Next Generation Data Centers

IMEX©2000-2005 IMEX Research All rights Reserved

IMEXRESEARCH.COM

Next Generation

Anil Vasudeva Principal Analyst & President [email protected]

Data Centers


•• Markets Drivers/Industry DynamicsMarkets Drivers/Industry DynamicsBlades Blades –– An evolution from PC Servers to SupercomputersAn evolution from PC Servers to SupercomputersMajor Applications Major Applications –– Access, HPC, NIC, TP Access, HPC, NIC, TP 4 Tiered Computing & Telecom Markets by Environment4 Tiered Computing & Telecom Markets by EnvironmentIncumbents vs. StartupsIncumbents vs. Startups

•• Market Segments Market Segments –– Mkt.Fcst./Shares/ChannelsMkt.Fcst./Shares/ChannelsMarket Forecast, Migrations, Supply Chain, Channels, Price ErosiMarket Forecast, Migrations, Supply Chain, Channels, Price Erosionon

•• Industry Issues/Technology HurdlesIndustry Issues/Technology HurdlesStds./Midplane, Server Mgmt/DMTF, Fabric Choices Stds./Midplane, Server Mgmt/DMTF, Fabric Choices

Thermals, IP Acceleration Thermals, IP Acceleration

•• Futures OpportunitiesFutures Opportunities for Startupsfor StartupsComplexity Reduction, Data Center Mgmt , Complexity Reduction, Data Center Mgmt , From Next Gen PCs to Clustered SupercomputersFrom Next Gen PCs to Clustered SupercomputersInterested Venture CapitalInterested Venture Capital


Chaos 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 FDR Upstream

HPUX 10, 11.0, 11.2 MPE Sybase 11.9, 12

Fujitsu DS90UX P/M

8mm BackupLegato to DLT

IBM ADSM3490

HP OmniBack

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

Cheyenn e 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


Data Center Automation Targets

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%)

Market Trends


Scale Out (Clustered Blade Servers)

Large SMPParallel SysplexDynamic LPAR SW Provisioning/VMWareIBM: i890/p690/z990SUN: SunFire 4800,12K

Rack Clusters High Availability/Hi Perform.Clusters-Linux/AIX/Solaris Clusters- HPC ClustersDELL: PowerEdge 6650ORACLE: 9iRAC/PE6650

Blade Servers High Density Rack Mount-Highly Integrated Dense FF-Rapid Deployment, Flex Architect. -RLX: 300i, 800i, HP: 40b, p-FUJITSU: BX300, DELL:1655 IBM: HS20,40,JS20 Sun:100 s,x

Scal

e U

p (C

onso

lidat

ed S

MP

Serv

ers)

Server Market Segmentation - Platforms


3 Tier Computing Infrastructure

Uniform and ubiquitous physical Connectivity – “Wire Once”

Any user to any server via the Internet

Any server to any server via the LAN

Any sever to any storage via the SAN

Dynamic Logical Binding of…

…server network identify

…server OS version

…server application assignment

…application data volumes

Resulting in

Application Mobility across servers

Data mobility across storage

ApplicationEnd-Users

Network Services:Web Servers,

Firewalls,Load balancers

Application Services:Application Servers &

Database Servers

Storage

Internet

LAN

SAN


Quadrics,Myrinet,InfiniBand,Ethernet IP,Ethernet IP w/TOE,Ethernet IP w/TOE+RDMA,Microsoft Chimney

SNMP,IETF/ CIM,

SMI-S,SMASH.

SCSI,Fiber Channel,iSCSI

Ethernet,Wi-Fi.Network Fabric

System FabricM

anag

emen

tFa

bric

ATA, SCSI, SATA, SAS

NexGen Architecture


End to End Internet

Web

Web

Web

Web

Web

Web

Web

Web

Data CenterApplicationsEdge

Directory Security Policy Management

Software OS Platform

AppApp

AppApp

AppApp

AppApp

DBDB

DBDB

DBDB

IP Storage Network

FC SAN IP SAN NAS NAS

InternetCoreOptical

Edge

HA, Secure Data Center

http://images.google.com/imgres?imgurl=www.thomas-pr.com/136/photos/TP-200%2520kiosk.jpg&imgrefurl=http://www.thomas-pr.com/136/photos/tp200.html&h=2450&w=2011&prev=/images%3Fq%3Dkiosk%26start%3D20%26svnum%3D10%26hl%3Den%26lr%3D%26ie%3DUTF-8%26oe%3DUTF-8%26sa%3DN


Market Segments by Applications

*IOs per sesond for a required response time ( ms)

(RAID - 0, 3)

500100MB/sec101 505

1K

10 K

100

10

1

eCommerceeCommerceTransaction Transaction ProcessingProcessing

OLTPOLTPOLTP

Data Warehousing

Visual DB

DSS(RAID - 1, 5, 6)

IOPs

(L

aten

cy)

StreamingStreamingStreamingAudioAudio

VideoVideo

Scientific ComputingScientific Computing

ImagingImaging

HPCHPCHPC

TPC

HPCHPC


TPC’s priority - High Availability & Syst Cost

S/390MVSIBM Propl

S/390MVSIBM Propl

Bull Dell Fujitsu HP IBM NEC Siemens Stratus


IBMIBM

Sun-SolarisHP-UXIBM-AIXNCR-SVR4


Prop.

AS400

WinUNIX

Cluster Win

DowntimeHrs./Syst/Yr

99.999% 99.9% 99.0%

$10K

System Availability99.99%

0.1 101 100

Avg.Syst

Price

$100 K

$1 M

$10 M

z/390

z/390Sysplex

ClusteredUNIX

Clustered LinuxLinux


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: Going from Academia to Wall St to Hollywood


Blades Servers - InfrastructureMidplane

W/ConnectorsTo Blades & Back

Modules

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……


Blades - TCO Savings & ROI

0%

20%

40%

60%

80%

100%

1 2

% C

ontr

ibut

ion

OPEX

CAPEX33%

67%

46%

25%

Blade Servers Rack Servers

3 Year TCO Savings Rack vs. Blade Servers

OPEXStaff/

Support25%Maintenance/

Downtime54%

Facilities/Power21%

CAPEX

Servers46%

SWInfrastructure

22%

Storage Infrastructure

13%

Networking19%

TCO Savings in..

Data: IMEX Research 2004


Management – Blade Servers

80%

2020%%

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

Management• Platforms integration:

Hardware Software Network Management

• Scalability• Security• Manageability• Lowest TCO

80 %

20 %


Blade Server Management Software

VirtualizationVirtualization

ProvisioningProvisioning

AutomationAutomation

Allocates, Monitors, and Meters the Usage of Pooled Resources

Provisions the Resources Required to Deliver a Business Service

Automatically Maintains Application Service Level Objectives


Blade Server Management Software

Rack Mgmt

Enterprise Mgmt SW(HPOV,IBM Tivoli, BMC Patrol,Sun MC..)

Chassis Mgmt

Blade Mgmt

Blades

Chassis

Rack

Backplane


Shared ModulesShared Modules

MC MC MC MC MC

Com

pute

Blad

e

MC

Chas

sis M

gmt B

l.

