Guardian Technology Platform Webcast

Transcription

1 John Scaramuzzo Guardian Technology Platform Webcast Senior Vice President & General Manager, Enterprise Storage Solutions December 12,

2 Forward-Looking Statements During our meeting today we may make 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 market position, market growth, product sales, industry trends, supply chain, future memory technology, production capacity, production costs, technology transitions and future products. This presentation contains information from third parties, which reflect their projections as of the date of issuance. Actual results may differ materially from those expressed in these forward-looking statements due to 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. Needham Guardian 7 Technology th Annual HDD/Flash Platform Memory Webcast Conference, December Boston, 12, 2013 MA November 6,

3 Agenda SanDisk Overview Guardian Technology Platform Products Portfolio Positioning 3

4 A Global Leader in Flash Storage Solutions Rankings Trailing 4 Qtr Financials* Global Operations Leading Retail Brand 1 $6.0B $3.3B $0.7B Revenue Net Cash* R&D Investment 5,300+ Employees #1 Global Retail Revenue Share SanDisk Client SSD Used by All Leading PC OEMs Qualified at 6 of the Top 7 Server & Storage OEMs All Leading Smartphone & Tablet Manufacturers use SanDisk Enterprise SSDs and Storage Software *Financials as of Q3 13. Net Cash = [Cash + cash equivalents + short-term & long-term marketable securities] less [debt at maturity value] as of the end of Q3 13. Headcount & patents as of Oct 13. NPD Estimate, Jan Estimates of the memory card & USB markets from NPD (Aug 13) and GfK Retail and Technology, Jul 13. 4

5 Complete Vertical Integration NAND TECH NAND DIE SCALE ASSY, TEST & CONTROLLER FLASH MGMT PACKAGING SSD SOFTWARE Close to Half of Industry Bit Output Together with manufacturing partner Toshiba Fabs: World class NAND capacity World-Leading Innovator 4,900+ Patents Gartner: NAND Flash Supply & Demand, WW 1Q 12-4Q 14, 3Q 13. Update Sep 13. Thomson Reuters 2013 Top 100 Global Innovator program, 5

6 IT Forces Driving Transformation to the All Flash Data Center Virtualization Fundamental challenges for shared storage infrastructure Server-tier agility demands storage-tier capability Cloud Public & Private Storage capacity available for subscription: TB/month Storage policy can evolve faster than previous in-house technology Guardian Technology Platform Webcast December 12, 2013 In-Memory Computing Requires large-scale memory pools New Math: $/GB Replaced by TCO TCO = $/GB + $/IOPS + $/watt + $/rack + transactions/tile square +... (Nearly) infinite capacity is taken as given Key challenge is delivery of large volumes of data 6

7 Needs Inspiring the All Flash Data Center Service Delivery Instant access Memory speed performance Economics Reduced support costs Lower power and cooling Reduced rack and floor space Fewer servers and storage arrays 7

8 The Guardian Technology Platform FlashGuard Technology Enhances Endurance DataGuard Technology Ensures Data Integrity Across Entire Data Path EverGuard Technology Ensures Reliable Operation Upon Power Failure 8

9 Raw NAND Flash Must be Enhanced to Meet the Demands of Enterprise IT Characteristics of Raw NAND NAND Physics Significantly Affects QoS Change over time Endurance and performance degrade with Die shrinks Usage Performance consistency degrades over time Low Bit Error Rate High Typical SSDs have degrading QoS as Flash wears Drive On The Fly ECC Capability Error recovery retries which interrupt data transfer leading to inconsistent performance, increased latency and poor QoS Early Life Time & PE Cycling End of Life 9

10 Guardian Technology Platform: Enhances NAND Physics to Meet Enterprise Standards Low Guardian Technology Platform Continually and Adaptively Optimizes the NAND Physics Over Life Improving Bit Error Rate (BER) and Extending Endurance Bit Error Rate Guardian On the Fly Error Correction Capability Delivering Consistent Performance, Predictable Latency and Solid QoS with Value High Early Life Time & PE Cycling End of Life 10

11 Optimizing NAND Physics & Improving BER Results Analogous to variable density techniques in HDD Aggregate capability optimizes capability of each component PE Life Incremental PEs with Guardian wear leveling Traditional wear leveling Block Number 11

12 Guardian Technology Platform: Improves Reliability and Time to Market Flash Characterization Component-level characterization Endurance optimization Endurance demonstration Flash Cell Design Full access to memory technology Ability to optimize flash parameters in process Methodology Aggregated flash management a system approach Dynamic signal processing and calibration Drive-Level Verification Validate all Guardian features Demonstrate end-of-life performance and reliability targets Customized ASIC High-performance architecture Optimized for Guardian features Multiple interface platform Factory Test Guardian optimization Ensure each drive meets reliability and endurance metrics Guardian Technology Platform Optimized at Each Level of the Product Life Cycle 12

13 Benefits to the Customer More work done at lower cost Faster Read/Write IOPS performance than traditional enterprise SSDs Long lifetime 5 year life at 1-50 drive writes per day (DWPD) with consistent performance over drive life Increases durability of NAND Flash, lowers TCO Allows SanDisk to continue down the NAND cost curve with the quality demanded by Enterprise IT 13

14 Guardian Technology Platform Works Across All Enterprise Applications ULL Ultra low latency PCIe Future Future Enterprise Application Big Data In-Memory Database Indexing, Caching OLTP Database HPC Value Proposition Another tier of memory Ultra low latency MLC value Enterprise endurance Low latency MLC value SAS Up to 2TB 100/50K IOPS Large Scale Databases Enterprise endurance High performance MLC value SATA Up to 960 GB 80/30K IOPS 1.8"/2.5" Cloud Computing Enterprise endurance High capacity MLC value 14

15 Broad SanDisk Enterprise Portfolio SATA SAS PCIe* Flash on DIMM* Software for server side caching for in-memory databases * New offerings planned for

16 SanDisk Well Positioned in Enterprise SSDs Innovation Vertical Integration Comprehensive Portfolio Technology Leadership Flexible Scale, Supply & Cost Broadest Solutions Coverage Captive NAND SATA SAS PCIe * Flash on DIMM * Software SanDisk * New offerings planned for

17 Thank you 17

18 (C) 2013 SanDisk Corporation. All rights reserved. SanDisk is a trademark of SanDisk Corporation, registered in the United States and other countries. Lightning, Optimus and FlashSoft are U.S. registered trademarks of SanDisk Enterprise IP LLC. Guardian Technology, ULLtraDIMM, Cloudspeed and the Cloudspeed logo, FlashGuard, DataGuard and EverGuard are trademarks of SanDisk Enterprise IP LLC. Other brand names mentioned herein are for identification purposes only and may be the trademarks of their respective holder(s). 18