innovating to fuel the next decade of big data - western digital

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Innovating to Fuel the Next Decade of Big DataOctober 11, 2017

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

2

Innovating to Fuel the Next Decade of Big Data

Dave TangSenior Vice President, Corporate MarketingWestern Digital Corporation

2©2017 Western Digital Corporation or its affiliates. All rights reserved.

33

Forward-Looking Statements

This presentation contains certain forward-looking statements that involve risks and uncertainties, including, but notlimited to, statements regarding our products and technologies, product and technology development efforts,business strategy, growth opportunities, market trends, demand for digital storage, and data growth and its drivers.Forward-looking statements should not be read as a guarantee of future performance or results, and will notnecessarily be accurate indications of the times at, or by, which such performance or results will be achieved, if atall. Forward-looking statements are subject to risks and uncertainties that could cause actual performance or resultsto 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 economicconditions; actions by competitors; difficulties associated with the integration of SanDisk and HGST into ourcompany; 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 withthe Securities and Exchange Commission (the “SEC”) and available on the SEC’s website at www.sec.gov, includingour most recently filed periodic report, to which your attention is directed. We do not undertake any obligation topublicly update or revise any forward-looking statement, whether as a result of new information, futuredevelopments or otherwise, except as otherwise required by law.

Safe Harbor | Disclaimers


44

Agenda

• Welcome- Dave Tang, SVP Corporate Marketing

• Presentation- Mike Cordano, President and Chief Operating Officer

- Janet George, Chief Data Scientist

- Brendan Collins, VP HDD Product Marketing

• Q&A


5

Innovating to Fuel the Next Decade of Big Data

Mike CordanoPresident & Chief Operating OfficerWestern Digital Corporation


66

Data as currency

Data as a record

The Evolving Role of DataCreating the data-driven economy

Data as communication

Data as efficiency

Ric

hn

ess

Value


77

Diverse and Connected Data TypesTight coupling between Big Data and Fast Data

Fast Data

Performance

Big Data

Scale

Mobility

Real-timeResults

SmartMachines

Insight

Prediction

Prescription

BatchAnalytics

StreamingAnalytics

ArtificialIntelligence

MachineLearning

DataAggregation

Modeling


8

The Changing Nature of Data Interaction


PastData Held Captive by Single Application

Current and FutureData Pooled and Shared by Multiple Applications

capturedeliver

appcreatetransform

storeaccess

create

transform

storeaccess

deliver

store

store

transform

create

create

create

transform

create

9

The Changing Nature of Data Interaction


PastData Held Captive by Single Application

Current and FutureData Pooled and Shared by Multiple Applications

capturedeliver

appcreatetransform

storeaccess

create

transform

storeaccess

deliver

store

store

transform

create

create

create

transform

create

EB data lake

TB data set

1010

Insatiable Growth in DataHDDs continue to play an important role in the future of data storage


0

500

1000

1500

2000

2500

3000

CY2016 CY2017 CY2018 CY2019 CY2020 CY2021 CY2022

Total EB

HDD

Flash

Source: WDC Analysis

Fast Data

Big DataBy 2020

of exabytes will still reside

on HDDs

~70%

1111

Insatiable Growth in DataIn the data center, HDDs continue to play an even bigger role


0

500

1000

1500

2000

2500

3000

CY2016 CY2017 CY2018 CY2019 CY2020 CY2021 CY2022

Total Data Center EB

HDD

Flash

Fast Data

Big DataBy 2020

of data center exabytes will still reside on

HDDs

~90%

Source: WDC Analysis

1212

Capacity Enterprise HDDs are the FoundationGenerations of category-defining products with breakthrough value


What’s Next?