Stor

age B

lade

Com

pute

Blad

e

Netw

ork B

lade

Com

pute

Blad

e

MC

Mgmt SrvrIP Bus

Mgmt Bus

Chassis

Blades Management Architecture


State of Interconnect Fabrics

Bandwidth/link

100 Mb/sec 1Gb/sec 10 Gb/sec

EHERNET - LAN/SAN/MAN/WAN

IB - CLUSTER

SMP/NUMA

SGI

Synfinity-1

MyrinetServernet

ATM

GbEFE

IBM/SP

T3E

10 us

100 us

1 ms

1us

MPP

Dolphin

Scali

Quadrics Mellanox

Latency/hop

FJ/Synfinity10GbEw/RDMA

GbEw/TOE

GbEw/RDMA


0

2,000

4,000

6,000

8,000

10,000

12,000

2003 2004 2005 2006 2007 2008

Uni

ts (K

)

BladesRackmountsPedestals

Industry Standard Servers Market (x86 based)

IMEX©2000-2005 IMEX Research All rights Reserved Data: IMEX Research 2005

Blade Servers Market Opportunity

2003 2004 2005 2006 2007 2008

Fact

ory

Rev

$B

WW Blade Servers Market Opportunity (cum 2004-2008)

Revenues ~ $24 BillionUnits ~ 9 Million


US Market - SBC & xTCA Revenues

0100200300400500600700800

1999

2000

2001

2002

2003

2004

2005

2006

2007

US

Rev

enue

s $M cPCI SBC

w Blades Impact

cPCI SBC

xTCA Blades

iSCSI on roadmap of storage vendors


ATCA Server Blades Forecast

-

1,000

2,000

3,000

4,000

5,000

6,000

7,000

2004 2005 2006 2007 2008

Signaling

Core

Edge

Access

IP Telecom Server Blades


Blade Servers: Vendor Positioning Index(As of Jan.2005 - See IMEX Blade Servers Report 2005 for new data & indexing metrics)

Stra

tegy

(Pot

entia

l)

Delivery (Success)

IBM

HPDell

Tatung

NexcomIntel

Fujitsu Siemens

NEC

Sun

Egenera

©20

03-0

5 IM

EX

Res

earc

h

Rackable Sys

VerariLinux NetworxAppro


Blade Servers – Low Cost Suppliesr?

Tatungt

3Up Syst

Hitachi

TatungMitac


Enterprise Data

Center

Departmental Small Medium Business

(SMB/SME)

Workgroup

Desktop SOHO and Mobile

Existing Deployed Storage Networks (Block and File) Scalability

“SAN in a Can” (Block & File) Simplified Use and Install

Low Cost Min. Features Easy to Use Self-Installable

Performance and capacity alone are no longer distinguishers attributes between enterprise and distributed storage

NASFile

(NFS & CIFS)

Convergence

Multi-Protocol

& Interface

Storage Market Requirements

IP SAN (Block or File)

(iSCSI)CO

ST

FUN

CTI

ON

S

FC SAN, IP SAN (Block) (FCP & FICON)


iSCSI on roadmap of storage vendorsC

OS

T

SERVICE LEVEL

High EndHigh End FC & iSCSIFC & iSCSI

MidMid--TierTier NAS & iSCSINAS & iSCSI

MidMid--TierTier FC & iSCSIFC & iSCSI

EntryEntry FC & iSCSIFC & iSCSI

SAN(Fibre

Channel)NAS

(IP)iSCSI

(IP)

•iSCSI delivers low-cost Networked Storage–Higher availability,Increased usage

–Centralized management,Storage functionality


Enterprise Market is now cost conscious

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

2003 2004 2005 2006 2007 2008

SATA

P_SCSI

FC

SAS


The iSCSI SAN

To Other LANs,Servers or IP SANs

Ethernet Header CRCIP TCP DATA

Client requests data from App Server

Ethernet CRCHeader IP

TCP iSCSI SCSI DATA

iSCSI-equipped App Server (“initiator”) requests data from an iSCSI storage (“target”)

Storage Arrays(iSCSI Target)

Application & DB Servers

(iSCSI Initiator)

Client Workstations

SAN GigE

Switches

LANEthernet Switches


Ethernet - TCP + iSCSI Offload Engines

EthernetIP

TCPiSCSI

SCSI Device DriverVolume Manager

File System

Typical 1GbE NIC

EthernetIP

TCPiSCSI

SCSI Device Driver

Volume ManagerFile System

EthernetIP

TCPiSCSI


File System

Hos

tSW

Ada

pter

Host CPU

HBA Hardware

HBA Firmware


Future: IP Storage Management on a chip

Host Services Integration StorageProvisioning Layer

IP SAN Management Layer

Appliance Service Layer

File system monitoring

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

Storage provisioning Win, LINUX, Solaris


Go-to-market: Channels of Distribution

Industry Structure

Channels of Distribution

Lg. SysIntegrator

VARS

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


Major Players in Infrastructure Convergence

StorageNetworks

Servers


Potential for Blades - Everywhere

InternetISP

CoreOptical

NetworkingEdge

Access ISP

ISPISP

ISP

ISP

Enterprise

IntrDet

IntrDet

IntrDet

IntrDet

xSP

DBServersApp.Servers

VPN

IntrDet

Supplier/Partner

IntrDet

Remote Office

Home Networks

56K DSLCable Modem

MP3 VOD

Wireless Cellular

WebServices


Storage Sub Systems


Clients

SAN

LAN Ntwk Mgmt WS

Storage Mgmt WS

Mgmt WS

Intelligent Uniform IP-based

Infrastructure

Present Data Center Infrastructue Future Infrastructue

Holy Grail - Future Intelligent IP Infrastructure


Emerging IP Based Infrastructure

Networks

Storage

VirtualizationProvisioningAutomation

Servers

TelecomIP

Infrastructure


Server Architectures: Competitive Technologies

Scalable Perf. vs. Availability

Scal

able

Per

form

ance

AvailabilityUniP

MPP

FTSMP

Clustering

N-way SMP

i

46

83216

Perf

orm

ance

-tp

c

Number of Processors

w/8 way

Multinode Clusters

w/4 way

2

Performance: SMP vs. Clustering

Clustering

SerialMF

SMP

MPP

Performance

Pric

e

Price/PerformanceSerial vs.Parallel Computing


WebWeb

WebWeb

WebWeb

Web

Web

AppApp

AppApp

AppApp

AppApp

SANSAN

SANSAN

NASNAS

NASNAS

Storage N

etwork

Storage N

etwork

DBDB

DBDB

DBDB

Tier-3Data Center

Tier-2Applications

Tier-1Edge Computing

Caching, Proxy, FW Security, IDS, DNSLoad Balancing …

Servers

3 Tier Computing Architecture

InternetEdge Core

Optical



WW IT Spending Levels Off …

Worldwide IT` Spending & Growth ($B)

0

200

400

600

800

1,000

1,200

1,400

1999 2000 2001 2002 2003 2004 2005 2006 2007 2008

$ B

-6

-4

-2

0

2

4

6

8

10

12Average %

IT Spending IT Growth


WW Server Management Costs Rise

WW Server Spending : Acquisition vs. Management

020406080

100120140160180200

1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008

Spending ($B)

0

5

10

15

20

25

30

35

Installed Base (M Units)

New Server spending cost of mgmt. & admin. installed Base Server (M unit)


