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Confidential
Smart . Safe . Secure
Powered by ImagePerfectTM
Tech Talk on Surveillance
Steve Loh, Director of Global OEM
Jason Bonoan, Manager of Product Marketing
2
This document contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934, each as
amended, including, in particular, statements about the Company’s plans, strategies and prospects and estimates of industry growth for the fiscal quarter ending September 30, 2016
and the fiscal year ending June 30, 2017 and beyond as well as our plans with respect to future dividend payments. These statements identify prospective information and may include
words such as “expects,” “intends,” “plans,” “anticipates,” “believes,” “estimates,” “predicts,” “projects” and similar expressions. These forward-looking statements are based on
information available to the Company as of the date of this document and are based on management’s current views and assumptions. These forward-looking statements are
conditioned upon and also involve a number of known and unknown risks, uncertainties, and other factors that could cause actual results, performance or events to differ materially
from those anticipated by these forward-looking statements. Such risks, uncertainties, and other factors may be beyond the Company’s control and may pose a risk to the Company’s
operating and financial condition. Such risks and uncertainties include, but are not limited to: the uncertainty in global economic conditions; the impact of the variable demand and
adverse pricing environment for disk drives, particularly in view of current business and economic conditions; the Company’s ability to successfully qualify, manufacture and sell its disk
drive products in increasing volumes on a cost-effective basis and with acceptable quality, particularly the new disk drive products with lower cost structures; the impact of competitive
product announcements; the Company’s ability to achieve projected cost savings in connection with restructuring plans; currency fluctuations that may impact the Company’s margins
and international sales; possible excess industry supply with respect to particular disk drive products; disruptions to its supply chain or production capabilities; unexpected advances in
competing technologies; the development and introduction of products based on new technologies and expansion into new data storage markets; and cyber-attacks or other data
breaches that disrupt its operations or results in the dissemination of proprietary or confidential information and fluctuations in interest rates. Information concerning risks, uncertainties
and other factors that could cause results to differ materially from the expectations described in this report is contained in the Company’s Annual Report on Form 10-K filed with the
U.S. Securities and Exchange Commission on August 5, 2016, the “Risk Factors” section of which is incorporated into this report by reference, and other documents filed with or
furnished to the Securities and Exchange Commission. These forward-looking statements should not be relied upon as representing the Company’s views as of any subsequent date
and the Company undertakes no obligation to update forward-looking statements to reflect events or circumstances after the date they were made.
Safe Harbor Statement
Three Key Trends Influencing the Future of Client BusinessRicher video, realistic games and shift in capacity from inside the PC to external boxes
Inside to Outside
Reduced In-built storage in
PCs resulting in increased
needs for local external drive
backups and personal
clouds
Richer Video
Video is becoming Richer
and 1 hour of 4K video now
takes a lot more space than
even HD does
Realistic Experience
Games are becoming richer
and more real. Far from the
days of Atari, games now
take tens of GBs
1 2 3
-
50,000
100,000
2012 2015
Branded External Boxes
(units per year)
+35%
60
375
-
200
400
1080p 4K
1 Minute video on a iPhone
Source: Seagate Strategic Marketing & Research,
63 70
-
36
72
Halo : Master Chief Gears of War 4
Installation requirement for Xbox Games
3
Seagate Confidential 4
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
1995 2000 2005 2010 2015 2020
Exabytes Shipped (%)
Consumer Electronics + Branded PC (Desk & Mobile) Enterprise
Source: Seagate Strategic Marketing & Research *Includes HDD & SSD
Seagate Continues to Innovate at the Forefront of an
Ever-Evolving Technology Landscape
0.4 3 36 300 563 1,181
Forecast
Seagate Confidential 5
Why Seagate
Industry Leading Technology
Long History and Technical Excellence in Surveillance
Investing in HDD Portfolio and Go to Market
Confidential
The World of
Surveillance
China$6B• Top 3 Segments:
City Surveillance
Banking
Residential
• Fastest growing:
SV Data Centers
City Surveillance
Industrial/ Mftg
Asia$2.2B• Top 3 Segments:
Commercial
Retail
City Surveillance
• Fastest growing:
Commercial
City Surveillance
Manufacturing
Americas$3.8B• Top 3 Segments:
Education
Government
Retail
• Fastest growing:
City Surveillance
Education
Commercial
EMEA$2.8B• Top 3 Segments:
Commercial
Retail
Government
• Fastest growing:
City Surveillance
Sea Ports
Airports6
7
China: City Surveillance & Intelligent Transport Systems
Traffic
monitoring
Drones Body Cam
License Plate
Recognition
Facial Recognition
Vehicle
Recognition
Smart Fleet
Management
Storage as central of data insights
8
Where Does Seagate SkyHawk HDD Go?
