Blade Servers Copying Prohibited - IMEX Research · Copying Prohibited Markets Drivers / Industry...

IMEX©2003-2006 IMEX Research All rights Reserved

© 2006 IMEX ResearchAll Rights Reserved

Copying Prohibited

IMEXRESEARCH.COM

Blade ServersState of the Industry 2006

Industry Keynote Address

Anil VasudevaPrincipal Analyst & [email protected]


Copying ProhibitedContact IMEX for details



Copying Prohibited

Markets Drivers / Industry DynamicsMarkets Drivers / Industry DynamicsChaos in the Enterprise DataCenter InfrastructureChaos in the Enterprise DataCenter InfrastructureAchieving TCO & ROI Achieving TCO & ROI -- Volume Blade EconomicsVolume Blade EconomicsOvercoming Complexity in 3 Tiered Computing Overcoming Complexity in 3 Tiered Computing Major Applications Major Applications –– OLTP, DSS, HPC, StreamingOLTP, DSS, HPC, Streaming

•• Technology Hurdles & Industry IssuesTechnology Hurdles & Industry IssuesIP Stack, Backplane, IPC, SSI, SAS/SATA, StandardsIP Stack, Backplane, IPC, SSI, SAS/SATA, Standards

•• Competitive PositioningCompetitive PositioningMgmt SW, Complexity, AppMgmt SW, Complexity, App--Awareness, Disty ChannelsAwareness, Disty Channels

•• Futures OpportunitiesFutures OpportunitiesSemiconductors Opportunities for IP Everywhere, Grids, Semiconductors Opportunities for IP Everywhere, Grids, Data/Telecom Convergence, Data Management StructuresData/Telecom Convergence, Data Management Structures



Copying ProhibitedChaos in the Enterprise . . .

Server/OS

Network

Application

Storage

Test

Backup

Disaster Recovery

Database

Financials

TM

D/R plan (MF only)

STK Silos Tape

TM

TM

TM

IBM3090-600JMVS/ESAIMS / ADABAS

BU by FDRUpstream

HPUX 10, 11.0, 11.2 MPE Sybase 11.9, 12

Fujitsu DS90UXP/M

8mm BackupLegato to DLT

IBM ADSM3490

HPOmniBack

SunSolaris 3.2, 3.4, 3.5Oracle 7.5, 8.0

IBM RS6000AIX 4.1, 4.2, 4.3DB2/6000

Compaq ProLiant 2500,5500NT 3.5, 4.0 SQL

Cheyenne to 4mm

Batch

IBM AS/400OS/400

InventoryExchange

CAD/CAME-commerce

Lotus NotesOLTP

CICS

File transfers AIX to HP/UX via Platinum 9.9

FTP between Sun -NT

Database extracts MVS to SP2 via MQ Series 4.4

PeopleSoft

(1) Scales poorly (2) Difficult to manage (3) Reliability is questionable (4) Management costs out of control

Source: Blade Servers 2006 Industry Report – © IMEX Research.com



Copying ProhibitedDC Automation Driving Blades Market

Servers Utilization

ServersServers/Admin

StorageTerabytes/DBA

NetworksNtwk Ports/Admin

SystemAvailability

20-25%80+%

15-30500+

1TB100TB

50-100500+

HAL- 3 (99.9%)

HAL- 5 (99.999%)




Copying ProhibitedBlades - TCO Savings & ROI

1 2

OPEX

CAPEX

Blade Servers Rack Servers

3 Year TCO Savings Rack vs. Blade Servers

OPEXStaff/

SupportMaintenance/

Downtime

Facilities/Power

CAPEX

Servers

SWInfrastructure

Storage Infrastructure

Networking

TCO Savings in..

Data: IMEX Research 2004Source: Blade Servers 2006 Industry Report – © IMEX Research.com



Copying Prohibited

©1997-2002 IMEX Research. All Rights reserved.

Enterprise

Tier-3Data Bases

Tier-2Applications

Tier-1Edge Computing

ManagementDirectory Security Policy

Software OS Platform

Caching, Proxy, FW, SSL, IDS, DNS, LB, Web

Servers

IntrDet

IntrDet

Layer 3 Switches (Routers)

