©2017 Micron Technology, Inc. All rights reserved. Information, products, and/or specifications are subject

to change without notice. All information is provided on an “AS IS” basis without warranties of any kind.

Statements regarding products, including regarding their features, availability, functionality, or

compatibility, are provided for informational purposes only and do not modify the warranty, if any,

applicable to any product. Drawings may not be to scale. Micron, the Micron logo, and all other Micron

trademarks are the property of Micron Technology, Inc. All other trademarks are the property of their

respective owners.

Alexey MylnikovRegional Sales Manager Distribution

Memory Market 2018 and beyond

February 2018

Data is the new currency

In an increasingly complex and connected world, the ability of an organization to collect, manage and analyze data effectively separates the winners from the runners-up.

Source: http://www.cioinsight.com/it-strategy/big-data/why-data-is-the-new-business-currency.html

Enterprise AutomotiveCloud/

Big Data NetworkingMobile/ Client IoT

Online Transaction Processingsystems with low-latency in-memory compute

Global sales of autonomous vehicles to reach ~600,000 units by 2025

Data center storage installed capacity to grow ~5X to 1.8 ZB between 2015 and 2020

Global IP traffic grows at a CAGR of 24% from 2016 to 2020

Global mobile data traffic to rise ~7X between 2016 and 2021

27.1 billion networked devices by 2021

Trends Driving Increased Data Traffic

Source, September 2017: Cisco, Gartner, IDC, Automobile manufacturers

IoT – Internet of Things

Worldwide Memory

(+38% Y/Y)

Mobile $29B

Non-Mobile $31B

Storage $16B

Non-Storage $32B

$60B

$48BSeptember 2017, Source: Gartner Q1-16 and Micron

¹Memory includes DRAM, NAND and NOR, Emerging and other

$385B

SemiconductorMarket in 2017

(+12% Y/Y)

Non-Memory Markets

$275B

(+47% Y/Y)

(+30% Y/Y)

Market$110BDRAM

Non-Volatile

Logic

$195B

+4% Y/Y

Discrete

$19B

+3% Y/Y

Analog

$22B

+5% Y/Y

Other

$39B

+9% Y/Y

Global Market Share2016 Top 10 by Revenue

Global Semiconductor Share Global Memory Share

$8,7

$9,3

$9,9

$11,9

$13,0

$13,2

$14,7

$15,4

$40,1

$54,1

MediaTek

NXP

Toshiba

Texas Instruments

Micron

Broadcom

SK Hynix

Qualcomm

Samsung

Intel

USD, Billions

$,9

$1,0

$1,0

$1,1

$1,3

$4,1

$7,2

$13,0

$14,4

$32,7

Cypress

Intel

Winbond

SanDisk

Nanya

Western Digital

Toshiba

Micron

SK Hynix

Samsung

USD, Billions

Source: Gartner Market Share Analysis: Semiconductor Revenue, Worldwide, 2016

Growth & Diversification of Demand

0

60

120

180

240

0

150

300

450

600

2015 2016 2017 2018 2019 2020

NANDB Gb EU

DRAMB Gb EU

NAND’16-’20 CAGR: ~45%

DRAM’16-’20 CAGR: ~20%

Source: Micron and industry analysts

0%

50%

100%

2015 2020

Auto & Embedded

Server & Networking

Mobile

PC & Graphics

0%

50%

100%

2015 2020

SSD

Mobile

USB/Cards

Consumer & Other

Diversification of demand creates market opportunities

Memory Market Bit Demand Forecast DRAM Industry Bit Mix

NAND Industry Bit Mix

Industry Outlook

DRAM

▪ Healthy market environment with broad demand drivers

▪ CY-18 Industry supply bit growth ~20%

▪ FY-18 Micron bit growth slightly below industry

NAND

▪ Increasing SSD adoption across client and datacenter

▪ CY-18 Industry supply bit growth approaching 50%

▪ FY-18 Micron bit growth somewhat above industry

DRAM

NAND

Long-Term MemoryIndustry Trends

Peak to Trough Decline:

-57%

-49%

-23%

-18%

$0

$25

$50

$75

$100

1991 1996 2001 2006 2011 2016

Memory Revenue ($B) Memory projected

to grow 2.5x non-memory semi

Source: Micron and industry analysts

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

| May 21, 2018

Enterprise DRAM Market Density Transitions

Source: Micron Business Development - 3Q16

DRAM % Equivalents

2Gb DDR3

4Gb DDR3

8 Gb DDR4

4Gb DDR4

2016 2017 2018 2019 2020 2021

Speed (MTs) / Voltage

2400/2666

1.2V

2666

1.2V

2666/3200

1.2V

3200

1.2V

3200/3600

1.2/1.1V

3200/4400

1.2/1.1V

Tech DDR4 DDR4 DDR4 DDR4 DDR4/DDR5 DDR4/DDR5

16Gb DDR5

16 Gb DDR4

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

1H'16 2H'16 1H'17 2H'17 1H'18 2H'18 1H'19 2H'19 1H'20 2H'20 1H'21 2H'21

| May 21, 2018

DDR4/DDR5 High Capacity Server Market Outlook

Key Points

32GB:

• RDIMM becomes mainstream in CY2016

through CY2019.

64GB:

• Increasing adoption in CY2016 through CY2020.

