MINEBEA HDD Spindle Motor Business, Now and Future March 23, 2001 - PowerPoint PPT Presentation

MINEBEA ～ HDD Spindle Motor Business, Now and Future ～ March 23, 2001 NMB

Contents １ ． Production Results in CY2000 ２ ． Spindle Motor Production Forecast ３ ． RO (Ball) Bearing Motor Precision Improvement and Production Quantity ４ ． Fluid Dynamic Bearing (FDB) Motor ５ ． Minebea’s R&D and Engineering Organization ６ ． Summary ７ ． Minebea’s R&D Activities Senior Manager Akio Okamiya R&D Center March 23, 2001 NMB

． Production Results for CY2000 1 Announced on March 24 th , 2000 700K 220K 300K 1,000K 1,200K 1,200K 1,400K 1,000K 2000 CQ3 3,500Kpcs / Month December 2000 3,520Kpcs/Month 450K 3K 550K 1,147K 65K April 2000 2,150Kpcs / Month 3.5-inch Low-End, STB/AV/Desktop PC 3.5-inch High-End, Desktop PC/PC Server 1,958K 2.5-inch Mobile 3.5-inch High-End, Enterprise/Host Server 1999 CQ1 2,022Kpcs / Month March 23, 2001 NMB

Spindle Motor Production Forecast 2. HDD Spindle Motor Shipment Forecast (1,000pcs) 495,283 500,000 450,000 Annual HDD Shipment 397,565 Others 400,000 Shipping Quantity Minebea 319,451 350,000 300,000 260,054 217,546 250,000 187,539 36% 200,000 36% 161,672 138,181 150,000 36% 126,772 30% 100,000 25% 17% 50,000 20% 13% 14% 0 1997 1998 1999 2000 2001 2002 2003 2004 2005 Annual HDD shipment quantity from Pixie Pinnacle Corporation March 23, 2001 NMB

2003 Spindle Motor Production Forecast 2. 10,000Kpcs/Month 1,000K 1,500K 800K 800K 3,500K 1,500K 2,200K 1,200K 2002 CQ4 2001 CQ4 7,500Kpcs/Month 5,000Kpcs/Month Including FDB Motor, estimated at 1,000K/Month to 1,500K/Month in 2001 CQ4 700K 220K 200K 1,200K 1,400K 500K 1,200K December 2000 1,100K 3,520Kpcs/Month 3.5-inch Low-End, STB/AV/Desktop PC 2001 CQ1 3.5-inch High-End, Desktop PC/PC Server 3,000Kpcs/Month 65K 2.5-inch Mobile 3.5-inch High-End, Enterprise/Host Server 1,935K March 23, 2001 1999 CQ1 NMB 2,000K/Month

RO (Ball) Bearing Motor Precision Improvement and Production Quantity 3. 2.5-inch Mobile HDD Track Density ~ Capacity Trends Over 70 KTPI HDD SPM 30 30GB/Platter Development Started 25 Competitor's FDB motor is Capacity [GB / Platter] now under evaluation 56 K~ 58 KTPI, 20 20GB/Platter CQ2 2001 15GB/Platter 44 KTPI, 15 (26.7Gbpsi) January 2001 36 KTPI, 10GB/Platter 10 May 2000 (17.6Gbpsi) 26 KTPI, 6GB/Platter July 1999 5 (10.8~11.6Gbpsi) Minebea cleared all these stages by RO bearing motor 0 0K 10K 20K 30K 40K 50K 60K 70K 80K 90K 100K Track Density [Track-Per-Inch] March 23, 2001 NMB

RO (Ball) Bearing Motor Precision Improvement and Production Quantity 3. NRRO Radial, Hub Outer Diameter NRRO Axial, Hub Disk Seating Surface 0.18 0.18 NRRO Axial, Hub Disk Seatin NRRO Radial, Hub O.D. [um] 0.16 0.16 0.157 0.14 0.14 Surface [um] 0.12 0.12 0.10 0.10 0.08 0.097 0.085 0.08 0.06 0.062 0.06 0.04 0.059 0.04 0.035 0.02 0.038 0.02 0.009 0.00 0.00 S td. ( σ ) S td. ( σ ) Avg. Avg. Std. ( σ ) Std. ( σ ) Avg. Avg. 10GB / Platter Spindle, 20GB / Platter Spindle, 10GB / Platter Spindle, 20GB / Platter Spindle, April 2000 January 2001 April 2000 January 2001 NRRO Axial, φ φ 65mm Disk Surface φ φ 0.5 φ 65mm Disk Surface 0.4 0.405 Minebea aims at further 0.3 0.294 Surface [um] improvement in precision 0.2 of RO Bearings. 0.1 NRRO Axial, φ φ φ 0.109 0.051 0.0 S td. ( σ ) S td. ( σ ) Avg. Avg. 10GB / Platter Spindle, 20GB / Platter Spindle, April 2000 January 2001 March 23, 2001 NMB

