Building for the Next 10 x of Computing. Christopher Bergey Vice President Mobile, Connected and Wearable Solutions June 5, 2014

Transcription

1 Building for the Next 10 x of Computing Christopher Bergey Vice President Mobile, Connected and Wearable Solutions June 5,

2 During our meeting today we will 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, future memory technology, production ramp, production costs, technology transitions and future products. This presentation also contains forward-looking statements attributed to 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 a number of risks and uncertainties, including 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 or as of the date of issuance by a third party, as the case may be. 2

3 7,000,000,000 3

4 726,000,0000 New Connected Devices in Asia Source: SanDisk Market Intelligence (Multiple Sources): 5/2014 4

5 Responsive, Reliable Storage is Essential Mobile and Tablets Connected Home Wearables Automotive/Indu strial inand, microsd, SD Enterprise Components 5

6 6

7 The Smartphone The World s Essential Device Largest smartphone market in the world 510M 783M M 165M Source: SanDisk Market Intelligence (Multiple Sources): 5/2014 7

8 A Deeply Personal Relationship with Smartphones 89% of year-old smartphone owners reach for their devices within 15 minutes of waking up Sources: IDC/Facebook

9 Storage Matters 9

10 Storage Matters for an Exceptional User Experience We see this 10

11 Latency Frustrates Consumers But capture this 11

12 Storage Matters Bandwidth MULTISHOT LIMIT High-bandwidth Multishot Write/read speed to support 24fps multishot in HD 12

13 Storage Matters Lifetime Performance 16GB 16GB 13

14 Storage Matters UltraHD (4K) Exponentially more storage than 1080p Faster mass storage interface speeds p 225MB 400MB 3:00 video clip 4K 2.1GB 14

15 Storage Matters Capacity Consumers with 16GB devices are already space conscious Average smartphone photo file size increased 3X in two generations Advanced camera modules create 30MB+ image files Android-based apps have nearly quadrupled in size in 6 months More than 82M Chinese smartphone owners have 21 apps or more A 15-second video clip is 1080p and 4K Sources: SanDisk, 5/2013, ABI Research, 10/2012, Anandtech, 10/

16 Storage for the Next 10 x of Computing 16

17 Move Past Device Level Architectures Designed for synthetic performance Synthetic benchmarks matter Internally focused on the flash module Limited opportunity for innovation 17

18 Develop System-level Architectures Design for user experience Focus on application benchmarks Storage and system focused Greater opportunities for innovation 18

19 Optimize Storage for Application Requirements Performance Application-sensitive storage Industry-standard storage Application Demands Time 19

20 SanDisk 1Z: World s First 15nm Node Lead chips: 128 Gb X2 and 128 Gb X3 Both X2 and X3 are the two smallest 128 Gb chips in the world Sampling now; production ramp 2H 14 Both X2 and X3 are suitable for broad applications and markets Density, endurance, retention, power, and performance 20

21 EMERGING Diversified Embedded Market Opportunities Smartphones Tablets Connected Home Wearables Automotive 21

22 Thank You 2014 SanDisk Corporation. All rights reserved. SanDisk is a trademark of SanDisk Corporation, registered in the United States and other countries. inand, inand Ultra and inand Extreme are trademarks of SanDisk Corporation. Other brand names mentioned herein are for identification purposes only and may be the trademarks of their respective holder(s). 22