SanDisk Enterprise Storage Solutions

Transcription

1 SanDisk Enterprise Storage Solutions Mike Chenery Senior Fellow Deutsche Bank Technology Conference Las Vegas, Nevada September 14, 2011

2 Forward-looking Statement During our meeting today we will be making forward-looking statements. Any statement that refers to expectations, projections or other characterizations of future events or circumstances is a forward-looking statement, including those relating to revenue, pricing, market share, market growth, product sales, industry trends, expenses, gross margin, operating income, profitability, future memory technology, production capacity and technology transitions and future products. Actual results may differ materially from those expressed in these forward-looking statements including due to the factors detailed under the caption Risk Factors and elsewhere in the documents we file from time-to-time with the SEC, including our annual and quarterly reports. We undertake no obligation to update these forward-looking statements, which speak only as of the date hereof. 2

3 SanDisk Serves Large Product Categories 2015 Unit TAM Digital Cameras USB Flash Drives A/V players, Gaming & other Mobile Phones Tablets 156M 315M 234M 2,393M 327M Source: Gartner, June Forecast: Semiconductor Consumption by Electronic Equipment Type, Worldwide, 2Q11 Update *2014 forecast; Gartner, January, Deutsche Bank Technology Conference, Las Vegas, Nevada. September 14, 2011 FINANCIAL ANALYST DAY : FEBRUARY 24, 2011 Solid State Drives Internet Enabled TV, Set Top Box 145M 274M*

4 Solid-State Drives: New SanDisk Growth Driver PC SSDs Entry-Level + Mainstream PC Units, mil ENTERPRISE SSDs Units, mil Avg Capacity in GB/Unit Cloud accelerating SSD adoption Source: Gartner, June 2011 Forecast: Semiconductor Consumption by Electronic Equipment Type, Worldwide, 2Q11 Update 4

5 SanDisk Enters Enterprise Storage Solutions Market Completed acquisition of Pliant Technology, a leading developer of enterprise flash storage solutions, in May 2011 Forms SanDisk s Enterprise Storage Solutions business Strong line up of NAND-based Serial Attached SCSI (SAS) Enterprise SSDs Lightning 6Gb SAS Enterprise SSD PCIe solutions in development 5

6 Overview of Enterprise Storage Opportunity SITUATION Storage demands, performance requirements continue to increase while budgets are limited, power is limited, space is limited and green initiatives are rising in priority. QUESTION How to do more with less? WHAT S NEEDED Innovative products are required to change existing storage paradigms. SOLUTION Higher performance, lower cost, increased reliability, reduced power, and smaller footprint. 6

7 New Approach: Improved Efficiencies HDD-ONLY CONFIGURATION Higher RPM (10K/15K) Short stroke HDDs Smaller form factor drives Over-provision HDDs Lower capacity HDDs Stripped data for MB/s HYBRID CONFIGURATION Storage tiers Hot data on SSDs Dual port for performance Fewer devices for reliability High capacity HDDs DO MORE FOR LESS! 7

8 Simple Proposition: Do More For Less! $1.10 /TPM HP DL580 G5* Aug 19 th 2008 HP DL380 G7** May 4 th 2011 With SanDisk Enterprise SSDs $0.65 /TPM Metric Improvement Storage Capacity (Terabytes) +74% Number of Users +65% Performance (Transactions Per Minute, TPM) +61% Drive Power (Watts) -79% Footprint (Enclosures) -77% System Cost -5% * HP ProLiant DL 580 G5, 2.67 GHz, 16MB L2, TPC Report, Hewlett Packard Company ** HP ProLiant DL 380 G7, 3.46 GHz, 12MB Cache, TPC Report, Hewlett Packard Company 8

9 Enterprise SSD Interface Forecast 100% 90% 80% PCIe 70% 60% 50% 40% 30% 20% SATA SAS PCIe SATA SAS FC 10% FC 0% Source: IDC, Worldwide Solid State Drive Forecast and Analysis, June

10 Our Competitive Advantages Advanced Firmware Memory Architecture Proprietary ASIC Controller Enterprise Class Performance, Data Reliability World Class Captive NAND Supply 10

11 Quality of Service (QoS): Key SanDisk Differentiator 40,000 35,000 30,000 <--Typical Workload --> Range LB 406S, 4KB 70/30 Random Read/Write Performance (IOPS) 25,000 20,000 15, Response Time (ms) 10,000 5, Queue Depth Performance Average Response Time Maximum Response Time Source: SanDisk, based on internal testing; performance may be lower depending upon host device, OS and application Originally presented at the Flash Memory Summit on August 11,

12 Gaining Business Momentum PRODUCTS Dual port, full duplex, 3Gb & 6Gb SAS functionality Shipping all capacities from 150 GB to 800 GB per unit Recognized for predictable performance & high reliability CUSTOMERS Shipping to 3 out of 7 Tier-1 storage OEMs Multiple systems for each OEM Positive engagements with other customers Revenue ramping up quickly Channel partners expanding reach and solutions 12 Deutsche Bank Technology Conference, Las Vegas, Nevada. September 14, 2011 FINANCIAL ANALYST DAY : FEBRUARY 24, 2011

13 Thank You 13

14 SanDisk, the SanDisk logo and Sansa are trademarks of SanDisk Corporation, registered in the U.S. and other countries. Lightning is a U.S. registered trademark of SanDisk Corporation and its subsidiaries. Other brand names mentioned herein are for identification purposes only and may be the trademarks of their respective holder(s) SanDisk Corporation. All rights reserved. 14