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Edge Computing: - The Future of IoT and Memory Technologies
Steven Craig
Senior Vice President
Western Digital Corp
November 14th, 2018
Forward-Looking StatementsSafe Harbor | Disclaimers
This presentation contains forward-looking statements that involve risks and uncertainties, includingstatements regarding our market positioning; HDD and flash products and technologies; developmentefforts and growth opportunities; business strategies; expectations regarding data infrastructure anddigital storage capacity growth; and market trends. Forward-looking statements should not be read as aguarantee of future performance or results, and will not necessarily be accurate indications of the timesat, or by, which such performance or results will be achieved, if at all. Forward-looking statements aresubject to risks and uncertainties that could cause actual performance or results to differ materially fromthose expressed in or suggested by the forward-looking statements.
Key risks and uncertainties include volatility in global economic conditions; business conditions and growthin the storage ecosystem; impact of competitive products and pricing; market acceptance and cost ofcommodity materials and specialized product components; actions by competitors; unexpected advancesin competing technologies; our development and introduction of products based on new technologies andexpansion into new data storage markets; risks associated with acquisitions, mergers and joint ventures;difficulties or delays in manufacturing; and other risks and uncertainties listed in the company’s filings withthe Securities and Exchange Commission (the “SEC”) and available on the SEC’s website at www.sec.gov,including our most recently filed periodic report, to which your attention is directed. We do not undertakeany obligation to publicly update or revise any forward-looking statement, whether as a result of newinformation, future developments or otherwise, except as required by law.
©2018 Western Digital Corporation or its affiliates. All rights reserved. 2
The Largest Data Storage Company in the World
©2018 Western Digital Corporation or its affiliates. All rights reserved.
$20.5B+IN REVENUE
Data Infrastructure for the Entire Landscape
©2018 Western Digital Corporation or its affiliates. All rights reserved.
Data Infrastructure from the Edge to Core
©2018 Western Digital Corporation or its affiliates. All rights reserved.
Data Infrastructure Products and Solutions
Solid State & Hard Disk Drives
Platforms & SystemsEmbedded & Removable
Consumer
©2018 Western Digital Corporation or its affiliates. All rights reserved.
BatchAnalytics
StreamingAnalytics
ArtificialIntelligence
MachineLearning
DataAggregation
Modeling
Fast DataPerformance
Mobility
Real-time Results
Smart Machines
Insight
Prediction
Prescription
Big DataScale
©2018 Western Digital Corporation or its affiliates. All rights reserved.
E. Pluribus Datum
Off-the-rack Architecture in a Bespoke World
General Purpose Transportation
General Purpose Compute Architecture
S/PDIF jack
VGA port
DVI-D port
USB ports
LAN port
Audio jacks
S/PDIF-out
PCIe x16 slot
PCIe x1 slots
Mini-card socket
Memory slots
Buzzer
Power
Chipset
Front panel
SATA 1~4
Jumpers
Front audio Battery USB 5~8
WLAN LED USB 1~4
System fan Processor CPU fan
©2018 Western Digital Corporation or its affiliates. All rights reserved.
Purpose Built Machines for Demanding Verticals
©2018 Western Digital Corporation or its affiliates. All rights reserved.
Workloads Determine the Engine!
FastData
BigData
©2018 Western Digital Corporation or its affiliates. All rights reserved.
Which in Turn Need Novel Components
FastData
BigData
Performance-centric scale
Capacity-centric scale
Compute
Storage SOC General Purpose CPU
Storage SemanticData Flow
Memory SemanticData Flow
Interconnect
Storage-centricarchitecture
Purpose-built data-centric architectures
Memory-centricarchitecture
Storage
Memory
HDD SSD
NVM DRAM SRAM
Storage
Memory
GPU FPGA ASIC
©2018 Western Digital Corporation or its affiliates. All rights reserved.
To Erg is Human
©2018 Western Digital Corporation or its affiliates. All rights reserved.