Admin Cost % of Total Cost Increasing

$-

$5

$10

$15

$20

$25

$30

$35

$40

1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008

$K

TCO - Server Connections to FC SANs

Acq. Cost

$34K

Admin. Cost$6.5K

$6K

$13K


HA End to End Internet with Security Productswith Security Products

InternetISP

CoreOptical

NetworkingEdge

Access ISP

ISPISP

ISP

ISP

Enterprise

IntrDet

IntrDet

IntrDet

IntrDet

xSP

DBServersApp.Servers

VPN

IntrDet

Supplier/Partner

IntrDet

Remote Office

Home Networks

56K DSLCable Modem

MP3 VOD

Wireless Cellular

WebServices


Corporate Data Usage

Nea

rline

Stor

age


IMEXRESEARCH.COM

Next Generation


Servers


Servers - Competitive Price/Performance

0

50,000

100,000

150,000

$- $50 $100 $150 $200 $250 $300 $350

$/tpmC

tpm

C

Compaq Dell FujitsuHP IBM Sun

Competitive Analysis: tpmC vs. $/tpmC

Average


Market Directions

Market bifurcation in the near term (2005-2006) – Business Computer Market continue to migrate to Windows Servers 2003 from UNIX & Mainframes (HE Computers >$250K ASP) – High Performance Computing (15% of market now to grow rapidly) initially the domain of Linux

HPC will embrace Business Computing (2006-08) – Over time some applications such as Wall Street Financial OLAP/DSS, Health/Bioinformatics will migrate towards Business Computing

Linux will take market share from Unix vs. Windows because of the similarities between between Linux & UNIX before it has any discernible impact on Windows 2003


Targeted Price/Performance

Measure tpmC Price $ $/tpmC Best 5 ($/tpmC) 208,779 977,149 5 All Itanium 188,816 1,053,964 6 All Average 60,341 1,285,309$ 100$ Sun Solaris 18,821 1,748,527 112 All IBM AIX 61,180 1,613,784 179 All Non Intel CPU 44,850 1,798,298 186


Positioning – HE Enterprise Servers

Delivery Strategy Index Product IA-32/x ItaniuRISC Others3.4 2.5 8.5 HP NonStop x2.2 4.3 9.5 Bull Escala x4.3 2.2 9.5 FSC BS2000 x x2.8 3.4 9.5 Bull GCOS x5.2 3.2 16.6 Unisys Clearpath x x6.1 3.3 20.1 NCR x5.4 5.2 28.1 IBM iSeries x7.4 5.3 39.2 SunFire x5.2 7.6 39.5 Unisys Orion ES7000 x x8.1 5.8 47.0 IBM zSeries x6.0 8.5 51.0 Fujitsu Primepower x7.8 7.6 59.3 HP9K/Integrity x x9.1 6.9 62.8 IBM pSeries x

Enterprise Servers


Positioning - Midrange Servers

Delivery Strategy Index Product IA-32/x ItaniuRISC Others1.7 2.8 4.8 Bull Escala x1.5 7.0 10.5 Egenera BladeFrame x1.5 8.2 12.3 Bull NovaScale x2.7 4.8 13.0 Bull Express x4.6 3.1 14.3 IBM iSeries x2.2 7.4 16.3 Stratus ftServer x5.3 4.1 21.7 IBM xSeries x3.6 6.3 22.7 NEC Express x x4.7 6.0 28.2 Fujitsu Primergy x x4.0 8.3 33.2 Fujitsu Primepower x5.9 6.2 36.6 Sunfire x6.8 5.5 37.4 IBM pSeries x4.6 8.2 37.7 Unisys Aries ES7000 x x5.7 7.9 45.0 HP9K/Integrity x x8.7 6.0 52.2 Dell PowerEdge x x8.2 7.2 59.0 HP ProLiant x7.7 7.9 60.8 IBM xSeries x x

Midrange Servers


Dual Core leveraging 4way/8way Servers

$29,980$26,808

$32,607

$24,816

$31,416

$19,770

$61,820

$37,244

$-

$10,000

$20,000

$30,000

$40,000

$50,000

$60,000

Street Pricing - 4way / 8way Systems((4 socket - Single/Dual Core Configs)

IBM

x36

6 4w

Cra

nfor

d3.

66/1

M S

ingl

e C

ore

IBM

x36

5 4w

Gal

latin

3.

0/4M

Sin

gle

Core

Dell

PE68

50 4

w P

otom

ac

3.33

/8M

Sin

gle

Core

Sun

Fire

V40

z 4w

Opt

eron

2.2G

Hz/2

M D

ual c

ore

HP rx

4640

4w

Itan

ium

21.

6/9M

Sin

gle

Core

HP D

L585

4w

Opt

eron

2.

2GHz

/2M

Dua

l cor

e

HP D

L585

4w

Opt

eron

2.6G

Hz/1

M S

ingl

e co

re

HP D

L580

G3

4w P

otom

ac

3.33

/8M

Sin

gle

Core


Niche Opportunities

Niche Market Opportunity Gaps

• Address OLTP Market Gap - Performance DB market• Large Memory Needed to Address Performance DB &

Business Intelligence Markets• Leverage In-Memory DB (Oracle’s acquisition of Times Ten)• Integrated 3-Tier Solution vs. Standalone SMPs• Mix & Match IA-32 & IA-64

- Investment Protection- Address Value & Performance Markets Concurrently

• Geo Load Balancer: BC & DR Markets Covered


Servers

CUSTOMER

In Memory DB Middleware

TECHNOLOGY

OPEX

DUAL/MULTICORE

32/64-BIT

Server Targets

PERFORMANCE

Total Solutions Support

HIGHAVAILABILITY

PRICE$/tpmC

99.999%

Servers/Storage/NetworkingProducts & Support

Power Management

INVESTMENTPROTECTION

32/64b Mix/Match+ Migration Tools


Major markets in Cluster Volume Servers

0.0%

20.0%

40.0%

60.0%

80.0%

100.0%

2004 2005 2006 2007 2008 2009

High End ASP >$250K

MidrangeASP $25-250K

Volume Servers (Non-Bladed)ASP <$25K

Volume Servers (Bladed )<$25K ASP


IT Infrastructure, Sys.Mgmt & Applications

ER

P

SCM

CR

M

CA

D/

CAM

HPC

Bro

adB

and

OS DataMgmt Security High

Availability

EAI

NtwkMgmt


IT Spending by Vertical Markets

WW IT Spending by Vertical Industry

other9%

Retail Wholesale18%

Government12%

Financial11%

Manufacturing10%

Energy6%

Transportation6%

Mfg-Computer Related

6%

Health6%

Media2%

Metals/Mining1%

Construction1%

Misc1%

Services2%

Telecom1%

Education2%

Utilities2% Defence

1%14%


Server Spending in Vertical Markets

WW Spending on Servers

0 1000 2000 3000 4000 5000 6000 7000 8000 9000 10000

HospitalityMisc

ConstructionMetals/Mining

EducationGovernment

MediaServicesDefense

utilitiesTelecom

HealthMid-Computer Related

TransportationEnergy

ManufacturingFinancials

Retail Wholesale

OLTP DSS HPC Streaming


Go-to-Market Startegies

SI/

Servers Market Size & Growth ‘04-’05 Server Budget > $1.5 M

Direct Sales to Large SI/EUCustom Solutions

Server Budget $50 K-$1.5 MVAD/VAR facilitated by ITGExpress Solutions & Packages

Server Budget $5K - $50KRetail, Volume Resell, VARSStandard SMB Products

$ 23.2 B2.8 %

$ 17.4 B9.5 %

$ 7.8 B12.8 %

$1B+ 10,229 FirmsLarge

Enterprise

$100 M to $1B Mid-Size Enterprise

67,873 Firms

$25M to $100 M Medium Business

185,794 Firms

$1M to $25 M Small Business

3,577,862 Firms


Software transparent

with Parallel SCSI


with Parallel SCSI


with Parallel ATADriverDriver

ModelModel

Multi-initiatorMulti-initiatorSingle-hostAvailabilityAvailability

Dual-port HDDsDual-port HDDsSingle-port HDDs

Peer-to-peerPeer-to-peerNo peer-to-peer

127 devices>128 devices

(16,384 max)

