The Many Flavors of NAND and More to Come Brian Shirley VP Micron Memory Product Group 1
NAND Market Growth Drivers
Top 10 Applications by Units Shipped 4000 # of Units per Application 3500 Millions of Units 3000 2500 2000 1500 1000 500 0 722 780 895 1198 726 1,341 862 1,422 1,025 578 516 504 415 332 279 201 225 193 209 230 174 99 124 145 133 137 152 172 189 201 188 184 186 191 194 195 105 87 92 104 111 117 2008 2009 2010 2011 2012 2013 Mobile Handset (Embedded Flash) Removable Flash Storage Cards USB Flash Drive LCD TV Digital Set top Box MP3 players/pmp (Flash based) Digital Still Camera (Embedded Flash) Video Game Console SSD (Solid State Disk) Handheld Games Source: isuppli
Top 10 Applications by Gigabytes Flash size (GB / Application) 800 700 SSD (Solid State Disk) 600 MP3 players/pmp (Flash based) Video Camcorders (Flash embedded) 500 507 USB Flash Drive GB per Application 400 PC (NAND embedded) Removable Flash Storage Cards 300 345 HDD (Hybrid HDD) 200 100 0 48 167 39 148 38 37 28 75 26 34 22 20 21 17 25 28 12 15 14 10 9 8 16 17 7 10 8 12 2008 2009 2010 2011 2012 2013 Personal Navigation Devices (Flash embedded) Mobile Handset (Embedded Flash) Digital Picture Frames Source: isuppli
Top 10 Applications by Revenue Flash Revenue by Application $20 $18 SSD (Solid State Disk) $16 $6.7 Removable Flash Storage Cards Revenue Billions of $ $14 $12 $10 $8 $6 $0.1 $2.8 $1.6 $0.8 $3.4 $2.0 $2.3 $3.9 $2.3 $5.4 $3.1 $4.1 $4.6 $5.1 $2.2 $2.5 $3.1 USB Flash Drive MP3 players/pmp (Flash based) Mobile Handset (Embedded Flash) PC (NAND embedded) Personal Navigation Devices (Flash embedded) Video Camcorders (Flash embedded) $4 $2 $0 $4.1 $3.9 $3.3 $2.9 $2.5 $1.9 $0.9 $1.3 $1.6 $1.8 $1.8 $1.7 2008 2009 2010 2011 2012 2013 HDD (Hybrid HDD) Digital Picture Frames Source: isuppli
Matching NAND to the Application
NAND Market Requirements
NAND Application Requirements Mobile & Consumer Electronics Small Form Factor Low Power Notebook (SSDs & Embedded) Enterprise Storage High Density Low Power High Endurance High Performance Quality & Reliability NAND management is increasingly critical to all
NAND Technologies SLC NAND Population Vt SLC Target apps: Enterprise storage & code storage Features: High-Performance, High- Endurance 2-bit/cell NAND Population MLC-2 Vt 3-bit/cell NAND Population MLC-3 Vt Target apps: Notebook SSDs & consumer applications Features: High-Density, Lower-Cost than SLC Target apps: Flash cards & USB drives Features: Highest Density, Lowest Cost
NAND Solutions High-Speed NAND Target apps: SSDs, USB 3.0 & Disc Caching Features: ONFI 2.1 synchronous (DDR) interface, reaching speeds of up to 200 MB/s Enterprise NAND Target apps: Servers, Storage & Networking Features: Achieves 10x improvement in endurance compared to standard NAND Managed NAND Target apps: Mobile and Consumer Electronics Features: On-board controller handles NAND management functions Serial NAND Target apps: Lower Density Embedded & Consumer Features: Compatible with SPI interface
NAND in the PC CPU DRAM DDR3 Memory & Bus Control PCIe Graphics Link Peripherals Peripheral & Bus Control ONFI 2.1 Hybrid HDD SATA SSD
NAND Process Trends
NAND Process Technology 90nm Sub-25nm 72nm 50nm 34nm 2Xnm NAND Flash Cross-Sections
A Look at NAND Scaling How long can floating gate tread water?
NAND Scaling: Approaching Atomic Dimensions NAND production state of the art is ~34nm 2Xnm NAND development in progress Scanning tunneling microscope image of a silicon surface showing 10nm is ~20 atoms across
NAND Technology Transition Floating Gate Charge Trap Memory
Emerging Non-Volatile Memory Technologies What are we going to call this conference in 5 years?
Near-Term NAND Solution: 3D Cell 3D techniques already developed in DRAM Epitaxial TFT NAND Vertical NAND String Polysilicon TFT NAND
Emerging Non-Volatile (Non-NAND) Memory Technologies Ferroelectric RAM Magnetic RAM Phase Change RAM Resistive RAM Cross Point Memory
Summary NAND Market Continues to be Fueled by Consumer & Computing/SSD Applications Market Diversification: One Size Does Not Fit All NAND Scaling Will Become Increasingly Complex in the Coming Years In Five Years, We Are Still Going to Call this Conference the Flash Memory Summit