Micron Technology, Inc. · NASDAQ:MU
Micron Technology — Flash Memory Summit 2008
38 slides from Micron Technology's conference presentation, August 2008
Slide 1: A Closer Look at NAND Flash
A Closer Look at NAND Flash Dean Klein Vice President of Memory System Development © 2008 Micron Technology, Inc. All rights reserved. Products are warranted only to meet Micron’s production data sheet specifications. Information, products, and/or specifications are subject to change without notice.
Slide 2: NAND World Dominance
NAND World Dominance July 08 © 2008 Micron Technology, Inc. | 2
Slide 3: Now, let's be honest.
Now, let’s be honest. It’s not about write cycles. It’s about usage scenarios and choosing the “write” NAND for the application. July 08 © 2008 Micron Technology, Inc. | 3
Slide 4: Now, let's be brutally honest.
Now, let’s be brutally honest. 80 DRAM % Pitch (nm) NAND Flash technology -F (nm) 68 70 58 60 61 50 50 45 40 40 45 36 40 31 30 38 30 25 32 28 26 20 22 20 10 0 2007 2008 2009 2010 2011 2012 2013 2014 2015 Source: INTERNATIONAL TECHNOLOGY ROADMAP FOR SEMICONDUCTORS 2007 EDITION PROCESS INTEGRATION, DE
Slide 5: Micron 34nm, 32Gbit NAND
Micron 34nm, 32Gbit NAND Approximately 1.6 terabytes of NAND per wafer July 08 © 2008 Micron Technology, Inc. | 5
Slide 6: Rapid Scaling Driving Early Learning
Rapid Scaling Driving Early Learning 2004 90nm Isolation 2005 72nm 2006 50nm 2007 3Xnm 2008 2Xnm July 08 © 2008 Micron Technology, Inc. | 6
Slide 7: Comparative Memory Cells
Comparative Memory Cells Cell Size (u2) Tech Node (nm) Cell size (F2) Endurance IBM/Infineon MRAM 0.74 130 44 Excellent Freescale 6T-SRAM 0.69 65 163 Excellent Intel 45nm 6T-SRAM 0.27 45 135 Excellent Freescale TFS: Nanocrystaline 0.13 90 16 Unknown Freescale eDRAM 0.12 65 28 Excellent Samsung 512Mb
Slide 8: Straight Talk: Bits vs. Shrink
Straight Talk: Bits vs. Shrink July 08 © 2008 Micron Technology, Inc. | 8
Slide 9: bits, bits, bits a dollar?
2 bits, 4 bits, 6 bits a dollar? All for NAND, stand up & holler • Scaled Cell Sizes: 34nm 43nm 56nm @ 2-bits/cell @ 2-bits/cell =2312nm2/bit @ 3-bits/cell =3698nm2/bit =4181nm2/bit July 08 © 2008 Micron Technology, Inc. | 9
Slide 10: NAND Will Adapt to the Market
NAND Will Adapt to the Market 40,000 35,000 Other 30,000 Non-Mobile Flash Cards NAND in Billions of MB 25,000 Mobile Handsets 20,000 15,000 USB Drives 10,000 MP3 Players (Flash based) 5,000 SSD 00 2006 2007 2008 2009 2010 2011 Source: iSuppli JAN 08 July 08 © 2008 Micron Technology, Inc. | 10
Slide 11: Getting dialed in on the applications
Getting dialed in on the applications • Interfaces optimizations • Process optimizations • Controller optimizations • Design optimizations July 08 © 2008 Micron Technology, Inc. | 11
Slide 12: NAND Optimizations: ONFI 2.0 HS-NAND
NAND Optimizations: ONFI 2.0 HS-NAND Standard High Speed Feature NAND NAND “Standard” Asynchronous Interface Yes Yes Synchronous Interface No Yes tRC ≥ 25ns (SDR) 7.5ns (DDR) tWC ≥ 25ns (SDR) 7.5ns (DDR) Standardized ONFI 1.0 ONFI 2.0 A natural extension Scalable to higher performance No Yes to Stan
Slide 13: Interface Optimization: Performance Comparison
Interface Optimization: Performance Comparison High Speed Traditional NAND SLC NAND MLC NAND MLC NOR Read Performance 200 MB/sec 40 MB/sec 33 MB/sec 103 MB/sec Write Performance 100 MB/sec 15 MB/sec 3.5 MB/sec < 1 MB/sec Erase Performance 1.5 ms 1.5 ms 2 ms 900 ms July 08 © 2008 Micron Technology, I
Slide 14: Solid State Drives
Solid State Drives July 08 © 2008 Micron Technology, Inc. | 14
Slide 15: Gartner's Hype Cycle for PC Technologies 2007
Gartner’s Hype Cycle for PC Technologies 2007 SSD’s July 08 © 2008 Micron Technology, Inc. | 15
Slide 16: Gartner's Hype Cycle for PC Technologies 2008
Gartner’s Hype Cycle for PC Technologies 2008 SSD’s July 08 © 2008 Micron Technology, Inc. | 16
Slide 17: SSD Cost Parity?
