the smartnic opportunity - napatech...hyperscale cloud operators telco cable managed services...

32 Napatech A/S © Copyright 2017

The SmartNICOpportunity Jarrod J.S. SiketChief Marketing Officer


Major Trends In Networking And Communications

Cloud Computing

Source: IDC

By 2

020

5GMobile

Internet ofThings

4BILLION

Connected People

25MILLION

Applications

25BILLION

Embedded Systems

50BILLION

Devices and Sensors

50TRILLION

Gbps of Data

Napatech A/S © Copyright 2017


Networking Disruption: Cloud-Mobile-IoT Era

We can learn from history:

• Few events-horizons at this scale

• Dominant firms disappeared

• Small firms became household names

• This is not just the next one

• It is the biggest one ever

Mai

nfra

me

Clie

nt -S

erve

rCl

oud-

Mob

ile-Io

T

Source: The 3rd Platform by IDC


The Cloud Sparked The Revolution

Hyperscale Data Centers, andPercentage of all Servers Deployed

Workloads Deployed:Traditional vs Cloud Data Centers

Standard, high-volume, low-cost servers are now widely deployed, and able to be used for advanced network and security applications

259

300

100

500

0

200

400

600

30%

10%

50%

0%

20%

40%

297

346399

447485

2015 2016 2017 2018 2019 2020

75%

300

100

500

0

200

400

600

2015 2016 2017 2018 2019 2020 2012 2013 2014 2015 2016

Cost-per-hour of standard compute servers

92%

Traditional Data Center (3% CAGR)Cloud Data Center (2% CAGR)

8%

25%

$0.64

$0.48

$0.28$0.35

Cost

per

hou

r*

$0.15


Applications Raced To The Cloud

Confidential intellectual property that will “never leave our walls for the cloud” in 2010…..

….Now support multi-billion dollar Cloud SaaS companies.

Revenue

Legal

Sourcecode

Bugs File Sharing

FinancialEmail Logs

Credentials

Security

PayrollUCS/PBX



Networks Are Transforming

In Order To Achieve:• Cloud-Scale Performance• Cloud-Scale Innovation• Cloud-Scale Economics• Cloud-Scale Security• Cloud-Scale Orchestration

A New Architecture Emerged:• Software Defined Networking• Network Virtualization• Server Virtualization• Network Functions Virtualization• Open: stack, compute, …..

Source: VMWARE


Networking Devices Are Transforming to Open Standard Compute Platforms

From Closed, ProprietaryVertical Systems



SmartNICs: When Standard Servers And NICs Fail To PerformTh

roug

hput

MPP

S

OVS with DPDK

Napatech

OVS with DPDK

Intel X710

5

37,240

20

60

CPU

Usa

ge (C

ores

)

2

12

4

6

8

10

14

16

2

16

10

30

50

OVS with DPDK

Napatech

OVS with DPDK

Intel X710

CPU

Usa

ge (C

ores

)

Compression with Napatech SmartNIC

SoftwareCompression

5

30

10

15

20

25

35

40

8xless CPU

usage

SmartNICs Are Faster SmartNICs Are More Efficient SmartNICs Save Money

40xless CPU

usage

7xPerformanceImprovement


FPGAs Fulfill The Cloud-Scale Networking Vision

https://www.microsoft.com/en-us/research/publication/configurable-cloud-acceleration/

Configurable Cloud ArchitectureBased on FPGAs

Intel Acquires Altera FPGAFor Record $16.7B

SmartNIC

FPGAOpen, standard,programmable,

fast

ASICClosed, propriety

and multi-yearrevision cycles

NPUClosed, propriety

and multi-yearrevision cycles

MultiCoreMIPS

Generalizedprocessors

unoptimizedfor task

ProprietaryCPU

Closed systemnot open

and standard

Standard chipsetsMulti-year

revisions, unableto offload

Napatech pioneered the use of FPGA-

based NICs for networking


New End-Users Emerge

ServiceProviders

Infrastructure andDefense

Enterprise

Hyperscale CloudOperators

TelcoCable

Managed Services

Fortune 5000BankingFinancial

ManufacturingHealthcare

CivilianDefense

Intelligence

Cloud and Data Center Services

Napatech aims to be the provider of Enterprise Cloud Networking Platforms for every IT organization,Providing cloud-scale hardware performance with the speed of software innovation


