Transcript IDEMA Talk for 11/04/04

Technology Outlook and Market
Transitions for Thin Film Disks
Presented by
Michael A. Russak, Ph.D., President and CTO
Komag, Inc
at
The IDEMA Financial Conference
Westin Hotel, Santa Clara, CA
November 4, 2004
Ever Shrinking Bit Size
Areal Density
Bit size # Grains (size)
60 Gb/in2 2800 x 380 Å
170 (80 Å)
90 Gb/in2 2000 x 365 Å
150 (70 Å)
120 Gb/in2 1540 x 350 Å 128 (65 Å)
• Consequences of Shrinking Bit Size
– Loss of Signal
SNR must improve
– Less grains/bit
SNR must improve
– More sensitive to defects
– Thermal stability problems
Areal Density (Gb/in2)
Areal Density & Capacity vs. Time
1000
1280
960
Long. AD Demo
135 Gb/in2
853 kbpi, 158 ktpi
640
480
HAMR
320
240
Perp. AD Demo
100 111Gb/in2
850 kbpi, 131 ktpi
Patterned
160
120
80
Perpendicular
60
40
30
SAF
20
100% CAGR
60% CAGR
40% CAGR
DTR @ MR160
DTR @ MR240
DTR @ MR320
15
10
10
Conventional
2000
2002
2004
2006
Year
2008
2010
2012
Current Longitudinal Media
Structure Comparison
Conventional
Synthetic Anti-Ferromagnetic
Carbon Film
Mag. 2
Carbon Film\
Mag. 2
Mag. 1
Ru
Mag 1
Nucleation Layer
Stabilizing Layer
Underlayer 2
Underlayer 2
Underlayer 1
Underlayer 1
Conventional Longitudinal
Media Design
SAF Longitudinal
Media Design
Challenges of SAF Media
Manufacturing
• Some capital expense to upgrade existing
sputter equipment
• Addition of more sputter chambers
and/cathodes for additional layer deposition
• Rebalance sputter throughputs
• Very evolutionary process
Areal Density (Gb/in2)
Areal Density Trend
10000
80 GB
60 GB
100 %
1000
30 GB
40 GB
30 %
100
120 GB 160 GB
10
100 GB
20 GB
240 GB
Year
Product Introductions
1
2000 2001 2002 2003 2004 2005 2006 2007 2008
Year
Magnetic Spacing Budget
GMR Head
Thickness Separation(Å)
200
Fly height
150
Half Mag Thk
Disk O/C
Head O/C
100
PTR
PTP
50
0
-50
-100
20
50
100
Areal Density (Gb/in2)
150
A New Tribology Environment
Typical minimum
fly height
AlTiC/Al 2O3
recession
Al2O 3
GMR transducer
alumina protrusion
CONTACT
Design implications:



Head-disk clearance improvement
A more particle tolerant interface
Magnetic design point must be selected to reduce Iw
requirement
2-3nm
alumina
protrusion
CoCrPt-Oxide Perpendicular
Media Structure
Overcoat
CoCrPtO Hard Magnetic Layer (~15 nm)
Ru (10 – 40 nm)
Inter-layers
Seed Layer
Soft Magnetic Layer (100 – 200 nm)
Substrate (AlMg or Glass)
Ru layer
(AFC –
coupled)
Challenges for Perpendicular Media
Manufacturing
• More difficult than SAF evolution
• Disparate film thickness, (SUL and multilayer
magnetic structures), present throughput
challenges
• Approaches under consideration
– Process development to accommodate existing
equipment
– Buy new equipment
– Two tool strategy
Discrete Track Recording (DTR) Technology
Land-groove cross-section
60nm
250nm
550nm
Cross-sectional TEM: Close-up
Carbon
Magnetic
layers
NiP
Longitudinal – Oriented Media
BF TEM Image of DTR Disk
Perpendicular Media
Total Media Market Forecast (000) by Size
700
615.94
600
7.7%
10.3% CAGR
572.15
8.2%
528.78
500
Total
Units
13.3%
466.58
12.2%
401.30
400
5%
9.2% CAGR
165.40
16.6% CAGR
380.80
8%
351.65
300
14%
95mm
307.32
9%
200
143.25
128.95
107.94
100
0
37.25 -2%
10.05 97%
4.02 185%
84mm
48mm
<=27mm
2004
11%
19%
21%
65-75mm
15%
29.50 -21%
13.04 30%
5.64 40%
2005
23.40 -21%
14.97 15%
9.73 73%
2006
Source: TrendFOCUS 2004 Rigid Disk Media Information System
19.70 -16%
16.80 22%
12.74 31%
2007
-15.1% CAGR
34.7% CAGR
73.4% CAGR
Disk Form Factor Migrations
• Desktop and Consumer Electronics (CE)
– 95 mm Diameter is the mainstay of desktop
computer and large capacity CE applications
– Exclusively AlMg media with micro-actuators
for heads and/or increased thickness to deal
with TMR issues
Disk Form Factor Migrations
• Portable PC Applications
– 65 mm Diameter; Mainstay of portable PC
applications
– Exclusively glass based media
• AlMg may be lurking
– 48 mm based HDD gaining some traction in
mini-portable PC applications
Disk Form Factor Migrations
• 48 mm: I-pod & Mini Portable PCs
– Exclusively glass based media
• AlMg may be lurking
• 27 mm: Mini-I-pod, Cameras, etc.
– Exclusively glass based media
• 21 mm: Cell phones and smaller consumer
application
– Exclusively glass based media
Summary & Conclusions
• While Areal Density Growth Rate has slowed,
technology remains extendable and viable
–
–
–
–
The physics of recording remains the same
Extend longitudinal recording
Enable perpendicular recording
Discreet track and/or patterned media
• Mechanical tolerances and requirements have
become much more demanding.