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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
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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
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Challenges of Blades and Networked Storage ..........................................................................27 Enterprise Class Reliability ........................................................................................................28 Data Security..............................................................................................................................28
Industry Road Map ......................................................................... 29 1st Generation Blade Servers .................................................................................. 29 Features .....................................................................................................................................29 2nd Generation Blade Servers................................................................................. 29 Second wave..............................................................................................................................29 Cost/tpm-c for Intel Industry Standard Servers vs. RISC Servers .............................................30
IP Everywhere - the Holy Grail ...................................................... 30
3. Market Segmentation & Product Requirements Market Overview............................................................................... 3
Market Segmentation by Application ........................................................................ 3
Market Segmentation ....................................................................... 4 Market Segmentation by 3 Tier Computing .............................................................. 4 Tier-1 Edge Computing ..............................................................................................................4 Tier 2 Application Servers ..........................................................................................................4 Tier-3 Back End Data Base Servers ..........................................................................................4 Product Requirements by Tiers-1, -2 & -3 Computing............................................. 5 Market Requirements in Tiered Computing .................................................................................5 Sizing of I/O Traffic in Tiered Computing .....................................................................................6
Computer Architectures - Scale-Up vs. Scale-Out ........................ 6
Market Segments by Platforms....................................................... 6
Product Requirements by Platforms .............................................. 8 Blade Servers:Storage Requirements....................................................................... 8 Server Blade Interconnect Requirements................................................................. 8 Blades: “The Key Attribute is Making Data Centers Cost Less” ..................................................8 Interconnect for Server, Switch, Storage I/O Blades ...................................................................8 InfiniBandTM Switch Fabric Advantages .....................................................................................8
Market Segmentation by Applications ........................................... 8 HPC - Enterprise/DB ..................................................................................................................10 High Performance Computing ................................................................................. 11 Situation..................................................................................................................... 12 Scale-Out Approach to Problem Solving ...................................................................................12 Scale-Up Versus Scale-Out .......................................................................................................12 Solution...................................................................................................................... 13 High-Performance Relational Data Storage...............................................................................13 Scale-Up Parallelism..................................................................................................................14 Web Service-based Architectures..............................................................................................14 Benefits ...................................................................................................................... 14 Performance and Utilization Improvements ...............................................................................15 Improved Productivity.................................................................................................................15
Ch. 0 – Table of Contents 5 © 2003-10 IMEX Research
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Improved Manageability .............................................................................................................15 Real-Time Response and Integrated Results Management......................................................15 Conclusion..................................................................................................................................15
Market Segments by Vertical Markets .......................................... 15 Health/Medical ........................................................................................................... 16 Financial/Banking ........................................................................................................ 16 Research/Academia ..................................................................................................... 17 Research Exploration/GIS ........................................................................................ 17 High-density Linux clusters ........................................................................................................17 Imaging.......................................................................................................................................17 Oil & Gas Exploration.................................................................................................................17 Utilities ....................................................................................................................... 17 Entertainment ............................................................................................................ 17 Graphics - Design & Rendering .................................................................................................17 Video, Film, Broadcast ...............................................................................................................18 Transportation........................................................................................................... 18 Engineering ............................................................................................................... 18 Manufacturing ........................................................................................................... 18 Government ............................................................................................................... 18 Defense ...................................................................................................................... 18 Education................................................................................................................... 19
Clustering........................................................................................ 19 The Growing Market for Clustering ......................................................................... 19 The Benefits of Cluster Computing Solutions ....................................................... 19 Linux Expertise...........................................................................................................................19 High Performance ......................................................................................................................19 High Availability ..........................................................................................................................20 Scalability ...................................................................................................................................20 Manageability .............................................................................................................................20 Cluster Applications ................................................................................................. 20
Cluster Product Requirements .................................................................................... 20
4. Market Demand Forecast & Market Shares Blade Servers Market Forecast ....................................................... 2
Standard Servers Market Size.................................................................................... 2 Blades, Racks vs. Tower Servers Penetration of Total WW Server Market........... 2 Servers Revenues by Form Factor ..............................................................................................2 Server Shipments by Form Factor ...............................................................................................2 Server Price Erosion by Form Factor...........................................................................................2
Blade Servers Market Opportunity Sizing...................................... 3 Bimodal Market ............................................................................................................................4
Blade Servers Market Forecast - Revenues, Units, ASP .............. 4
Blade Servers Market by Technology............................................. 6
Ch. 0 – Table of Contents 6 © 2003-10 IMEX Research
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Blade Servers by Operating System ......................................................................... 7 WW Blade Market Forecast by Major Market Segments ......................................... 9 Blades Product Mix by Processor - 2010.................................................................. 9 Blades Price Erosion by Processor 2009-2013 ...................................................... 10
WW Blades Market Shares ............................................................ 11 IBM the new leader in Blade Servers ...................................................................... 11 Blade Servers - Vendor Shares................................................................................ 12 WW Blade Server Market Shares by quarter.............................................................................12 A new de facto blade server standard emerges ........................................................................12 Intel spreads its wings in blades ................................................................................................13
Telecom Blades Market.................................................................. 14 Total ATCA Blades (Server +NonServer) Shipments 2009-13 .............................. 14 ATCA Server Blade Shipments 2009-13.................................................................. 14 ATCA Server & Non-Server* Blade Shipments (Units #K) ................................... 15 ATCA Server Blade Shipments (Units #K)............................................................. 15
