exploring the next wave of 10gbe with crehan research

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Explore the Next Wave of 10GbE

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Webcast House Keeping

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2. Please submit your questions via the text/chat feature

3. We will do all Q&A at the end of the presentation

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Agenda

Emulex - Next Steps in Networking

Crehan Research - 10 Gigabit Ethernet (10GbE) Market Update

Emulex – The Maturing Converged Market Place

Q&A with Seamus Crehan

44

Shaun WalshVP Marketing, Emulex

Next Steps in Networking

5

Next Steps in Network Convergence

Storage

Universe

• 7ZB by 2013

• Big Data (Hadoop)

• SSDs drive performance

o

Virtual

Networking

• Universal Multi-Channel

• SR-IOV, VXLAN, GRE

• Virtual Networking

Cloud

Connectivity

• Cloud LOM Technology

• I/O Isolation

• Connect I/O Engine

Multi-Fabric

• RoCEE Low Latency

• Unified Multi-Fabric I/O

• 10GBASE-T, 16GFC

6

CompetitiveAdvantage

Lower CostGb and IOPS

Virtual MachineDensity

Drivers of 10GbE and Network Convergence

Increased Use of Virtual Resources for Real Work Loads!

7

Waves of 10GbE Adoption

10Gb LOM and Adapters for Blade Servers50% of IT Managers Cite Virtualization as the Driver of 10GbE in Blades

10G

bE A

dopt

ion

Wav

es

2010 2011 2013 Beyond2012

1-2 Socket Serverwith NICs and Modular LOMs

Cloud Container Servers for Web Giants and Telcos

FCoE Storage 25% of I/O10GbE LOM Everywhere

Sources:

Crehan Research Server-class Adapter and LOM Report

ESG Deployment Paper 2010

IDC WW External Storage Report 2010

IT Brand Pulse 10GbE Survey April 2010

10Gb NAS and iSCSI Drive IP SAN Storage for Unstructured Data

2-4 Socket X86 and Unix Rack Servers Drive 10Gb with Modular LOMs and UCNAs

Wav

e 1

Wav

e 2

Wav

e 3

Seamus Crehan

Founder, Crehan Research, Inc

Email: [email protected]

Phone: (650) 273-8400

10GbE Market Update

CREHAN RESEARCH Inc. restricted -- do not redistribute without permission

10GbE Server Adapter & LOM Port Shipments

• Ports growing ~ 20% Q/Q

• 1H11 port shipments of ~2.3 M

– Close to doubling Y/Y

• Very strong traction without:

– Romley/Sandy Bridge upgrade

– 10GBASE-T

– Strong macro economy

1Q092Q09

3Q094Q09

1Q102Q10

3Q104Q10

1Q112Q11

0.0

0.7

1.3Over 1 Million Ports per Quarter

©2011 CREHAN RESEARCH Inc.

10GbE Server Adapter/LOM Shipments

Po

rts

in M

illi

on

s


Current Market Adoption & Drivers

• Blade servers

– Virtualization

– Storage network attach

• Cloud & large production data centers

• Massive expansion of connected devices

• High-density server access switches

– Market close to doubling Y/Y

10CREHAN RESEARCH Inc. restricted -- do not redistribute without permission

Future Market Drivers

• Continuation of current

market drivers

• Romley/Sandy Bridge

• Convergence

– Storage – FCoE, iSCSI

– HPC – Low latency

• “Big Data”

• 10GBASE-T

11

2008A2009A

2010A2011E

2012E2013E

2014E2015E

0

21

42

1Gbe

10Gbe


Server Adapter/LOM Shipments


Po

rts

in M

illi

on

s

12

10GBASE-T Adapter/LOM Adoption

• Ramp starting in 2012– FlexLOM/daughter card– Native LOM– Stand-up cards – Numerous

high-density/high-volume server access switches

• Large installed base of Cat 6/6a data center cabling


0

12

24

KR (Internal Blade)

Other (CX-4, XPAK, etc.)