One device(multiple devices with port

multiplier)

ConnectivityConnectivity

15m external cable> 8m external cable> 8m external cable

2.0Gb/s

4Gb/s in 2004/5

3.0Gb/s Introduction

6.0Gb/s in 2006/7

1.5 Gb/s Introduction

3.0Gb/s in 2004/5PerformancePerformance

Full DuplexFull-duplex with

Link Aggregation

Half-duplex

Fibre ChannelSASSATA

Technology Comparison



(RAID - 0, 3)

500100MB/sec101 505

1K

10 K

100

10

1


Data Warehousing

Visual DB

DSS(RAID - 1, 5, 6)

IOPs (Latency)

TP

HPCHPC

eCommerceeCommerceTransaction Transaction ProcessingProcessing

OLTPOLTP


ImagingImagingNICNIC

AudioAudio

VideoVideoStreamingStreaming


WW Server EU Revenues by OS

$-

$10

$20

$30

$40

$50

$60

$70

2001 2002 2003 2004 2005 2006 2007

EU R

ev. $

B

Other

OS390

OS400

UNIX

Window s

Linux

Netw are

UNIX

Windows

Linux


WW High Availability Server Market

WW HA Servers Market

$0

$5

$10

$15

$20

$25

$30

$35

$40

2001 2002 2003 2004 2005 2006 2007

EU R

ev $

B

UNIX

WindowLinux

i-SerieszSeries

Other


Open System Shipments dominateServer OS Shipments - New Licenses

Linux (Paid)

Win 2003W2K

ServerNT

UNIX Total

NetWareMF0

1000

2000

3000

4000

5000

6000

7000

8000

9000

10000

2000 2001 2002 2003 2004 2005 2006

Uni

ts (0

00s)


Interconnect Price/Performance Hierarchy

Microsoft Chimney Software

1 GbE

10 GbE w/ TOE

10 GbE w/ RDMA, TOE

InfiniBand

Myrinet

Quadrics

Market Size 2004-07

High MB/s, Low Latency, Price/Port



OS

T

SERVICE LEVEL





SAN(Fibre

Channel)NAS

(IP)iSCSI

(IP)




Management – Blade Servers

80%

2020%%

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

Management• Platforms integration:

Hardware Software Network Management

• Scalability• Security• Manageability• Lowest TCO

80 %

20 %


Tiered Storage by Price/Performance

ServersMidline Storage

Mainstream NAS/SAN

Large Enterprise SAN & NAS

Desktop PCEntry NAS

Workstations

Source:Maxtor

Drive Interface

Drive Types

FC Drive

FC RAID

SATA Drive

PC Chipset

5400 RPM7200 RPM

SATA

SAS HBA/RAID

SASSAS

SAS Drive

10K RPM15K RPM

SAS HBA


Unified Server & Storage Mgmt

Systems ManagementAuto

Discovery

Capacity Management

Security Policies

Matrix Integration

Controls Repository

Tools Definition

Exception Reporting

Event Notification

Distributed Tools

Inventory Mgmt

Server Storage

Topology Management

Provisioning Manager

Performance Management

Chargeback Management

Policy Manager

File System Manager

Oracle View Management

Custom Reports Mgr

Exchange Management

Auto Discovery

Performance Management

Workload Management

Blades Syst Management

VM Management

Cluster Conf Management

Patch Automation

Partition Management

3rd Party SW Management

Enterprise ManagementHP/OV IBM/Tivoli BMC/Patrol CA/Unicenter MS/MOM


Unified Mgmt Stack

Application ManagementChange & Configuration Suite

Identity ManagerAutomation Manager

Service Level Manager

Infrastructure ManagementSystem Manager

Blade System Management SuiteVirtual Server Management

Server & Storage Unified Management

Elements ManagementStandards/Interoperability

SNMP/SMI-S/WBEM/WMI/SMASH/SOAP/XMLStorage / Disk Arrays / Tape Products & Vendors

HDS, IBM, Cisco, SunBrocade, EMC, McData, NetApp, qLogic, Servers / Blades Products & Vendors

IBM, HP, Sun, Fujitsu, NEC, Unisys, Intel


Storage Mgmt Tools

• Console: Main console for open, heterogeneous SAN Mgmt• Provisioning Wizard: Wizard to provision Hetero Host to Storage Arrays• Charge Back Mgmt: Asset based Chargeback Mgmt• Data Base Monitor: Oracle DB Availability & Performance Views• EMail Monitor: Exchange Availability & Performance Views• Enterprise SW Monitor: SAP Elements Availability & Performance Views• Capacity Mgmt: Filesystem scanning for reclaiming wasted space• One View: Consolidated reporting of multiple storage/server instances• Report Template Designer: Custom Mgmt Console & Reports for infrastructure


99.9999%99.999%99.99%99.9%99.0%AvailabilityHAL- 6HAL- 5HAL- 4HAL- 3HAL- 2Availability Level30 sec~ 5 mts.~ 1 Hr.~ 8 Hrs~ 4 daysDowntime/yr.

~ 10 sec~ 1 mt.~ 5 mts.~ 30 mts.~ 4 HrsTime/Outage

35121624Outages/yr.

Office Sys• HR 1• Shipping

MessagingSystems2

• e-mail

Retailing 2

• POS

Manufacturing 3Utility Opns 3

Telecom 3• NumberPortability• Customer Srvcs

Internet 3• eCommerce

Health Systems 4• Emergency Syst• Computer Dispatch• Patient Monitoring

Navigation Syst 4• Shipping, Satellites.

Reservation Syst 4

• Air Travel • Auto Rentals

Banking Services 4• ATM Transactions• EFT

Financial Srvcs 4

• Securities Trading

Telecom 3• Call Location

Defense System• launch readiness

Time toRecover

from Failure

-

(Fail-overTime)

System Cost

toeliminateSPOFs


Systems ManagementSingle Site Multi-site

Single Server Local Server/Cluster Remote Cluster

DiskFault-Tolerance• RAID (Disk

Fail Over)• Write Hole • Hot Swap - Disks• ECC Memory• Power Outage• SNMP Alerts

Host ConnectFault-Tolern• Controller FO• Hot Spare Disks• Redundant Power

Supplies & Fans• Redundant NICs• NIC Failover• Hot Swap Cards

ServerFault-Tolerance• Shared Storage• Shared

Resources• Server FO• AutoRecovery• Transaction

Recovery

IntranetCluster/ AppsFault-Toleran• Cluster SW• Oracle OPS• Databases

Replication• Auto Restart Boot• Dedicated Monitoring

Server•Load Balancing

Remote ReplicatedClusterFault-Tolerance• Continuous Replicated• Remote Copy -• Synchronized

Data Mirroring • Zonal Disaster

Tolerant• Router Path

Redundancy

Systems ManagementSingle Site Multi-site

Single Server Local Server/Cluster Remote Cluster

DiskFault-Tolerance• RAID (Disk

Fail Over)• Write Hole • Hot Swap - Disks• ECC Memory• Power Outage• SNMP Alerts

Host ConnectFault-Tolern• Controller FO• Hot Spare Disks• Redundant Power

Supplies & Fans• Redundant NICs• NIC Failover• Hot Swap Cards

ServerFault-Tolerance• Shared Storage• Shared

Resources• Server FO• AutoRecovery• Transaction

Recovery

IntranetCluster/ AppsFault-Toleran• Cluster SW• Oracle OPS• Databases

Replication• Auto Restart Boot• Dedicated Monitoring

Server•Load Balancing

Remote ReplicatedClusterFault-Tolerance• Continuous Replicated• Remote Copy -• Synchronized

Data Mirroring • Zonal Disaster

Tolerant• Router Path

Redundancy


System Cost vs. High Availability

S/390MVSIBM Propl

S/390MVSIBM Propl



IBMIBM



Prop.