Impact of Stds Based xTCA Blades on cPCI SBC Sales ............ 16
Street Pricing - Blade Servers ....................................................... 17
Storage for Blades.......................................................................... 18
Networking for Blades ................................................................... 20
5. Blades Technology Key Blade Server Technologies...................................................... 3
Key technologies in Computing & Communications Blades.................................. 3 State of Progression of Key Technologies............................................................... 3 IP SAN..........................................................................................................................................3 Status of iSCSI.............................................................................................................................3
Industry Initiatives............................................................................ 4 Cisco, Network Appliance, qLogic ............................................................................ 4 Microsoft Initiative - Chimney.................................................................................... 5 TCP Chimney...............................................................................................................................5 RDMA Chimney ...........................................................................................................................5 Technology Challenges.............................................................................................. 5 RDMA ........................................................................................................................... 6 Market Acceptance of IP SANs.................................................................................. 7
Players in Blade Servers by Market Segment................................ 7 Vendors by Technology Segment ............................................................................. 7
HPC.................................................................................................... 7 What are High Performance Computing Clusters?......................................................................7 HPC History..................................................................................................................................8 HPC Architecture .........................................................................................................................8
Ch. 0 – Table of Contents 7 © 2003-10 IMEX Research
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HPCC Building Block ...................................................................................................................8 Software Components..................................................................................................................9 Hardware Components ................................................................................................................9 Network and Server Interconnect.................................................................................................9 Management and Monitoring .....................................................................................................10
Networking Technologies.............................................................. 10 Evolution of 10 GbE.................................................................................................. 10 Marketplace and technical discontinuities will create unique and compelling opportunities: ....11 Tier-1: Web Servers .................................................................................................. 12 Goal............................................................................................................................................12 Key problems .............................................................................................................................12 Solutions.....................................................................................................................................12 Tier-2: Application Servers ...................................................................................... 12 Goal............................................................................................................................................12 Key problems .............................................................................................................................12 Solution space............................................................................................................................12 Tier 3: DB/Transactions............................................................................................ 12 Key problems .............................................................................................................................12 Solution space............................................................................................................................12 Typical Cluster Components ................................................................................... 13
Interconnect Contenders ............................................................... 13
Interconnect - Fibre Channel......................................................... 13 Characteristics .......................................................................................................... 13 Status ......................................................................................................................... 14
Interconnect - InfiniBand ............................................................... 14
Interconnect - TCP/IP/Ethernet...................................................... 15 Characteristics .......................................................................................................... 15 Status ......................................................................................................................... 15 Opportunities............................................................................................................. 15 Technology................................................................................................................ 15
Comparison - Interconnect Fabrics .............................................. 16 State of Cluster Interconnect Fabrics.........................................................................................16
Technology Issues ......................................................................... 17 Bandwidth.................................................................................................................. 17 Storage....................................................................................................................... 17 Slowly Improving Technologies .............................................................................. 17 Latencies ....................................................................................................................................17 WAN latency...............................................................................................................................17 LAN Latency...............................................................................................................................18 LAN II .........................................................................................................................................18
Scaling............................................................................................. 18 Memory Latency........................................................................................................ 18 TLB ............................................................................................................................. 18 Disk latency ............................................................................................................... 18
Ch. 0 – Table of Contents 8 © 2003-10 IMEX Research
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Cache ......................................................................................................................... 18 OS latency.................................................................................................................. 18 Heat Transfer ............................................................................................................. 19 Laptop chips are not the answer................................................................................................19 Desktops are not the answer .....................................................................................................19 Power Management is not the answer.......................................................................................19 Gut-Wrenching Nightmares ..................................................................................... 19 Issues - Summary ..................................................................................................... 19
Future: Application Aware Infrastructure .................................... 19 Application-centric Storage Virtualization.............................................................. 19 New Initiator Model: Processes Driven................................................................... 20
Move from ‘hardware as initiator’ to ‘application as initiator’.... 20 Performance Standards............................................................................................ 22 Server Benchmarks....................................................................................................................22 Client-System Benchmarks........................................................................................................22 Conclusion on Benchmarks .......................................................................................................23
Performance - x86 vs. UNIX ......................................................................................... 23
6. Competitive Product Positioning & Strategies Market Overview............................................................................... 7
Blade Servers Companies ............................................................... 8
Blade Server Companies & Position in Value-Add Chain ............ 9
Competitive Specs ......................................................................... 11
Competitive Prices ......................................................................... 24 Prices - Sun Blade Servers ...................................................................................... 24 Prices - IBM Blade Servers....................................................................................... 26 HS20 ..........................................................................................................................................26 HS40 ..........................................................................................................................................28 JS20 ...........................................................................................................................................29 Prices - Intel Blade Servers...................................................................................... 29
