slides deck introducing micron

©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.


P O W E R I N G

C U S T O M E R I N N O V A T I O N

A Division of Micron Technology Inc.

ALBERTO GÓMEZ

Sales Manager IBERIA & GREECE

Micron Consumer Products Group

3 | ©2014 Micron Technology, Inc.

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

April 5, 2014

Micron at a Glance


Memorable Micron Milestones

April 5, 2014

1978 1984 1985 1994 1998 2002 2006 2007 2008 2010 2012 2013

Micron company founded

Micron becomes a publicly-traded company on Nasdaq

Micron acquires TI’s memory operations and establishes global manufacturing base

Micron introduces world’s first 1Gb DRAM

Micron acquires Toshiba’s commodity DRAM operations at Dominion Semiconductor, LLC, located in Manassas, Virginia

Micron introduces world’s smallest 256K DRAM

Micron and Intel form IMFT joint venture to manufacture NAND Flash memory

Micron acquires Lexar Media

Micron and Intel sample industry’s first 50nm NAND

Micron introduces world’s first 1Gb & 2Gb DDR3 products

Micron and Intel form IMFS joint venture in Singapore to manufacture NAND Flash memory

Micron and Nanya form DRAM Joint Venture, Inotera Memories

Micron & Intel introduce High-Speed NAND technology

Micron acquires NOR manufacturer Numonyx

IMFT & IMFS Restructuring – Micron acquires Intel’s share in IMFS, Singapore and extends IMFT term and scope

Inotera JV Restructure – Micron gains rights to 100% of Inotera’s output

Micron acquires Elpida Memory, Inc


Corporate Headquarters and R&D Facilities – Boise, Idaho


Global Manufacturing Scale

B o i s e , I d a h o U S A FAB1C DRAM & NAND R&D FAB1A/X R&D

1

1

2

Manassas, Virginia USA FAB6 DRAM, NAND

2

Lehi, Utah USA (IMFT)

FAB2 NAND

3

3

Nampa, Idaho USA FAB9D Imaging

4

4

5

Puerto Rico, USA MPR Module

5

6

7 8

9

10

11

12

13

Agrate, Italy

FAB14 NOR & PCM R&D

6

7

8

9

Hiroshima, Japan DRAM

Akita, Japan Backend

10

11

12

13

Muar, Malaysia MMY Package & Test

Xian, China MXA Test & Module

Singapore FAB7 DRAM FAB10 NAND FAB13 NOR MSB Packaging & Test

Taiwan (Inotera)

FAB 11 DRAM

Taiwan (Rexchip)

DRAM


Source: Micron Technology, Inc. 2013 Form 10-K

* Americas includes United States and Other

** Asia includes China, Asia Pacific, Malaysia, and Taiwan

Europe Asia** Americas*

April 5, 2014

Micron FY13 Revenue % by Geography

9% 22%

69%


65%

54% 50%

60%

41% 39%

48%

23%

35% 39%

30%

36% 44%

40%

12% 11% 11% 5%

5%

5%

3%

5%

18% 12% 9%

0%

20%

40%

60%

80%

100%

FY-07 FY-08 FY-09 FY-10 FY-11 FY-12 FY-13

% o

f M

icro

n T

ota

l Rev

enu

es

Revenue Diversification by Memory Technologies

April 5, 2014

NOR

Other

NAND

DRAM

Memory Technology

Source: Micron (Includes DRAM, NAND, and NOR; NOR does not include purchase accounting adjustments)


Automotive

Server Mobile Personal Computing IMM

Storage Graphics / Consumer Networks

April 5, 2014

Diversified Memory Markets


Expansive Product Offering

April 6, 2014

SDRAM DDR DDR2 DDR3 DDR4 RLDRAM® Mobile LPDRAM PSRAM/ CellularRAM

DRAM Families

FBDIMM (Fully Buffered DIMM) RDIMM (Registered DIMM) VLP RDIMM (Very Low Profile RDIMM) VLP UDIMM UDIMM (Unbuffered DIMM) SODIMM SORDIMM Mini-DIMM VLP Mini-DIMM LRDIMM (Load Reduced DIMM) NVDIMM (Non Volatile DIMM)

