Slide 1: HDD Spindle Motor Business, Now and Future
MINEBEA ～HDD Spindle Motor Business, Now and Future～ March 23, 2001 0
Slide 2: Contents
Contents １．Production Results in CY2000 ２．Spindle Motor Production Forecast ３．RO (Ball) Bearing Motor Precision Improvement and Production Quantity ４．Fluid Dynamic Bearing (FDB) Motor ５．Minebea’s R&D and Engineering Organization ６．Summary ７．Minebea’s R&D Activities R&D Center Senior Manager Akio Oka
Slide 3: Production Results for CY2000
1． Production Results for CY2000 Announced on March 24th, 2000 700K 220K 1,000K 300K 1,200K 1,000K 1,200K 1,400K 2000 CQ3 3,500Kpcs / Month December 2000 450K 3K 3,520Kpcs/Month 550K 1,147K 65K April 2000 2,150Kpcs / Month 3.5-inch Low-End, STB/AV/Desktop PC 3.5-inch High-End, Desktop PC/PC Server 1
Slide 4: Spindle Motor Production Forecast: HDD Shipment Forecast
2. Spindle Motor Production Forecast HDD Spindle Motor Shipment Forecast (1,000pcs) 495,283 500,000 450,000 Annual HDD Shipment 397,565 Others 400,000 Shipping Quantity Minebea 319,451 350,000 300,000 260,054 250,000 217,546 187,539 36% 200,000 161,672 36% 150,000 126,772 138,181 36% 100,000 30% 25%
Slide 5: Spindle Motor Production Forecast 2003
2. Spindle Motor Production Forecast 2003 10,000Kpcs/Month 1,000K 800K 1,500K 800K 1,500K 3,500K 1,200K 2,200K 2001 CQ4 2002 CQ4 5,000Kpcs/Month 7,500Kpcs/Month Including FDB Motor, estimated at 1,000K/Month to 1,500K/Month in 2001 CQ4 700K 220K 1,200K 1,400K 200K 500K 1,200K December 2000 3,520Kpcs
Slide 6: RO Bearing Motor Precision Improvement: Capacity and Track Density
3. RO (Ball) Bearing Motor Precision Improvement and Production Quantity 2.5-inch Mobile HDD Track Density ~ Capacity Trends 30 30GB/Platter Over 70 KTPI HDD SPM Development Started 25 Competitor's FDB motor is Capacity [GB / Platter] now under evaluation 56K~58KTPI, 20 20GB/Platter CQ2 2001 15GB/Pl
Slide 7: RO Bearing Motor Precision: NRRO Improvement
3. RO (Ball) Bearing Motor Precision Improvement and Production Quantity NRRO Radial, Hub Outer Diameter NRRO Axial, Hub Disk Seating Surface 0.18 0.18 NRRO Radial, Hub O.D. [um] NRRO Axial, Hub Disk Seating 0.16 0.16 0.157 0.14 0.14 0.12 0.12 Surface [um] 0.10 0.10 0.08 0.085 0.08 0.097 0.06 0.062
Slide 8: RO Bearing Motor Production Ratio
3. RO (Ball) Bearing Motor Precision Improvement and Production Quantity RO Bearing Motor Production Ratio RO Bearing Motor RO Bearing with Production Quantity 1,920K Ceramic Ball Ratio Of 55% in December 2000 20% Discrete Bearing RO Bearing with 45% Steel Ball Announced on 35% March 24th, 2000 RO-
Slide 9: FDB Motor Update (1) Products
4. Fluid Dynamic Bearing (FDB) Motor FDB Motor Update (1) Products ： Mass Production 3.5-inch Low-End Soon Be Ready for Mass Production 2.5-inch Seagate Type Only Soon Be Ready for Mass Production 3.5-inch High-End For The Moment, FDB Motor Production Is For Seagate Type Only. Through This Productio
Slide 10: FDB Motor Update (2) Production Capacity
4. Fluid Dynamic Bearing (FDB) Motor FDB Motor Update (2) Production Capacity At The Moment April 2001 And After 500K/Month 1,000K/Month Current Production Quantity ： 50K/Month ～100K/Month Accumulated Capital Expenditure ： 5 Billion Yen ( Machinery : 2 Billion Yen, Factory Building 3 Billion Yen ) Q
