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

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Brian Shirley Vice President, Memory Solutions

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Page 1: Brian Shirley...increasing service options Cloud inefficiencies pushing demand back to handset Network upgrades 2G-3G demand ... CAGR is estimated 2016–2020 bit growth 2016-2020

Brian ShirleyVice President, Memory Solutions

Page 2: Brian Shirley...increasing service options Cloud inefficiencies pushing demand back to handset Network upgrades 2G-3G demand ... CAGR is estimated 2016–2020 bit growth 2016-2020

Data Economy

drivers of the

economicadvantage

data proliferation

real-timeanalytics

Page 3: Brian Shirley...increasing service options Cloud inefficiencies pushing demand back to handset Network upgrades 2G-3G demand ... CAGR is estimated 2016–2020 bit growth 2016-2020

storage tiering

data availability

power efficiency

Criticalwhy memory is

to the data economy

Page 4: Brian Shirley...increasing service options Cloud inefficiencies pushing demand back to handset Network upgrades 2G-3G demand ... CAGR is estimated 2016–2020 bit growth 2016-2020

Mobile Automotive Data Centers

Page 5: Brian Shirley...increasing service options Cloud inefficiencies pushing demand back to handset Network upgrades 2G-3G demand ... CAGR is estimated 2016–2020 bit growth 2016-2020

Multiple camera systems create complex content

Emerging AR/VR driving new demands

Higher resolution, faster refresh display requirements

Mobile Imaging & Immersive Content

Page 6: Brian Shirley...increasing service options Cloud inefficiencies pushing demand back to handset Network upgrades 2G-3G demand ... CAGR is estimated 2016–2020 bit growth 2016-2020

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

Page 7: Brian Shirley...increasing service options Cloud inefficiencies pushing demand back to handset Network upgrades 2G-3G demand ... CAGR is estimated 2016–2020 bit growth 2016-2020

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

Page 8: Brian Shirley...increasing service options Cloud inefficiencies pushing demand back to handset Network upgrades 2G-3G demand ... CAGR is estimated 2016–2020 bit growth 2016-2020

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

Page 9: Brian Shirley...increasing service options Cloud inefficiencies pushing demand back to handset Network upgrades 2G-3G demand ... 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

Page 10: Brian Shirley...increasing service options Cloud inefficiencies pushing demand back to handset Network upgrades 2G-3G demand ... CAGR is estimated 2016–2020 bit growth 2016-2020

NVM: 64GB-1TB

Fully Autonomous Memory Requirements

4x

6xincrease

increase

2020projections

DRAM: 18-24GB

Page 11: Brian Shirley...increasing service options Cloud inefficiencies pushing demand back to handset Network upgrades 2G-3G demand ... CAGR is estimated 2016–2020 bit growth 2016-2020

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

Page 12: Brian Shirley...increasing service options Cloud inefficiencies pushing demand back to handset Network upgrades 2G-3G demand ... CAGR is estimated 2016–2020 bit growth 2016-2020

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

Page 13: Brian Shirley...increasing service options Cloud inefficiencies pushing demand back to handset Network upgrades 2G-3G demand ... CAGR is estimated 2016–2020 bit growth 2016-2020

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

Page 14: Brian Shirley...increasing service options Cloud inefficiencies pushing demand back to handset Network upgrades 2G-3G demand ... CAGR is estimated 2016–2020 bit growth 2016-2020

Industry is pushing for memory-centric solutions

New Memory-Optimized Compute Interfaces to Accelerate Data

Data Centers

Page 15: Brian Shirley...increasing service options Cloud inefficiencies pushing demand back to handset Network upgrades 2G-3G demand ... CAGR is estimated 2016–2020 bit growth 2016-2020

Performance Improvementswill not come from traditional methods

Page 16: Brian Shirley...increasing service options Cloud inefficiencies pushing demand back to handset Network upgrades 2G-3G demand ... CAGR is estimated 2016–2020 bit growth 2016-2020

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

Page 17: Brian Shirley...increasing service options Cloud inefficiencies pushing demand back to handset Network upgrades 2G-3G demand ... CAGR is estimated 2016–2020 bit growth 2016-2020

Thank you

Q&A