DRAM Modules

Bare Die

Multiple Technologies

NAND Flash

TLC, MLC, SLC Serial NAND Enterprise NAND

Solid State Drives

Client SSD Enterprise SATA Enterprise SAS Enterprise PCIe

Managed NAND

MCP eMMC™ ClearNAND Flash Embedded USB

NOR Flash

Parallel NOR Serial NOR


1%

1%

1%

2%

9%

13%

19%

22%

32%

0% 10% 20% 30% 40%

Macronix

Spansion

Winbond

Nanya

SanDisk

Toshiba³

SK Hynix

Micron²

Samsung³

April 5, 2014

Memory Industry: FY 2008 vs. Today

Source: Micron Micron data is FQ2-13 – FQ1-14; Competitor data from CQ1-13 – CQ4-13 except for Toshiba, Macronix, and Spansion (CQ4-13 not yet available). 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; Elpida revenue prior to merger also included

(Dec. 2012 - Jul. 2013). 3. Samsung and Toshiba include total memory revenue as reported.

DRAM + NAND

+ NOR Developers

DRAM + NAND/NOR

Developers

Single Memory

Developers

LTM Memory Revenue (% of Group Total)¹

2%

2%

3%

6%

6%

7%

8%

8%

12%

17%

31%

0% 10% 20% 30% 40%

Winbond

Macronix

Nanya

Spansion

Qimonda

Toshiba³

Elpida

SanDisk

Micron²

Hynix

Samsung³

FY2008 Memory Revenue (% of Group Total)¹

Source: Micron Micron data is from FY 2008; Competitor data is from CQ4-07 – CQ3-08. 1 Group total defined as only those companies listed on this page, although others may also exist. Micron data is fiscal, competitor data is calendar. Percentages vary due to rounding. 2. Micron Includes NAND sold to Intel from IM Flash. 3. Samsung and Toshiba include total memory revenue as reported.

Top Five Market Share: 75% Top Five Market Share: 95%

Confidential | ©2013 Micron Consumer Products Group, Inc. All Rights Reserved. 4/5/2014 12

Micron CPG | our brands

Crucial® SSDs and DRAM deliver reliable performance gains for more than 50,000 desktops,

laptops, servers, and workstations.

Lexar® memory cards, card readers, and USB flash drives deliver performance that’s trusted by professional photographers and consumers.

Micron® enterprise-class SSDs deliver industry-leading performance and the most complete

portfolio of SATA, SAS, and PCIe drives.

Confidential | ©2013 Micron Consumer Products Group, Inc. All Rights Reserved. 4/5/2014 13

Micron CPG | product portfolio

CLIENT SSD

ENTERPRISE SSD

DRAM

Desktop / Laptop Server

Performance

2.5-inch Modular

USB FLASH DRIVES

USB 2.0 USB 3.0

PHOTOGRAPHY CARDS

Good Better Best

MOBILE CARDS READERS GAMING CARDS

SATA PCIe

http://moss.micron.com/MFG/MSD/Marketing/SSD Image Gallery/Product Images/P Series/P320/IMG_0014.png

©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.


Micron Enterprise vs Consumer SSD drives

April 2014

ALBERTO GÓMEZ

Sales Manager IBERIA & GREECE

February 27, 2014


Five Big Technology Trends

April 5, 2014

BIG DATA CLOUD NETWORKING MOBILE

MACHINE TO

MACHINE

16 | ©2014 Micron Technology, Inc. | Micron Confidential

Data Center‘sDillema

April 6, 2014

40% YoY User expectation Flat budget Random Access

https://www.google.de/url?q=http://blog.360cloudsolutions.com/blog/bid/95619/Collaboration-Best-Cloud-Storage-and-the-Data-Explosion&sa=U&ei=O3UlU_yfAYbcoATk_YGYAw&ved=0CPMBEPUBMGM&usg=AFQjCNHMj8IhR5XcqXJByl0kp_JeyCdxag

https://www.google.de/url?q=http://www.influenceexpansion.com/whats-your-real-time-engagement-strategy/&sa=U&ei=zXYlU_z4MNL5oATF-oLQAw&ved=0CC0Q9QEwAA&usg=AFQjCNGfWB0pTiV6Eylp5P4HsQcyNXBa7w

https://www.google.de/url?q=http://www.genengnews.com/insight-and-intelligenceand153/with-flat-budget-proposed-clamor-builds-in-congress-for-more-nih-spending/77899592/&sa=U&ei=WnclU7ioGo38oASas4DIAw&ved=0CC0Q9QEwAA&usg=AFQjCNEZNVc69mOCzJg6676mZdz7M_6yAQ

https://www.google.de/url?q=http://nitrolm.com/2007/10/virtualization-goes-main-stream/&sa=U&ei=9XolU__cJ9HCoASz94CYBA&ved=0CIcBEPUBMC0&usg=AFQjCNEEeWn7IBVZAskUOOciJyWKNW4IyQ


