Arun Malhotra…Senior Director - nanohub.org/uploads/Western_Digital... · positioning, the...
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
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©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.
©2016 Western Digital Corporation or affiliates. All rights reserved. 4
Innovation Fuels Our Growth
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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
©2017 Western Digital Corporation or its affiliates. All rights reserved. Confidential.
©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. Confidential. Source: http://cloudtweaks.com/
©2016 Western Digital Corporation or affiliates. All rights reserved. 12
Industry Leading Portfolio Breadth
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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. 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
©2016 Western Digital Corporation or affiliates. All rights reserved. Confidential. Source: http://www.soccentral.com/
Get rid of the complexities
©2016 Western Digital Corporation or affiliates. All rights reserved. 20
Source: http://www.soccentral.com/
©2016 Western Digital Corporation or affiliates. All rights reserved. 21
� 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
©2016 Western Digital Corporation or affiliates. All rights reserved. 7
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