13

Big Data: Growth and Implications

Janet GeorgeChief Data Scientist, Western Digital Fellow


14

Big Data Transforming Industries

©2017 Western Digital Corporation or its affiliates. All rights reserved. 14

15

Fast Data Needs – Lambda & Kappa Architectures

New wave in data processing

paradigm – streaming near

real-time bounded and

unbounded data


1616

Exponential Growth of Data Human and machine data growing 10X the rate of business data; Machine data alone growing at 50X the rate

10XHuman and

machine data

Human andmachine data

50XMachine data

Business data

Source: Hewlett Packard Enterprise


17

Artificial Intelligence – Digital Frontier, Disrupting at Break Neck Speeds


• Tens of billions invested by companies in 2016

• U.S.-based companies absorbed ~65% of that investment, with China at ~15%

• AI applications represent the largest growth area in the next five years with frenetic industry investments expected to continue

Source: McKinsey Study17

18

The Data Revolution is Only Beginning


19

Key Technologies to Fuelthe Next Decade of Big Data

Brendan CollinsVice President, HDD Product MarketingWestern Digital Corporation


2020

Exabyte Storage in the Data Center

Capacity Enterprise HDD

(CAGR ~ 40%)Performance Enterprise HDD

Enterprise SSDExabytes Shipped on Enterprise Storage Devices

CY2013 CY2014 CY2015 CY2016 CY2017 CY2018 CY2019 CY2020 CY2021 CY2022

By 2022, ~ 90% of data center exabytes will still be stored on capacity enterprise HDDs

Source: WDC Analysis©2017 Western Digital Corporation or its affiliates. All rights reserved.

21

Areal Density Growth by Recording Technology


Are

al d

ensi

ty

Time

Perpendicular Magnetic Recording (PMR)

Today

Microwave Assisted Magnetic Recording (MAMR)

4 Tb/in2

Shingled Magnetic Recording (SMR) and 2D Magnetic Recording (TDMR)

Heat Assisted Magnetic Recording (HAMR)

1,100 Gb/in2

4 Tb/in2

WriteabilityLimit1,400 Gb/in2

MAMR has the same projected areal density potential as HAMR but without cost,

reliability & complexity concerns

2222

Critical Components of Areal DensityIncrease Density by Placing Tracks and Bits Closer Together


Tracks per inch (TPI)

Bits per inch (BPI)

2323

Driving Leadership Through Proven ExecutionThe last five years of innovations are a foundation for the future


Reduced turbulence for maximum head

stability

HeliumProvides finer control and supports higher

track density

Micro ActuatorEnables greater process

control and complex head structures

Damascene Process

These technologies enable higher capacity and reliability

2424

Converting Technology Leadership to Market SuccessContinual Innovation Driving Demand for HelioSeal® Technology


Q3CY13 Q4CY13 Q1CY14 Q2CY14 Q3CY14 Q4CY14 Q1CY15 Q2CY15 Q3CY15 Q4CY15 Q1CY16 Q2CY16 Q3CY16 Q4CY16 Q1CY17 Q2CY17 Q3CY17 est

Cum

ulat

ive

Wes

tern

Dig

ital H

eliu

m

HD

D S

hipm

ents

(M

)

20M+

1M

20M+

Cumulative Helium shipments to dateby Western Digital

25

Video


2626

Industry’s First Micro Actuator for Data Center DrivesIncreasing Capacity Through Mechanical Innovation


Micro Actuator

Micro actuation provides finer control and supports higher track density (>400K TPI)

• Finer positioning and control• Higher servo bandwidth supports enterprise-class

performance and vibration specs

27

Video


2828

Investment in Damascene Head TechnologyStrategic decision in 2010 to support Areal Density growth and extend PMR


Damascene enabled narrower heads, tighter track density and our breakthrough in MAMR

Damascene& HAMR / MAMR

HAMRHAMREXIT ONLY

2929

Damascene Technology: Superior Solution for PMRDamascene vs. Dry Pole


Dry Pole Damascene

• Deposit material • Shape by ion milling

• Define shape• Fill by electroplating

Damascene Value

Feature Benefit

Geometry and tolerance control

More gains, more TPI higher quality and yield

Full wrap-aroundshield

Better focus of field, less track interference

Enables complex head structures Makes MAMR possible

Damascene technology delivers narrower head with focused magnetic field for higher TPI

Main Pole Build Comparison

30

Video



How do we address the Writeability Limit?