SSDs in the Memory Hierarchy

April 6, 2014

TA

PE

H

DD

S

AT

A/

SA

S S

SD

P

CIe

S

SD

D

RA

M

DIM

M

CP

U

Picosecs Nanosecs Microsecs Millisecs Seconds

100s

1,0

00

,00

0,0

00

s

Latency

Op

era

tio

ns

pe

r S

ec

on

d

Solving the

I/O Gap


Personal Storage SSD Unit & Revenue Forecast

April 6, 2014

Source: Micron Marketing

42

64

86

107

126

147

171

$0 B

$2 B

$4 B

$6 B

$8 B

$10 B

$12 B

$14 B

$16 B

0 M

20 M

40 M

60 M

80 M

100 M

120 M

140 M

160 M

180 M

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


Enterprise SSD by Storage Usage Model

April 6, 2014

5

7

10

14

19

21

0 M

5 M

10 M

15 M

20 M

25 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


SAS and PCIe growing strongly

12% 17% 23% 27% 31% 33%

61% 48% 35% 26% 21% 18%

20%

31% 38%

44% 46% 46%

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

CY 2012 CY 2013 CY 2014 CY 2015 CY 2016 CY 2017

SAS SATA PCIe Other

Source: Micron

Enterprise SSD Interface Revenue % Enterprise SSD Interface GB %

14% 11% 7% 6% 5% 4%

23% 24%

26% 29% 31% 35%

38%

30%

23% 17% 14% 12%

25%

35% 44%

48% 50% 49%

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

CY 2012 CY 2013 CY 2014 CY 2015 CY 2016 CY 2017


Introduction to the Micron SSD Portfolio

April 6, 2014

Back to Table of Contents


CLOUD/WEB 2.0 STORAGE

MISSION CRITICAL STORAGE

IO ACCELERATORS

PERSONAL STORAGE

Micron SSD Portfolio

April 6, 2014

Pe

rfo

rma

nce

Endurance

SATA SAS

PCIe


Personal Storage SSDs

April 6, 2014

Specification M500 M510 M550

NAND 20nm 128Gb 20nm 128Gb 20nm 64Gb/128Gb

Configurations mSATA:120/240/480GB M.2 2280 DS: 120/240/480GB 2.5” 7mm: 120/240/480/960GB

mSATA: 128/256GB M.2 2280 SS: 128/256GB 2.5” 5 & 7mm: 128/256GB

mSATA: 64/128/256/512GB M.2 2280 SS/DS: 64/128/256/512GB* 2.5” 5 & 7mm: 64/128/256/512GB/1TB

Power Device Sleep: 120/240 <5mW Idle: 80 to 100mW Active Average: 150mW

Device Sleep: <5mW Idle: 80 to 100mW Active Average: 150mW

Device Sleep: <3mW Idle: 80 to 100mW Active Average: 150mW

Performance Seq. Write: 130 to 400MB/s Seq. Read: 500MB/s PC Mark: 70 to 80K

Seq. Write: 150 to 300MB/s Seq. Read: 520MB/s PC Mark: 70 to 80K

Seq. Write: 190 to 500MB/s Seq. Read: 550MB/s PC Mark: 70 to 90K

Warranty 3 Year 3 Year 3 Year

MTTF 1.2M Hours 1.5M Hours 1.5M Hours

Endurance (TBW) 72TB 72TB 64GB=36TB 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

Mainstream Performance


Enterprise Storage SSDs

April 6, 2014

Specification M500DC P400m P410m P420m P320h

NAND 20nm MLC 25nm custom MLC for SSD

25nm custom MLC for SSD

25nm MLC 34nm SLC

Configurations

1.8” (5mm), 2.5” (7mm) SATA:120/240/480/800GB

2.5” (7mm) SATA: 100/200/400GB

2.5” (7mm) SAS: 100/200/400GB

HHHL PCIe: 700GB/1.4TB 2.5” PCIe: 350/700GB

HHHL PCIe: 350/700GB 2.5” PCIe: 175/350GB

Warranty 5 Years 5 Years 5 Years 3 Years 3 Years

MTBF 2M 2M 2M 2M 2M

Endurance (TBW)

