enabling the flash-transformed data center...enabling the flash-transformed data center senior...

1HP APJ Storage Summit | Macau, China | 25-26 June 2014

Brian CoxEnabling the Flash-Transformed Data Center

Senior Director, Marketing, Enterprise Storage SolutionsHP APJ Storage Summit – 25-26 June 2014


Forward-Looking Statements

During our meeting today we will make forward-looking statements.

Any statement that refers to expectations, projections or other characterizations of future events or circumstances is a forward-looking statement, including those relating to market position, market growth, product sales, industry trends, supply chain, future memory technology, production capacity, production costs, technology transitions and future products. This presentation also contains forward-looking statements attributed to third parties, which reflect their projections as of the date of issuance.

Actual results may differ materially from those expressed in these forward-looking statements due to a number of risks and uncertainties, including the factors detailed under the caption “Risk Factors” and elsewhere in the documents we file from time to time with the SEC, including our annual and quarterly reports.

We undertake no obligation to update these forward-looking statements, which speak only as of the date hereof or as of the date of issuance by a third party, as the case may be.

2


A Global Leader in Flash Storage Solutions

*Financials as of Q1, ‘14. Net Cash = [Cash + cash equivalents + short-term & long-term marketable securities] less [debt at maturity value] as of the end of Q1. †Headcount as of Jan., ‘14. NPD Estimate, Feb., ‘14. Estimates of the memory card & USB markets from NPD (Feb.. ‘14) and GfK Retail and Technology

Rankings Trailing 4 Qtr Financials* Global Operations Leading Retail Brand°

$6.3B Revenue$3.8B Net Cash*$0.8B R&D Investment 5,900+ Employees†

#1 Global Retail Revenue Share

All Leading Smartphone & Tablet Manufacturers use SanDisk

SanDisk Client & Retail SSDs Approved Supplier to All Leading PC Manufacturers

Qualified at6 of the Top 7

Server & Storage OEMs

Enterprise SSDs and Storage Software


Enabling Flash Storage from Wafer to Software

Source: Patents as of Q12014; NPD Estimate, Feb., ‘14. Gartner: NAND Flash Supply & Demand, WW 1Q ‘13-4Q ‘15, Mar., ’14. .

Close to Half of Industry Bit OutputTogether with manufacturing partner Toshiba

Fabs: World class NAND capacity

CONTROLLERSCALE ASSY, TEST & PKG

SSDs SANDISKSOFTWARE

NANDTECH

NANDDIE

FLASHMGMT

World-Leading Innovator4,900+

Patents

1991 2013

ISVPARTNERS


WideningPerformance Gap

1990 1995 2000 2005 2010 2015

Server CPU Performance

Challenge: Legacy Storage I/O Bottleneck

Source: StorageIOblog; Sep 2009; http://storageioblog.com/data-center-io-bottlenecks-performance-issues-and-impacts/

Aligning Performance

SSD Performance

HDD Performance


Vertical Integration Matters:SanDisk Path to the Flash Transformed Data Center

Memory Design

Advanced System Design

Software Design

19nm 1Ynm

1Ynm 1Znm

3D NAND

Designed for high performance Workload optimized Mission-critical endurance

Runs applications faster Enables larger in-memory datasets Optimizes hardware efficiency


Leading Memory Cell Design Is Not EnoughNeed for Advanced Flash Management

Bit ErrorRetry Rate

High

LowEarly Life End of Life

Data Integrity Threshold

Enterprise Performance Threshold


Guardian Technology™ PlatformEnhances NAND Physics to Meet Enterprise Standards

Bit ErrorRetry Rate

High

LowEarly Life End of Life

• Aggregated Flash Management• Advanced Signal Processing

Data Integrity Threshold

Enterprise Performance Threshold


Flash Transforms Applications Across the Tiers of the Data Center

TIER 3

TIER 0

TIER 1

TIER 2

DRAM Short-stroked 15K HDDs

DRAM 15K rpm HDDs

Legacy Storage Leading Edge Storage

DataWarehouse

WebServer Logs

Analytics

OLTP

Indexing

ImageRetrieval

ExchangeServer

Caching

In-MemoryCompute

VDI/ VirtualServer

VOD/Media

Streaming

ContentRepository

WebSearch


SanDisk Offering Covers a Broad Set of Applications

SASDDR

Tier 1/2Tier 0/1

SATA

Tier 2

PCIe

Tier 0/1

IN DEVELOPMENT


Latency MattersUltra Low Latency for Tiers 0 & 1

100’s

IOPS100 100,000 1,000,000

SAS/

SATA

/FC

PCIe

DD

R

Breaking the

DRAM Barrier

Late

ncy

(mic

rose

cond

) 1’s

10’s

1000’s

DRAM Memory

L1/L2 Cache


10,000 Virtual Machine Deployment

ULLtraDIMM™PCIe

Virtual Desktop Consolidation ExampleTier 0 & 1 — Metrics: Faster IOPS and $/Transaction

200VMs/

Server

4x ULLtraDIMM 400GB 64GB DRAM

$99 per VM50 Physical Servers

$986,950 TCA

57% reduction in Total Cost of Acquisition of servers and DRAM investment

700GB PCIe 384GB DRAM

100 VMs/

Server

$232 per VM100 Physical Servers

$2,328,548 TCA

VMware® ESXi* VMware® ESXi*

Pricing based on quote for IBM x3650M4 from reseller General Microsystems—Nov 2013 *Full name: VMware® vSphere® ESXi


