25th annual roth conference march 17 20th 2013
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25th Annual Roth Conference March 17-20th, 2013 PowerPoint PPT Presentation


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25th Annual Roth Conference March 17-20th, 2013. Kipp Bedard VP of Investor Relations. Safe Harbor.

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25th Annual Roth Conference March 17-20th, 2013

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25th annual roth conference march 17 20th 2013

25th Annual Roth ConferenceMarch 17-20th, 2013

KippBedardVP of Investor Relations


Safe harbor

Safe Harbor

During the course of this meeting, we may make projections or other forward-looking statements regarding future events or the future financial performance of the Company and the industry. We wish to caution you that such statements are predictions and that actual events or results may differ materially. We refer you to the documents the Company files on a consolidated basis from time to time with Securities and Exchange Commission, specifically the Company’s most recent Form 10-K and Form 10-Q. These documents contain and identify important factors that could cause the actual results for the Company on a consolidated basis to differ materially from those contained in our projections or forward-looking statements. These certain factors can be found at http://investors.micron.com/riskFactors.cfm. Although we believe that the expectations reflected in the forward-looking statements are reasonable, we cannot guarantee future results, levels of activity, performance or achievements. We are under no duty to update any of the forward-looking statements after the date of the presentation to conform these statements to actual results.


25th annual roth conference march 17 20th 2013

2013 Semiconductor Market Forecast

Worldwide Semiconductor Market

$311B

DRAM

$26.9B

Flash

$30.5B

PCM

<$1B

Non-PC

$19.7B

PC

$7.2B

NOR

$3.4B

NAND

$27.1B

Source: Gartner 4Q12


Memory markets continue to grow

Memory Markets Continue to Grow

Forecast

MEMORY TAM

NAND TAM

DRAM TAM

NOR TAM

Sources: Gartner (4Q12)


25th annual roth conference march 17 20th 2013

  • Industry’s broadest portfolio

  • Computing, server/networking,embedded, mobile, consumer

Automotive

Storage

Graphics / Consumer

Networks

Broadest Portfolio

Manufacturing Expertise/Stability

Server

Wireless

Personal Computing

Industrial


Ssd and mobile driving nand bit growth

SSD and Mobile Driving NAND Bit Growth

EndApplications

2012 – 2016 NAND Bit CAGR

Tablets

40%

73%

SSD

PMP/MP3

USB

DSC/Video

13%

32%

27%

Mobile

38%

PC/Com (Non-SSD)

Embedded, AIMM

71%

39%

Source: Micron, Gartner 4Q12; Cards included in Mobile and DSC


Shift to mobility driving dram bit growth

Shift to Mobility Driving DRAM Bit Growth

EndApplications

2012 – 2016 DRAM Bit CAGR

AIMM

33%

28%

Consumer

Tablet

67%

44%

Mobile

Server/

Storage

46%

23%

PC/Computing

Source: Micron, Gartner 4Q12; AIMM is Auto, Industrial, Medical and Military


Micron s path to continued leadership

Micron’s Path to Continued Leadership

  • H1’13: Acquisition of Elpida (1)

  • Increase mobile segment penetration

  • Accelerate DRAM technology roadmap and flexible longer-term capacity

Elpida/Rexchip

~90%

Increase in Wafer Capacity

  • CQ1‘13: Restructuring of Inotera JV

  • Stabilize DRAM gross margin

  • No obligation to fund CAPEX

Inotera

  • CQ1’12: Acquisition of IMFlash (Singapore and MTV) from Intel

  • Increase NAND gross margin

  • Extend & expand NAND technology JV

  • Incremental trade NAND capacity

IMFlash

Micron Trade Historical

300mm WSPM (K)

(1) The Acquisition is currently targeted to close in the first half of calendar 2013, subject to various closing conditions.


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