Welcome the Zettabyte Era The Evolution of Data Center Storage · This presentation contains...

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Welcome the Zettabyte Era The Evolution of Data Center Storage Eyal Bek Vice President, Data Center and Client Computing Western Digital June 2019 ©2019 Western Digital Corporation or its affiliates. All rights reserved.

Transcript of Welcome the Zettabyte Era The Evolution of Data Center Storage · This presentation contains...

Page 1: Welcome the Zettabyte Era The Evolution of Data Center Storage · This presentation contains forward-looking statements that involve risks and uncertainties, including, but not limited

Welcome the Zettabyte EraThe Evolution of Data Center Storage

Eyal Bek

Vice President, Data Center and Client Computing

Western Digital

June 2019

©2019 Western Digital Corporation or its affiliates. All rights reserved.

Page 2: Welcome the Zettabyte Era The Evolution of Data Center Storage · This presentation contains forward-looking statements that involve risks and uncertainties, including, but not limited

This presentation contains forward-looking statements that involve risks and uncertainties, including, but not limited to,

statements regarding our data center products and technologies, expectations regarding data usage and storage, our

business strategy, growth opportunities, and demand and market trends. Forward-looking statements should not be read

as a guarantee of future performance or results, and will not necessarily be accurate indications of the times at, or by,

which such performance or results will be achieved, if at all. Forward-looking statements are subject to risks and

uncertainties that could cause actual performance or results to differ materially from those expressed in or suggested by

the forward-looking statements.

Key risks and uncertainties include volatility in global economic conditions, business conditions and growth in the storage

ecosystem, impact of competitive products and pricing, market acceptance and cost of commodity materials and

specialized product components, actions by competitors, unexpected advances in competing technologies, difficulties or

delays in manufacturing, and other risks and uncertainties listed in the company’s filings with the 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 undertake any obligation to publicly update or revise any forward-

looking statement, whether as a result of new information, future developments or otherwise, except as required by law.

Forward-Looking StatementsSafe Harbor | Disclaimers

2©2019 Western Digital Corporation or its affiliates. All rights reserved.

Page 3: Welcome the Zettabyte Era The Evolution of Data Center Storage · This presentation contains forward-looking statements that involve risks and uncertainties, including, but not limited

Personalized Recommendations

Home Content Sharing

Adaptive Infrastructure

Genomics Research

Supply Chain Optimization

Crop Yield Optimization

Precision Navigation

Data is Transforming the World

City Medical Industrial Transportation MobileHome Agriculture

The volume, velocity, and value of data are increasing

3©2019 Western Digital Corporation or its affiliates. All rights reserved.

Page 4: Welcome the Zettabyte Era The Evolution of Data Center Storage · This presentation contains forward-looking statements that involve risks and uncertainties, including, but not limited

©2019 Western Digital Corporation or its affiliates. All rights reserved.

2020will have more data

stored in public clouds than in consumer devices

80%of all data will be

stored in public and private clouds by 2023

5 xdata stored in data centers

will reach 1.3ZB in 2021

Source: NVIDIA, IBM, Microsoft, Cisco CGI’18.; IDC Data Age 2025

©2019 Western Digital Corporation or its affiliates. All rights reserved.

The Data Center Must Evolve

Architectures evolving to meet workload: Scale | Flexibility | Performance

4

350M - video streaming users in China 694K hours - video streamed on Netflix in one minute5.5M - views on YouTube and Twitch in one minute82% - of IP traffic will be video by 2022 (Cisco VNI)*

*Cisco VNI: https://www.cisco.com/c/en/us/solutions/collateral/service-provider/visual-networking-index-vni/white-paper-c11-741490.html

Page 5: Welcome the Zettabyte Era The Evolution of Data Center Storage · This presentation contains forward-looking statements that involve risks and uncertainties, including, but not limited

Data Center Storage Growth

5©2019 Western Digital Corporation or its affiliates. All rights reserved.

Exabyte

s2018

Capacity HDD Data Center SSD

Exabyte

s2023

Capacity HDD Data Center SSD

Capacity HDDs and SSDs will continue to complement each other

2018 2019 2020 2021 2022

Estimated Price Curves(log scale)

~10x cost SSD/HDD

~6.5xHDD/SSDexabytes ~2x cost

SSD/10K

Source: Western Digital TAM modelling, June ‘18

NVMe™ SSDSATA SSD

10K HDD

Cap HDD

Page 6: Welcome the Zettabyte Era The Evolution of Data Center Storage · This presentation contains forward-looking statements that involve risks and uncertainties, including, but not limited

Preparing for the Next Storage Evolution

SCALABILITYSCALE FLEXIBILITY PERFORMANCE

6©2019 Western Digital Corporation or its affiliates. All rights reserved.

FLEXIBILITY PERFORMANCE

Page 7: Welcome the Zettabyte Era The Evolution of Data Center Storage · This presentation contains forward-looking statements that involve risks and uncertainties, including, but not limited

An Evolution of Capacity-Optimized HDDsHelioSeal – SMR – ePMR

2018

2020

2021

ePMR - Energy assistedPMR recording

Capacity I

ncre

ase

ePMR (Energy Assisted PMR) technology progressionprovides capacity, while minimizing risk.

7©2019 Western Digital Corporation or its affiliates. All rights reserved.

Page 8: Welcome the Zettabyte Era The Evolution of Data Center Storage · This presentation contains forward-looking statements that involve risks and uncertainties, including, but not limited

Sto

rage

Com

pute

Scalability – Form Meets Function in EDSFF

8©2019 Western Digital Corporation or its affiliates. All rights reserved.