AS400

WinUNIX

Cluster Win


99.999% 99.9% 99.0%

$10K


0.1 101 100

Avg.Syst

Price

$100 K

$1 M

$10 M

z/390

z/390Sysplex

ClusteredUNIX



2002

2003

2004

E

2005

E

2006

E

2007

E

CarrierClass Availability HAL-5Continuous Availabilty HAL4-5

High Aavailability HAL3-5Genaral Availability HAL 2-5

All Servers

$-

$5,000

$10,000

$15,000

$20,000

$25,000

$30,000

$35,000

HA Servers Market Rev $M by HA Level

HAL 2-5

HAL 3-5

HAL 4-5

HAL 5


WW High Availability EU Revenues

HAL- 5(99.999% Availability, Downtime <5 minutest / yr)

HAL- 4(99.99% Availability, Downtime < 1 Hours/yr)

HAL- 3(99.9% Availability, Downtime <9 Hours / year)

HAL - 2(99% Availability, Downtime <3.5 days/yr)

WW HA Servers Revenues $M by HA Level

$-

$5,000

$10,000

$15,000

$20,000

$25,000

$30,000

$35,000

2002 2003 2004E 2005E 2006E 2007E

EU R

ev $

M

HAL- 599.999%

HAL- 499.99%

HAL- 399.9%

HAL- 299%


Price Erosion HA Servers

High Availability ServersPrice Erosion By HA Level

$-

$50

$100

$150

$200

$250A

SP $

K

HAL-2HAL-3

HAL-4

HAL-5


Real World – Availability Data

0

2

4

6

8

10

12

14

16

18An

nual

Dow

ntim

e (H

rs)

IBM

RS/

6000

HP

UN

IX C

lust

er

SunC

lust

er

HP

Alp

ha64

HP

Alp

ha/V

MS

Clu

ster

IBM

Mai

nfra

me

IBM

MF/

Sysp

lex

Tand

em

Stra

tus

Real World Availability


Time

PREDICTIVEStop an outage before

it happens

TIME-OF-FAILUREDetect an outage and attempt

to switch to alternate resourceswith minimal user disruption

REACTIVERecover the environment

as quickly as possible

IMEX©2000-2005 IMEX Research All rights Reserved Data: IMEX Research 2005

Blade Servers Market Opportunity

$-

$2

$4

$6

$8

$10

$12

2003 2004 2005 2006 2007 2008

Fact

ory

Rev

$B

WW Blade Servers Market Opportunity (cum 2004-2008)

Revenues ~ $24 BillionUnits ~ 9 Million


$-

$2,000

$4,000

$6,000

$8,000

$10,000

Fact

ory

Rev

$M

2003 2004 2005 2006 2007 2008

WW Blade Servers Market Revenues by Major Target Market

IP T eleco m Enterprises (Lg & SM B )H igh P erfo rmance C o mp. ISP sEmbedded C o mputing

Blade Servers by Market Segments


Telecom Server Blades Forecast

-

1,000

2,000

3,000

4,000

5,000

6,000

7,000

2004 2005 2006 2007 2008

Signaling

Core

Edge

Access

IP Telecom Server Blades




IMEXRESEARCH.COM

Grid Computing


Grid Computing

• Grid is a Catch-all Marketing Term•• Means different things to different constituenciesMeans different things to different constituencies

•• Desktop CycleDesktop Cycle--StealingStealing

•• ManahedManahed HPC ClustersHPC Clusters

•• Virtualization of Data Center ResourcesVirtualization of Data Center Resources

•• Outsourcing to Outsourcing to ““Utility Data CentersUtility Data Centers””

• Multiple, opposing requirements•• ComputeCompute--intensive applications want to ship data intensive applications want to ship data tptp idle processor resourcesidle processor resources

•• DataData--Intensive applications want to ship computations to appropriate Intensive applications want to ship computations to appropriate large data large data repositoriesrepositories

• An evolving entity with many pulls & pushes•• Economics, Feasibilities, management of heteroEconomics, Feasibilities, management of hetero vsvs homogeneous HW homogeneous HW


Grid Challenges: Hype vs. Reality

• Cost of Local Grids (LAGs) – ala Blades cheaper than Wide Area Grids (WAGs)

•• Computing Cost $1000 > 1 Computing Cost $1000 > 1 cpucpu day (10 day (10 TeropsTerops) =$1) =$1

•• 10 TB network transfer Cost = $110 TB network transfer Cost = $1

•• Internet BW cost $100/mbps/mo > 1GB network Internet BW cost $100/mbps/mo > 1GB network xfrxfr cost ~$1cost ~$1

•• Result: Local HPC Cluster is 10,000 cheaper than WAN CommunicatiResult: Local HPC Cluster is 10,000 cheaper than WAN Communicationon

• MPI Style Apps work well in LAN Clusters but uneconomical in WAN

•• Data analysis best done by moving programs to data not data to pData analysis best done by moving programs to data not data to programsrograms

•• Small data, high compute applications Small data, high compute applications woekwoek well across internetwell across internet

•• Internet is not the CPU back planeInternet is not the CPU back plane


Grids – Homogeneous vs Heterogeneous


Grid Services Architecture & Standards


Grid Computing – Across 3 Tiers

Grid ControlStorage

DatabasesApplication Servers


HA Telecom Infrastructure

HASystems

HP,Sun,IBM,

Motorola,Stratus,

…

TelecomEquipm

Mfrs

Cisco,Siemens,Fujitsu,Lucent,

Nortel, NTTEricsson,

Nokia,NEC, …

Service Provider

NationalAOL,

Pacific Bell, Mindspring,

AT&T …

RegionalNetCom, …

SpecializedNTT/Verio, …

End UserEnter-prises

Large(<1000)

Medium(100-1000)Small

(<100 emp)

PublicOffices(Govt,Educ.)

CarriersAT&TBell AtlanticBellSouthGTENynexSBC SW BellSprint U.S. West

..

HASW

CmpntsTrillium,

Lynx,MicrosoftWindRiverSteelEye

…

HAHW

CmpntsMotorola,

Texas Micro,Lucent,

…

HA VARs/SIWSB TechAcropolis

…

HA ISPNavisite …

HA Subsyst

EMC,MTI,STK, NetApp

…

BackboneUUNet,

MCI/World .


Servers IBM, HP, Sun, Dell, NEC, Hitachi, SNI, SGI, Unisys.

Channel Companies

Storage Subsystems EMC, STK, LSI Logic, MTI, Network Appliances … (Independents)

Data Networking

Public Data Networking

Cisco, 3COM, Lucent, Nortel, …

Telecom Equipment Wireline

Nortel, Lucent, Toshiba, NEC, Siemens, Mitel …

Telecom Equipment Wireless

Motorola, Lucent, Nokia, Ericsson, Nortel, Siemens,

NEC, Qualcomm, Panasonic…

Cisco, 3COM, Lucent/Ascend, Nortel/Bay Networks, New

Bridge, Cabletron, Intel, HP, Dell, IBM …

Target: OEMs


Target: HA VARS/Distributors

Channel Companies

Distributors Ingram Micro, Tech Data Corp., CHS Electronics, Merisel Inc., Inacom Corp., Pinacor, SYNNEX Information Tech., Access Graphics, KeyLink Systems, Gates/Arrow Distributing etc.

