Co. TRG Products

Centron Electronics Hynudai Electronics Olympus TwinMos Technologies, Inc.

CIS Technology Icon CMS Option International UCONN Technology

COM One I-O Data Devices Palmax Technologies Uniden San Diego R&D Center, Inc.

Compaq Computer I/O Interconnect Panasonic Unifosa Enterprise Co.

CUE Corporation IBM Corp. Philips Electronics Unity Digital

Cute Technology Intel Phoenix Technologies USA Speed Tech., Inc.

Cycolor Iomega Pixela Corporation Victor Company (JVC)

Dane-Elec ITT Cannon PNY Electronics Viking Components Inc.

DataFab Systems Inc. Japan Aviation Electronics Point Star VisionTek

DDK Electronics JST Manufacturing Polaroid Wichmann WorkX AG

Delkin Devices, Inc. KEY Technology Power Quotient International Wintec Industries

Digital Print Corp. KingMax Pretec (alternate source) Xircom

Duel Systems Kingston Technology Corp. Princeton Technology YISO Telecom

SanDisk Confidential More Memory. More Possibilities. Более 175 моделй цифровых фотокамер

 13 New Digital Still Cameras in 2001  Agfa ePhoto CL45  Canon Digital IXUS 300  Canon PowerShot A10  Canon PowerShot A20  Canon Pro90 IS  Casio QV-3500EX  Kodak mc3 (photo’s, mp3’s, video)  Minolta Dimage S304  Minolta Dimage 5  Minolta Dimage 7  Nikon D1X  Nikon D1H  Ricoh RDC-i500 

SanDisk Confidential More Memory. More Possibilities. Более 90 моделй карманных компьютеров

 Casio Cassiopeia  Compaq iPAQ  Hewlett Packard Jornada  Lucky Goldstar (LG) Phenom  NEC Mobile Pro  Philips Nino 

SanDisk Confidential More Memory. More Possibilities. MP3 -плееры, фотопринтеры и проч.

 MP3 Players  Thomson

 RCA Lyra/Lyra 2  I2Go

 eGo  Others  Photo Printers  Canon  Epson  HP  Kodak  Many others  More Than 76 Other Products  Audio Recorders  Auto PC’s  Internet Appliances 

SanDisk Confidential More Memory. More Possibilities. MultiMediaCard Association - более 80 участников

 Kyocera Elco  Aiwa  LEOCO  Amkor Technology  Link-Up Systems  Amphenol-Tuchel  Luxxon  Apacer Technology  Macronix  ARM  Micron Technology  Atmel  Matsushita Electric Industrial  Barun Electronics  Mitsubishi Electric  Bosch Telecom  Mitsubishi Plastics  C-One Technology  Molex  Canon  Motorola  Carry Computer Engineering  Nissei Sangyo  Compaq Computer  Nokia  Datafab Systems  Orga Kartensysteme  DDK Fijukura America  Palm  EEMS Italia  PC Card Packaging  EMTEC Magnetics  Pontis  Engineering Design Automation (EDA)  Power Digital Card  Ericsson Mobile Communications  PPC Card Systems  Etrend Electromics  Prochips Technology  FCI/Berg Electronics  Qualcomm  Feiya Technology  ROHM  Flash Vision  SanDisk  Franklin Electronic Publishers  Sanyo Electric  FujiFilm Microdevices  SCM Microsystems  Fujitsu Microelectronics  Sempac  High Tech Computer  Siemens  Hitachi  Silicon Storage Technology  Hon Hai Precision Industries  Simple Technology/Silicon Tech  Hosiden  SmartDisk  Hyundai Electronics  Socket Communications  I-Jam Multimedia  Sophia Systems  Infineon Technologies  STMicroelectronics  Information Storage Devices  Symbian  Integrated Technology Express  Texas Instruments  Intel  Thomas & Betts  I-O Data Devices  Tokyo Electron Device  JAE Electronics  USA Speed Tech  JST Mfg. Co.  Victor Company of Japan  KC Technology  Yamaichi Electronics 

SanDisk ConfidentialSanDisk Confidential More Memory. More Possibilities. MultiMediaCard Products

