Changing the World:
The Flash Memory
Revolution
                     Eli Harari
                 Chairman & CEO
          ...
Forward Looking Statement



During our meeting today we will be making forward-looking statements.

Any statement that re...
In the past twenty years we have
                      changed the world




1988                     2008
From 36 photos on a roll to 5,000 images
                             in your hand




1988                       2008
From 1 file on a floppy to 1,000
          documents on a Flash drive




1988                     2008
From 20 songs on a tape to 5,000 tunes in
                             your pocket




1988                       2008
The music and video revolution continues




1988          2008            201X
Our industry is facing some
                                        challenging times




                      Supply


 ...
Self-correction will lead to growth with
                       profitability in the next decade




                     ...
Flash will profoundly transform three
                         huge growth markets




Consumer
                 Handsets ...
On board GPS systems will be a
    multi-billion dollar industry
Video is the new photo
Flash technology is at the heart of online
             file sharing, social networking



Capture         Store          ...
Flash is enabling the digital book revolution




                      Amazon Kindle: the
                      future of...
New paradigms require new
          ways of thinking




      The world’s first
      horseless carriage
The changing face of cell phones




Voice

         Data

                          Video
Smartphones will account for 28% of wireless
             shipments in the U.S. this year




                         Sma...
80% of cell phones will have
     memory slots by 2012




               Source: Gartner
Future of mobile devices:
all your content in your pocket



  4G Broadband/Wimax: always on

  PC OS: Symbian, Android, M...
Notebooks continue to lose weight
                        and gain power




1988         2008            2010
SSD will complement HDD in enterprise
                            performance



               HDD          SSD

   Read
...
One in five computing devices will have
         solid state drives by 2011/2012




                          Source: Gar...
10% share of the HDD market =
                        huge rise in Flash demand



              10%
                     ...
Netbook PCs are taking off




                 18 million




500,000

 2007              2009
                        So...
Flash has the power to
democratize technology
A billion new middle class consumers in
                       the next ten years
Affordable computing for every child in
                        every country
Building communities through
           wireless networks
Making light work of global
           business travel
Flash’s growth engine:
                                          beating Moore’s Law




                                 ...
Unprecedented pace of Flash
                                                     technology transitions




              ...
Dramatic Flash price reductions:
                                             key to new markets




                     ...
S-Curve: Memory Scaling Limits


                                  DRAM

                                         NAND

  ...
3D Diode Memory Arrays
          Resistance Change Materials

            PCM
            Metal Oxides
            Solid E...
3D Diode Memory Arrays




4 Layers of Memory   Periphery Circuits
Conclusion: flash/3D is the place to be
                          in the coming decade




 Transforming                  ...
Changing the World:
The Flash Memory
Revolution
                     Eli Harari
                 Chairman & CEO
          ...
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Changing the World: the Flash Memory Revolution