FutureToday

HelioSeal®

MicroActuator

Damascene

Capacityfor BigData

Leadership Capacity Through Proven Execution

Oct. 11, 2017

Jimmy Zhu, ABB Professor of Engineering

Director, Data Storage Systems CenterCarnegie Mellon University

A Viable Technology for Next Generation HDD

Microwave Assisted Magnetic Recording (MAMR)

33

Jimmy Zhu

Challenges in Increasing Area Density

PMRNo Stability

Not Stable

recordingH!

Stable

Ideal Higher Stored Energy Density for Smaller Grains

recordingH!

Head Field Insufficient for Recording

Disk Media

33

34

Jimmy Zhu

Perpendicular Magnetic Recording

rH!

M!

q

-20 -10 0 10 20 305

10

15

20

25

30

35

PMREffe

ctiv

e W

rite

Fiel

d (k

Oe)

Downtrack (nm)

Recording Head

Media Grain

Head Field Alone Is Too Weak To Record on Small Stable Grains!

34

35

Jimmy Zhu

MAMR and Spin Torque Oscillator

GapH!

DCI

Spin Torque Oscillator

ACH!

rH!

M!

q-1

-0.50

0.51

-1-0.5

00.5

1-1

-0.5

0

0.5

1

-20 -10 0 10 20 305

10

15

20

25

30

35

MAMR PMREf

fect

ive

Writ

e Fi

eld

(kO

e)

Downtrack (nm) • J.-G. Zhu et al, “Microwave Assisted Magnetic Recording,”, IEEE Trans. Magn., 44, pp.125 (2008)

• J.-G. Zhu and Y. Wang, “Microwave Assisted Magnetic Recording Utilizing Perpendicular Spin Torque Oscillator with Switchable Perpendicular Electrodes,” IEEE Trans. Magn., 46, p.751 (2010).

35

36

Jimmy Zhu

4 5 6 7 8 911

12

13

14

15

16

17

18

19 Ideal

MAMR

Med

ium

Rec

ordi

ng S

NR

(dB)

Grain Pitch (nm)

MAMR: Enabling Small Grain Recording

PMRNo Stability

Enable Recording on 4nm Stable Grains!

effectiveH!MAMR

-150 -100 -50 0 50 100 150-150

-100

-50

0

50

100

150b45k6802e890w35b25

-150 -100 -50 0 50 100 150-150

-100

-50

0

50

100

150b45k6802e890w35b08

Enable High Linear Density > 5 MBPI

Grain Pitch = 4.5 nm 4 nm

36

37

Jimmy Zhu

37 -150-100

-500

50100

150

-150

-100

-50 0 50

100

150

-150

-100

-50

050

100

150

-150

-100-50050100

150

-150

-100

-50

0

50

100

150

-150

-100 -5

0 0 50 100

150

PMR (& HAMR): Curvature & Track Density Overhead MAMR (No Data Dependence for Track Width)

Spin Torque Oscillator (STO)Write Pole

Trailing Shield

Enable High Track Densities (TPI)

1 0001 1 1 1 1 1 1 1 1 1 1 1 1 1 10 0 0 0 0 0 0 0

38

Jimmy Zhu

38

MAMR Technology Extendibility

4 5 6 7 81

2

3

4

5

Area

Den

sity

Cap

abilit

y (T

bits

/in2 )

Media Grain Pitch (nm)

MAMR

> 4.5 Tbits/in2 MAMR Enables Thermal Stability for Grains ~ 4.5nm

4x

J.-G. Zhu, “SNR and Areal Density Gain in MAMR with Segmented Media,” IEEE Trans. Magn., 50 (3), 3200809 (2014).