105 Music Players/Recorders

Advantech CPC-2245 Kedcom MP300 Tecpoint itune AIWA MP3 Player Kedcom Mp500 Telian MPDJ Series Unitech Juli UP-303 AIWA MM-FX500 MP3 Recorder Koreamedia MP-CAP Unitech Juli UP-303 ATLM et310 KS Comunication MP Player Unitech Juli UP-304 Audiovox MP 3000 LG Electronics A1F MP3 Player Unitech Juli UP-305 Unitech ROME UP-301 AudioVox MPDJ Series MP-1000 LG Electronics A2F MP3 Player Wooju Tami WJ-2000 AudioVos MPDJ Series MP-2000 LG Electronics MP Free MF-FD330 Wooju Tami WJ-2100 AudoVox MPDJ Series MP-3000 LG Electronics MP Free MF-FD340 ZipLabs ZAPPEE MP3 Player Baromtec Mus.M BMP-100 LG Electronics MP Free AHA-FD770 ZipMan ZMP-1000 MP3 Player Baromtec Mus.M MDM-H2 LGIC MPCoin LG-P810 ZipAudio ZMP 3000 MP3 Player Casio Cassiopeia EM500 IO-Data Hyper-Hyde Casio MP3 Watch WMP-1V MacPower MP3-GO CMC MP3 Jumper Maycom Merit MP3 Player C-ONE Tech mpWOW Maycom Merit MP-90 Cowon Systems MP3 Player Maycom Merit MP-100F Daiyoo Electronics MPECHO DY-1000 Maycom Merit MP-100R Daiyoo Electronics MPECHO DY-2000 Maycom Merit MP-100M Digitalway MPIO Maycom Merit MP-100N Digitra Systems MP Trio MC&T MP3 Player 5 Other Products Divacom MOMO D-210M MIC Teen DNA Pocket Digital Audio MP3 Player Milletech MP9 Casio Cassiopeia EM-500 DnC Digital Audio Player MPMan Mobile Casio DoCoMo PocketPet DSC Corporation M-Any MR-100 MPMan MP-M40 KB Gear JAMC@M 3.0 DSC Corporation POP3 MPMan MP-M41 MPMan MMC-Downloader Eiger Eiger200 mPride MP3 Player Nokia 9110 Communicator Ericsson MP3 Plug-in Multiport Zuum3 Fast System MP Player My Music DM701 Fujitsu CuPlay FMP322MU Namsung Mp5th Ave. Gaon Electronics Mutizen Opener’s Hanzoom DMP-2000 Gaon Electronics Titi @ PenMan NETTI PN-2000 >20 Digital Grundig Mpaxx Pine D’music Mini Haitai MP3 Player Pontis SP503 HanGo Mpride Pontis SP-504 Hanyang MP3+CarAmp RFC JazPiper Camcorders Hyun Won Micro Saehan MPMan Mobile Hyun Won DDR Saehan MPMan MP-M40 I&C MP Master AK-11W Saehan MPMan MP-M41 JVC GR-DVL-700 Panasonic NC-C5 DVC I&C MP Master IM-100 Sanyo SSP-HP7 JVC GR-DVL9800U Panasonic PV-DV200 I&C MP Master IM-150M Sanyo SSP-PD7 Solid State JVC GR-DVM 70U Panasonic PV-DV400 I&C MP Master IM-110M Scott Digital Audio Player JVC GR-DVX7 DVC Panasonic PV-DV600 I&C MP Master IM-300FM Audio Player Matsushita Video NV-C3 Panasonic PV-DV800 I&C MP Master IM-320FM SK Global EncoDeco ED-H10 Matsushita Video NV-C5 Thomson VMD9 I&C MP Master IM-360FM Sonus(Focus) MP-3 Player Matsushita Video NV-DS200 Thomson VMD10 I&C MP Master IM-620H Headset Sphere OmniPlayer Panasonic NV-C3 DVC Thomson VMD20 I-Jam MP3 Player Standard Telecom Nixxon NXC-3200 Innogear MiniJam MP3 Player Taekwang MP3 Player ED/HO

SanDisk Confidential More Memory. More Possibilities. 2001 Secure Digital

Музыка Речь Бурное развитие Интернета, электронной Фотоизображения коммерции,мобильной связи Базы данных Географические карты

SanDisk Confidential More Memory. More Possibilities. SD Card

 What is it?  Карта памяти с защитой от нелегального копирования (Imaging, Audio, PDA, etc)  За основу взята MultiMediaCard  Совместная разработка трех лидеров в области потребительской электроники и хранения данных. Де факто- стандарт для “Secure Applications”

#1 in #1 in Flash Data Storage Inventor of Flash Technology Co-inventor VHS Inventor of CompactFlash Inventor of SmartMedia Co-inventor DVD Co-inventor of MultiMediaCard Co-inventor DVD