120GB = 0.5PB 240GB = 1.0PB 480GB = 1.9PB 800GB = 1.9PB

100GB = 1.75 PB 200GB = 3.5 PB 400GB = 7 PB

100GB = 1.75 PB 200GB = 3.5 PB 400GB = 7 PB

350GB = 2.5 PB 700GB = 5 PB 1.4TB = 10 PB

175GB = 12.5PB 350GB = 25 PB 700GB = 50 PB

Generation Changes XPERT Features RAIN™, Temp Sensor, Advanced WRITE FW, Power Hold up

RAIN™, Temp Sensor, Advanced WRITE FW, Power Hold up

XPERT Features Power hold up

RAIN™, Hot Plug, Temp Sensor

Steady State Performance (MB/s)

READ = 425 MB/s WRITE = 375 MB/s

READ = 400 MB/s WRITE = 320 MB/s

READ = 410 MB/S WRITE = 345 MB/s

READ = 3 GB/s WRITE = 630MB/s

READ = 3.2 GB/s WRITE = 1.9 GB/s

Steady State Performance (IOPS)

Random Read @ 4KB Random Write @ 4KB

READ = 65K WRITE = 36K





Performance


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


Micron SSD Value Proposition

April 6, 2014



150 IOPs 16.5 Watts

9 IOPS/Watt

$280 150 IOPs

$1.87/IOPS

SSD Value Metrics

April 6, 2014

Scope

IOPS/watt: How much real

performance do I get for electricity used?

Enterprise HDD

IOPS/dollar: How much real

performance do I get for my money?

120 IOPs 9.3 Watts

13 IOPS/Watt

$80 120 IOPs

$0.67/IOPS Scope

Client HDD

750,000 IOPs 7 Watts

107,000 IOPS/Watt

$350 to $1200 750,000 IOPs

<$0.01/IOPS Scope

Enterprise SSD

81,000 IOPs 3 Watts

27,000 IOPS/Watt

$64 to $450 81,000 IOPs

<$0.01/IOPS Scope

Client SSD

Micron SSDS offer better IOPS/watt

and IOPS/dollar than HDDs


Micron SSDs Offer Higher ROI vs. HDDs

April 6, 2014

vs. C

lea

r W

inn

er!

85% Reduction In Batch processing

time

50% Reduction In software

Licenses

75% Reduction In Footprint

Petabyte /1 floor

80% Reduction In energy

Usage

~100 µs Latency No more

bottlenecks

Enterprise Reliabbility

RAIN ,DPP ,PLP

Source: Micron case studies, published public information

https://www.google.de/url?q=http://redbus2us.com/how-to-check-h1b-visa-processing-times-on-uscis-website-guide-screenshots/&sa=U&ei=1NUhU4btOpLvoASo0oC4CA&ved=0CDUQ9QEwBA&usg=AFQjCNHoYQXvFa4SvU14cbrnrClgVO8aDg

https://www.google.de/url?q=http://technorati.com/social-media/article/philadelphia-asks-bloggers-for-300-license/&sa=U&ei=JNYhU9KyF5PYoATNqYCgBQ&ved=0CDUQ9QEwBA&usg=AFQjCNGFe0z-W39MN3XS7lGPq-gN270_XA

https://www.google.de/url?q=http://wiki.opena.tv/index.php?title=Datei:Footprint.png&sa=U&ei=idYhU9qNBtfeoASCpIIg&ved=0CDEQ9QEwAQ&usg=AFQjCNHvCL7L8tf115TnDx9S7hwC23ZQKQ

https://www.google.de/url?q=http://www.acmworldwide.com/Energy.html&sa=U&ei=sNchU6qCNYvqoATzwICIAQ&ved=0CDsQ9QEwBw&usg=AFQjCNGtYqHVpp4OF4iPq5VB1PUYxr7B7g

https://www.google.de/url?q=http://www.coreperformance.com/knowledge/training/reaction-time.html&sa=U&ei=NdkhU9PIA42DogTw9oGACA&ved=0CDcQ9QEwBQ&usg=AFQjCNGdcxE-Ynxyh_-WUkyfw1jCkTDihw

http://moss.micron.com/mktgsales/nsg/marketing/MarCom/NSG Images/Shield 2.jpg


Faster

SSDs Surpass Traditional HDDs

April 6, 2014

! ▶ 100x performance

▶ Near-instant data access

▶ Quicker boot/faster file transfers

▶ Less power to operate means less heat output

▶ No moving parts

▶ Near-silent operation

▶ Non-mechanical design

▶ Shock resistant

▶ Less weight than HDDs

▶ Less power at peak load

▶ Longer battery life in notebooks

▶ Less power strain on systems

Cooler !