978

29 21

200GB 2.5" SASeMLC SSD

146GB 2.5" SAS 15KHDD

1200 2.5" SAS 10KHDD

0.09

0.55

2.03

200GB 2.5" SASeMLC SSD

146GB 2.5" SAS 15KHDD

1200 2.5" SAS 10KHDD

SSDs Maximize Data Center Efficiency

Source: www.dell.com/downloads/global/products/pvaul/en/enterprise-hdd-sdd-specification.pdf

Dollars per IOPS IOPS per Watt (@Max capacity)


Density MattersTier 2: Beyond just faster, cooler, and more power efficient SSDs

Capacity

16TB

8TB

4TB

0.9 TB1.2 TB

1.6 TB

SanDisk Enterprise SSDs continue to deliver density growth while Mission Critical HDD density hits a wall

Today’s World’s highest capacity SAS SSD

10K SAS HDDs


100 TB of Database Storagewith

>150K IOPS SSDsHDDs

Database Management System ExampleTier 2 — Metrics: $/IOPS and TCO

1875K IOPS

25 SSDs @ 4TB

$0.07 per IOPSTCA $104,214 (w/o SW)

TCO $124,609 over 3 years

60% reduction in Total Cost of Acquisition 58% reduction in Total Cost of Ownership

685 HDDs @ 146GB

151K IOPS

$1.98 per IOPSTCA $257,484 (w/o SW)

TCO $298,587 over 3 years

Microsoft SQL Microsoft SQL

Source: Based on Dell PowerEdge pricing www.dell.com/us/business/p/poweredge-r720/fs along with HDD studies “Failure Trends in a Large Disk Drive Population” and “Disk failures in the real world”: proceedings of 5th USENIX Conference on File and Storage Technologies and incorporated into TCO model developed by SanDisk architect Fritz Kruger—December 2013

4U of Rack space

85U of Rack space


Response Time Matters — With TCA/TCOTier 3: Active Content Repository System Example

Lower Power Less Cooling

Smaller Footprint

Response Time

Low TCA


FlashSoft®

Software Shares “hot data”

on shared SSD caches across server nodes

Compensates for slower tier of direct-attached &networked storage

ZetaScale®

Software Uses object

technology to group storage bits together

Key value store shortens access time to manipulate files & speeds up DB performance

Software Defined Storage

cachecachecache

Storage StorageStorage

AVAILABLE MID 2014

How SanDisk Will Accelerate Software Defined StorageIncreasing ROI for Application Performance


In-Memory Compute NoSQL Databases

– Cassandra– MongoDB

Hadoop– Spark/Shark

Object Storage Servers0.7

5.0

16.0

HDD SSD SSD + ZetaScale

TPS per Server in Thousands

128GB 1K data24 core Westmere, 96GB DRAM, 8 x 128GB SSD @ 1K dataYCSB measurements performed by SanDisk

Software Application Acceleration

20x Improvement

ZetaScale® Software

3x Improvement

http://www.google.com/url?sa=i&source=images&cd=&cad=rja&uact=8&docid=Vdo6ke0WeGz7MM&tbnid=AvKPYbnfRrJz_M:&ved=0CAgQjRw&url=https://www.mongodb.org/&ei=TTBIU_udJIK6yQGS9YHICQ&psig=AFQjCNEvSzzg83TR5ffQFtyOqI-oTHNBqA&ust=1397326285649549

http://www.google.com/url?sa=i&source=images&cd=&cad=rja&uact=8&docid=Vdo6ke0WeGz7MM&tbnid=AvKPYbnfRrJz_M:&ved=0CAgQjRw&url=https://www.mongodb.org/&ei=TTBIU_udJIK6yQGS9YHICQ&psig=AFQjCNEvSzzg83TR5ffQFtyOqI-oTHNBqA&ust=1397326285649549


Parity Cost SSD

Costs Are Converging: HDDs and SSDsEnabling the Data Center Transformation

$-

$1.00

$2.00

$3.00

$4.00

$5.00

$6.00

$7.00

$8.00

$9.00

$10.00

2010 2011 2012 2013 2014 2015 2016 2017

Dollars per Gigabyte ASP/Gigabyte (US$)

19nm 1Y 1Z BiCS

Lower Cost SSDHigher Cost SSD

Enterprise-Grade Storage SSD Revenue

Enterprise-Grade Server SSD Revenue

Mission Critical HDD Revenue

Business Critical HDD Revenue

Source: Gartner, Market Trends: Evolving HDD and SSD Storage Landscapes (October 2013)


Vertical Integration matters –enables optimized solutions

Low latency matters – high performance economics

Density matters – Total Acquisition Cost

Software matters – removing the final bottlenecks

SanDisk Is Leading the Way to the Flash Transformed Data Center


Thank you!

© 2014 SanDisk Corporation. All rights reserved. SanDisk is a trademark of SanDisk Corporation, registered in the United States and other countries. ULLtraDIMM is a trademark of SanDisk Enterprise IP LLC. Lightning is a U.S. registered trademark of SanDisk Enterprise IP, LLC. Cloudspeed, CloudSpeed Ascend, CloudSpeed Eco, CloudSpeed Extreme, CloudSpeed Ultra and Cloudspeed logo are trademarks of SanDisk Enterprise IP LLC. Optimus, Optimus Ascend, Optimus Eco, Optimus Extreme, Optimus Max and Optimus Ultra are trademarks of SanDisk Enterprise IP LLC. Other brand names mentioned herein are for identification purposes only and may be the trademarks of their respective holder(s).

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