Blade Servers Copying Prohibited - IMEX Research · Copying Prohibited Markets Drivers / Industry...
Transcript of 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]
© 2006 IMEX ResearchAll Rights Reserved
Copying ProhibitedContact IMEX for details
IMEX©2003-2006 IMEX Research All rights Reserved
© 2006 IMEX ResearchAll Rights Reserved
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
IMEX©2003-2006 IMEX Research All rights Reserved
© 2006 IMEX ResearchAll Rights Reserved
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
IMEX©2003-2006 IMEX Research All rights Reserved
© 2006 IMEX ResearchAll Rights Reserved
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%)
Source: Blade Servers 2006 Industry Report – © IMEX Research.com
IMEX©2003-2006 IMEX Research All rights Reserved
© 2006 IMEX ResearchAll Rights Reserved
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
IMEX©2003-2006 IMEX Research All rights Reserved
© 2006 IMEX ResearchAll Rights Reserved
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
Source: Blade Servers 2006 Industry Report – © IMEX Research.com
HA End to End Internet with Security Productswith Security Products
IMEX©2003-2006 IMEX Research All rights Reserved
© 2006 IMEX ResearchAll Rights Reserved
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
IMEX©2003-2006 IMEX Research All rights Reserved
© 2006 IMEX ResearchAll Rights Reserved
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
Source: Blade Servers 2006 Industry Report – © IMEX Research.com
IMEX©2003-2006 IMEX Research All rights Reserved
© 2006 IMEX ResearchAll Rights Reserved
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
Source: Blade Servers 2006 Industry Report – © IMEX Research.com
IMEX©2003-2006 IMEX Research All rights Reserved
© 2006 IMEX ResearchAll Rights Reserved
Copying ProhibitedThe Rise of PC Blades
PC Blades Revenues & ASP
2004 2005 2006 2007 2008 2009
Rev
$M
ASP
$
Source: Blade Servers 2006 Industry Report – © IMEX Research.com
IMEX©2003-2006 IMEX Research All rights Reserved
© 2006 IMEX ResearchAll Rights Reserved
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……
IMEX©2003-2006 IMEX Research All rights Reserved
© 2006 IMEX ResearchAll Rights Reserved
Copying ProhibitedBlade Servers – Market Leaders 2005 (by Rev)
Other
Others
Sun
Dell FJ/FSC
Hitachi
Rackable
IBM
HP
NEC
Source: Blade Servers 2006 Industry Report – © IMEX Research.com
IMEX©2003-2006 IMEX Research All rights Reserved
© 2006 IMEX ResearchAll Rights Reserved
Copying ProhibitedLeveraging Pricing to gain share
Blade Servers 2005 ASP vs. Unit Shipments
Unit Shipments (000s)
ASP
$
FJ/FSC Others
Dell
HP IBM
NEC
Source: Blade Servers 2006 Industry Report – © IMEX Research.com
IMEX©2003-2006 IMEX Research All rights Reserved
© 2006 IMEX ResearchAll Rights Reserved
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
IMEX©2003-2006 IMEX Research All rights Reserved
© 2006 IMEX ResearchAll Rights Reserved
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
Source: Blade Servers 2006 Industry Report – © IMEX Research.com
IMEX©2003-2006 IMEX Research All rights Reserved
© 2006 IMEX ResearchAll Rights Reserved
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
IMEX©2003-2006 IMEX Research All rights Reserved
© 2006 IMEX ResearchAll Rights Reserved
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
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
Data rate & capacity
Throughput : : DSL/Cable
100+ Teraflops
Throughput = 100 GB/s
Rendering (Texture & Polygons)
Throughput = 1.2 GB/s
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
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
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
IMEX©2003-2006 IMEX Research All rights Reserved
© 2006 IMEX ResearchAll Rights Reserved
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
IMEX©2003-2006 IMEX Research All rights Reserved
© 2006 IMEX ResearchAll Rights Reserved
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
IMEX©2003-2006 IMEX Research All rights Reserved
© 2006 IMEX ResearchAll Rights Reserved
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
IMEX©2003-2006 IMEX Research All rights Reserved
© 2006 IMEX ResearchAll Rights Reserved
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
IMEX©2003-2006 IMEX Research All rights Reserved
© 2006 IMEX ResearchAll Rights Reserved
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 %
IMEX©2003-2006 IMEX Research All rights Reserved
© 2006 IMEX ResearchAll Rights Reserved
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
IMEX©2003-2006 IMEX Research All rights Reserved
© 2006 IMEX ResearchAll Rights Reserved
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
IMEX©2003-2006 IMEX Research All rights Reserved
© 2006 IMEX ResearchAll Rights Reserved
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
IMEX©2003-2006 IMEX Research All rights Reserved
© 2006 IMEX ResearchAll Rights Reserved
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