brian shirley...increasing service options cloud inefficiencies pushing demand back to handset...
TRANSCRIPT
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Brian ShirleyVice President, Memory Solutions
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Data Economy
drivers of the
economicadvantage
data proliferation
real-timeanalytics
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storage tiering
data availability
power efficiency
Criticalwhy memory is
to the data economy
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Mobile Automotive Data Centers
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Multiple camera systems create complex content
Emerging AR/VR driving new demands
Higher resolution, faster refresh display requirements
Mobile Imaging & Immersive Content
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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
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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
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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
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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
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NVM: 64GB-1TB
Fully Autonomous Memory Requirements
4x
6xincrease
increase
2020projections
DRAM: 18-24GB
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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
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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
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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
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Industry is pushing for memory-centric solutions
New Memory-Optimized Compute Interfaces to Accelerate Data
Data Centers
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Performance Improvementswill not come from traditional methods
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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
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Thank you
Q&A