Phison Electronics - IT Press Tour #62 June 2025

Transcript

1. IT Press Tour June 2025
2. Michael Wu President and General Manager Phison U.S.
4. Quick Facts about Phison 4500+HC 75% R&D Expanding our team while retaining key talent 80% R&D Exp. / OPEX Employee expertise comes from our heavy R&D spend +20% Global SSD Market Share $1.8B 2024 Revenue Business Focus Industrial Client AI Enterprise Phison Technical Marketing Apr 2024 Incl. Enterprise and Client. nee
5. 74 119 192 378 630 575 750 1,007 1,100 1,118 1,085 1,093 1,173 1,360 1,377 1,355 1,447 1,642 2,236 2,043 1,545 1,842 0 500 1000 1500 2000 2500 Millions in USD Phison is a Technology Leader in NAND Storage Six World Firsts Fastest Gen5 SSD 2023 Fastest Gen4 SSD 2021 Highest Capacity 2.5” SSD 2020 First Gen4 QLC SSD 2020 Highest Capacity M.2 2020 First Gen4 SSD 2019 $0.5B IN REVENUE $1.0B IN REVENUE RECORD BREAKING SALES FOR PHISON IN 2021 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
6. What Sets Phison Apart With over 70% of revenue from non-consumer segments, we’ve proven ourselves with global OEMs. Our customers get more than a product—they get a partner. Strong Trusted Partner Phison owns the controller, firmware, and hardware, and manufacturing giving us unmatched optimization and flexibility. Customization-Ready Tailored solutions to meet customer-specific needs— from firmware tuning to form factor. Vertically Integrated
7. Phison Technology – Awards and Recognition To Infinity and Beyond! Phison Continues Enabling Storage for Outer Space Technology Get aiDAPIV+ with Phison Phison Brings More To You with Proprietary AI Design Service and NAND Storage Solutions Phison Awards PCMag: Awarded The Best Internal SSDs for 2025. 4 out of 10 are enable by Phison controllers Phison aiDAPTIV+ Garnered Multiple Prestigious Industry Awards Sources: 1. https://www.phison.com/en/company/newsroom 2. https://www.pcmag.com/picks/the-best-internal-ssds 3. https://www.techspot.com/news/105699-mountain-game-thrones-sets-world-record-deadlifting-996.html 4. https://www.phison.com/en/category/article/press-releases/ocp-global-summit-2024-phison%E2%80%99s-pascari-drives- designated-as-ocp-inspired%E2%84%A2-by-the-open-compute-project 5. https://www.phison.com/en/category/article/press-releases/phison-becomes-the-world%E2%80%99s-first-nand-controller- independent-supplier-to-achieve-iso-sae-21434-certification
8. Patent Portfolio Main Areas of Coverage • NAND Application Performance & Lifetime • NAND Error Handling Techniques • High Speed Interfaces • Mobile Security 2200+ Worldwide patents Patents Worldwide COUNTRY GRANTED PENDING China 646 76 USA 647 53 Others 781 33 Total 2074 162
9. IMAGIN+ Custom SSD Design Co-develop SSDs tailored for performance, endurance, or security. NAND & Hardware Flexibility Integrate alternate NAND and advanced IC solutions with ease. Faster Time-to-Market Accelerate development with dedicated co-engineering support. AI & Enterprise Ready Designed for both legacy and next-gen AI workloads.
10. Phison PS5031-E31T PCIe Gen5 Performance and Efficiency Across All Devices • PCIe Gen5x4 • TSMC 7nm process • DRAM-less • 4-channel with 16 CEs • Capacity up to 4TB • 3D TLC supported • ARM Cortex R5 CPU • Phison 7th Gen LDPC & RAID ECC • AES-256 / TCG Opal / Pyrite • Form Factor: M.2 2280 / M.2 2242 / M.2 2230 Random Performance* Read: Up to 1,300K IOPS Write: Up to 1,500K IOPS Sequential Performance* Read: Up to 10,300 MB/s Write: Up to 8,600 MB/s M.2 2230 M.2 2242 M.2 2280 Partner Brands
11. Phison PS5028-E28 The Weapon of Choice for Serious Gaming and Productivity Unmatched Efficiency and Performance per Watt in Gen5 SSDs* • PCIe Gen5x4 • TSMC 6nm process • LPDDR4 • 8-channel with 32 CEs • Capacity up to 32TB • 3D TLC supported • Quad-CPU architecture • Phison 8th Gen LDPC & RAID ECC • AES-256 / TCG Opal / Pyrite • Form Factor: M.2 2280 M.2 2280 Random Performance* Read: Up to 2,600K IOPS Write: Up to 3,000K IOPS Sequential Performance* Read: Up to 14,800 MB/s Write: Up to 14,000 MB/s *Performance based on Phison internal testing as of May 2025. Results may vary by system, workload, and environment.
