Arun Malhotra…Senior Director - nanohub.org/uploads/Western_Digital... · positioning, the...

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©2016 Western Digital Corporation or affiliates. All rights reserved. 1 c Arun Malhotra…Senior Director 1

Transcript of Arun Malhotra…Senior Director - nanohub.org/uploads/Western_Digital... · positioning, the...

©2016 Western Digital Corporation or affiliates. All rights reserved. 1 c

Arun Malhotra…Senior Director

1

©2016 Western Digital Corporation or affiliates. All rights reserved. 2

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 into our company, market trends, business strategy and growth opportunities. Forward-looking statements should not be read as 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 and uncertainties that could cause actual performance or results to differ materially from those expressed in or suggested by the forward-looking statements.

Additional key risks and uncertainties include the impact of continued uncertainty and volatility in global economic conditions; actions by competitors; difficulties associated with the integration of SanDisk and HGST into our company; business conditions; growth in our markets; and pricing trends and fluctuations in average selling prices. More information about the other risks and uncertainties that could affect our business are listed in our filings with the 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 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 otherwise required by law.

This presentation contains financial measures defined as non-GAAP by the SEC. We believe that certain non-GAAP financial measures, when presented in conjunction with comparable GAAP (Generally Accepted Accounting Principles) measures, are useful because that information is an appropriate measure for evaluating our operating performance. Non-GAAP information is used to evaluate business performance and management's effectiveness. These measures should be considered in addition to, not as a substitute for, or superior to, measures of financial performance prepared in accordance with GAAP. Non-GAAP financial measures may not be calculated in the same manner by all companies and therefore may not be comparable. 1

Forward-Looking Statements

SAFE HARBOR | DISCLAIMERS

1 This disclaimer and the corresponding Appendix on pages 39-42 of this presentation are required to be included in a presentation that includes any of the following slides: 12, 33-38, 42-44

©2016 Western Digital Corporation or affiliates. All rights reserved. 3

Global Storage Solutions Leader with Broad Diversification Revenue ~ $18B

3 ©2017 Western Digital Corporation or its affiliates. All rights reserved. Confidential.

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Innovation Fuels Our Growth

4

1976 | WD First Disk Array Sub-System Patent

1956 | IBM Invented First Hard Drive (RAMAC)

1991 | IBM MR Heads

2000 | SanDisk First MLC NAND

2010 | HGST SAS SSD

2008 | SanDisk 16Gb TLC

2013 | HGST First Helium

HDD (6TB)

2014 | WD First WD Purple

HDDs for Video Surveillance

2015 | SanDisk BiCS2 256Gb X3 48-layer

2016 | SanDisk BiCS3 256Gb X3 64-layer

2015 | HGST Active Archive System

4.7PB Object Storage System

2015 | SanDisk InfiniFlash™ All-flash Array

1988 | SunDisk First System Flash

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©2016 Western Digital Corporation or affiliates. All rights reserved. 5

Our 9 largest sites EMEA

Austria Belgium

Czech Republic

Denmark Egypt France Germany Ireland Italy Netherlands Poland Russia Saudi Arabia South Africa Spain Sweden Switzerland Turkey UAE UK Ukraine

Americas

Argentina Brazil Canada

APAC

Australia Hong Kong Indonesia South Korea Taiwan Vietnam

Sites Headcount:

WD, HGST, SD

China 11,032

India 838

Israel 551

Japan 2,031

Malaysia 14,538

Philippines 7,403

Singapore 1,070

Thailand 25,793

US 8,674

All Other 892

Total Headcount 72,822

Where Western Digital is in the World

Presence in 31 additional countries

+

©2017 Western Digital Corporation or its affiliates. All rights reserved. Confidential.

©2016 Western Digital Corporation or affiliates. All rights reserved. 6

Global Operations

HDD

Shenzhen China

HDD

Prachinburi Thailand

HDD

Kuala Lumpur

HDD

Brazil

HDD

Bangkok Bang Pa-in

HDD

Singapore

Hard Disk Drives

Sarawak Malaysia

Substrate

San Jose CA

Media

Shenzhen China

Media

Penang Malaysia

Media

Johor Malaysia

Substrate Media

Fremont CA

Wafer

San Jose CA

Wafer

Bangkok Bang Pa-in

Slider / HGA

Bangkok Navanakorn

HGA

Laguna Philippines

Slider / HGA

Shenzhen China

HGA Heads

SSD

Penang Malaysia

Shanghai China

Consumer Flash

Yokkaichi, Japan

NAND Wafer

Solid State Storage HDD

Singapore

©2016 Western Digital Corporation or affiliates. All rights reserved.

6 ©2017 Western Digital Corporation or its affiliates. All rights reserved. Confidential.

©2016 Western Digital Corporation or affiliates. All rights reserved. 8

©2016 Western Digital Corporation or affiliates. All rights reserved. Confidential. Source: http://cloudtweaks.com/

©2016 Western Digital Corporation or affiliates. All rights reserved. 10

©2016 Western Digital Corporation or affiliates. All rights reserved. 11

©2016 Western Digital Corporation or affiliates. All rights reserved. 12

Industry Leading Portfolio Breadth

12

Client Devices Datacenter Devices Client Solutions

• Notebook / desktop HDD • Consumer electronics HDD • Client SSD • Embedded, components

• Enterprise HDD • Enterprise SSD

• Datacenter systems and platforms

• Related software and solutions

Datacenter Solutions

• Branded HDD • Branded flash • Removable products

©2017 Western Digital Corporation or its affiliates. All rights reserved. Confidential.

©2016 Western Digital Corporation or affiliates. All rights reserved. 13

©2016 Western Digital Corporation or affiliates. All rights reserved. 14

𝑪𝑫 = 𝒌O/𝑵𝑨 k-process factor O-wavelength NA-numerical aperture

©2016 Western Digital Corporation or affiliates. All rights reserved. 15

21 = 2 states per cell 22 = 4 states per cell 23 = 8 states per cell

Value State

0 Programmed

1 Erased

Value State

00 Fully Programmed

01 Partially Programmed

10 Partially Erased

11 Fully Erased

Value State

000 Fully Programmed

001 Partially Programmed

… … 110 Partially Erased

111 Fully Erased

16GB 32GB 48GB

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Ultra High Density Storage Devices

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©2016 Western Digital Corporation or affiliates. All rights reserved. Confidential. Source: http://www.soccentral.com/

Get rid of the complexities

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Source: http://www.soccentral.com/

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� Western Digital: A Leading Data Storage Solution Provider

� 15nm 2D TLC NAND in production � 3D NAND – a Revolution underway � Die Stack for More Capacity

Education is not the learning of facts, but the training of the mind to think - Albert Einstein

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China • Industry-leading assembly and

test • 3 million die assembled per day • Complex, multi-die package

assembly

Malaysia • Industry-first integrated SSD

manufacturing facility • From wafer to finished drive • Volume production started in 2015

Japan • More than 20 years partnership with Toshiba • 5 NAND 300mm manufacturing fabs • Produces 3 million wafers per year

Integrated SSD Manufacturing Die Packaging & Test

Penang, Malaysia

Integrated SSD Manufact.

Shanghai, China

Die Packaging and Test

Yokkaichi, Japan

Semiconductor Fabs