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

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March 23, 2001

MINEBEA

～HDD Spindle Motor Business, Now and Future～

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March 23, 2001

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 R&D Center Senior Manager Akio Okamiya

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March 23, 2001

1,400K 1,200K 700K 220K

December 2000 3,520Kpcs/Month

2000 CQ3 3,500Kpcs / Month 1,000K 300K 1,200K 1,000K

April 2000 2,150Kpcs / Month

550K 3K 1,147K 450K

1999 CQ1 2,022Kpcs / Month

65K 1,958K

1 ． Production Results for CY2000

Announced on March 24th, 2000

3.5-inch Low-End, STB/AV/Desktop PC 3.5-inch High-End, Desktop PC/PC Server 2.5-inch Mobile 3.5-inch High-End, Enterprise/Host Server

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March 23, 2001

2. Spindle Motor Production Forecast Annual HDD shipment quantity from Pixie Pinnacle Corporation

20%

126,772

13%

138,181

14%

161,672

17%

187,539

25%

217,546

30%

260,054

36%

319,451

36%

397,565

36%

495,283

50,000 100,000 150,000 200,000 250,000 300,000 350,000 400,000 450,000 500,000 Shipping Quantity 1997 1998 1999 2000 2001 2002 2003 2004 2005

HDD Spindle Motor Shipment Forecast

Others Minebea

(1,000pcs)

Annual HDD Shipment

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March 23, 2001 1,200K 1,100K 500K 200K 2001 CQ1 3,000Kpcs/Month

1,400K 1,200K 700K 220K December 2000 3,520Kpcs/Month

65K

1999 CQ1 2,000K/Month

1,935K

2003 10,000Kpcs/Month

Including FDB Motor, estimated at 1,000K/Month to 1,500K/Month in 2001 CQ4

2. Spindle Motor Production Forecast

3.5-inch Low-End, STB/AV/Desktop PC 3.5-inch High-End, Desktop PC/PC Server 2.5-inch Mobile 3.5-inch High-End, Enterprise/Host Server

2,200K 1,200K 800K 800K

2001 CQ4 5,000Kpcs/Month

3,500K 1,500K 1,500K 1,000K

2002 CQ4 7,500Kpcs/Month

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March 23, 2001

2.5-inch Mobile HDD Track Density ~ Capacity Trends

5 10 15 20 25 30

0K 10K 20K 30K 40K 50K 60K 70K 80K 90K 100K

Track Density [Track-Per-Inch] Capacity [GB / Platter]

56K~58KTPI,

CQ2 2001

6GB/Platter

(10.8~11.6Gbpsi)

10GB/Platter

(17.6Gbpsi)

15GB/Platter

(26.7Gbpsi)

20GB/Platter

44KTPI,

January 2001

36KTPI,

May 2000

26KTPI,

July 1999

Over 70KTPI HDD SPM

Development Started

30GB/Platter

3. RO (Ball) Bearing Motor Precision Improvement and Production Quantity

Competitor's FDB motor is now under evaluation

Minebea cleared all these stages by RO bearing motor

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NRRO Axial, φ φ φ φ65mm Disk Surface

0.405 0.109 0.294 0.051

0.0 0.1 0.2 0.3 0.4 0.5 Avg. S td. (σ) Avg. S td. (σ) 10GB / Platter Spindle, April 2000 20GB / Platter Spindle, January 2001 NRRO Axial, φ φ φ φ65mm Disk Surface Surface [um]

NRRO Radial, Hub Outer Diameter

0.085 0.035 0.062 0.009

0.00 0.02 0.04 0.06 0.08 0.10 0.12 0.14 0.16 0.18

Avg. S td. (σ) Avg. S td. (σ) 10GB / Platter Spindle, April 2000 20GB / Platter Spindle, January 2001

NRRO Radial, Hub O.D. [um]

NRRO Axial, Hub Disk Seating Surface

0.157 0.059 0.097 0.038

0.00 0.02 0.04 0.06 0.08 0.10 0.12 0.14 0.16 0.18 Avg.

Std. (σ)

Avg.

Std. (σ)

10GB / Platter Spindle, April 2000 20GB / Platter Spindle, January 2001 NRRO Axial, Hub Disk Seatin Surface [um]

Minebea aims at further improvement in precision

f RO Bearings.

3. RO (Ball) Bearing Motor Precision Improvement and Production Quantity

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March 23, 2001

Discrete Bearing 45%

December 2000 3,520Kpcs/Month

RO Bearing with Steel Ball 35% RO Bearing with Ceramic Ball 20%

2000 CQ3 3,500Kpcs / Month

Discrete Bearing

RO- Bearing 61%

Announced on March 24th, 2000

RO Bearing Motor Production Ratio

RO Bearing Motor Production Quantity 1,920K Ratio Of 55% in December 2000

3. RO (Ball) Bearing Motor Precision Improvement and Production Quantity

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For The Moment, FDB Motor Production Is For Seagate Type Only. Through This Production, Minebea Is Committed To Do Everything To Establish Reliability.

3.5-inch Low-End 2.5-inch 3.5-inch High-End Mass Production

Soon Be Ready for Mass Production

Seagate Type Only

FDB Motor Update (1) Products ：

Soon Be Ready for Mass Production

4. Fluid Dynamic Bearing (FDB) Motor

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FDB Motor Update (2)

Production Capacity

At The Moment April 2001 And After 500K/Month 1,000K/Month Current Production Quantity ：50K/Month ～100K/Month Accumulated Capital Expenditure ：5 Billion Yen

( 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.

4. Fluid Dynamic Bearing (FDB) Motor

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4. Fluid Dynamic Bearing (FDB) Motor

Minebea Thai Ltd. New Facility for HDD Spindle Motor & Fluid Dynamic Bearing

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4. Fluid Dynamic Bearing (FDB) Motor

An Example of Single-Plate FDB motor for 3.5inch Low-End, STB/AV/Desktop PC

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March 23, 2001

FDB

4. Fluid Dynamic Bearing (FDB) Motor

An Example of Single-Plate FDB motor for 3.5inch Low-End, STB/AV/Desktop PC

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Shaft Sleeve Thrustplate Counterplate Oil

4. Fluid Dynamic Bearing (FDB) Motor

An Example of Single-Plate FDB motor for 3.5inch Low-End, STB/AV/Desktop PC

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March 23, 2001

4. Fluid Dynamic Bearing (FDB) Motor

An Example of Single-Plate FDB motor for 3.5inch Low-End, STB/AV/Desktop PC

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4. Fluid Dynamic Bearing (FDB) Motor

An Example of Single-Plate FDB motor for 3.5inch Low-End, STB/AV/Desktop PC

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4. Fluid Dynamic Bearing (FDB) Motor

An Example of Single-Plate FDB motor for 3.5inch Low-End, STB/AV/Desktop PC

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Product Design
Product Development
Tool/Equipment Development
Electrical/Software

Development.

Production Engineering
Quality Engineering
Pilot Production
Cleanliness Technology
Material Science
Tribology
Reliability
Planning
Product Design
Product Development
Tool/Equipment

Development

Electrical/Software

Development

Production Engineering
Quality Engineering

Thailand

R & D Germany Japan

60 76 25 15

Mass Production

Motor Engineers ：100 R&D Engineers ：76

5. Minebea’s R&D and It’s Engineering Organization

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

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5. Minebea’s R&D and It’s Engineering Organization

Precision Motors Deutsche Minebea GmbH “PMDM”

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6. Summary

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.