VARs Anixter Inc., Ameridata, Compucom Systems Inc., Lockheed Martin Federal, Future Now Inc., LMB, CIC Systems Inc. etc. (High Availability Telecom/Networks)

System Consultants Anderson Consulting, Cambridge Technology partners, Price Waterhouse Coopers, Bain, ATKearney, Mitchell Madison, Arthur Anderson etc.


Target: Disty Channels

Channel Companies

System Consultants Anderson Consulting, Cambridge Technology partners, Price Waterhouse Coopers, Bain, ATKearney, Mitchell Madison, Arthur Anderson etc.

System IntegratorsElectronic Data Systems Corp., IBM / North America Services, Computer Sciences Corp., GTE Corp., Martin Marietta / Information Group, Digital Equipment. / Digital Consulting, Unisys Corp., Science Applications Int’l Corp., TRW Inc./ Systems Integration Group, Hewlett-Packard Co./ Professional Services Div., ENTEX / Information Services, SHL Systemhouse Inc. etc


Vendor Affiliations

Middleware:BEA, Borland, Pramati,CORBA:Borland, IONAHigh Availability:SteelEye, StratusFileSystem:Sistina, IBIX, PolyserveManagement Software:Novadigm, Altiris, Opsware, Marimba, ON Technology,


Vendor Affiliations

Database:Oracle, Jboss, Caucho, EAI:TIBCO, Sterling, Vitria, webMethods, Sonic, SAP, Axway, BEAWeb Enabled Application Delivery:F5, Radware, Netscaler, <Redline>, Inkra, Array Ntwks,Pivia, Fineground, NortelSW Distribution Management:<Novadigm>, Altiris, Opsware, Marimba, ON Technology,


Storage Sub Systems


Clients

SAN

LAN Ntwk Mgmt WS

Storage Mgmt WS

Mgmt WS

Intelligent Uniform IP-based

Infrastructure

Present Data Center Infrastructue Future Infrastructue

Future Intelligent IP Infrastructure


Future Computing: Processes Driven

HBAInitiator

Target

Old model New model

ApplicationApplicationApplication

Initiator Initiator Initiator

Processes are the initiatorsHardware is the initiator

Allows applications to move storage

wherever they are - storage no longer

cares where they are

ID


Future: Application-Driven Storage Virtualization

Moving from storage associated with

servers...


...to storage associated with processes

Allows applications to move storage from the pool, wherever they are


Future - IP Based Infrastructure

Networks

Storage

VirtualizationProvisioningAutomation

Servers

TelecomIP

Infrastructure


IMEXRESEARCH.COM

Architecting Next Generation


Enterprise Network Storage


Agenda

•• Strategic Storage PlanStrategic Storage Plan

Managing HurdlesManaging Hurdles (Knowledge, Budget, Management)(Knowledge, Budget, Management)

•• Data Protection Data Protection

IssuesIssues (Existing Techniques/Pains)(Existing Techniques/Pains)

Techniques Techniques (Mirroring, Snapshots, Replication, CDP)(Mirroring, Snapshots, Replication, CDP)

•• Lowering TCOLowering TCO

Tiered StorageTiered Storage (Aligning Cost of Stg. w Value of Data)(Aligning Cost of Stg. w Value of Data)

Standardization/InterchangeabilityStandardization/Interchangeability (Investment Protect,Virtualize)(Investment Protect,Virtualize)

AutonomicsAutonomics (Lights Out Management)(Lights Out Management)

•• FuturesFutures

Information Classification & Mgmt Information Classification & Mgmt (Reference Metadata Engines) (Reference Metadata Engines)


Budget MandatesBudget Mandates

CEOs Mandate for CIOs: Do more for less

Migrate to Nex-Gen Infrastructure while protecting existing IT investments

Justify ROI/TCO (Acquisition + Operating Expenses)

Knowledge of Emerging TechnologiesKnowledge of Emerging Technologies

Keeping pace with new technologies, products, standards & management

Avoiding Pain Points - Backing up whole files, despite very little changed

Full restores when only a few bytes need to be put back

ManagementManagement• Managing Hodge-podgy growth and complexity

Standardizing on few configurations to reduce complexity

Establishing Data protection, Business Continuance/Disaster Recovery

ILM/Regulatory Compliance

Implementing Virtualization, Provisioning & Lights-out Storage Automation

Data Storage Hurdles

““Manage your data before it manages youManage your data before it manages you””


Data Explosion > Storage Revenues

0

1

2

3

4

5

6

7

8

9

10

2003 2004 2005 2006 2007 2008

Peta

byte

s of

Sto

rage

0

5

10

15

20

25

30

Stor

age

Reve

nues

$B

Normal PBPB with Accelerators*

*Realtime Data, VoIP, HPC, Grids, WebServices/XML

Storage Revenues


Storage Data -Types & Characteristics

• High $/GB • Low $/GB

• Milliseconds

• Moderate $/GB

• 1/10thsec to sec

Online Offline/VaultedMidline Nearline

• Med to Low $/GB

• Minutes to hours • Hours to days

Res

pons

e Ti

me

Current Business Critical Active data Hi-transaction data

Aged, Reference data - Images, records, BU emails Unalterable - regulatory

Centralized backup- Disk-to-Disk-to-Tape Staging to tape

% O

nD

isk

• 50% • 35% • 15% • Tape

Recoverable DataReference Data Buffered Data Dynamic DataArchived for BC/DR- Local, - Remote

Pric

e

Source:Maxtor


Tiered Storage for Data Life Cycles

Age of Data/Freq. of Access

Migrate back to high performance if need be

Restored from tape if need be

Spee

d of

Acc

ess/

Freq

uenc

y of

Cha

nge

Backup & Restore SW

Volatile Data

Fixed Data

Tape Archive



Nea

rline

Stor

age


•• GoalsGoals–– Operational ResilienceOperational Resilience

•• Designing HA systems to meet Designing HA systems to meet RTO RTO (a function of both type of failure & (a function of both type of failure & recovery technology deployed)recovery technology deployed)

–– Business ContinuanceBusiness Continuance•• Designing Reliable Data Copy Designing Reliable Data Copy

systems to meet RPO systems to meet RPO (point in time to (point in time to which data reverts to after an outage & which data reverts to after an outage & recovery)recovery)

–– Disaster Proof Processes Disaster Proof Processes (Including (Including planned outages)planned outages)

–– Understanding Business NeedsUnderstanding Business Needs•• Time to get back onlineTime to get back online

•• Critical Tier 1,Critical Tier 1,--2,2,--3 applications3 applications

•• Max sustainable downtime Max sustainable downtime

Data Protection

Recovery TimeObjective

RTOT-1 T0 T+1

Time at which Data Integrity last known

Time at which

Disruptive Event

Happens

Time at which

Recovery is Complete

Recovery Point Objective

RPO

Recovery Point

http://images.google.com/imgres?imgurl=http://www.oldemillhouse.com/catalog/images/ballwatchclock.jpg&imgrefurl=http://www.oldemillhouse.com/catalog/images/&h=350&w=350&sz=17&tbnid=fF6q8lZddIQJ:&tbnh=116&tbnw=116&hl=en&start=12&prev=/images%3Fq%3Dclock%26svnum%3D10%26hl%3Den%26lr%3D%26rls%3DGGLD,GGLD:2004-36,GGLD:en%26sa%3DN