12. Heather Davis Director of Product Marketing, Enterprise Phison Technology, Inc.
13. “It’s not just an Enterprise Product, it’s an Enterprise Partnership” ENTERPRISE PROPOSITION Engineering Imagination, Together PASCARI ARTIFICIAL INTELLIGENCE PERFORMANCE CAPACITY SECURITY RELIABILITY ACCELERATION INNOVATION
14. Built to Win: Phison’s Enterprise Advantage Enterprise Growth Tapping into the fastest-growing SSD segment with advanced, dual-port enterprise solutions. Deep Customization with IMAGIN+ Firmware-to-hardware flexibility tailored to customer workloads and performance goals. Agile Business Model & Supply Chain Flexible engagement models and multi-supplier NAND strategies ensure delivery confidence. Proven Consumer Leadership 20% global consumer SSD share; powering all top consumer brands under white label. Engineering-Led Innovation 80%+ of Phison's global headcount is in R&D; first to market with Gen5 SSDs and key tech partnerships (Intel, AMD, NVIDIA).
15. AI data center growth driving SSD demand for intensive workloads. Enterprises are scaling AI-focused data centers, driving demand for high-performance SSDs to support intensive AI and deep learning workloads. Rising AI Adoption is Fueling Data Center Expansion Market Forecast by Verified Market Research - https://www.verifiedmarketresearch.com/product/enterprise-ssd-market/ According to the Semiconductor Insights - https://semiconductorinsight.com/report/enterprise-ssd-for-ai-market/ Enterprise SSD market by expected to grow to $71B 2030 forecasted
16. Broad Range of Form Factors Hot-swappable NVMe drives built for mainstream enterprise servers and storage systems. U.2 (2.5") Compact NVMe form factor for boot drives, caching layers, and edge computing. M.2 (22110) Proven compatibility for legacy enterprise systems and cost-sensitive deployments. SATA (2.5") Phison’s Pascari SSD portfolio delivers comprehensive form factor support — from cutting-edge NVMe to legacy SATA; ensuring full compatibility and performance across enterprise, cloud, and edge environments. Optimized for airflow, thermals, and scalability in next-gen hyperscale infrastructure. E3.S / E3.L High-density, efficient performance for AI, edge, and hyperscale environments. E1.S
17. Pascari Enterprise SSD Product Line-up HIGH PERF ORMANCE X-Series HPC Data Analysis Online Transaction Image Recognition DATA CENTER D-Series Workstation NAS Warm Data Storage Hyperscalers SATA S-Series Database Social Media Media Streaming BOOT DRIVE B-Series Database Social Media Media Streaming A R T IF IC IA L IN T EL LIG ENC E AI-Series PCIe 4.0 Up to 8TB Up to 100 DWPD
18. Pascari Enterprise X-Series Enterprise Performance SSDs
19. High-Performance Computing (HPC) Optimal for compute-intensive tasks requiring rapid data access Hyperscale Data Centers Scalable, efficient solutions for growing data demands AI and Machine Learning Seamless handling of large datasets for training and inference Pascari X-Series X200 Enterprise SSD
20. ````` X200 E/P Enterprise SSD Delivering unmatched PCIe Gen5 performance, reliability, and efficiency, the X200 sets a new standard in enterprise SSDs. With cutting-edge technology, Phison is leading the way in providing innovative solutions for high-density, high-performance, and energy-efficient storage at scale. Pascari X200 SSD: Powering the Future of AI and Data Workloads Performance Dual-port design Ultra-low latency Power loss Protection Namespaces: 128 Features Interface: PCIe 5.0 x 4 Protocol: NVMe 2.0 Capacity: Up to 30.72TB Form Factor: U.2 / E3.S DWPD: 1 and 3 DWPD MTBF: 2.5 million hours Warranty: 5 years Specifications 3,200K IOPS Ran. Read 930K IOPS Ran. Write 14.8 GB/s Seq. Read 8.7 GB/s Seq. Write
21. How Has AI Changed Datacenter Workloads? +700% Increase QD1 +60% Increase QD64 Prior to the AI revolution, datacenter SSDs' normal operating range would typically never exceed QD32. With AI data pipeline storage being directed by GPU, high queue depth performance has become paramount. Queue depths in the thousands are now commonplace. - Jon Coulter TweakTown Storage Editor
