Western Digital Corporation · NASDAQ:WDC
Western Digital — Technical Presentation (October 2018)
16 slides from Western Digital's technical presentation, Oct 11, 2018
Slide 1: Data Transition -- Enable Data with Power
DATA TRANSITION-- ENABLE DATA WITH POWER Michael Zhu Vice President Product Marketing October 11, 2018 ©2018 Western Digital Corporation or affiliates. All rights reserved.
Slide 2: Forward-Looking Statements
Forward-Looking Statements Safe Harbor | Disclaimers This presentation contains forward-looking statements that involve risks and uncertainties, including, but not limited to, statements regarding our product and technology positioning, the anticipated benefits of the integration of HGST and SanDisk
Slide 3: A Global Data Company with Leading Brands
A Global Data Company with Leading Brands $19B+ IN REVENUE ©2018 Western Digital Corporation or its affiliates. All rights reserved. 3
Slide 4: Global Leader in Storage Technology
Global Leader in Storage Technology LTM Revenue1 $19.1 $ Billions $16.4 $13.1 $10.8 $6.5 $5.6 $4.8 $3.2 (NAND2) (Storage & (Non-Volatile Memory2) Memory3) (NAND2) (NAND) Sources: Company websites; SEC and other public filings; Wall Street analyst reports; S&P Capital IQ 1 Last 12 months (or LTM) end
Slide 5: Broad Portfolio with Technology Leadership
Broad Portfolio with Technology Leadership ©2018 Western Digital Corporation or its affiliates. All rights reserved. Confidential.
Slide 6: Build It and They Will Come!
Build It and They Will Come! Core Core Shared Core DRAM Flash HDD L1 L2 L3 Register Cache Cache Cache Capacity 64KB 256KB 2-4MB 16-128GB 128GB-1TB 512GB-4TB 4-16+TB 100,000ns- 5- Speed 1ns 3-10ns 10-20ns 50-100ns 250-5,000ns 2,000,000ns 10,000,000ns Cost 100x 20-25x 5x 1x ©2017 Western Digital Corpo
Slide 7: AI everywhere, connected via 5G, learning from data everywhere
AI everywhere, connected via 5G, learning from data everywhere, making the Earth a new brain ©2018 Western Digital Corporation or affiliates. All rights reserved. 7
Slide 8: Till 2021, Billions of Connected Edge Generate Magnanimous Data
Till 2021, Billions of Connected Edge Generate Magnanimous Data 847 ZB Will be generated and only 10% is “useful” All generated dataonly 0.85% is captured “Useful” data is 84.7 ZB only 7.2 ZB is captured 1.3 ZB data is stored at data center Beyond the 5.9 ZB data which is stored in data center, Cisc
Slide 9: Diverse and Connected Data Types
Diverse and Connected Data Types Tight coupling between Big Data and Fast Data Big Data Data Fast Data Aggregation Streaming Analytics INSIGHT MOBILITY Batch Analytics Machine Learning REAL-TIME PREDICTION RESULTS Modeling PRESCRIPTION Artificial SMART MACHINES Intelligence Scale Performance ©2018 W
Slide 10: Which in Turn Need Novel Components
Which in Turn Need Novel Components Big Purpose-built data-centric architectures Fast Data Data Storage-centric Memory-centric architecture architecture HDD SSD Storage Memory NVM DRAM SRAM Capacity- Performance- Storage Semantic Memory Semantic centric scale Interconnect centric scale Data Flow Dat
Slide 11: And Someone Was Asking for Some Memories…
And Someone Was Asking for Some Memories… Diverging AI Applications Diverging Memory Needs Latency Analytics Endurance Throughput Real-time applications Mobility Retention Power Artificial Intelligence Cost Density IoT ©2018 Western Digital Corporation or its affiliates. All rights reserved. 11
Slide 12: From Edge to Core Architecture
From Edge to Core Architecture Core Data Center § Public Cloud § Private Cloud Edge Devices Access network Aggregation Network Core Network § Hybrid Cloud § Thing § Wearable § Room § Street Furniture § Cloud Availability Zone § Sensor § Car § Building § Cell Tower § Colocation Data Center § Headset
Slide 13: More Diverse Workload
More Diverse Workload REAL TIME ANALYTICS IMAGING PATTERN ANALYSIS (SURVEILLANCE) (HEALTHCARE) (SMART CITY) DATA MODELING REAL-TIME MONITORING DESIGN SIMULATION (FINANCIAL) (AUTOMOTIVE) (TECHNOLOGY) ©2018 Western Digital Corporation or its affiliates. All rights reserved. 13
Slide 14: More Diverse Environment
More Diverse Environment More VIBRATION Greater TEMP Range Resistance ©2018 Western Digital Corporation or its affiliates. All rights reserved. 14
Slide 15: Summary
Summary: § Innovation based on technology leadership with the data transition. § New applicationnew role of datanew require of memory. § From edge to corediversified memory requirement at layers of data. § Deeply understanding of industryclosely cooperating with customers. ©2018 Western Digital Corp
Slide 16: Trademark notice
Western Digital, the Western Digital Logo, the SanDisk logo, the G-Technology logo, the HGST logo, the Tegile logo, the UpThere logo, and the WD logo are registered trademarks or trademarks of Western Digital Corporation or its affiliates in the US and/or other countries. All other marks are the pro
Western Digital — Technical Presentation (October 2018) on 6ix