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The Future of Data Infrastructure Stefaan Vervaet – Sr. Director. Solutions & Market Development ©2018 Western Digital Corporation or its affiliates. All rights reserved.

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Page 1: The Future of Data Infrastructure · The Future of Data Infrastructure Stefaan Vervaet – Sr. Director. Solutions & Market Development ©2018 Western Digital Corporation or its affiliates

The Future of Data Infrastructure

Stefaan Vervaet – Sr. Director. Solutions & Market Development

©2018 Western Digital Corporation or its affiliates. All rights reserved.

Page 2: The Future of Data Infrastructure · The Future of Data Infrastructure Stefaan Vervaet – Sr. Director. Solutions & Market Development ©2018 Western Digital Corporation or its affiliates

This presentation contains forward-looking statements that involve risks and uncertainties, including, but not limited to,statements regarding our data center products and technologies, expectations regarding data usage and storage, ourbusiness strategy, growth opportunities, and demand and market trends. Forward-looking statements should not be readas a guarantee of future performance or results, and will not necessarily be accurate indications of the times at, or by,which such performance or results will be achieved, if at all. Forward-looking statements are subject to risks anduncertainties that could cause actual performance or results to differ materially from those expressed in or suggested bythe forward-looking statements.

Key risks and uncertainties include volatility in global economic conditions, business conditions and growth in the storageecosystem, impact of competitive products and pricing, market acceptance and cost of commodity materials andspecialized product components, actions by competitors, unexpected advances in competing technologies, difficulties ordelays in manufacturing, and other risks and uncertainties listed in the company’s filings with the Securities and ExchangeCommission (the “SEC”) and available on the SEC’s website at www.sec.gov, including our most recently filed periodicreport, to which your attention is directed. We do not undertake any obligation to publicly update or revise any forward-looking statement, whether as a result of new information, future developments or otherwise, except as required by law.

Forward-Looking StatementsSafe Harbor | Disclaimers

2©2018 Western Digital Corporation or its affiliates. All rights reserved.

Page 3: The Future of Data Infrastructure · The Future of Data Infrastructure Stefaan Vervaet – Sr. Director. Solutions & Market Development ©2018 Western Digital Corporation or its affiliates

3©2018 Western Digital Corporation or its affiliates. All rights reserved.

from the inventors of

…DATA DEFENDERS…

RAM DISKFLASH

Page 4: The Future of Data Infrastructure · The Future of Data Infrastructure Stefaan Vervaet – Sr. Director. Solutions & Market Development ©2018 Western Digital Corporation or its affiliates

VirtualizationLOB AppsDatabases ERP / CRM / Financial

Machine LearningSocial MediaMobile Big Data Analytics

Application Landscape is Changing

Page 5: The Future of Data Infrastructure · The Future of Data Infrastructure Stefaan Vervaet – Sr. Director. Solutions & Market Development ©2018 Western Digital Corporation or its affiliates

Modern Apps drive New Ways to Provision Storage

API ComposableMicroservicesREST based

CLOUD Elasticity, OPEXHybridContainer support

MONOLOTHIC DISSAGREGATED

FAST Milli to Nano seconds NMVe-oF

BIG ExaByte Scale-out Analytics

Page 6: The Future of Data Infrastructure · The Future of Data Infrastructure Stefaan Vervaet – Sr. Director. Solutions & Market Development ©2018 Western Digital Corporation or its affiliates

The Data Infrastructure (R)evolution

6

Converged

• Preconfigured HW/SW for a specific application and workload

• Software-defined with deeper levels of abstraction and automation

Hyper-Converged• Disaggregated compute

and storage resources

• Shared pool of resources that can be composed and made available on demand

Composable

©2018 Western Digital Corporation or its affiliates. All rights reserved.

Composability

Page 7: The Future of Data Infrastructure · The Future of Data Infrastructure Stefaan Vervaet – Sr. Director. Solutions & Market Development ©2018 Western Digital Corporation or its affiliates

Hyperconverged vs. Composable

©2018 Western Digital Corporation or its affiliates. All rights reserved. 7

Scalability

Efficiency

Agility

Performance

Network Network

Network NetworkVs.

Underutilized resources

CPU CPU

CPU CPU

Flash Intensive Workload

Flash

NetworkHDD

HDD

Flash

NetworkHDD

HDD

Flash

NetworkHDD

HDD

Flash

NetworkCPU

HDD

Flash Flash

Flash Flash

Page 8: The Future of Data Infrastructure · The Future of Data Infrastructure Stefaan Vervaet – Sr. Director. Solutions & Market Development ©2018 Western Digital Corporation or its affiliates

Hyperconverged vs. Composable

©2018 Western Digital Corporation or its affiliates. All rights reserved. 8

Flash

NetworkHDD

HDD

Vs.