Proliferating capacity points, form factors, and endurance levelsto match specific needs for edge, cloud compute and storage.

0

50

100

150

200

250

300

2018 2019 2020 2021 2022 2023

Data Center SSD Exabytes(Western Digital Estimate)

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Preparing for the Next Storage Evolution

SCALABILITY

ePMR

Form to Function

SCALE FLEXIBILITY PERFORMANCE

9©2019 Western Digital Corporation or its affiliates. All rights reserved.

FLEXIBILITY PERFORMANCE

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Flexibility – Enabling SMR at Cloud Scale

10©2019 Western Digital Corporation or its affiliates. All rights reserved.

Customers and the ecosystem have adopted host-based SMR technologywhich will drive the majority of hard drive storage by 2023.

0%

100%

CY18 CY19 CY20 CY21 CY22 CY23

Data Center HDD Exabytes*

SMR

CMR

• Host-based SMR delivers maximum HDD capacity density at technology point

• Unprecedented adoption rate

• Wide hardware, software, and application support

* Source: Western Digital Internal Projections

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Flexibility – Zoned Namespaces (ZNS) NVMe SSDs

11©2019 Western Digital Corporation or its affiliates. All rights reserved.

Utilize proven software stack from SMR HDD while deliveringWrite Amplification reduction, lower overprovisioning, and less DRAM.

• Working with NVMe consortium for standards-based approach

• Zone-based sequential write model

• Host assisted garbage collection

• Leverages SMR software stack

Zoned Namespaces (ZNS)

NVMe SSD

• ReduceWrite Amplification

• LowerOverprovisioning

• Improvelatency outliers

Page 12: Welcome the Zettabyte Era The Evolution of Data Center Storage · This presentation contains forward-looking statements that involve risks and uncertainties, including, but not limited

Preparing for the Next Storage Evolution

SCALABILITY

ePMR

Form to Function

SCALE FLEXIBILITY

SMR

ZonedNamespace

PERFORMANCE

12©2019 Western Digital Corporation or its affiliates. All rights reserved.

FLEXIBILITY PERFORMANCE

Page 13: Welcome the Zettabyte Era The Evolution of Data Center Storage · This presentation contains forward-looking statements that involve risks and uncertainties, including, but not limited

13©2019 Western Digital Corporation or its affiliates. All rights reserved.

* Final product specs may differ

Performance – Dual Actuator HDDs

Resetting the IOPS/TB access-density graph and providingperformance of nearly two drives in single bay.

• Lower Total Cost of Acquisition (TCA) based on shared components

• Lower power vs. 2X drives*

• Higher capacity HDDs for IOPS-constrained users

+>

Dual Single Single

*Final product specs may differ.

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©2019 Western Digital Corporation or its affiliates. All rights reserved.

Performance – NVMe Flash as Application Memory

• Cost-effective scaling of RAM resources

• Transparent to applications

• Optimized for:• In-Memory Databases• Commercial and Open Source DB• Virtualization

14©2019 Western Digital Corporation or its affiliates. All rights reserved.

Near DRAM performance for large in-memory workloads

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Solutions Driving Storage Evolution

SCALABILITY

ePMR

Form to Function

SCALE FLEXIBILITY

SMR

Zoned Namespaces

PERFORMANCE

Dual Actuator

Flash as Memory

15©2019 Western Digital Corporation or its affiliates. All rights reserved.

FLEXIBILITY PERFORMANCE

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Collaboration

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Operating System

CPU/GPU

Standards BodiesDevelopers

Storage and Memory

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Millionsof users

Location servicesdispatch/payment

Billionsof trips Analytics batch

processingObject storage

Machine learning to predict trip times, pricing

MySQLTM DBLow latency (NVMe SSD)

Apache Cassandra® NoSQLCapacity HDD and Caching SSD

A trusted partner delivering innovation across all technologies

Collaborating with Customers to Define Next-Generation Architectures and New Business Models at Scale

17©2019 Western Digital Corporation or its affiliates. All rights reserved.

Page 18: Welcome the Zettabyte Era The Evolution of Data Center Storage · This presentation contains forward-looking statements that involve risks and uncertainties, including, but not limited

Scale Performance Collaboration

Western Digital continues to innovate to help solve data growth storage and data process with efficient SSDs and HDDs

Flexibility

18©2019 Western Digital Corporation or its affiliates. All rights reserved.

Western Digital, the Western Digital logo, and Ultrastar are registered trademarksor trademarks of Western Digital Corporation or its affiliates in the US and/orother countries. All other marks are the property of their respective owners.

Page 19: Welcome the Zettabyte Era The Evolution of Data Center Storage · This presentation contains forward-looking statements that involve risks and uncertainties, including, but not limited

• Ramping 64/96 Layer NAND– In-house development, from controller to NAND

• Toshiba and Western Digital Joint Venture– Joint Investment: K1 manufacturing facility near Kitakami, Iwate Prefecture, Japan

– Commitment over next 15 years*

• Synergy continues to work closely with:– Hyperscale Cloud–SaaS–Telcos–ODMs–OEMs-ISVs–IHVs–and the broader data center ecosystem

Western Digital Wants to Work with You for the Zettabyte Age

SAS SSDs SATA SSDs MemoryExtension

NANDHDDs NVMe SSDs

* https://www.anandtech.com/show/14359/toshiba-memory-western-digital-finalize-fab-k1-investment-agreement