39

Jimmy Zhu

39

Summary

MAMRA Viable Technology for Next Generation HDDs

4040

Why Energy Assisted Recording is RequiredWriteability at High TPI


Scaling beyond PMR requires energy assisted recording – HAMR or MAMR

ScalingCapacity

SwitchingChallenge

Magnetic Stability

Energy Assist

MAMRHAMR

4141

How HAMR Works


• Heat from laser lowers the energy barrier to write on media and magnets can be switched with smaller magnetic field

• When media cools, the data is harder to erase

400o to 700oC

HAMR comes with reliability, cost and complexity challenges

Writer

Media

42

How MAMR Works


MAMR achieves density without reliability, cost or complexity challenges

• Microwave fields emitted by a Spin Torque Oscillator (STO) located near the write pole allows writing of perpendicular media at lower magnetic fields

Writer

Spin Torque Oscillator (STO)

MediaSame temp as PMR

4343

MAMR BreakthroughSuccessfully moving from theory to HDD demonstration


Innovative Spin Torque Oscillatorthat creates a precise electromagnetic field

to assist writing


Energy Assisted Head Reliability

HAMR Reliability Challenge: Temperature

• Media temp during recording

HAMR: 400oC – 700oC

MAMR: PMR HDD temperature

Our MAMR drives will meet the same data center reliability requirements as PMR drives

HAMR and MAMR Writer Lifetime Comparison

Writer lifetime (hours, log scale)

Prob

abili

ty (

arbi

trar

y un

it)

HAMR MAMR

HAMRMedian

TTF

MAMRMedian

TTF

100X

45

Video


4646

Strong Intellectual Property PortfolioMAMR Patent Portfolio Continues to Grow


Commitment to technology leadership and fundamental research

7,000+HDD Patents, WW

6,500+Flash/SSD Patents, WW

75

46

90

1642

4

100

40

Issued Pending

MAMR Helium Damascene HAMR Micro Actuator

400+

130+

4747

Why We Chose MAMR Over HAMR Energy-Assisted Recording: Required for Writeability at High Track Densities


MAMR HAMRComplexity Leverages current technology New materials and supply chain changes

Reliability No heat, similar to PMR Heat dramatically degrades reliability

Ecosystem Ready Plug and Play Host SW changes to manage wear leveling

Manufacturability Production in 2019 Unknown – cost & reliability challenges

Cost Approaches PMR Significantly higher than PMR

Microwave Assisted

Heat Assisted

!

4848

Delivering Next-Generation TechnologyMAMR will be in production in CY19


• Formal MAMR technology announcement declaring that MAMR is our recording technology for the foreseeable future

• First HDD prototypes using MAMR

First MAMR HDD engineering samples for key customers

First production-level HDD using MAMR

CY17 CY18 CY19 CY20

4949

Capacity Growth Outlook


2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027

HD

D C

apac

ity

Calendar Year

MAMR15% CAGR

PMR8-disk

6TB

20TB

8TB10TB

12TB

40TB

5050

Key Values of MAMR Technology Affordability, Compatibility and Reliability for the next Decade of Data


Host Interoperability • Seamless plug-and-play in the data center

Longevity • Enables Areal Density growth up to 4Tb/sq in. for next decade

Energy Assist at Ambient Temp. • High reliability; peace of mind• Guaranteed 5-year life

15% Areal Density Growth • Allows support for exponential data growth

Leveraged Technology Base• High confidence schedule (TTM)• Faster qualification times• Higher factory yields and field reliability• Supply base alignment

MAMR Attributes Benefits

PMR Like Cost Structure • Meets market requirements for cost and efficiency

5151

1

10

100

1000

10000

100000

2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028

HDD vs. Flash SSD $/TB Annual Takedown TrendMAMR will enable continued $/TB advantage over Flash SSDs


PMR2008-11

-30% $/TB He/Damascene 2013-20

-18% $/TB MAMR2020-28

-15% $/TB

SLC2008-10

-63% $/TB

MLC2010-16

-38% $/TBTLC + 3D

2017-22-20% $/TB

Supply Constraint

Supply Constraint

QLC2022-28

-16% $/TB

>10x

Calendar Year

5252

Capacity Enterprise HDDs are the FoundationMAMR technology will enable 40TB by 2025 and even higher beyond


MAMR will Fuel the Next Decade of Big Data

innovating to fuel the next decade of big data - western digital

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