Mellanox Analyst Day - October 25, 2013. Presented by Kevin Deierling, VP of Marketing

1. Storage, Cloud, Web 2.0, Big Data Driving Growth
Kevin Deierling − Vice President of Marketing
October 25, 2013

2. Delivering the Highest ROI Across all Markets
HPC
Web 2.0
DB/Enterprise
Cloud
Up to 10X
Performance and
Simulation Runtime
2X Hadoop
Performance
10X Database Query
Performance
12X More
Throughput
33% Higher GPU
Performance
Unlimited Scalability
13X Memcached
Performance
4X Price/
Performance
4X Faster VM Migration
More VMs per
Server and More
Bandwidth per VM
Support More Users
at Higher Bandwidth
Improve and
Guarantee SLAs
Lowest Latency
62% Better
Execution Time
42% Faster Messages
Per Second
Mellanox storage acceleration
software provides >80% more
IOPS (I/O operations per second)
Storage
© 2013 Mellanox Technologies
Financial Services
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3. Multi Billion Dollar Total Available Market (TAM)
1.9M HPC
2.2M in 2015, 8% CAGR
Servers
10.6M1
2.8M Web 2.0 & Cloud
3.5M in 2015, 11% CAGR
5.9M Enterprise Data Center
6.0M in 2015, 1% CAGR
Storage
3.4M1
Source: 1 IDC, Gartner; 2 VDC Research;
3 Assumes $400 ASP per end point;
4 Assumes $360 ASP per end point
Embedded
0.6M2
3.2M Front End
4.2M in 2015, 15% CAGR
0.2M Back End
0.4M in 2015, 24% CAGR
0.7M in 2015, 6% CAGR
14.6M End Points = $5.8B TAM3 in 2013
16.8M End Points = $6.0B TAM4 in 2015
© 2013 Mellanox Technologies
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4. Rapid Changes in the Market Creates Opportunities
 Software Defined Everything
Fibre Channel Revenue Dip Ahead
• Software defined network and storage
• Requires a smart, fast interconnect
May 3, 2013
 Cloud is the new data center
• Requires fast and scalable interconnect
• Convergence means no separate storage network
 Data intelligence requires highest throughput
 Flash SSD storage requires low latency
 RDMA critical for storage and database ROI
The Future Depends on Fastest Interconnects
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5. Uniquely Positioned to Capitalize on Shift to the Cloud
By 2016 Nearly 2/3 of Workloads Will Be in the Cloud
Work Load Distribution 2011-2016
7000
Workloads (millions)
6000
Delivering the Most Efficient Clouds
5000
4000
64%
3000
Efficient Virtualized Cloud
HyperScale
Massive Data Needs Big Pipes
2000
1000
0
39%
2011
2012
2013
2014
Cloud data center
2015
Convergence
Storage
Compute
2016
Traditional data center
Source:
http://www.cisco.com/en/US/solutions/collateral/ns341/ns525/ns537/ns705/ns1175/Cloud_Index_White_Paper.htm
Virtualization
Software
Defined
Networks
Acceleration
InfiniBand
RoCE
Fast Interconnect Enables Efficient Clouds
© 2013 Mellanox Technologies
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6. Supercomputers - Scale-Up Has Been Replaced by Scale-Out
Supercomputer ~1985
Scale-Up
HPC Cluster Today
Scale-Out
 Secular trend in computing: Scale-out clusters instead of Scale-up
 Scale-out clusters: De-Facto Solution for HPC, Web 2.0, Cloud, Business Intelligence
Fast Interconnect Enables Scale-out Clusters
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7. Storage is the New Connected Platform
 Storage following the scale-out pattern
 Exponential data growth requires high bandwidth
interconnects
 Convergence: “CompuStorage” Clusters (IDC)
• Blurring lines between compute and storage
 Mellanox storage business growing
• Both back-end and increasingly front-end
• Both in absolute terms and as a % of overall revenues
IDC Worldwide File & Object Based Storage
2013-2017 Forecast (Aug 8, 2013)
“… Scale-out file and object-based solutions …
are forecast to show robust growth with a CAGR
of 24.5% from 2012 to 2017.”
(Ashish Nadkarni, research director, storage systems
© 2013 Mellanox Technologies
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8. The First Wave of Commercial Scale-Out Compute/Storage
 Many of the World’s Largest Web 2.0 & Cloud Data Centers Run on Mellanox Interconnects
• InfiniBand and Ethernet (RoCE) RDMA interconnects are connecting HyperScale data centers
Mellanox & RDMA – “Secret Sauce” of the Data Center
© 2013 Mellanox Technologies
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9. Convergence: Eliminates Dedicated Storage Network
Single Interconnect for Compute, Networking, Storage
Storage – prio1
RDMA InfiniBand or Ethernet (RoCE*)
Management – prio2
vMotion – prio3
Networking – prio4
Compute
Networking
Storage
Converged Fabrics
56Gb/s InfiniBand
10/40Gb/s Ethernet
* RoCE: RDMA over Converged Ethernet
Web 2.0, Public & Private Clouds Converging on Fast RDMA Interconnects
© 2013 Mellanox Technologies
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10. Network Virtualization Requires Smart, Fast Interconnect
Software Defined Networks
OpenFlow
Virtual Network Management
Overlay Network Tunnels
End-to-End & Virtual Network Ready InfiniBand and Ethernet Portfolio
ICs
© 2013 Mellanox Technologies
Adapter Cards
Switches/Gateways
Host/Fabric Software
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Metro / WAN
Cables/Modules
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11. Big Data + Mobile Apps = FAST DATA
Big Data = Search History / Interests
Mobile: Location Information
Targeted Advertising = Revenue
 Generating real time, location based, targeted advertising is effective … but hard to do!
 Requires not just Big Data Analytics but Real-Time Analytics
 Real-Time Analytics requires fast data transfer for compute and storage
Fast Interconnect Enables Real-Time Analytics
© 2013 Mellanox Technologies
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12. Flash Storage Driving Need for Mellanox Front-End Interconnects
OceanStor
Dorado2100 G2
FlashSystem
ION Data
Accelerator
40GbE or
InfiniBand Ports
Gemini F600
40GbE or FDR InfiniBand Ports
EF540
© 2013 Mellanox Technologies
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13. Capitalizing on Explosive Growth in Data
 Data continues to grow exponentially
 HPC architecture being adopted by Web 2.0, cloud, storage
 Delivering the most efficient infrastructure
• Key competitive advantage for Web 2.0 & cloud
 Mellanox interconnects deliver more …
•
•
•
•
Performance
Convergence
Acceleration
Virtualization
© 2013 Mellanox Technologies
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14. Thank You
Thank You
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