On Chip
On Board
In System or Cloud
1.E-14
1.E-13
1.E-12
1.E-11
1.E-10
1.E-09
1.E-08
1.E-07
1.E-06
1.E-05
1.E-04
1.E-03
1E-05 1E-04 1E-03 1E-02 1E-01 1E+00 1E+01 1E+02 1E+03 1E+04 1E+05 1E+06
En
erg
y (
J p
er 6
4b
)
Distance (m)
NAND access
16FF NAND gate
ALU Operation
Register file
L1 cache (8KB)
L2 cache (32KB)
L3 cache (1MB)
DRAM access
Disk access
Cloud access
Growing Markets …
1980 1985 1990 1995 2000 2005 2010 2015 2017
Ship
ments
(EB);
Revenue (
$B)
DRAM $72.1B
©2018 Western Digital Corporation or its affiliates. All rights reserved.
Source: Gartner
1980 1985 1990 1995 2000 2005 2010 2015 2017
Ship
ments
(EB);
Revenue (
$B)
Growing Markets …
NAND $53.7B
DRAM $72.1B
©2018 Western Digital Corporation or its affiliates. All rights reserved.
Source: Gartner
1980 1985 1990 1995 2000 2005 2010 2015 2017
Ship
ments
(EB);
Revenue (
$B)
Growing Markets …
NAND $53.7B
DRAM $72.1B
HDD $24.6B
©2018 Western Digital Corporation or its affiliates. All rights reserved.
Source: Gartner
1980 1985 1990 1995 2000 2005 2010 2015 2017
Ship
ments
(EB);
Revenue
($B)
Growing Markets and Scaling Technologies
DRAM11.5 EB
©2018 Western Digital Corporation or its affiliates. All rights reserved.
Source: Gartner
1980 1985 1990 1995 2000 2005 2010 2015 2017
Ship
ments
(EB);
Revenue
($B)
Growing Markets and Scaling Technologies
NAND174.7 EB
DRAM11.5 EB
©2018 Western Digital Corporation or its affiliates. All rights reserved.
Source: Gartner
1980 1985 1990 1995 2000 2005 2010 2015 2017
Ship
ments
(EB);
Revenue
($B)
Growing Markets and Scaling Technologies
NAND174.7 EB
DRAM11.5 EB
HDD670.2 EB
©2018 Western Digital Corporation or its affiliates. All rights reserved.
Source: Gartner
By 2022, ~90% of data center exabytes will still be stored on
capacity enterprise HDDs
NAND Charge Trap Cells
10x
10x
DRAM Cells
Billions and Billions of DevicesIn 2018, roughly as many processor transistors shipped as grains of sand on earth
Grains of SandProcessor Transistors
~=
©2018 Western Digital Corporation or its affiliates. All rights reserved.
Source: Grains of sand by NPR https://www.npr.org/sections/krulwich/2012/09/17/161096233/which-is-greater-the-number-of-sand-grains-on-earth-or-stars-in-the-sky# of transistors in Intel/AMD PC-based CPUs and Apple Mobile based CPUs (2017), https://en.wikipedia.org/wiki/Transistor_count
In the Grip of the Charge Trap
~170 BillionDevices per
BiCS 512Gb NAND die
Per DRAM diePer CPU die
~10-20 Billion
Devices
~16 Billion
Devices
©2018 Western Digital Corporation or its affiliates. All rights reserved.
Wants, Needs and Can’t-do-withouts
Power
Latency
Throughput
Retention
Endurance
Cost Density
Diverging AI Applications
Analytics
Real-time applications
Mobility
Artificial Intelligence
IoT
Diverging Memory Needs
©2018 Western Digital Corporation or its affiliates. All rights reserved.
More Diverse Workload
©2018 Western Digital Corporation or its affiliates. All rights reserved.
REAL TIME ANALYTICS(SURVEILLANCE)
IMAGING (HEALTHCARE)
PATTERN ANALYSIS(SMART CITY)
DESIGN SIMULATION(TECHNOLOGY)
REAL-TIME MONITORING(AUTOMOTIVE)
DATA MODELING(FINANCIAL)
22
SETS STAGE FOR . . .
Machine vision
Machine learning & modeling
Real-time & big data analytics
M2M communication
Data access
Data upload
Global monitoring
Predict & prevent
The Evolving Role of STORAGE
OVERCOME:
Bandwidth deployment/cost
Interoperability
Latency
Connectivity
Security
Data durability
Data manageability
23©2018 Western Digital Corporation or its affiliates. All rights reserved.