RO (Ball) Bearing Motor Precision Improvement and Production Quantity 3. RO Bearing Motor Production Ratio RO Bearing with RO Bearing Motor Ceramic Ball Production Quantity 1,920K 20% Discrete Ratio Of 55% in December 2000 Bearing 45% RO Bearing with Steel Ball Announced on 35% March 24th, 2000 December 2000 RO- 3,520Kpcs/Month Bearing Discrete Bearing 61% 2000 CQ3 3,500Kpcs / Month March 23, 2001 NMB

Fluid Dynamic Bearing (FDB) Motor 4. FDB Motor Update (1) ： Products 3.5-inch Low-End Mass Production Soon Be Ready for 2.5-inch Seagate Type Only Mass Production Soon Be Ready for 3.5-inch High-End Mass Production For The Moment, FDB Motor Production Is For Seagate Type Only. Through This Production, Minebea Is Committed To Do Everything To Establish Reliability. March 23, 2001 NMB

Fluid Dynamic Bearing (FDB) Motor 4. FDB Motor Update (2) Production Capacity At The Moment April 2001 And After 500K/Month 1,000K/Month ： 50K/Month ～ 100K/Month Current Production Quantity ： 5 Billion Yen Accumulated Capital Expenditure ( Machinery : 2 Billion Yen, Factory Building 3 Billion Yen ) Quality(Reliability), Cost Competitiveness, Supply Capability And Time-To-Market Activity Are Important When The Market Recognizes FDB Motors. March 23, 2001 NMB

Fluid Dynamic Bearing (FDB) Motor 4. Minebea Thai Ltd. New Facility for HDD Spindle Motor & Fluid Dynamic Bearing March 23, 2001 NMB

Fluid Dynamic Bearing (FDB) Motor 4. An Example of Single-Plate FDB motor for 3.5inch Low-End, STB/AV/Desktop PC March 23, 2001 NMB

Fluid Dynamic Bearing (FDB) Motor 4. An Example of Single-Plate FDB motor for 3.5inch Low-End, STB/AV/Desktop PC FDB March 23, 2001 NMB

Fluid Dynamic Bearing (FDB) Motor 4. An Example of Single-Plate FDB motor Shaft for 3.5inch Low-End, STB/AV/Desktop PC Oil Sleeve Thrustplate Counterplate March 23, 2001 NMB

Fluid Dynamic Bearing (FDB) Motor 4. An Example of Single-Plate FDB motor for 3.5inch Low-End, STB/AV/Desktop PC March 23, 2001 NMB

Fluid Dynamic Bearing (FDB) Motor 4. An Example of Single-Plate FDB motor for 3.5inch Low-End, STB/AV/Desktop PC March 23, 2001 NMB

Fluid Dynamic Bearing (FDB) Motor 4. An Example of Single-Plate FDB motor for 3.5inch Low-End, STB/AV/Desktop PC March 23, 2001 NMB

Minebea’s R&D and It’s Engineering Organization 5. ： 100 Motor Engineers Thailand ： 76 R&D Engineers 15 •Mass Production Japan R & D Germany •Planning •Product Design •Cleanliness Technology •Product Design •Product Development 60 76 25 •Material Science •Product Development •Tool/Equipment Development •Tribology •Tool/Equipment •Electrical/Software Development •Reliability Development. •Electrical/Software Development •Production Engineering •Production Engineering •Quality Engineering •Quality Engineering •Pilot Production March 23, 2001 NMB

Minebea’s R&D and It’s Engineering Organization 5. R&D Center, R&D Center, Karuizawa, Japan Bang Pa-in, Thailand Technical Center, PMDM GmbH, R&D Center, Villingen, Germany Chai Chee, Singapore Michigan, USA March 23, 2001 NMB

Minebea’s R&D and It’s Engineering Organization 5. Precision Motors Deutsche Minebea GmbH “PMDM” March 23, 2001 NMB

Summary 6. 1. Minebea’s HDD spindle motor business is growing steadily. 2. The mainstream of Minebea’s spindle motor business in 2001 is RO bearing motors. 3. Minebea’s FDB motor has advantages in both productivity and reliability. 4. Minebea sees that FDB motors will be recognized in the market in CQ3 2001 and after. 5. RO bearings have made a big advance in performance during the past 12 months. 6. Minebea is able to manufacture and supply HDD spindle motors with any kinds of bearings, discrete ball bearing, RO ball bearing with steel or ceramic balls, or fluid dynamic bearing. March 23, 2001 NMB