Blade Servers - IMEX Blade Servers TThhee nneexxtt TTssuunnaammii iinn CCoommppuuttiinngg && CCoommmmuunniiccaattiioonnss

  • View
    1

  • Download
    0

Embed Size (px)

Text of Blade Servers - IMEX Blade Servers TThhee nneexxtt TTssuunnaammii iinn CCoommppuuttiinngg &&...

  • BBBlllaaadddeee SSSeeerrrvvveeerrrsss

    TTThhheee nnneeexxxttt TTTsssuuunnnaaammmiii iiinnn

    CCCooommmpppuuutttiiinnnggg &&& CCCooommmmmmuuunnniiicccaaatttiiiooonnnsss

    An Industry Report 2010

    Author: Anil Vasudeva Chief Analyst, IMEX Research

    IMEX R E S E A R C H

  • Ch. 0 – Table of Contents 2 © 2003-10 IMEX Research

    Reproduction by any means strictly prohibited. Licensed to IMEX Client - Strictly for Single User, Single site, internal use only.

    1. Executive Summary The rise of Blade Computing........................................................... 2

    Data Center Requirements ......................................................................................... 2 Advantages of using Blade Servers.......................................................................... 3 Blade Architecture ...................................................................................................... 5

    Market Dynamics.............................................................................. 6 Blade Servers - WW Market Opportunity .................................................................. 6 Growth Drivers for Blade Servers ............................................................................. 6 Volume driven economics.......................................................................................... 6

    Market Segmentation by Applications ........................................... 7 Product Requirements in 3 Tier Computing............................................................. 7 Product Requirements in 3 Tier Computing............................................................. 8

    Blade Server Management............................................................... 9 Unique Management requirements for Blade Servers ............................................ 9 Unique Management requirements for Blade Servers .......................................... 10

    Standardization in Blade Servers ................................................. 10 Key Blade Server Technologies.................................................... 11

    Storage for Blade Servers ........................................................................................ 11

    Market Opportunity Sizing............................................................. 12 Blade Server market - on steroids........................................................................... 12

    Competitive Positioning & Strategies of Players ........................ 14 Market Share Leaders............................................................................................... 14 IBM the new leader in Blade Servers ...................................................................... 14 Intel spreads its wings in blades ............................................................................. 14

    Status of Blade Servers Marketplace 2010 .................................. 15 A new de facto blade server standard emerges..................................................... 15

    Industry Structure .......................................................................... 16 Manufacturer, Channel, End Users by Verticals .................................................... 16

    Blade Futures ................................................................................. 16 IP Everywhere - the Holy Grail ................................................................................. 16

    Recommendations ......................................................................... 17 Recommendations for Vendors............................................................................... 17 Recommendations for EU ........................................................................................ 17

    Recommendations for Investors 18

    T A B L E O F C O N T E N T S

  • Ch. 0 – Table of Contents 3 © 2003-10 IMEX Research

    Reproduction by any means strictly prohibited. Licensed to IMEX Client - Strictly for Single User, Single site, internal use only.

    2. Market Drivers & Industry Dynamics The Rise of Blade Computing ......................................................... 3

    Computer Architectures - Scaling Up vs. Scaling Out ............................................ 3 Deficiencies of Current Architectures....................................................................... 3 CISC vs. RISC..............................................................................................................................4 HW vs. SW Provisioning ..............................................................................................................5 The evolution of Blade Architectures ....................................................................... 5 Fabric Architecture for Blades......................................................................................................5 Shared I/O architectures ..............................................................................................................6 Growth Drivers for Blade Servers ............................................................................. 6 Towards de facto standardization ............................................................................. 7 Change is afoot on the server front. ......................................................................... 7 Intel Microprocessors Roadmap ............................................................................... 8 Xeon with 64 -bit extensions ........................................................................................................8 Xeon Product Line........................................................................................................................9 Itanium Product Line ....................................................................................................................9 Workload Types & Variations .................................................................................. 10 Managing Datacenters - Cost by Function Performed...............................................................10 Datacenter Workload Distribution ..............................................................................................10 Explosion in Data Base Size Growth....................................................................... 11 Scale-Up Versus Scale-Out Computing .................................................................. 11 WW Server Revenues by ScaleOut vs. ScaleUp Segments .....................................................12 Scaleout Computing...................................................................................................................12

    Integration....................................................................................... 12 Interconnects............................................................................................................. 12 Interconnects in Supercomputers ..............................................................................................13 Another approach from the startups ..........................................................................................13 Clustered Computing................................................................................................ 15

    Economics of Rack vs. Blade Servers ......................................... 16 Acquisition Costs...................................................................................................... 16 TCO Analysis............................................................................................................. 16 Assumptions...............................................................................................................................16 Evolution of the x86 Server Market............................................................................................18 Driving Factors Behind Blade Servers .......................................................................................18 Server Utilization and Quality-of-Service ...................................................................................19 Challenges .................................................................................................................................19

    State of IT Spending 2010.............................................................. 20 Data Center Requirements ............................................................ 21

    Data center Manageability .........................................................................................................21 Evolution of Storage for Blade Server Environments ........................................... 22

    Blade Server Storage - Requirements .......................................... 25 All Blades Are Not Created Equal ..............................................................................................25 Web/Edge Server Blades...........................................................................................................26 Flexible Midrange Server Blades ...............................................................................................26 Storage Blades...........................................................................................................................26 Rapid Increase in Areal Density Brings Opportunity..................................................................27

  • Ch. 0 – Table of Contents 4 © 2003-10 IMEX Research

    Reproduction by any means strictly prohibited.