• 8Gb DDP LRDIMM transitions to 8Gb 3DS

RDIMM in CY2018 (2933/3200).

• 16Gb monolithic DRAM in CY2018 initiates

transition 64GB (2Rx4) RDIMM

• DDR5 64GB RDIMM is anticipated to replace

32GB RDIMM as mainstream in 2022

128GB:

• Transitions from 4H/3DS LRDIMM to 2H/3DS

RDIMM in CY2018-2020.

256GB:

• Enablement of 4H/3DS RDIMM with the

introduction of the 16Gb monolithic DRAM in

CY2018.

Module Type:

• LRDIMM replaced by RDIMM even at the

highest densities once 3DS stacking is required

(CY2018-2020).

16GB RDIMM

32GB RDIMM

Other

1G Equivalents

128GB 3DS RDIMM

256GB 3DS RDIMM

Source: Micron Business Development - 3Q16

8GB RDIMM

32GB DDP LRDIMM

64GB DDP LRDIMM

64GB RDIMM

128GB 3DS LRDIMM

NAND Industry Supply trend (SLC bits constraint will persist)

DRAM technology-driven supply growth has been

slowing, with trend expected to continue

NAND supply growth is stable with headwinds to supply

from 3D conversions continuing through 2018

Source: Micron and industry analysts

Industry Experience Driving advancements in memory

technology since 1978

Over 20,000 patents

More than 34,000 team members working in 17 countries

Trusted relationships with the world’s most influential technology ecosystems

Technology Expertise

Integrity

Expansive Product Offering

DDR

DDR2

DDR3

DDR4

GDDR5

GDDR5X

LPDRAM

RLDRAM® Memory

FDDIMM

LRDIMM

Mini-DIMM

NVDIMM

RDIMM

SODIMM

SORDIMM

UDIMM

VLP Mini-DIMM

VLP RDIMM

VLP UDIMM

3D NAND

Enterprise NAND

Serial NAND

TLC, MLC, SLC

e.MMC

Embedded USB

UFS

Parallel NOR

Serial NOR

Xccela™ Flash

e.MMC-Based MCP

NAND-Based MCP

NOR-Based MCP

DRAM DRAM Modules NAND Flash Managed NAND NOR Flash Multichip Packages

Client SSD

Enterprise PCIe NVMe SSD

Enterprise SAS SSD

Enterprise SATA SSD

Industrial microSD Cards

Software

Hybrid Memory Cube

Persistent Memory

− NVDIMM

− 3D XPoint™

High Performance Computing

Storage Advanced Solutions

Memory, Storage, and Advanced Solutions

May 21, 2018

Micron | Качество для каждого NAND & DRAM чипа

Финальный тестДизайн компонента

Процесс

производств

а в

соответстви

и с

передовыми

технологиям

и

Тестирование пластин

Определение параметров

девайсов

Поиск

наилучших

компоненто

в для наших

продуктов

Оптимизаци

я дизайна в

соответстви

и в

конечным

решением

Выбраковка

в

HALT/HAST

камерах и

на

принудител

ьный отказ

в печах

Производство пластин

Надежность для каждого произведенного устройства

| May 21, 2018

Crucial vs. Micron

Модули памяти брендированные Crucial и Micronидентичны!!!!

− Crucial - бренд, третированный Micron для продаж в канале.

− Модули брендированные Micron и Crucial PN и произведены на одних фабриках с одинаковым уровнем тестирования.

16 | ©2014 Micron Technology, Inc. | Micron Confidential

DDR4 RDIMM validation | Intel

• Crucial RDIMMs are validated on Intel platforms

Source: http://www.intel.com/content/www/us/en/platform-memory/platform-memory.html

May 21, 2018

DDR4 RDIMM validation | Asus

Source: http://dlcdnet.asus.com/pub/ASUS/mb/Socket2011-R3/Z10PE-D16/QVL/Z10PE-D16.pdf

• Validation under Support for each board, example below for Z10PR-D16 etc.

May 21, 2018

DDR4 validation | Supermicro

*Valid as of 20 September 2015

• DDR4 validation on Supermicro boards

May 21, 2018

19 | ©2014 Micron Technology, Inc. | Micron Confidential

www.crucial-russia.ru | конфигуратор

May 21, 2018

May 21, 2018

© 2016 Micron Technology, Inc.

Micron Accelerated Solutions: Announced April 12, 2016

| November 22, 201614 | Micron Confidential

All-flash high-performance

software-defined storage

(SDS) solution for Virtual SAN

6.2

Solution brief & reference

architecture

Three Ready Nodes orderable

SKUs from Supermicro

VMware Virtual SAN 6.2

All-Flash Ready Nodes

All-flash optimized open

source scale-out storage

solution for cloud

infrastructure

POC solution brief

POC solution orderable from

Supermicro

CEPH Proof-of-Concept Nexenta Edge Demo

Micron actively partnering

with Nexenta on next-gen all-

flash SDS solutions

Demo brief

First demonstration of an all-

flash Nexenta Edge solution

Что такое Micron для вас?

75% стоимости сервераOur memory & storage solutions make your workloads

greener …just betterfaster

| May 21, 2018

14 3 2NAND Flash

Manufacturers

DRAM Manufacturers Both DRAM

& NAND

for the Enterprise

The only

firm with the next

generation memory

solution (3DXPoint)

______________________________________________________________________

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