Layer 4-7 Switches

Layer 2 Switches

Stg Fibre Switches

Application,HA, File/Print, ERP, Security, SCM, CRM Servers

Database, Middleware, Data Mgmt

Servers

InternetISP

CoreOptical

NetworkingEdge

Access

ISPISP

ISP

IntrDet

Supplier/Partner

Remote Office

Home Networks

DSL

Cable Modem

MP3 VOD

WirelessCellular

xSP

App.Server

VPN

IntrDet

WebServices DBServers

ISP

ISP


HA End to End Internet with Security Productswith Security Products



Copying Prohibited

Enterprise

Tier-3Data Base

ServersTier-2 Applications

Tier-1Edge

Servers

ManagementDirectory Security Policy

Software OS Platform

Switches: Layer 4-7,Layer 2, 10GbE, FC Stg

FC/ IPSAN

InternetISP

CoreOptical

NetworkingEdge

Access

ISPISP

ISP

IntrDet

Supplier/Partner

Remote Office

Home Networks

DSL

Cable Modem

MP3 VOD

WirelessCellular

xSP

App.Server

VPN

IntrDet

WebServices DBServers

ISP

ISP

Caching, Proxy, FW, SSL, IDS, DNS,

LB, Web Servers

Application,HA, File/Print, ERP, SCM, CRM Servers

Database, Middleware, Data Mgmt Servers

HA End to End Internet with Security Productswith Security Products

©1997-2002 IMEX Research. All Rights reserved.Source: Blade Servers 2006 Industry Report – © IMEX Research.com



Copying ProhibitedBlade Servers Market Opportunity

2004 2005 2006 2007 2008 2009

Fact

ory

Rev

$B

WW Blade Servers Market Opportunity Cum 2005-2009Factory Revenues ~ $27BChannel Revenues ~ $7BUnits ~ 9 Million




Copying Prohibited

Fact

ory

Rev

$M

2003 2004 2005 2006 2007 2008

WW Blade Servers Market Revenues by Major Target Market

IP Te le c o m Ente rpris e s (Lg & S M B )Hig h P e rfo rm a nc e C o m p. IS P sEm be dde d C o m puting

Blade Servers by Market Segments




Copying ProhibitedThe Rise of PC Blades

PC Blades Revenues & ASP

2004 2005 2006 2007 2008 2009

Rev

$M

ASP

$




Copying ProhibitedBlade Infrastructure:Local Area Grid (LAG©)

MidplaneW/Connectors

To Blades & BackModules

Storage: IP NAS or FC SAN Switch

Management Modules Remote Mgmt+KVM over IP

Cooling N+1Fans/Cooling ModulesPower: N+1Power Supplies

Networking: Gbit Ethernet Switches

BladeControlPanel

Processor Blades(6-24 typically)

MemoryDDR wECC

GbitEthernet

I/FSystemsMonitorModule

Micro-Processors

USB Ports, CD/Floppy I/F

© 2003 Source: IMEX Research

~ GbE Switch supportsTrunking/Port AggregationFlow ControlQoS Packet PrioritizationSNMP/RMONIGMP/BOOTP/TFTP……



Copying ProhibitedBlade Servers – Market Leaders 2005 (by Rev)

Other

Others

Sun

Dell FJ/FSC

Hitachi

Rackable

IBM

HP

NEC




Copying ProhibitedLeveraging Pricing to gain share

Blade Servers 2005 ASP vs. Unit Shipments

Unit Shipments (000s)

ASP

$

FJ/FSC Others

Dell

HP IBM

NEC




Copying ProhibitedBlade Servers: Vendor Positioning Index

(As of 31 March 2005 See IMEXResearch.com Blade Servers Industry Report 2006 for latest data & valuation metrics)

Stra

tegy

(Pot

entia

l)

Delivery (Execution)

IBM

HP

DellTatungNexcom

Intel

Penguin

Fujitsu Siemens

NEC

SunEgenera

© 2

003-

06 IMEX

Res

earc

h

Rackable Sys

Verari

Linux Networx

Appro

HPC Syst

Hitachi



Copying ProhibitedInterconnect Price/Performance Hierarchy

Microsoft Chimney Software

1 GbE

10 GbE w/ TOE

10 GbE w/ RDMA, TOE

InfiniBand

Myrinet

Quadrics

Market Size2005-09

High MB/s, Low Latency,Price/Port




Copying ProhibitedMarket Segments by Applications© 2003-06 IMEX Research

All Rights Reserved

Copying Prohibited

1

10K

100 K

1K

100

10

eCommerceeCommerceTransaction Transaction ProcessingProcessing

OLTPOLTPOLTP

Data Warehousing

Visual DB

DSS(RAID - 1, 5, 6)

IOPs (Latency)

StreamingStreamingStreamingAudioAudio

VideoVideo

Scientific ComputingScientific Computing

ImagingImaging

NICNICNIC

TP

HPCHPC

(RAID - 0, 3)

*IOs per sesond for a required response time ( ms)5 10 50 100 500MB/sec

For in-depth product requirements by market segmentation see IMEX Research.com’s Blade Servers 2006 Report & Next Generation Data Center Infrastructure 2006 Report



Copying Prohibited

Data rate & capacity

Throughput : : DSL/Cable

100+ Teraflops

Throughput = 100 GB/s

Rendering (Texture & Polygons)