Capacity Intensive Workload

Underutilized resources

Flash

NetworkHDD

HDD

Flash

NetworkHDD

HDD

Flash

NetworkCPU

HDD

Scalability

Efficiency

Agility

Performance

Network Network

Network Network

CPU CPU

CPU CPU

HDD HDD

HDD HDD

Page 9: The Future of Data Infrastructure · The Future of Data Infrastructure Stefaan Vervaet – Sr. Director. Solutions & Market Development ©2018 Western Digital Corporation or its affiliates

The Benefits of Composability

©2018 Western Digital Corporation or its affiliates. All rights reserved. 9

lower TCO than traditional HCI architectures~40% savings in initial

CapEx investment~50%

Flash

NetworkHDD

HDD

Flash

NetworkHDD

HDD

Flash

NetworkHDD

HDD

Flash

NetworkCPU

HDD

Vs.

Greater economics, agility, efficiency and simplicity at scale

Applicable to all environments –virtual, containers, bare metal –and applications

Network Network

Network Network

CPU CPU

CPU CPU

HDD HDD

HDD HDD

Page 10: The Future of Data Infrastructure · The Future of Data Infrastructure Stefaan Vervaet – Sr. Director. Solutions & Market Development ©2018 Western Digital Corporation or its affiliates

NVMf Fabric Devices

©2018 Western Digital Corporation or its affiliates. All rights reserved.

Flash Disk Compute

10

Simpler building blocksFaster Time-to-Market of innovationMaintains multiple paths to the deviceNetwork matched to media performance

The New World of NVMf Fabric Devices

Page 11: The Future of Data Infrastructure · The Future of Data Infrastructure Stefaan Vervaet – Sr. Director. Solutions & Market Development ©2018 Western Digital Corporation or its affiliates

Introducing OpenFlexTM

11©2018 Western Digital Corporation or its affiliates. All rights reserved.

OpenFlexTM F3000 Fabric Device and E3000 Fabric Enclosure OpenFlexTM D3000 Series Fabric Device

High-capacity fabric device for Big Data: batch analytics, machine learning, predictive modeling – 168TB

Modular storage building blocks unified on a single fabric

High-performance, low-latency fabric device for Fast Data: AI, real-time analytics, IoT - 610TB of NVMe Flash

Page 12: The Future of Data Infrastructure · The Future of Data Infrastructure Stefaan Vervaet – Sr. Director. Solutions & Market Development ©2018 Western Digital Corporation or its affiliates

Purpose-Built Disaggregated Infrastructure

12©2018 Western Digital Corporation or its affiliates. All rights reserved.

Flash Enclosure

Disk Enclosure

Compute Enclosure

Rack Option B:

More DiskRack Option A:

More Flash

Page 13: The Future of Data Infrastructure · The Future of Data Infrastructure Stefaan Vervaet – Sr. Director. Solutions & Market Development ©2018 Western Digital Corporation or its affiliates

OpenFlex Management API

• Kingfish Open API builds on existing open standards

• Unified across entire data infrastructure for delivering simplicity at scale

• Contributing APIs to the public domain to accelerate innovation and market adoption

©2018 Western Digital Corporation or its affiliates. All rights reserved. 13

KingfishTM Physical and Logical/Virtual System

Management

SwordfishTM Logical Storage Management

RedfishTM Physical Server Management

Page 14: The Future of Data Infrastructure · The Future of Data Infrastructure Stefaan Vervaet – Sr. Director. Solutions & Market Development ©2018 Western Digital Corporation or its affiliates

Broad Ecosystem Support

©2018 Western Digital Corporation or its affiliates. All rights reserved. 14

Focused on software composability tools and interoperable hardware

Page 15: The Future of Data Infrastructure · The Future of Data Infrastructure Stefaan Vervaet – Sr. Director. Solutions & Market Development ©2018 Western Digital Corporation or its affiliates

The Future of HDD

©2018 Western Digital Corporation or its affiliates. All rights reserved.