Quieter !

More Durable !

Less Power !

Lighter !

When compared to HHDs, SSDs are:


SSD Design-in considerations

April 6, 2014




SAS SATA

Assess following aspects

VS.

April 6, 2014

Multiple host High Relaibility

SATA in SAS backbone, not

visversa

compatibility

Built around RAID storage

SAS history

$/GB development

SAS history

https://www.google.de/url?q=http://mashable.com/2011/08/18/social-media-clients-brands/&sa=U&ei=fkMnU9nAEcuJogTjkIDoAw&ved=0CJsBEPUBMDc&usg=AFQjCNHQFODfGkh8HIJmXes8HKPC2o3RCw

https://www.google.de/url?q=http://www.fredvanschie.com/2012/02/09/social-media-is-a-two-way-street/&sa=U&ei=v0QnU9zcJYnkoASrjIDYBQ&ved=0CDcQ9QEwBQ&usg=AFQjCNFy6P-WnrISH0f55XssA5PNF-mf-A



Life cycle of the product

Ownership

Assess following aspects

Smart IDs Write behavior

BUY SSD from FLASH

Manufacturer

Steady Quality

https://www.google.de/url?q=http://www.bmwi.de/DE/Themen/Energie/Energiewende/monitoring-prozess.html&sa=U&ei=8K4gU5_DLcv0oATbhoDIDg&ved=0CDcQ9QEwBQ&usg=AFQjCNHp0bOMZXCDYuZoY-oWcYMaRmr5lQ


Market Segments and Platforms

April 6, 2014



Micron SSD Portfolio by Market Segment

April 6, 2014

Segment Product Endurance Category*

Products Use Model Description

IO Accelerators

Read/write accelerator

25-50 drive fills/day

Read Accelerator/ Metadata storage


Mission Critical Storage

Active, business-critical data


Cloud/Web 2.0 Storage

Active data <1-5 drive fills/day

Personal Storage Single user or bulk

storage

Up to 40GB/day for 5 years or <1 drive

fills/day

* For product-specific warranty, please contact your Micron Sales Representative


Micron SSD Portfolio by Application

April 6, 2014

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

good better best

Personal Storage Datacenter Enterprise Storage

SATA3 SAS PCIe


Virtualization Options

February 27, 2014

Sensitive to IO and CPU latency, needs scalability

Server Virtualization

Requires more RAM and HDD capacity

Desktop Virtualization

IO storms are key technology issues

Virtual Desktop

Integration (VDI)


VDI Boot Storm Comparison

0

100

200

300

400

500

600

HDD NAS Micron PCIe SSD

Seco

nd

s (s

)

Average Initial Boot Time per VM

1

10

100

1000

10000

100000

HDD NAS Micron PCIe SSD

Mic

rose

con

ds

(µs)

Latency Times

READ Latency

WRITE Latency

February 27, 2014

White Paper: P320h PCIe SSD Boot Storm Testing in Virtualized Environments

http://www.micron.com/~/media/Documents/Products/Technical Marketing Brief/p320h_boot_storm_testing_tech_brief_lo.pdf






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

February 27, 2014


Shrinking your Footprint with Virtual Storage PCIe Flash Appliance (PFA)

February 27, 2014

Without PFA

20U

With PFA Solution

12U

Scalable Flexible

Like Performance Lower TCO


Learn more about Micron SSD

April 6, 2014

www.enterprisestorage.com

Memory is Micron’s core

business.

We breathe DRAM and Flash for over 20 years


Micron Has Full Ownership of SSD Value Chain

out of one hand

Firmware

https://www.google.de/url?q=http://de.creepypasta.wikia.com/wiki/Datei:Xbox_360_white_wireless_controller_(1).png&sa=U&ei=-LkxU_HqPI3wrQe5r4CwAg&ved=0CDcQ9QEwBQ&usg=AFQjCNFbHvnVvOzLuyyU1oR1UDxrP4MI9w


Complete Storage Portfolio

February 27, 2014

solutions for ALL levels of integration

Silicon SATA SSD SAS SSD PCIe SSD Storage

Appliances


Customer Relationships Evolve to Strategic Partnerships

February 27, 2014

Computing & Storage +

Networking +

20nm DRAM

http://wincgiprod.micron.com/webtemp/imaging/engsearch/cache/443064815.JPG

slides deck introducing micron

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