22. "Pascari X200 – The Mixed Workload Champion" Jon Coulter, TweakTown Storage Editor "At queue depths of 16 or more, it’s cranking out more performance than any SSD appearing on our chart. More evidence as to why we are crowning the 6.4TB X200E as our new mixed workload champion. This is the first time any flash-based SSD has attained over 1,000K IOPS with a database workload. Incredible." Jon Coulter – Storage Editor TweakTown +700% Increase QD1 +60% Increase QD64 <- Pascari X200 Best Random Mixed-Workload Performance Today
23. ````` X200Z Enterprise SSD • Delivers unmatched caching performance, continuing the legacy of Intel Optane with modern PCIe Gen5 speed and enterprise-grade endurance. • Accelerates access to hot data by acting as a high-speed buffer in front of slower storage tiers. • Boosts write efficiency and responsiveness by staging data before writing to high-capacity drives. • Engineered for demanding environments, ensuring consistency, low latency, and high endurance for AI, analytics, and enterprise workloads. Pascari X200Z - The Premier Enterprise Cache Drive Performance Dual-port design Ultra-low latency Power loss Protection MF-QoS Namespaces: 128 Features Interface: PCIe 5.0 2x2 Protocol: NVMe 2.0 Capacity: Up to 3.2TB Form Factor: U.2 DWPD: 60 DWPD MTBF: 2.5 million hours Warranty: 5 years Specifications 3,100K IOPS Ran. Read 950K IOPS Ran. Write 14.8 GB/s Seq. Read 9.5 GB/s Seq. Write
24. Pascari Data Center D-Series High-capacity Enterprise SSDs
25. • Enables dense cold-tier capacity in Grace and x86 platforms • MGX systems need compact, efficient storage to match GPU throughput • Perfect for AI training, inference, and space-constrained server nodes D200V • Up to 61.44TB of QLC capacity in U.2, E3.S, or E3.L form factors • Ideal for read-intensive, low-power deployments in dense, scalable infrastructure • Delivers cost-effective density with strong performance per watt D205V • Massive 122.88TB QLC drive in U.2 or E3.L form factors • Reduces rack footprint and power draw for backup and archive use • Ideal for read-heavy enterprise workloads where data is written once and accessed often Pascari D200V & D205V: High-Capacity SSDs for AI and Data Center Efficiency Supermicro Grace and x86 MGX Systems
26. D200E Enterprise SSD • Endurance-optimized PCIe Gen5 SSD designed for write-intensive enterprise workloads • Up to 8,500 MB/s sequential write and 880K IOPS random write performance • 3 DWPD endurance with capacities up to 6.4TB for always-on infrastructure • Key Benefit: Low per and high density. Perfect for compact NVIDIA AI Servers, edge nodes D200P Enterprise SSD • Optimized for read-heavy workloads like AI inference, large-scale queries, and high-volume data retrieval • Delivers up to 14,000 MB/s read and 3,300K IOPS with 1 DWPD endurance • Compact E1.S form factor, available up to 7.68TB for high-density Gen5 deployments • Key Benefit: High endurance and max IOPS. Perfect for AI training, analytics clusters, HPC logs Pascari D200: Enterprise Gen5 SSDs Built for Big Data at Scale
27. Customized lunar-grade storage using Phison’s IMAGIN+ services to withstand the challenges of space including radiation and temperature extremes. Enables secure, off-planet data storage for resilience and future interplanetary data management. Proven SSD reliability in extreme environments, including the ISS, Mars, and now the Moon. Building Partner Success: Lonestar + Phison
28. Lonestar + Phison: Lunar Freedom Mission
29. Availability Pascari Enterprise SSDs are now accessible across industrial, commercial, and retail sectors, ensuring businesses of all sizes can adopt advanced storage solutions. Broadening Distribution Channels Accelerated Deployment Optimized for rapid integration into next-generation data centers, Pascari Enterprise SSDs help businesses reduce time-to-value, enabling faster adoption of advanced storage solutions.
30. Powering What’s Next in Enterprise Storage Broad Portfolio, Deep Expertise From boot drives to high-capacity Gen5 NVMe, Pascari delivers end-to-end solutions for every enterprise workload. Trusted Innovation Partner Vertically integrated and engineering-led, Phison offers unmatched flexibility, reliability, and performance across hyperscale, AI, and legacy systems. Proven in Space, Built for Earth With deployments from data centers to the Moon, Phison’s validation, customization, and SSD leadership set a new standard for what’s possible.
31. Thank You