Data Protection Technologies

•• Archiving Archiving

•• BackupBackup

•• MirroringMirroring–– Asynchronous, SynchronousAsynchronous, Synchronous

•• SnapshotsSnapshots–– Delta Snapshots, Full Snaps/Split Delta Snapshots, Full Snaps/Split

MirrorsMirrors

•• ReplicationReplication–– Offsite Tape Storage, HostOffsite Tape Storage, Host-- Host, Host,

ArrayArray--ArrayArray–– Network basedNetwork based

•• CDPCDP

Archiving

Continuous Data Protectn

Snapshots

Traditional Backup

Mirroring


Disk Storage Systems Market

DAS: -10%0

5,000

10,000

15,000

20,000

25,000

2003 2004 2005 2006 2007 2008

Rev

$M

SAN

DAS

NAS

SAN: 13%

NAS: 15%

cagr


3 Tier Computing Infrastructure

Uniform and ubiquitous physical Connectivity – “Wire Once”

Any user to any server via Internet

Any server to any server via the LAN

Any sever to any storage via the SAN

Dynamic Logical Binding of…

server network identification

server OS version

server application assignment

application data volumes

Resulting in

Application Mobility across servers

Data mobility across storage

ApplicationEnd-Users

Tier –1 Network Services:

- Web Servers, - Firewalls,

- Load balancers

Tier-2 Application Services:

- Application Servers

Tier-3 Data Base Services

- Database Servers- Storage

Storage

Internet

LAN

SAN


The iSCSI SAN





TCP iSCSI SCSI DATA




(iSCSI Initiator)

Client Workstations

SAN GigE

Switches



iSCSI SAN market on fast track

WW SAN Revenues

$-

$500

$1,000

$1,500

$2,000

$2,500

$3,000

$3,500

$4,000

$4,500

2001A 2002A 2003E 2004E 2005E 2006E

$M iSCSI

IB

Fibre Channel


Tiered Storage Devices by Price/Performance

Drive Interface

Drive Types

FC Drive

FC RAIDSAS RAID

Dual-PortSAS

SATA Drive

PC Chipset

5400 RPM7200 RPM

SATA

SAS HBA/RAID

SASSAS

SAS Drive

10K RPM15K RPM

SAS HBA

SATA

Dual Mode SAS/SATAHBA & RAID


Mainstream NAS/SAN


Desktop PCEntry NAS

Workstations


Future: IP Storage Management on a chip

Host Services Integration StorageProvisioning Layer

IP SAN Management Layer







(iSNS, CHAP, SRP)


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

HW Acceleration: TOE, iSCSI Offload, IPsec



IMEXRESEARCH.COM

High Availability



S/390MVSIBM Propl

S/390MVSIBM Propl



IBMIBM



Prop.

AS400

WinUNIX

Cluster Win


99.999% 99.9% 99.0%

$10K


0.1 101 100

Avg.Syst

Price

$100 K

$1 M

$10 M

z/390

z/390Sysplex

ClusteredUNIX



Application-Driven Storage Virtualization


servers...


...to storage associated with application

processes

New Model Allows applications to move storage from the

virtualized pool, wherever they may be

Old Model Server Hardware is the

initiator. Storage Drives are the Target


IMEXRESEARCH.COM

Blade Servers State of the Industry 2005Special Industry Keynote




S/390MVSIBM Propl

S/390MVSIBM Propl



IBMIBM



Prop.

AS400

WinUNIX

Cluster Win


99.999% 99.9% 99.0%

$10K


0.1 101 100

Avg.Syst

Price

$100 K

$1 M

$10 M

z/390

z/390Sysplex

ClusteredUNIX



Audio/Video Audio/Video On DemandOn Demand


Throughput : : market


100+ Teraflops


Data:: IMEX Research &

Rendering & Post-Production

Throughput = 1.2 GB/s texture & polygons


BioInformaticsBioInformaticsWall Street, DSSWall Street, DSS


http://www.sbg.bio.ic.ac.uk/images/new/main.gif

http://www.gene.com/gene/

http://www.immunex.com/index.html


End to End Internet

Web

Web

Web

Web

Web

Web

Web

Web

Data CenterApplicationsEdge

Directory Security Policy Management

Software OS Platform

AppApp

AppApp

AppApp

AppApp

DBDB

DBDB

DBDB

IP Storage Network

FC SAN IP SAN NAS NAS

InternetCoreOptical

Edge

HA, Secure Data Center


IMEX©2000-2005 IMEX Research All rights Reserved www.imexresearch.com/bladeservers.html

An Industry BriefModular Computing Brief Series 2004

the rise of

ComputingBlade


Server Architectures: Competitive Technologies

Scalable Perf. vs. Availability

Scal

able

Per

form

ance

AvailabilityUniP

MPP

FTSMP

Clustering

N-way SMP

i

46

83216

Perf

orm

ance

-tp

c

Number of Processors

w/8 way

Multinode Clusters

w/4 way

2

Performance: SMP vs. Clustering

Clustering

SerialMF

SMP

MPP

Performance

Pric

e

Price/PerformanceSerial vs.Parallel Computing


Server Market Segmentation - Platforms

Scale Out (Clustered Blade Servers)

Large SMPParallel Sysplex- Scalable Nodes, - Dynamic LPAR- SW Provisioning/VMWareIBM: i890/p690/z990SUN: SunFire 4800, 12K

Clusters High Availability/Hi Perform.Clusters- Linux/AIX/Solaris Clusters- HPC ClustersDELL: PowerEdge 6650ORACLE: 9iRAC/PE6650

Blade Servers High Density Rack Mount- Highly Integrated Dense Form Factor - Rapid Deployment, Flexible Architect. RLX: ServerBlade 300i, 800i, HP: 40b, pFUJITSU: BX300, DELL:1655 IBM: HS20, Sun:

Scal

e U

p (C

onso

lidat

ed S

MP

Serv

ers)



VirtualApplication

SpecificClusters

PhysicalClustered

Blades

Cluster VirtualizationCluster Virtualization

Virtualization – Blade Servers


Blades Servers - InfrastructureMidplane

W/ConnectorsTo Blades & Back

Modules

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……


Shared ModulesShared Modules

MC MC MC MC MC

Com

pute

Blad

e

MC

Chas

sis M

gmt B

l.

Stor

age B

lade

Com

pute

Blad

e

Netw

ork B

lade

Com

pute

Blad

e

MC

Mgmt SrvrIP Bus

Mgmt Bus

Chassis

Blades Management Architecture


$-

$2,000

$4,000

$6,000

$8,000

$10,000

Fact

ory

Rev

$M

2003 2004 2005 2006 2007 2008

WW Blade Servers Market Revenues by Major Target Market

IP T eleco m Enterprises (Lg & SM B )H igh P erfo rmance C o mp. ISP sEmbedded C o mputing

Blade Servers by Market Segments


Blade Server Shipments by CPUs

-500

1,0001,5002,0002,5003,0003,5004,0004,500

2003 2004 2005 2006 2007 2008

Uni

ts #

K

4-way+2-way1-way

Blade Server Shipments by CPUs


Blade Servers 2004ASP vs. Shipments

$-

$1,000

$2,000

$3,000

$4,000

$5,000

$6,000

Shipments #K

ASP

($)

RLXSun

Dell

FJ/FS

Others

HP

IBM

IBM

Blades – Market Leaders 2004


Blade Servers: Vendor Positioning Index(As of Sep.2004 - See IMEX Blade Servers Report 2005 for new data)

Stra

tegy

(Pot

entia

l)

Delivery (Success)