  1. 1. Changing the World: The Flash Memory Revolution Eli Harari Chairman & CEO SanDisk Corporation
  2. 2. Forward Looking Statement During our meeting today we will be making 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 revenue, pricing, market share, market growth, product sales, industry trends, expenses, gross margin, production capacity and technology transitions and future products. Actual results may differ materially from those expressed in these forward- looking statements including due to the factors detailed under the caption “Risk Factors” and elsewhere in the documents we file from time-to-time with the SEC. We undertake no obligation to update these forward-looking statements, which speak only as of the date hereof.
  3. 3. In the past twenty years we have changed the world 1988 2008
  4. 4. From 36 photos on a roll to 5,000 images in your hand 1988 2008
  5. 5. From 1 file on a floppy to 1,000 documents on a Flash drive 1988 2008
  6. 6. From 20 songs on a tape to 5,000 tunes in your pocket 1988 2008
  7. 7. The music and video revolution continues 1988 2008 201X
  8. 8. Our industry is facing some challenging times Supply Excess Capacity Demand Falling US Excess Supply, 3rd year of ~ 60% Consumer Confidence Commodity Pricing annual ASP decline
  9. 9. Self-correction will lead to growth with profitability in the next decade Slowing Capacity Adds Profitability Supply Excess Capacity Demand New Markets Taking Off 2008
  10. 10. Flash will profoundly transform three huge growth markets Consumer Handsets Computers Electronics
  11. 11. On board GPS systems will be a multi-billion dollar industry
  12. 12. Video is the new photo
  13. 13. Flash technology is at the heart of online file sharing, social networking Capture Store Share
  14. 14. Flash is enabling the digital book revolution Amazon Kindle: the future of reading
  15. 15. New paradigms require new ways of thinking The world’s first horseless carriage
  16. 16. The changing face of cell phones Voice Data Video
  17. 17. Smartphones will account for 28% of wireless shipments in the U.S. this year Smartphones 28% Source: CEA
  18. 18. 80% of cell phones will have memory slots by 2012 Source: Gartner
  19. 19. Future of mobile devices: all your content in your pocket 4G Broadband/Wimax: always on PC OS: Symbian, Android, Mac, Linux, MS Mobile PC 3rd-party applications: iPhone 3G Local secure flash: (8GB to 128GB) Flash caching MNO competition: deliver content & services Convergence: Netbook PC, Smartphone, Multimedia handsets
  20. 20. Notebooks continue to lose weight and gain power 1988 2008 2010
  21. 21. SSD will complement HDD in enterprise performance HDD SSD Read x 100x + Performance Write x 10x + Performance Source: Gartner
  22. 22. One in five computing devices will have solid state drives by 2011/2012 Source: Gartner
  23. 23. 10% share of the HDD market = huge rise in Flash demand 10% 300mm wafers ~12.5M wafers/year HDD Total Storage ~ 500,000,000 TB/year = ~2012/2013 10 New Flash Mega-fabs
  24. 24. Netbook PCs are taking off 18 million 500,000 2007 2009 Source: Taiwan MIC
  25. 25. Flash has the power to democratize technology
  26. 26. A billion new middle class consumers in the next ten years
  27. 27. Affordable computing for every child in every country
  28. 28. Building communities through wireless networks
  29. 29. Making light work of global business travel
  30. 30. Flash’s growth engine: beating Moore’s Law D3 D1 D2 64Gb  32Gb  16Gb  8Gb  4Gb 2Gb  1Gb  0.256Gb  200mm 300mm 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 Faster than a speeding Moore: 9 generations in 10 years
  31. 31. Unprecedented pace of Flash technology transitions D3 D1 D2 250  0.256Gb 200  1Gb Technology (nm) 150  2Gb 4Gb 100  8Gb 16Gb 32Gb 50  64Gb 200mm 300mm ‐ 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 210nm 160 130 90 70 56 43 32nm in 9 years D1 (SLC) D2 (MLC) D3 (x3)
  32. 32. Dramatic Flash price reductions: key to new markets D3 D2 100% Relative Cost/MB 10% 200mm 300mm 1% 2003 2004 2005 2006 2007 2008 2009
  33. 33. S-Curve: Memory Scaling Limits DRAM NAND Past NAND scaling: up S-Curve OUTPUT Future NAND scaling; slowing down ASP/MB accordingly slows NAND/MLC will likely be eclipsed in next decade 3D R/W promising candidate to continue Moore’s law scaling 3D Memory Phase-Change, Nanotechnology. EFFORT
  34. 34. 3D Diode Memory Arrays Resistance Change Materials PCM Metal Oxides Solid Electrolytes Magnetic materials and others… 4f2 P N
  35. 35. 3D Diode Memory Arrays 4 Layers of Memory Periphery Circuits
  36. 36. Conclusion: flash/3D is the place to be in the coming decade Transforming Returning to Creating new existing markets profitable growth mega-markets thru innovation, IP low cost
  37. 37. Changing the World: The Flash Memory Revolution Eli Harari Chairman & CEO SanDisk Corporation

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