Mobile Memory Outlook

Transcription

1 Mobile Memory Outlook Wei Shi Regional Marke:ng, Mobile Business Unit September 16 th, Micron Technology, Inc. All rights reserved. Micron and the Micron logo are trademarks of Micron Technology, Inc. All other trademarks are the property of their owners. 1 September 28, Micron Technology, Inc. Micron Confiden:al

2 Micron at a Glance Founded: October 1978, Boise, Idaho FY2014 Net Sales: $16.4 billion NASDAQ Symbol: MU Employees: ~30,000 worldwide Products: We offer one of the world s broadest memory porvolios, including: DRAM components and modules, SSDs, NAND, and NOR, as well as other innova:ve memory technologies, packaging solu:ons and semiconductor systems Markets We Serve: Micron's products are designed to meet the diverse needs of compu:ng, networking, server, consumer, mobile, automo:ve, and industrial applica:ons Patents: ~26,000 2 September 28, Micron Technology, Inc. Micron Confiden:al

3 Expansive Product Offering DRAM Families Bare Die NAND Flash SDRAM DDR DDR2 DDR3 DDR4 RLDRAM Mobile LPDRAM PSRAM/ CellularRAM DRAM Modules Mul:ple Technologies TLC, MLC, SLC Serial NAND Enterprise NAND NAND MCP 3D NAND Solid State Drives Client SSD Enterprise SATA Enterprise SAS Enterprise PCIe FBDIMM RDIMM VLP RDIMM VLP UDIMM UDIMM SODIMM SORDIMM Mini- DIMM VLP Mini- DIMM LRDIMM NVDIMM Managed NAND MCP emmc UFS (3D) Embedded USB 3 September 28, Micron Technology, Inc. Micron Confiden:al NOR Flash

4 User Expecta:ons for Tomorrow s Mobile Client Users are always connected to Internet Camera pixels con:nue to increase Rising video content and resolu:on Storage demands increase for apps and media Mobile phone is the hub of ecosystem of connected experience More powerful CPUs w/ mul:ple- core Improve baiery life without put on weight 4 September 28, Micron Technology, Inc. Micron Confiden:al

5 Near Term Smartphone Trends High- end Mid- end Low- end Representa:ve SKUs System Level Trends Memory Implica:ons Mi Note Pro OnePlus 2 X5 A51 R7 F1 Ecosystem differenoaoon Architectural license Advanced camera func:onality Apps Store/Content QHD/UHD screen resolu:on SpecificaOon differenoaoon Carrier- Aggrega:on, LTE- A big.little Octa- core QHD screen resolu:on Cost differenoaoon Single Chip (AP+BB) solu:on 3 months :me to market Reduced features and hardware spec Discrete Solu:on AP LPD Discrete Solu:on BB AP LPD emmc or UFS Integrated Memory Solu:on AP OR emcp BB emmc or UFS Integrated Solu:on BB AP emcp BB 5 September 28, Micron Technology, Inc. Micron Confiden:al

6 800 Series Micron Solu:ons for Snapdragon Qualcomm Micron memory 3GB- 4GB LPDDR4 PoP (25nm 1600MHz - > 20nm 1866MHz) 3GB- 4GB LPDDR3 PoP 16GB, 32GB emmc5.1/ufs w/ 3D NAND 600 Series GB- 4GB LPDDR3 PoP emmc5.0/5.1 + LPDDR3, 221b (800MHz- >933MHz) 32GB+32Gb 32GB/16GB+24Gb 32GB/16GB+16Gb 16GB/8GB+8Gb 400 Series emmc5.0/5.1 + LPDDR3, 221b (800MHz- >933MHz) 16GB+16Gb 16GB/8GB+8Gb 200 Series 8909 emmc4.5 + LPDDR3, 221b 8GB+8Gb 4GB+4Gb 6 September 28, Micron Technology, Inc. Micron Confiden:al

7 Display, Video and Camera Pixel Density of 5.5 Device (PPI) 60 Bandwidth (GB/s) FHD FHD 2GB LP3 534 QHD UHD 3GB LP4 801 UHD UHD 4GB LP4 Screen Resolu:on Video Resolu:on Memory Configura:on What s next? 30MP x128 LP4 3D camera/computer vision 25MP x128 LP3/x64 LP4 Face recogni:on 20MP 20 x64 LP3/x32 LP4 AOHDR Slow mo:on 16MP MP x32 LP3 Differen:a:ng features x32 LP2 Camera Sensor 6.4 Memory Configura:on(s) Source: MBU Strategic Marke:ng 7 September 28, Micron Technology, Inc. Micron Confiden:al

8 Mobile Phone Market Updates Market Data Millions of Units Average DRAM GB/sys Feature phone Value High Premium Value Source: MBU Strategic Marke:ng September 28, Micron Technology, Inc. Micron Confiden:al Key Trends Modest Unit TAM growth CAGR ~10% Cannibaliza:on of feature phone by low- end Smartphone (China export + local kings in emerging markets) India s near- term growth in ques:on (GDP/Capita, infrastructure rollout) Near term Smartphone inventory leads to slight correc:on in forecast

9 Mobile Memory (by Package) Memory Market Data Key Trends Millions of Units 2,500 LP2 LP3 LP4 LPx 2,500 Millions of Units PoP MCP MCP s:ll expected to grow to ~55% of overall mobile 2,000 1,500 1, ,000 1,500 1, ,020 1,059 1,038 1,119 1,196 1,245 LP3à LP4 transi:on expected to drive PoP adop:on in 2016 (for mid- end) Flagship phones with LP4 (3.7Gbps) expected to launch in Q Source: MBU Strategic Marke:ng 9 September 28, Micron Technology, Inc. Micron Confiden:al

10 PoP LPDRAM Assump:ons PoP DRAM Market Data PoP DRAM Units (Mu) Mix of PoP DRAM density (%) 1,200 6GB 4GB 3GB 2GB 1.5GB 1GB 0.5GB 1, ,020 1,059 - Source: MBU Strategic Marke:ng 100% 80% 60% 40% 20% 10 September 28, Micron Technology, Inc. Micron Confiden:al 0% Key Trends Screen Resolu:on- widespread availability of beyond Full HD content leads users to desire QHD/ UHD displays (600ppi) Vision compu:ng intensive applica:ons such as face recogni:on, dual depth camera applica:ons driving 30M pixel and mul:ple sensors in high- end Expected 4GB adop:on in Android H/E star:ng in 2015 RFP on 6GB PoP out of China

11 emcp/umcp Assump:ons emcp Market Data umcp/emcp Units (Mu) Mix of emcp/umcp density (%) 1400 umcp emcp4 emcp3 emcp2 4GB 3GB 2GB 1.5GB <=1GB 100% % % % % % Source: MBU Strategic Marke:ng 11 September 28, Micron Technology, Inc. Micron Confiden:al Key Trends emcp4 introduc:on driving density to be 3GB+ density Density will increase due to Android system requirements: Android L and 64bit chip requirements Con:nuing higher MP cameras Con:nuing higher resolu:on displays

12 Dedica:on to Customer Success Micron Customer Engineering Lab LocaOons 1 2 ü Hardware design reviews ü Enablement and performance op:miza:on ü System/PlaVorm qualifica:on Milpitas, California 2. Boise, Idaho 3. Munich, Germany 4. South Korea 5. Japan 6. China ü Timing and signal analysis ü New features enablement Shanghai Beijing Shenzhen Taiwan 7. Singapore 12 September 28, Micron Technology, Inc. Micron Confiden:al

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