Designing for the Next Smart Device

Transcription

1 Designing for the Next Smart Device Elad Baram Director, Product Marketing, Mobile & Connected Solutions, SanDisk January 9, 2014 JEDEC at CES 2014 Copyright 2014

2 Forward-Looking Statements.During our meeting today, we may make forward-looking statements. Any statement that refers to expectations or other characterizations of future events or circumstances is a forward-looking statement, including those relating to market growth, industry trends, future products, product capabilities and specifications, and product and technology development.actual results may differ materially from those expressed in the forward-looking statements due to factors detailed under the caption Risk Factors and elsewhere in documents SanDisk files from time-to-time with the SEC, including our annual and quarterly reports. SanDisk undertakes no obligation to update these forwardlooking statements, which speak only as of the date hereof. 2

3 Wearable Devices What is the Market Opportunity? 3

4 What is a Wearable Device? Health & Fitness Monitors Wearable Camera Smart Watch Devices Wearable Computer FitBit Looxie Pebble Sony Google Glass Nike Zeal Motorola Qualcomm Recon Jet Go Pro Jawbone 4

5 Growth Segments Smartwatches and Smartglasses 90% 8% 2% 2013 Fitness Smartglasses and Watches Other (Jewelry) Mix of Units Shipped Source: Strategy Analytics. 9/13 5

6 Growth Segments Smartwatches and Smartglasses 15% 25% % Fitness Smartglasses and Watches Other (Jewelry) Mix of Units Shipped Source: Strategy Analytics. 9/13 6

7 Embedded Storage Growth in Wearables 1,600 1,400 1,200 1,000 Storage (PB) Total wearables Source: SanDisk Marketing 7

8 WearablesWill Drive Innovation Product innovation will improve adjacent markets 8

9 App Development Will Drive Adoption Develope ers 3.5% 27.4% Copyright 2013 Strategy Analytics, Inc. 9

10 Wearable Apps Create New Use Cases 21mph DISTANCE: 5 MILES WATTS 300 NE CALS 10

11 Video Capture Performance Requirements 16 Video Recording MB/sec 2 0 VGA HD (720p) HD (1080p) HD UltraHD Source: SanDisk 1/14 11

12 Video and Apps Will Drive Capacity GB Smartwatch WearableGlass Source: SanDisk 1/14 12

13 Challenges of Designing for Wearables Watch, 500mm 2 Wearable Glass, ~800mm 2 Flagship Smartphone ~6000 mm 2 Sources: phone ifix Glasses catwig.com 13

14 Packaging Technology Ramp Sub 100mm Y 1Z 250 mm x 18mm 12 x 16mm x 13mm 9 x 13mm or 11 x 10 (90mm 2 ) Source: SanDisk 1/14 14

15 Lowering Z Height 101 um Wearable will require thinner solutions Die thinning and substrate thinning are nearing the technology limits Negative reliability effects, thermo-mechanical stress challenges Source: SanDisk 1/14 15

16 Low Profile Package Considerations Current JEDEC BGA (Per MO-276) Package Height inand PACKAGE CONSTRUCTION Mold Body Substrate Solder ball 0.22+/-0.05mm Current JEDEC BGA (Per MO-276) Reduced Stand-off by using Smaller Solder Ball (MO-276 REVISION NEEDED) STUDY IMPACT TO BLR LGA (no Solder Ball) (Customer may need Under- Fill for BLR) LGA may need new PAD-OUT (non-fine pitch) 16

17 Very Low Power at All Times 3,000 2,000 1,000 - Battery (mah) Smartphone 3 Smartphone 2 Smartphone 1 Wearable Computer Smartwatch (Glasses) Smartphone 3 Smartphone 2 Smartphone 1 Wearable Computer (Glasses) Smartwatch Standby and leakage current is critical Need to consume low ma at all times Source: SanDisk 1/14 17

18 Summary Drive Sub 100mm2packages, leveraging 1Znm technologies Make the right power / performance design tradeoffs Leverage emmc power advantages in sleep modes Enjoy the power efficiency in the relevant performance envelop Small form-factor, ultra low-power requirements for wearable devices will fuel innovation into other market segments 18

19 Thank You! 19