High-Growth Applications Require SmartNICs

Firewall

Next-Gen Firewall

Intrusion DetectionIntrusion Prevention

ForensicsThreat DetectionSecure Web Gateway

SurveillanceData Loss Prevention

Analytics

Trading

Network Recording

5G

CORD

vEPC

vIMS

Quality of Experience Service AssurancePerformance Monitoring

Load Balancer

SD-WAN

V-CPE

SDN Gateway

Packet Broker

Network Taps

Major market trends allow Napatech to expand to a new range of high-growth applications on virtualized servers in software defined networks

Cyber Security MobileBig Data Infrastructure Testing


New Routes to Market Emerge

Cyber Security MobileBig Data Infrastructure Testing

ServiceProviders

Infrastructureand Defense

EnterpriseCloud and Data center Services

Appl

icat

ions

Rout

es to

mar

ket

End-

user

s

Network OEM

Security OEM

Appliance ODM

Server OEM

Server ODM

Software ISV

Enterprise VAR

Direct Sales

Napatech Web Store

The expanding set of end-user demand, and new applications,Rapidly Extends Napatech’s Reach, via pre-existing routes to market.


Market is ready for growth:• Cloud early adopter success• Mass markets preparing

Large unit volume potential:• 12-15M servers shipped• 3-5M appliances shipped• Future CPUs with FPGA

Sizeable Revenue within reach:• 15% of devices with SmartNICs• 2.25M Servers/appliances• $1.1B target market with upside

The Time is NOW

Source: Gartner 2016 Hype Cycle For Networking & Communications Source: based on Infonetics, Crehan, Dell’Oro


Comprehensive Solution Provider

Easy to buy

Satisfy end-user demandvia their preferred

methods

PartnerEcosystem

ChannelProgram

SmartNIC Platform

Best in breed

Solution completion,Application benchmarks

ProfessionalServices

Ease of use

Low activation energy, Co-creation services


SmartNIC Platform Portfolio

Hardware

Software(FPGA, driver, APIs)

Virtualization(OVS Offload)

In-line(Fast Path)

Recorder(100% Capture)

Application Engines

PANDIONRecorder

Compression Open SourceCommunity

FuturesEncryption, Search…

ProfessionalServices

Application Store (Future)

Open Source Commercial

Technical Support Assessment Services Co-Creation Programs

XS S M L XL


Napatech Aspiration

In a Cloud-Mobile-IoT world, of software defined everything…..

Napatech’s Enterprise Cloud Networking Platform™

Flexibly offloads and secures standard, virtualized servers

To boost innovation and return valuable compute resources to services and revenue

Cloud-Scale PerformanceStunning benchmarksHigh speed, few cores

Cloud-Scale EconomicsStunning pricing,right mix of features

Cloud-Scale InnovationHW at SW speed, programmable

Cloud-Scale SecurityMicroSegmentation, Stateful, isolation, rules

A comprehensive portfolio of SmartNICs for every intelligent location in your cloud

From COTS standard servers, to high-end compute and appliances.

Standard SoftwareOVS, DPDK, fast-path

Scalable ProcessingIndustry FPGA metrics

Open, StandardCOTS HW, Open SW

OurWorld

OurCompany

TheBenefits

TheResults

Powered ByLeading Technology

In World-ClassProducts

Napatech aims to help companies reimagine their business,

By bringing cloud-scale economies to every network

To deliver the right data to the right place and the right time

Networking IP~15 years of HW+SW

the smartnic opportunity - napatech...hyperscale cloud operators telco cable managed services...

Documents