brian shirley...increasing service options cloud inefficiencies pushing demand back to handset...

Brian ShirleyVice President, Memory Solutions

Data Economy

drivers of the

economicadvantage

data proliferation

real-timeanalytics

storage tiering

data availability

power efficiency

Criticalwhy memory is

to the data economy

Mobile Automotive Data Centers

Multiple camera systems create complex content

Emerging AR/VR driving new demands

Higher resolution, faster refresh display requirements

Mobile Imaging & Immersive Content

High-growth low-end phones are increasing service options

Cloud inefficiencies pushing demand back to handset

Network upgrades 2G-3G demand more memory

Social network expansion driving mass adoption

Mobile Emerging Market Expansion

32 64 64 64128 128

256

512

1024

2010 2011 2012 2013 2014 2015 2016 2017 2018+

storagemobile content explosion leads to

Picture: ~3MB

Video: ~50MB

VR/4K Video: ~4.7GB

Planar Mobile NAND

3D Mobile NAND

*Assumption: uncompressed 8 bit image/30 second video file and Optimized 8 NAND die per package Source: Micron, industry analysts and toolstudioIO

growth

25% 30% 35% 45%

0

5

10

15

20

25

30

35

40

45

50

Flagship High-end Mid-tier Low-end

growthmobile DRAM

now seen as a competitive differentiator

DRAM

Bit CAGR

Source: Micron and industry analysts Note: CAGR is estimated 2016–2020 bit growth

2016-2020

connectivity sensors

infotainment

cluster

powertrain ECUs

ADAS CPU black box

Source: Micron and industry analysts

automotive memory

ADAS & Autonomous

Infotainment & Connectivity

Powertrain & Other

expansion

2015 2020 2025

NVM: 64GB-1TB

Fully Autonomous Memory Requirements

4x

6xincrease

increase

2020projections

DRAM: 18-24GB

Challenges for the 2020+ Auto Architecture

DRAM Bandwidth

60GB/s 100+GB/s

OperatingTemperature

-40..+85°C -40…+105/125°C

Security Limited Extensive

Auto Storage Solutions

eMMC/SSD eMMC/UFS/PCIe

Safety High reliable ASIL conform

Data Centers: Delivery Backbone

Enterprise• Increasing demand for in-memory

database apps

Cloud• Growing diversity of cloud services and

solutions

Networking• 4X–5X peak internet traffic growth by

2020

Cloud spending up 18% in 2017, reaching $44.2B*

Must deliver random IO at multi-tenant scale

Customer requirements:• Superior performance

• Best-in-class capacity

• Outstanding cost profile

Data Centers: Cloud Storage Drivers

*Source: IDC

Industry is pushing for memory-centric solutions

New Memory-Optimized Compute Interfaces to Accelerate Data

Data Centers

Performance Improvementswill not come from traditional methods

building for the future of memory

Micron is

Mobile Leadership LP4 DRAM and

MCP portfolio

64L 3D NAND optimized for Mobile applications

Driving heterogeneous tieringsolutions

Partner-driven lab support

Automotive Broadest technology and

product portfolio driving #1 position

Delivering extended spec range at required automotive quality levels

Global customer labs driving partner innovation

Data Center Largest capacity 3D NAND

driving high-density SSD portfolio

Industry-leading SSD security feature set

Broadest networking and HPC portfolio in industry

Driving next gen solution using graphics expertise

Thank you

Q&A