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