Slide 11: Minebea Thai Ltd. New Facility for HDD Spindle Motor & FDB
4. Fluid Dynamic Bearing (FDB) Motor Minebea Thai Ltd. New Facility for HDD Spindle Motor & Fluid Dynamic Bearing March 23, 2001 The photo shows a clean room in the newly built spindle motor factory in Thailand. The factory is 240 meters in width and 105 meters in depth. 10
Slide 12: An Example of Single-Plate FDB Motor
4. Fluid Dynamic Bearing (FDB) Motor An Example of Single-Plate FDB motor for 3.5inch Low-End, STB/AV/Desktop PC March 23, 2001 The photo shows the structure of a spindle motor and an FDB. The structural drawing shows two grooves inside the sleeve, one groove at the sleeve's lower end that faces the
Slide 13: An Example of Single-Plate FDB Motor
4. Fluid Dynamic Bearing (FDB) Motor An Example of Single-Plate FDB motor for 3.5inch Low-End, STB/AV/Desktop PC FDB March 23, 2001 12
Slide 14: An Example of Single-Plate FDB Motor
4. Fluid Dynamic Bearing (FDB) Motor An Example of Single-Plate FDB motor for 3.5inch Low-End, Shaft STB/AV/Desktop PC Oil Sleeve Thrustplate Counterplate March 23, 2001 13
Slide 15: An Example of Single-Plate FDB Motor
4. Fluid Dynamic Bearing (FDB) Motor An Example of Single-Plate FDB motor for 3.5inch Low-End, STB/AV/Desktop PC March 23, 2001 14
Slide 16: An Example of Single-Plate FDB Motor
4. Fluid Dynamic Bearing (FDB) Motor An Example of Single-Plate FDB motor for 3.5inch Low-End, STB/AV/Desktop PC March 23, 2001 15
Slide 17: An Example of Single-Plate FDB Motor
4. Fluid Dynamic Bearing (FDB) Motor An Example of Single-Plate FDB motor for 3.5inch Low-End, STB/AV/Desktop PC March 23, 2001 16
Slide 18: Minebea's R&D and Engineering Organization
5. Minebea’s R&D and It’s Engineering Organization Motor Engineers ：100 Thailand R&D Engineers ：76 •Mass Production 15 R&D Germany Japan •Planning •Cleanliness Technology •Product Design •Product Design 76 60 25 •Material Science •Product Development •Product Development •Tribology •Tool/Equipment D
Slide 19: Minebea's R&D and Engineering Organization: R&D Centers
5. Minebea’s R&D and It’s Engineering Organization R&D Center, R&D Center, Karuizawa, Japan Bang Pa-in, Thailand Technical Center, R&D Center, PMDM GmbH, Chai Chee, Singapore Villingen, Germany Michigan, USA March 23, 2001 These photos show the R&D Center in Karuizawa, Japan, the R&D Center in Thail
Slide 20: Precision Motors Deutsche Minebea GmbH (PMDM)
5. Minebea’s R&D and It’s Engineering Organization Precision Motors Deutsche Minebea GmbH “PMDM” March 23, 2001 A new building was completed in November 2000 at PMDM in Germany. This is the base for development of various types of small precision motors including HDD spindle motors. 19
Slide 21: Summary
6. Summary 1. Minebea’s HDD spindle motor business is growing steadily. 2. The mainstream of Minebea’s spindle motor business in 2001 is RO bearing motors. 3. Minebea’s FDB motor has advantages in both productivity and reliability. 4. Minebea sees that FDB motors will be recognized in the market in