Throughput = 1.2 GB/s

EntertainmentEntertainmentAudio/Video On DemandAudio/Video On Demand

High Performance High Performance ComputingComputing

Commercial Commercial VisualizationVisualization

BioInformaticsBioInformatics DecisionDecisionSupport SystSupport Syst

Dat

a: IM

EX R

esea

rch

& Pa

nasa

s



100+ Teraflops








Dat

a: IM

EX R

esea

rch

& Pa

nasa

s



100+ Teraflops






100+ Teraflops












Dat

a: IM

EX R

esea

rch

& Pa

nasa

s

High Performance Computing

Entertainment Audio/Video OnDemand

Decision-Support Systems

BioinformaticsCommercial Visualization

©2004--05 IMEX Research.com

HPC – Academia to Wall St to Hollywood© 2006 IMEX Research

All Rights ReservedCopying Prohibited

Source: High Performance Computing 2006 Industry Report – © IMEX Research.com



Copying ProhibitedFabric based Clusters Architecture

SNMP,IETF/ CIM,

SMI-S,SMASH.

Quadrics,Myrinet,InfiniBand,Ethernet / IP,Ethernet IP w/TOE,Ethernet IP w/TOE and RDMA.

SCSI,Fiber Channel,ISCSI.

Ethernet,Wi-Fi.Network Fabric

System FabricM

anag

emen

tFa

bric

Source: Blade Servers 2006 Industry Report & Next Generation Data Center Infrastructure 2006 Report



Copying ProhibitedHPC Architecture & ChallengesArchitecture Goals & Criteria

HPC Communications Stack

Application

Memory

OS

Upper Layers

I/O interconnect

Data

Data

Network Interface(w or w/o TOE)

Chipset

CPU

TCP/IP (or Offload I/F)

Entire Stack Needs Attention

Challenge is to move data from application to the network and back

with minimum latency

Goals• Maximize compute time

vs. messaging time

• High constant cross-sectional throughput

• Reduce or hide latency

Metrics• Bandwidth

• Latency

• System Interface

• SW Stack



Copying ProhibitedEnterprise Market is cost conscious

2003 2004 2005 2006 2007 2008

SATA

P_SCSI

FC

SAS

Source: IP Storage Industry 2006 & SAS/SATA 2006 Industry Report© IMEX Research.com



Copying ProhibitedSAS/SATA Market ready to explodeSAS Controller Market

2004 2005 2006 2007 2008 2009

SAS

Con

trol

ler P

orts

Shi

pm (0

00s)

w/RAIDwo RAID

Source: IP Storage Industry 2006 & SAS/SATA 2006 Industry Report© IMEX Research.com



Copying ProhibitedManagement – Blade Servers

80%

2020%%

Ultra-dense HW• Density• Power Consumption• Cable Management

Management• Platforms integration:

HardwareSoftwareNetworkManagement

• Scalability• Security• Manageability• Lowest TCO

80 %

20 %



Copying ProhibitedFuture: IP Storage Management on a chip

Host Services Integration StorageProvisioning Layer

IP SAN Management Layer

Appliance Service Layer

File system monitoring Storage provisioning Win, LINUX, Solaris

IP SAN ManagementManagement

ConsoleManagement of

iSCSI HBAsMultiPath IO Supp

and FailoverSecurity

(iSNS, CHAP, SRP)

Virtualization Mirroring Snapshot Fail-Over

iSCSI Target ManagementLVM, Error Handling, SCSI Daemon, API Interoperability

HW Acceleration: TOE, iSCSI Offload, IPsec

Source: IP Storage Industry 2006 & SAS/SATA 2006 Industry Reports© IMEX Research.com



Copying ProhibitedGo-to-market: Channels of Distribution

Industry Structure

Channels of Distribution

Lg. SysIntegrator

Sml SI/VAR

Distributor

OEM

VADS

F1000&

Large

Sml

Med

Vertical Markets

Fina

nce

Man

ufac

turin

g

Telecom

Insu

ranc

e

Gov

t.

ISPs

Medical

Manufacturers

Com

pone

nts

-Chi

ps &

Boa

rds

...

HA

+ N

twk

+ Sy

stem

Mgm

t SW

Hubs

NICs

Switches

Routers

Servers

Clusters

SANs

Dis

k &

Tap

e D

rives

& H

ost B

us A

dapt

ers

RAID

VIA IPC

Contllrs

LANs

WANsInternet

Backbone

VARS

Source: World of IT – Go-to-Market Report 2006 ©IMEX Research.com



Copying ProhibitedGlobal IT Spending by Verticals

Global IT Spending 2005 $B

cagr

% (2

005-

09)

Utilities

Health Care

Mfg.Equipment

Government

Retail

Mfg-Process

Telecom Finance &Insurance

Wholesale

ProfessionalServices

Education

Resources

Transportation

Other

Source: World of IT – Go-to-Market Report 2006 IMEX Research.com



Copying Prohibited

Industry Keynote Address

Blade Servers: State of the Industry2006

For full set of slides go towww.imexresearch.com

or emailAnil Vasudeva(408) 268-0800

[email protected]

http://www.imexresearch.com/

http://www.imexresearch.com/

mailto:[email protected]

mailto:[email protected]

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