SSD Cost Parity? 1.8" HDD $ / Gb 2.5" HDD SSD 2004 2006 2008 2010 2012 2014 July 08 © 2008 Micron Technology, Inc. | 17
Slide 18: Why SSD's? Performance
Why SSD’s? • Performance July 08 © 2008 Micron Technology, Inc. | 18
Slide 19: SSD – Performance
SSD – Performance July 08 © 2008 Micron Technology, Inc. | 19
Slide 20: The CPU-Storage Gap
The Storage Gap The CPU-Storage Gap July 08 © 2008 Micron Technology, Inc. | 20
Slide 21: SSDs in Computing
SSDs in Computing CPU Relative Relative Latency Cost/bit 1 L1 Cache 1,800 2.5 L2 Cache 1,400 1,200 DRAM 10 NAND 25,000 25,000,000 SSD HDD 3 1 NAND Flash Closes the Latency Gap Cost/bit Data as of November 2007 July 08 © 2008 Micron Technology, Inc. | 21
Slide 22: Why SSD's? Performance, Power
Why SSD’s? • Performance • Power July 08 © 2008 Micron Technology, Inc. | 22
Slide 23: SSD – Energy
SSD – Energy July 08 © 2008 Micron Technology, Inc. | 23
Slide 24: Notebooks: SSD's Can Improve Battery Life
Notebooks: SSD’s Can Improve Battery Life A recent editorial review highlighted that power consumption increases when solid state drives are used in today’s notebook computers. Power HDD SSD July 08 © 2008 Micron Technology, Inc. | 24
Slide 25: Notebooks: SSD's Can Improve Battery Life
Notebooks: SSD’s Can Improve Battery Life A recent editorial review highlighted that power consumption decreases when solid state drives are used in today’s notebook computers. Power HDD SSD July 08 © 2008 Micron Technology, Inc. | 25
Slide 26: Notebooks: SSD's Can Improve Battery Life
Notebooks: SSD’s Can Improve Battery Life • Requirements: ‣ A well-designed SSD Efficient Wear Management Algorithms An Efficient Controller ‣ Notebook Optimizations for SSD’s ‣ Operating System Improvements New SATA commands: ID and Trim Disable Defrag July 08 © 2008 Micron Technology, Inc. | 26
Slide 27: SSDs do more with less power
SSD: Power and Performance SSDs do more with less power July 08 © 2008 Micron Technology, Inc. | 27
Slide 28: Why SSD's? Performance, Power, Reliability
Why SSD’s? • Performance • Power • Reliability July 08 © 2008 Micron Technology, Inc. | 28
Slide 29: SSD – Reliability
SSD – Reliability July 08 © 2008 Micron Technology, Inc. | 29
Slide 30: Cost of Ownership Analysis from SSDs in Notebooks
Cost of Ownership Analysis from SSDs in Notebooks Notebooks at Micron: Higher Reliability 2000 units $208,300 Avg lifespan of notebook: 36 months Increased User Productivity % of employees w/notebook that would benefit from an SSD: + $415,775 75% Increased Battery IT hours to repair HDD failure: Eff
Slide 31: SSD's are not just for Notebooks
SSD’s are not just for Notebooks • Industrial Applications • VOD and IPTV • Enterprise July 08 © 2008 Micron Technology, Inc. | 31
Slide 32: HDD & SSD in the Enterprise Server Market
HDD & SSD in the Enterprise Server Market July 08 © 2008 Micron Technology, Inc. | 32
Slide 33: HDD & SSD in the Enterprise Server Market
HDD & SSD in the Enterprise Server Market July 08 © 2008 Micron Technology, Inc. | 33
Slide 34: Making SSD's Enterprise-Ready
Making SSD’s Enterprise-Ready • Performance • Power • Reliability • Endurance July 08 © 2008 Micron Technology, Inc. | 34
Slide 35: Endurance: Wear Leveling
Endurance: Wear Leveling July 08 © 2008 Micron Technology, Inc. | 35
Slide 36: July 08 © 2008 Micron Technology, Inc.
July 08 © 2008 Micron Technology, Inc. | 36
Slide 37: July 08 © 2008 Micron Technology, Inc.
July 08 © 2008 Micron Technology, Inc. | 37
Slide 38: Micron
Micron