No Slide Title - Media Corporate Ir Net

Transcript

Subodh Kulkarni Executive Director, R&D Imation Magnetic and Optical Technologies November 15, 2005 Imation Participates in All Four Pillars of Storage • Magnetic Tape Cartridges • Recordable CD/DVD • Advanced Optical - Blue Magnetic Optical Solid State Flash Hard Disk November 2005 Imation Participates in All Four Pillars of Storage • Magnetic Tape Cartridges • Recordable CD/DVD • Advanced Optical - Blue Magnetic Optical November 2005 Magnetic Tape and Disk are Complementary with Tape Providing Economical Advantage for Archival & Back-up Applications Tape Technology Disk Technology 10 TB - 3 Years Total Cost of Ownership Long Term Archival & Back-up 9 Cost ($/GB) 700,000 9 600,000 9 Removability/Portability Power & Cooling Floor Space 500,000 Off-site/Non-Powered 400,000 Storage Administration 9 Software Maintenance Cost ($) Hardware Maintenance 300,000 Technology Roadmap 9 9 Software Cost 200,000 Random Access Capability 100,000 Speed Capacity Media 9 0 LTO RAID Hardware Cost 9 9 Source: Imation November 2005 Magnetic Tape Technology is Aggressively Increasing Areal Density 1 TB 1.00E+10 Servowriting technology 1.00E+09 1.00E+08 Bits/in2 1.00E+07 40% CAGR 1.00E+06 1.00E+05 1.00E+04 30% CAGR 1.00E+03 1.00E+02 1950 1960 1970 1980 1990 2000 2010 2020 Year IBM LTO STK DLT Source: Imation November 2005 Key Drivers for Magnetic Tape Capacity & Transfer Rate are Track Density, Bit Density and Length of Tape Driver % Increase from ‘03 - ‘06 Imation’s Projection – Track Density • • ~100-250% Precision in servo writing/slitting processes Track following: tape path design N-Pattern Servo Technology – Bit Density • • ~50-150% Media Output, SNR, low errors Data channel Encoding/De-coding efficiency TeraÅngstrom Technology – Thinner Substrate • ~25% Length of tape per cartridge TeraÅngstrom Technology November 2005 Magnetic Servo is Needed for Tracking Current LTO Magnetic Tape with Inverted V Servo Pattern Magnetic Tape with No Servo Pattern November 2005 N-Pattern Servo for higher track density… A novel servo pattern to enable precision tracking for 1 TB and beyond Imation Patented N-Pattern Servo is Key to Enable 1 TB and Beyond Capacity “N” Pattern Servo Frames LTO Servo Frames A B LTO Cartridge Sample B A 0.2 0.18 PES Std Dev (um) 0.16 0.14 0.12 LTO Actual 0.1 N Pattern Model 0.08 N Pattern Actual 0.06 0.04 0.02 0 80 40 0 -40 -80 Servo Band Position (um) • • N-Pattern Servo provides a step changing in tracking accuracy Will be used in all Sun T10000 500 GB/1 TB systems, and in other high capacity formats in future November 2005 TeraÅngstrom Technology for higher bit density and length of tape in cartridge…. A novel magnetic media process enabling Ångstrom level surface smoothness to store Terabyte and beyond capacity using thin substrate Imation Proprietary TeraÅngstrom Magnetic Tape Technology Enables Superior Performance • Dispersion preparation – smaller and more uniform magnetic particles • Quiescent (gentle) drying – smoother surface • In-line calendering – thin substrate handling November 2005 Imation TeraÅngstrom Magnetic Tape Technology Enables Terabyte and Higher Capacity Tape Cartridges TeraÅngstrom Technology Conventional Technology Ångstrom Smoothness Nano Smoothness November 2005 Magnetic Tape Technology Continues to Stay Competitive, and Imation is Well Positioned to Lead MegaBytes GigaBytes TeraBytes Imation Patented TeraÅngstrom & N-Pattern Servo Multi TeraBytes Imation Patented Thin Film Sputter Technology November 2005 Imation Participates in All Four Pillars of Storage • Magnetic Tape Cartridges • Recordable CD/DVD • Advanced Optical - Blue Magnetic Optical November 2005 Imation Technology Efforts in Optical Disc are in Differentiated Recordable CD/DVD, and Advanced Optical • Differentiated recordable CD/DVD – We have launched ForceFieldTM scratch resistant, finger-print resistant and anti-static recordable CD/DVDs ForceFieldTM disc Standard disc Standard discs 8X DVD ForceField™ discs 8x DVD ForceField™ Disc Standard Disc 8X DVD 8X DVD Discs subjected to similar abrasion test Discs subjected to water drops November 2005 Printable Optical Demand Continues to Increase in Near Future 1.60 1.40 HD DVD / Blu-ray Printable 1.00 DVD Printable 0.80 0.60 CD Printable 0.40 0.20 200 8 200 7 200 6 200 5E 200 4A 200 3A 0.00 200 2A Units ( Billions ) 1.20 Source: U&S, Santa Clara and Imation November 2005 Water-fast Inkjet Printable Recordable CD/DVDs to be Launched Soon • Project Crystal: Break-through proprietary technology – – – – – Water-fast Superior whiteness Uniform opacity High saturation density and image quality Enhanced abrasion resistance • Other differentiation opportunities being investigated – Archive Disc • Hard-coat • Unique dye • Longer lasting November 2005 Market Comparison GlobalDevelopment Media Demand Estimation 10,000 9,000 Source: JRIA, Cambridge Associates, Imation Est. 8,000 Millions of Units 7,000 Recordable CD 6,000 Recordable DVD 5,000 4,000 3,000 2,000 Blue Media 1,000 0 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 Recordable CD Total Recordable DVD Total Blue Media Total November 2005 Blue Laser is Driving Future Optical CD 1st generation 75 min Audio 0.7 GB 1X: 1.2 Mb/s 0.5 Gb/in2 DVD 2nd generation 2 Hr SD Video 4.7 GB / 8.5 GB 1X: 11 Mb/s 4 Gb/in2 HD DVD 3nd generation 2 Hr HD-Video 15-20/30-40 GB 1X: 36 Mb/s 11 Gb/in2 Blu-ray 3rd generation 2 Hr HD-Video 25 GB / 50 GB 1X: 36 Mb/s 19 Gb/in2 November 2005 Modular Technology Building Block Investment Enables Flexibility Precision Mastering Initializing Injection Molding Spinstand Testing Vacuum Coating Vacuum Bonding November 2005 Imation Plans to Introduce Recordable Blue Disc When Drives are Available Next Year • US based technology development – – – – IP Close proximity to key customers like US Government is beneficial Stream-lined supply chain Time to market • Flexible modular investments enabling launch of product, whichever specific format wins – Blu-ray or HD DVD – Single or Dual layer – Dye (Recordable once) or Thin Film (Rewritable) November 2005 Optical Disc Technology Has Significant Growth Potential, and Imation is Well Positioned to Compete Effectively • We are focused on launching new, differentiated CD/DVD products • In Advanced Optical, we are well positioned to grow with whichever format wins November 2005 Thank you!