10G BASE-T

SFP+


Po

rts

in M

illi

on

s

10GbE Port Interface Shipments

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10GbE Adapter/LOM Pricing Trends

• Steep ASP declines– Multiport solutions– Increased copper mix – Mezzanine card and LOM

mix

• Significant 10GbE bandwidth discount on all major form-factors

• Cable and slot savings


Standup card Mezzanine card LOM $0

$25

$50

1Gbe 10Gbe


$ A

SP

per

Gig

abit

of

Ban

dw

idth

Server Adapter/LOM Bandwidth Pricing

Server Access Switches

• Ports growing ~ 20% Q/Q

• Quarterly run-rate >1M

ports

• Recent traction stronger in

Fixed/T-o-R

– High density 10GBASE-T

switches from numerous

vendors

– ASP per port halved since

200814


2008A2009A

2010A2011E

2012E2013E

2014E2015E

0

12

24

$0

$270

$540Blade

$ASP per Port Line (outer axis)


Po

rt S

hip

men

ts i

n M

illi

on

s (B

ars

)

Server Adapter/LOM Bandwidth Pricing

10GBASE-T Data Center Switch Adoption

• High-density fixed/top-of-rack

switches

• High-density chassis/modular

end-of-row line cards

• 10GBASE-T close to half of data

center switch ports by end of

2015

• More on-board LOM and pre-

installed cabling reduces

customers variable cost of

10GBASE-T adoption


2009A2010A

2011E2012E

2013E2014E

2015E

-25%

0%

25%

50%

10GBASE-T Switch Port %


% o

f To

tal

Dat

ace

nte

r S

wit

ch P

ort

Mix

10GBASE-T Data Center Switch Ports

BASE-T Factors for Speed Upgrade

• Power

• Cabling installed base

• LOM for rack servers

• Server-access switches

• Bandwidth discount


10GbE Pricing TrendsSwitch + Server Connection

• Significant bandwidth discount for 10GbE connection versus 1GbE connection

• Bandwidth discount continues to increase– ~40% in 2008– ~60% in 2011– ~70% in 2012

• Network hardware only – also incremental cable savings


2008A2009A

2010A2011E

2012E2013E

2014E2015E

$0

$450

$900

1GbE

10GbE


$ A

SP

per

Po

rt (

Sw

itch

+ S

erve

r)

Switch + Server Pricing Trends

Summary

• 10GbE server-class adapter & LOM shipments have reached significant volumes already.

• Traffic/device growth, virtualization, convergence, cloud and bandwidth cost savings have been, and will remain key drivers.

• Impending key drivers such as Romley/Sandy Bridge,10GBASE-T, more attractive pricing and emerging applications will propel next adoption stage.

• Expect 10GBASE-T to become majority of server-class adapter/LOM and data center switch connections.


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The Maturing Converged Market Place

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Evolution of 10GbE Network Convergence

10GbE LOM10GbE CNAsHW iSCSI/FCoE x86 and UnixBlade and Rack

HP iSCSI/FCoENetApp iSCSI/FCoEEMC iSCSI/FCoEDELL iSCSI/DCBIBM iSCSI/FCoE

Blade SwitchesBlade PTMsTOR SwitchesCore Directors

HP FlexFabricIBM Virtual FabricCisco UCSDell NPAR

VMware vNICsVirtual SwitchESX HW iSCSIESX FCoEVM vCenter

Converged Fabric-based Computing

Converged Adapters &

LOMs

Convergence for Server

Virtualization

Converged Switching

Converged Storage

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Wrap Up

10GBASE-T is Like Hanging Out with an Old Friend

Many Phase to Market Transitions and Implementation

Network Convergence is Coming; Best to be Ready

Management of Domains Will be the Most Challenging

10GBASE-T will drive 10GbE Cost in Racks

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THANK YOU

For more information, please contact Shaun Walsh949.922.7472 [email protected]

exploring the next wave of 10gbe with crehan research

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