IBM

3UP

HP

DellTatung

NexcomIntel

RLX

Fujitsu Siemens

Supermicro

NEC

Sun Egenera

©20

03-0

5 IM

EX

Res

earc

h

Rackable SysVerari

Linux Networx Appro


Future Supply Chain – Blade Servers


Go-to-market: Channels of Distribution

Industry Structure

Channels of Distribution

Lg. SysIntegrator

VARS

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


Enclosure Blade Blade Blade Enclosure Blade Blade Blade Enclosure Blade Blade Blade BladeU 6 -- -- -- 6 -- -- -- 6 -- -- -- --GHz -- 0.7 0.8 0.9 -- 1.4 2.8 3.06 -- 1.5 2 2 2.8RAM -- 512 512 512 -- 512 512 512 -- 512 512 1,000 1,000Source LACC LACC LACC BestOptions ProVantage BestOptions BestOptions Advanced ProVantage TheNerds TheNerds TheNerds HPCost 2,499 785 895 895 2,233 950 2,200 2,235 2,233 5,270 6,019 11,884 15,498Price Erosion

Compaq BL10 Compaq BL20 Compaq BL40

N/A

IBM JS20Enclosure Blade Blade Blade Blade Blade Blade

U 7 -- -- -- -- -- --GHz -- 3.06 2 2.6 2.8 2.4 3.2RAM -- 512 512 512 512 512 512Source BestOptions TheNerds BestOptions Infinity Micro BestOptions BestOptions CDWCost 1,224 2,704 670 1,807 954 783 2,600Price Erosion

N/A

IBM HS20Blade Blade Blade Blade

U -- -- -- --GHz 0.65 0.65 1.53 1.53RAM 1000 2,000 1000 2,000Source CDW CDW CDW CDWCost 1,795 2,795 2,095 2,795Price Erosion

Sun Fire B100s Sun Fire B100x

Price Erosion – Blade Servers



OS

T

SERVICE LEVEL





SAN(Fibre

Channel)NAS

(IP)iSCSI

(IP)




Enterprise Market is cost conscious

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

2003 2004 2005 2006 2007 2008

SATA

P_SCSI

FC

SAS


InfiniBand rears up its head

• Low Cost IB 10G Silicon & Adapters

–– Very Low Cost 10G Host AdaptersVery Low Cost 10G Host Adapters•• Host Channel Adapter ~ $69 in volumeHost Channel Adapter ~ $69 in volume•• Switch Switch SiSi at less than $30 a port in volumeat less than $30 a port in volume

• Compelling price/performance • InfiniBand vs. 10GE Advantages in

the Short Term–– 15X 15X –– 20X price advantage 20X price advantage vsvs 10GE10GE–– 3X 3X –– 10X latency advantage10X latency advantage–– 10X 10X –– 20X CPU utilization advantage20X CPU utilization advantage–– 3X3X--5X throughput advantage5X throughput advantage

• Adoption by most majors• Products

–– InfiniBand to IPInfiniBand to IP–– InfiniBand to FCInfiniBand to FC–– Advanced ManagementAdvanced Management

*


The iSCSI SAN





TCP iSCSI SCSI DATA




(iSCSI Initiator)

Client Workstations

SAN GigE

Switches



TCP + iSCSI Offload Engines

EthernetIP

TCPiSCSI


File System

Typical 1GbE NIC

EthernetIP

TCPiSCSI

SCSI Device Driver

Volume ManagerFile System

EthernetIP

TCPiSCSI


File System

Hos

tSW

Ada

pter

Host CPU

HBA Hardware

HBA Firmware


IP SAN Management

Host Services Integration StorageProvisioning

Value-add IP SAN Features







(iSNS, CHAP, SRP)


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

HW Acceleration: TOE, iSCSI Offload, IPsecWeb

bas

ed G

UI

RA

ID



Application-Driven Storage Virtualization


servers...


...to storage associated with processes

Allows applications to move storage from the pool, wherever they are


New Initiator Model: Processes Driven

HBAInitiator

Target

Old model New model


Initiator Initiator Initiator

Processes are the initiatorsHardware is the initiator

Allows applications to move storage

wherever they are - storage no longer

cares where they are

ID


• System Files• OLTP- Banking- Retail- Securities- Airlines ...


ImagingImagingVideoVideo


• Medical Imaging• PrePress• CAD/CAM• Geo InfoSystems• Geophysical mapping• Oil/Gas Exploration• Satellite Telemetry...

• OLAP• Data Warehousing• Data Mining

• Numeric IntensiveComputing

• StatisticalModeling

• Chemicals/Fluid DynamicSimulations • Scientific Visualization

• Film/Video• Video Editing• Animation• VOD

IOPs(latency)

IntranetIntranet

(RAID - 1, 5, 6)

Data Data WarehousingWarehousing

(RAID - 0, 3)

500100MB/sec101 505

1K

10 K

100

10

1

• ElectronicCommerce

• Data Bases

• Email • Hits/day

Internets

Visual DBVisual DB• Object RDBMS• Visual Data Marts

Transaction Transaction ProcessingProcessing



Business Processing

Collaborative

Syst Infrastructure

Web Infrastructure

Decision Support

Numeric Intensive Computing

SW/Applic Development

WindowsLinux

Other O/SUnix

$-

$1,000

$2,000

$3,000

$4,000

$5,000

$6,000

$7,000

$8,000W

W R

even

ues

$M

Servers Market by Application & OS - 2002

Server Market by Application & OS

WW

Rev

enue

s $B

WW

Rev

enue

s $B



Nea

rline

Stor

age


Disk Storage Systems Market

DAS: -10%0

5,000

10,000

15,000

20,000

25,000

2003 2004 2005 2006 2007 2008

Rev

$M

SAN

DAS

NAS

SAN: 13%

NAS: 15%

cagr


Industry Std. Blocks for Open System Platform

SATANVRAM

FC Target

I/O Adapters Midplane3U Chassis

Baseboard

CPU

CPU BMC

HDD Carriers

(16)

Integrated Dual GbE6 High-BW PCI-X Slots

To 12GB DIMM

Dual Xeon™/Opteron™ Processor-Capable Platform

Management

SATA


Tiered Storage by Price/Performance


Mainstream NAS/SAN


Desktop PCEntry NAS

Workstations

Source:Maxtor

Drive Interface

Drive Types

FC Drive

FC RAID

SATA Drive

PC Chipset

5400 RPM7200 RPM

SATA

SAS HBA/RAID

SASSAS

SAS Drive

10K RPM15K RPM

SAS HBA


Enterprise Market – HDD FF Transitions

0%

20%

40%

60%

80%

100%

2003 2004 2005 2006 2007 2008

3.5" 10K3.5" 15K2.5" 10K2.5" 15K


• System Files• OLTP- Banking- Retail- Securities- Airlines ...


ImagingImagingVideoVideo


• Medical Imaging• PrePress• CAD/CAM• Geo InfoSystems• Geophysical mapping• Oil/Gas Exploration• Satellite Telemetry...

• OLAP• Data Warehousing• Data Mining

• Numeric IntensiveComputing

• StatisticalModeling

• Chemicals/Fluid DynamicSimulations • Scientific Visualization

• Film/Video• Video Editing• Animation• VOD

IOPs(latency)

IntranetIntranet

(RAID - 1, 5, 6)

Data Data WarehousingWarehousing

(RAID - 0, 3)

500100MB/sec101 505

1K

10 K

100

10

1

• ElectronicCommerce

• Data Bases

• Email • Hits/day

Internets

Visual DBVisual DB• Object RDBMS• Visual Data Marts

Transaction Transaction ProcessingProcessing



IMEXRESEARCH.COM

Next Generation


Servers