More Memory. More Possibilities. SD Card vs MMC

 Большая скорость чтения/записи

 3 дополнительных контакта  Толщина 2.1 мм (ММС-1.4)  Переключатель защиты от записи (аналогично дискете)  Защита от перезаписи

More Memory. More Possibilities. SD Association – >100 Members

A.I. Corporation JAEI Shin Shin Co., Ltd. AIWA Co., Ltd. J.S.T. Manufacturing Co., Ltd. Simple technology Inc. Alpine Electronics Kinpo Electronics Inc. SmartDisk Corp. Alps Electric Co., Ltd. Kyocera Elco Ltd. Socket Communications Inc. Amkor Technology LG Electronics Inc. Speed Tech Corp. Amphenol-Tuchel LinkUp Systems Corp. Symbian K.K. Asahi Optical Co., Ltd Megachips Techno Science co. AVX Corp. Matsushita Electric Industrial Test Metrix. BORG instruments Midoriya Electric Co., Ltd Texas Instruments Canon Mitsubishi Plastics Inc. Thomas & Betts Carry Computer Eng. Mitsumi Electric Co., Ltd Thompson CSE Casio Computer Co., Ltd. Molex Tokyo Electron Co. Ltd Datafab Systems inc. Navigation Technologies Tomita Traders Corp., Ltd. DataPlay N.D.S Technologies Toshiba Corp. DDK NEC Corp. Toyota Motor Corp. e.Digital Corp. Olympus Optical Co., Ltd Trek Technology FCI Japan Ltd. OMRON Corporation Unigen Fuji Photo Films Co., Ltd Palm Inc. Victor Co. of Japan, Ltd. Fujikura American Inc. Philips Consumer Electronics Yamaha Corporation Fujitsu Media Devices of America Pioneer Corporation Yamaichi Electronics Gig.com Pontis YE Data Hagiwara Sys-Com., Ltd Preview Systems Inc. Yokowo Co., Ltd. HealtheTech Inc. Qualcomm Zoran Corp. Hewlett Packard Ricoh Hirose Electric Co., Ltd. Samsung Corp. I-Jam Multimedia SanDisk Corp. I-O Data Devices Inc. SCM Microsystems Inc.  Iriso Electronics Co., Ltd. Sharp Corp. More Memory. More Possibilities. SD Products

>50 Products

Panasonic NV-C7 MiniDV Video Camera Panasonic SV-SD01 HeadSet Audio Player Toshiba MPEG Camera MEC100AS Panasonic SV-SD70 Audio Player Toshiba Audio Player MEA110AS

SanDisk Confidential More Memory. More Possibilities. Устройства чтения/записи флэш карт

 CompactFlash & SmartMedia  Desktop  Parallel Port  USB Port  Notebook  PC Card Adapter  CompactFlash Type II  Desktop  ImageMate also accepts CF Type II  Notebook  CF type II Adapter available from SanDisk and Third Parties  MultiMediaCard & SmartMedia  Desktop  Parallel Port, USB Port  Floppy Disk Adapter  Notebook  Type II Adapter 

SanDisk Confidential More Memory. More Possibilities. Устройства чтения/записи флэш карт

 ImageMate  Multiple Configurations: Parallel or USB  Multiple Media Types:

 CompactFlash (USB/PP): Available Now

 SmartMedia

 USB Available Now

 Parallel Availabel Now

 MultiMediaCard: Available Now  Fast & Easy-to-use

 Up to 30X faster than serial port, 10X faster than Parallel

SanDisk Confidential More Memory. More Possibilities. OS Support

USB Parallel Windows 95   Windows 98   Windows NT  MAC OS  Windows 2000   Linux  “Millennium” Q2’01

SanDisk Confidential More Memory. More Possibilities. Продукты СанДиск как мегарынок Мировой объем продаж флэш-карт и аксессуаров  Растущий рынок цифрового аудио и фото  Продукты СанДиск более чам в 20000 магазинах по всему миру  Широкая линейка продуктов

1999 2000 2001 2002

Retail $80M $240M $450M $600M

Source: SanDisk 

SanDisk Confidential More Memory. More Possibilities. Блестящие перспективы

 Рынок флэш памяти в самом начале своего развития - блестящие возможности  СанДиск предлагает верную маркетинговую стратегию и конкурентные продукты  СанДиск- ключевой игрок на новом рынке

SanDisk Confidential More Memory. More Possibilities.