Page 16: The Future of Data Infrastructure · The Future of Data Infrastructure Stefaan Vervaet – Sr. Director. Solutions & Market Development ©2018 Western Digital Corporation or its affiliates

Driving Leadership Through Proven ExecutionThe last five years of innovations are a foundation for the future

9/26/18 16

Reduced turbulence for maximum head

stability

HeliumProvides finer control and supports higher

track density

Micro ActuatorEnables higher areal density at lower cost and higher reliability

MAMR

These technologies enable higher capacity and reliability

Page 17: The Future of Data Infrastructure · The Future of Data Infrastructure Stefaan Vervaet – Sr. Director. Solutions & Market Development ©2018 Western Digital Corporation or its affiliates

Why We Chose MAMR Over HAMREnergy-Assisted Recording: Required for Writeability at High Track Densities

9/26/18 17

MAMR HAMRComplexity Leverages current technology New materials and supply chain changes

Reliability No heat, similar to PMR Heat dramatically degrades reliability

Ecosystem Ready Plug and Play Host SW changes to manage wear leveling

Manufacturability Production in 2019 Unknown – cost & reliability challenges

Cost Approaches PMR Significantly higher than PMR

Microwave Assisted

Heat Assisted

!

Page 18: The Future of Data Infrastructure · The Future of Data Infrastructure Stefaan Vervaet – Sr. Director. Solutions & Market Development ©2018 Western Digital Corporation or its affiliates

Capacity Enterprise HDDs are the FoundationMAMR technology will enable 40TB by 2025 and even higher beyond

9/26/18 18©2018 Western Digital Corporation or its affiliates. All rights reserved. Confidential.

MAMR will Fuel the Next Decade of Big Data

Page 19: The Future of Data Infrastructure · The Future of Data Infrastructure Stefaan Vervaet – Sr. Director. Solutions & Market Development ©2018 Western Digital Corporation or its affiliates

The Future of NVMe

©2018 Western Digital Corporation or its affiliates. All rights reserved.

Page 20: The Future of Data Infrastructure · The Future of Data Infrastructure Stefaan Vervaet – Sr. Director. Solutions & Market Development ©2018 Western Digital Corporation or its affiliates

NVMe Market GrowthKey Market Trends – NVMe infrastructure

• Worldwide shipments of NVMeSSDs will grow to more than 25 million units by 2020

• More than 50% of enterprise servers will have NVMe bays by 2020

• 60% of enterprise storage appliances will have NVMe bays by 2020

• Nearly 40% of all-flash arrays will be NVMe-based by 2020

Source: “NVMe Ecosystem Market Sizing Report”, G2M, http://www.storagenewsletter.com/rubriques/market-reportsresearch/nvme-market-at-57-billion-by-2020-with-95-cagr-g2m-research/

$57 Billion by 2020 With 95% CAGR

Page 21: The Future of Data Infrastructure · The Future of Data Infrastructure Stefaan Vervaet – Sr. Director. Solutions & Market Development ©2018 Western Digital Corporation or its affiliates

NAND Technology Evolution: 3D NAND and 3bits per Cell are Focal Points today

0%

20%

40%

60%

80%

100%

2013 2014 2015 2016 2017 2018

3D NAND

TLC NAND

MLC NAND

SLC NAND

% of GBShipments

§ 2Q17 3D NAND has 39.4% of all GB output

§ 4Q18 grows to 74.2% of all GB

§ 3D NAND TLC is Majority of Output

§ QLC in 2018 and grows to ~10-15% output in 2020

NAND Technologies

Source: Gartner, June 2017

“NAND Flash Supply and Demand, Worldwide, 1Q16-4Q18, 2Q17 Update”

219/26/18

Page 22: The Future of Data Infrastructure · The Future of Data Infrastructure Stefaan Vervaet – Sr. Director. Solutions & Market Development ©2018 Western Digital Corporation or its affiliates

64-Layer 3D NAND moving to 96-Layer First commercially viable 3D NAND technology

Source: WDC

Consumer SSDs todayEnterprise SSD in 2019

Page 23: The Future of Data Infrastructure · The Future of Data Infrastructure Stefaan Vervaet – Sr. Director. Solutions & Market Development ©2018 Western Digital Corporation or its affiliates

23©2018 Western Digital Corporation or its affiliates. All rights reserved.

…DATA DEFENDERS…RAM DISK

FLASH

...To be Continued…

Page 24: The Future of Data Infrastructure · The Future of Data Infrastructure Stefaan Vervaet – Sr. Director. Solutions & Market Development ©2018 Western Digital Corporation or its affiliates

9/26/18©2018 Western Digital Corporation or its affiliates. All rights reserved. Confidential. 24

Page 25: The Future of Data Infrastructure · The Future of Data Infrastructure Stefaan Vervaet – Sr. Director. Solutions & Market Development ©2018 Western Digital Corporation or its affiliates

Our Unique Position

25

Data Center

Systems

Platforms & Systems

Full Stack Innovation

Vertical Integration

System Software

Silicon to Systems

Integrated Design & Test Consumption Options

Cloud Scale Storage

Integration Services

Primary & Secondary Storage

Supply Chain Optimization

Flexible Go-to-Market

9/26/18 25