DVR(Digital Video Recorder- Analog)
NVR (Network Video Recorder)
• Record from analog or IP cameras
• Low frame rate to resolution ration
• Limited storage space (1-8 bays)
• Stand alone or network system
• IP systems support up to 32 channels
• Storage can be expanded via eSATA or USB
• Record from IP camera (or analog cameras via
encoder)
• High frame rate to resolution ration
• Supports up to 8MP recording
• Entry level NVR: 2-6 HDD bays
• High end NVR: 8-24 HDD bays
• RAID optimized
• Stand-alone or VMS network
• Storage can be expanded via iSCSI, eSATA or USB
DVR Boxes Shipments* 2015 2016 2017 2018 2019
Embedded/Standalone DVR 5.8m 3.8m 2.5m 1.7m 1.1m
PC-Based DVR 0.4m 0.3m 0.2m 0.05m 0.05m
PC-Card DVR 0.4m 0.3m 0.2m 0.05m 0.05m
Total DVR 6.6m 4.4m 2.9m 1.8m 1.2m
NVR Boxes Shipments* 2015 2016 2017 2018 2019
Boxed Appliance NVR 5.0m 7.4m 10.2m 13.2m 16.2m
PC-Based NVR 0.1m 0.2m 0.2m 0.3m 0.3m
Server-Based NVR 0.3m 0.4m 0.5m 0.7m 0.8m
Total NVR 5.4m 8.0m 10.9m 14.2m 17.3m
In 2016, NVR shipments will exceed DVR* DVR/ NVR Shipment data from IHS
8
9
SV Growth
SV DVR & NVR Boxes 2015 2016 2017 2018
Total DVR 6.6m 4.4m 2.9m 1.8m
Total NVR 5.4m 8.0m 10.9m 14.2m
DVR + NVR Shipments* 12m 12.4m 13.8m 16.0m
Boxes YoY Growth 12% 16%
• NVR: Scalable architecture,
network based, faster install
base growth
• HDD Brands and SV Box
Brands are educating
customers to use Purpose
Built SV drives.
Key Trends:
* DVR/ NVR Shipment data from IHS 9
10Seagate Confidential
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Ready . Scalable . Tough
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Fast . Versatile . Dependable
Powered by MTC TechnologyTM 10
11
Seagate’s 10 years of Surveillance-Optimized Storage
SkyHawk for Surveillance. Simply put, there is no better choice for the
surveillance storage customer than Seagate’s purpose-built line of
Skyhawk surveillance drives; we’ve put the power back in the hands of
valued customers to quickly and correctly choose the best Skyhawk
surveillance drive for their needs. SkyHawk is:
- SMART: Surveillance Optimized.
- SAFE: Reliable Performance.
- SECURE: Rescue Services.
Smart, Safe, Secure
SkyHawk Surveillance Optimized Drives
12
Backed by ImagePerfect™: Customized Surveillance Firmware
Ten years of firmware, fine tuned to deliver smart, safe and secure
surveillance drives
1. Ready to record 90% of the time for better streaming capability
2. Workload rating: 180TB/year: 3x the workload of standard desktop drives
3. ATA streaming support sustains recording from up to 64HD cameras for
smooth, uninterrupted footage
4. Built for 24x7 operation
5. Low power consumption means reduced heat emissions, which improves
reliability in surveillance solutions
6. Quick time-to-record with idle 3 power savings features
7. Data Recovery services
Surveillance HDD: 1-10TB
SkyHawk Surveillance Optimized Drives
13
Surveillance Systems are Complex – so
are the storage needs
Seagate solution:
• Enterprise Capacity 3.5 HDDs: High
IOPS, encryption and warranty
• SkyHawk: Optimize system reliability
and cost for surveillance specific
applications
Hard Disk
Drive
Camera
Surveillance System
(DVR/NVR)
Analytics
Type: Analog, Digital,
IP, Analytics, etc.
Type: VCR, DVR
Surveillance
Analytics,
Storage,
Archive
Video Management
Software
Seagate Surveillance Portfolio
Storage For Every Surveillance Solution
14
SkyHawk Enterprise Capacity
3.5 HDD
Best Fit
DVR/NVR
Best Fit
Surveillance Analytics, Server, Archive
1-3TB 4-10TB 1-10TB
Home/SOHO/SMB/NVR Video Analytics and Centralized Video Storage
1 to 64 cameras 100+ cameras
3 year warranty 5 year warranty
180TB/year workload rating 550TB/year workload rating
<8 bay systems >8 drive bays >5 drive bays
Seagate’s Surveillance Hard Drive Portfolio
15
Features SkyHawk Competitor A Competitor A+
Application sDVR, NVR Entry-level sDVR NVR
Capacity 1-10TB 1-8TB 4-6TB
Firmware ImagePerfect AllFrame AllFrame
Workload (TB/Y) 180 60 180
Camera support 64HD 32HD 64HD
# Drive Bays Supported 8+1 1-8 8+
NVR Ready Yes1 No Yes
Reliability (MTBF Hrs) 1M 1M 1M
Anti-Corrosion Yes1 No Yes
Rescue Services Available Yes No No
Price $ $ $$
SkyHawk: Delivering Best-in-Class Surveillance Experience
1 Available on Drives >3TB15
Seagate Confidential 16
Seagate is focused on Surveillance Market
STX will focus on Technical Excellence in Surveillance
• Inventor and over 10 years in Surveillance market
• Better purpose-build storage products & features for the Surveillance industry
STX will invest in HDD Portfolio and Go to Market
• CQ3’16 launch of “SkyHawk” SV Brand
• New products in the Surveillance being developed