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Edge Computing: - The Future of IoT and Memory Technologies

Steven Craig

Senior Vice President

Western Digital Corp

November 14th, 2018

Forward-Looking StatementsSafe Harbor | Disclaimers

This presentation contains forward-looking statements that involve risks and uncertainties, includingstatements regarding our market positioning; HDD and flash products and technologies; developmentefforts and growth opportunities; business strategies; expectations regarding data infrastructure anddigital storage capacity growth; and market trends. Forward-looking statements should not be read as aguarantee of future performance or results, and will not necessarily be accurate indications of the timesat, or by, which such performance or results will be achieved, if at all. Forward-looking statements aresubject to risks and uncertainties that could cause actual performance or results to differ materially fromthose expressed in or suggested by the forward-looking statements.

Key risks and uncertainties include volatility in global economic conditions; business conditions and growthin the storage ecosystem; impact of competitive products and pricing; market acceptance and cost ofcommodity materials and specialized product components; actions by competitors; unexpected advancesin competing technologies; our development and introduction of products based on new technologies andexpansion into new data storage markets; risks associated with acquisitions, mergers and joint ventures;difficulties or delays in manufacturing; and other risks and uncertainties listed in the company’s filings withthe 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 undertakeany obligation to publicly update or revise any forward-looking statement, whether as a result of newinformation, future developments or otherwise, except as required by law.

©2018 Western Digital Corporation or its affiliates. All rights reserved. 2

The Largest Data Storage Company in the World

©2018 Western Digital Corporation or its affiliates. All rights reserved.

$20.5B+IN REVENUE

Data Infrastructure for the Entire Landscape


Data Infrastructure from the Edge to Core


Data Infrastructure Products and Solutions

Solid State & Hard Disk Drives

Platforms & SystemsEmbedded & Removable

Consumer


BatchAnalytics

StreamingAnalytics

ArtificialIntelligence

MachineLearning

DataAggregation

Modeling

Fast DataPerformance

Mobility

Real-time Results

Smart Machines

Insight

Prediction

Prescription

Big DataScale


E. Pluribus Datum

Off-the-rack Architecture in a Bespoke World

General Purpose Transportation

General Purpose Compute Architecture

S/PDIF jack

VGA port

DVI-D port

USB ports

LAN port

Audio jacks

S/PDIF-out

PCIe x16 slot

PCIe x1 slots

Mini-card socket

Memory slots

Buzzer

Power

Chipset

Front panel

SATA 1~4

Jumpers

Front audio Battery USB 5~8

WLAN LED USB 1~4

System fan Processor CPU fan


Purpose Built Machines for Demanding Verticals


Workloads Determine the Engine!

FastData

BigData


Which in Turn Need Novel Components

FastData

BigData

Performance-centric scale

Capacity-centric scale

Compute

Storage SOC General Purpose CPU

Storage SemanticData Flow

Memory SemanticData Flow

Interconnect

Storage-centricarchitecture

Purpose-built data-centric architectures

Memory-centricarchitecture

Storage

Memory

HDD SSD

NVM DRAM SRAM

Storage

Memory

GPU FPGA ASIC


To Erg is Human


On Chip

On Board

In System or Cloud

1.E-14

1.E-13

1.E-12

1.E-11

1.E-10

1.E-09

1.E-08

1.E-07

1.E-06

1.E-05

1.E-04

1.E-03

1E-05 1E-04 1E-03 1E-02 1E-01 1E+00 1E+01 1E+02 1E+03 1E+04 1E+05 1E+06

En

erg

y (

J p

er 6

4b

)

Distance (m)

NAND access

16FF NAND gate

ALU Operation

Register file

L1 cache (8KB)

L2 cache (32KB)

L3 cache (1MB)

DRAM access

Disk access

Cloud access

Growing Markets …

1980 1985 1990 1995 2000 2005 2010 2015 2017

Ship

ments

(EB);

Revenue (

$B)

DRAM $72.1B


Source: Gartner

1980 1985 1990 1995 2000 2005 2010 2015 2017

Ship

ments

(EB);

Revenue (

$B)

Growing Markets …

NAND $53.7B

DRAM $72.1B


Source: Gartner

1980 1985 1990 1995 2000 2005 2010 2015 2017

Ship

ments

(EB);

Revenue (

$B)

Growing Markets …

NAND $53.7B

DRAM $72.1B

HDD $24.6B


Source: Gartner

1980 1985 1990 1995 2000 2005 2010 2015 2017

Ship

ments

(EB);

Revenue

($B)

Growing Markets and Scaling Technologies

DRAM11.5 EB


Source: Gartner

1980 1985 1990 1995 2000 2005 2010 2015 2017

Ship

ments

(EB);

Revenue

($B)


NAND174.7 EB

DRAM11.5 EB


Source: Gartner

1980 1985 1990 1995 2000 2005 2010 2015 2017

Ship

ments

(EB);

Revenue

($B)


NAND174.7 EB

DRAM11.5 EB

HDD670.2 EB


Source: Gartner

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

capacity enterprise HDDs

NAND Charge Trap Cells

10x

10x

DRAM Cells

Billions and Billions of DevicesIn 2018, roughly as many processor transistors shipped as grains of sand on earth

Grains of SandProcessor Transistors

~=


Source: Grains of sand by NPR https://www.npr.org/sections/krulwich/2012/09/17/161096233/which-is-greater-the-number-of-sand-grains-on-earth-or-stars-in-the-sky# of transistors in Intel/AMD PC-based CPUs and Apple Mobile based CPUs (2017), https://en.wikipedia.org/wiki/Transistor_count

In the Grip of the Charge Trap

~170 BillionDevices per

BiCS 512Gb NAND die

Per DRAM diePer CPU die

~10-20 Billion

Devices

~16 Billion

Devices


Wants, Needs and Can’t-do-withouts

Power

Latency

Throughput

Retention

Endurance

Cost Density

Diverging AI Applications

Analytics

Real-time applications

Mobility

Artificial Intelligence

IoT

Diverging Memory Needs


More Diverse Workload


REAL TIME ANALYTICS(SURVEILLANCE)

IMAGING (HEALTHCARE)

PATTERN ANALYSIS(SMART CITY)

DESIGN SIMULATION(TECHNOLOGY)

REAL-TIME MONITORING(AUTOMOTIVE)

DATA MODELING(FINANCIAL)

22

SETS STAGE FOR . . .

Machine vision

Machine learning & modeling

Real-time & big data analytics

M2M communication

Data access

Data upload

Global monitoring

Predict & prevent

The Evolving Role of STORAGE

OVERCOME:

Bandwidth deployment/cost

Interoperability

Latency

Connectivity

Security

Data durability

Data manageability

23©2018 Western Digital Corporation or its affiliates. All rights reserved.

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