Altiris ............................................................................................... 29 Altiris broadens its horizons with server provisioning push ............................... 29 Impact assessment ....................................................................................................................29 Competitive landscape...............................................................................................................29 Assessment................................................................................................................................30 SWOT analysis ..........................................................................................................................31
Ammasso ........................................................................................ 32
AMD ................................................................................................. 32 Backgrounder............................................................................................................ 32 Competitors ................................................................................................................................33 Products..................................................................................................................... 34
Ch. 0 – Table of Contents 9 © 2003-10 IMEX Research
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Semiconductors .........................................................................................................................34 AMD Processor Pricing ..............................................................................................................34 Customers ................................................................................................................. 36 HPC - Govt. Academia..............................................................................................................36 HPC - Enterprise/DB ..................................................................................................................37
Amphus ........................................................................................... 37 ManageSite ................................................................................................................................37
Angstrom ........................................................................................ 38 Titan64 Quadrablade .................................................................................................................38 Titan64 Classic SuperBlade.......................................................................................................39 Delta Classic SuperBlade ..........................................................................................................39 Python Classic SuperBlade........................................................................................................39 Titan64 HPC SuperBlade...........................................................................................................39 Delta HPC SuperBlade ..............................................................................................................40 Python HPC SuperBlade............................................................................................................40 Creator SuperBlade ...................................................................................................................40
Arula Systems (KVM) ....................................................................... 40
Aspen Systems* ............................................................................. 40 Overview ....................................................................................................................................40 Product Line .............................................................................................................. 41 Blades - Glacier (Dual Xeon Processor) ....................................................................................41 Blades - Glacier (Quad Xeon Processor)...................................................................................41 Rackmounts ...............................................................................................................................41
Avamar (Storage Backup) .................................................................... 42 Axion Product Family ............................................................................................... 42 One Solution...............................................................................................................................42 Axion E .......................................................................................................................................42 Axion M ......................................................................................................................................42
Avocent Digital Desktops (KVM) ..................................................... 43
Banderacom (Infiniband) ................................................................... 43
BladeFusion.................................................................................... 43 IP-X100 ......................................................................................................................................43 IP-X1000 ....................................................................................................................................43
BladeLogic ...................................................................................... 44 Operations Manager ..................................................................................................................44
Boxx Technologies* ....................................................................... 44 Overview ....................................................................................................................................44 Product Line .............................................................................................................. 44
Broadcom/ServerWorks................................................................. 44 GrandChampion HE...................................................................................................................44 GrandChampion LE ...................................................................................................................45
Ch. 0 – Table of Contents 10 © 2003-10 IMEX Research
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GrandChampion SL ...................................................................................................................45 GrandChampion WS ..................................................................................................................45
Bull Computers (Blade Servers) ........................................................... 46 NovaScale Blade Series ............................................................................................................46
Caldera(Clustering) .............................................................................. 48
California Digital*............................................................................ 48 Backgrounder .............................................................................................................................48 Products..................................................................................................................... 49 Remote Management.................................................................................................................49
Checkpoint ...................................................................................... 49 Products..................................................................................................................... 49 Crossbeam X40S .......................................................................................................................49
Ciara Technologies (Blade Servers)................................................... 50 Blade BBX208............................................................................................................................50 Blade BBX416............................................................................................................................52 BCO714......................................................................................................................................53
Cluster File System ........................................................................ 55
Coventive ........................................................................................ 56 EX-3150 .....................................................................................................................................56
CoalSere(Storage - NAS) ..................................................................... 57
CoroSoft (Management SW)................................................................. 57
Cubix ............................................................................................... 58 BladeStation .............................................................................................................. 58 BladePoint ................................................................................................................. 58 XP4 Blade Server ...................................................................................................... 58 XL4 Blade Server....................................................................................................... 59
DataDirect Technologies (Storage for HPC Markets) ........................... 59 Target Market .............................................................................................................................59 Customers ..................................................................................................................................59 Products .....................................................................................................................................60
Dell................................................................................................... 60 Dell Blade Server Products ...................................................................................... 60 PowerEdge 1855 Blade Server..................................................................................................60 PowerEdge Rack Servers......................................................................................... 60 PowerEdge Performance Tower Series .................................................................. 61 PowerEdge SC Value Tower Series......................................................................... 61
eGenera ........................................................................................... 61 BladeFrame................................................................................................................ 61
Ch. 0 – Table of Contents 11 © 2003-10 IMEX Research
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cBlade & sBlade........................................................................................................ 62 pBlade ........................................................................................................................ 62
Ensim (Hosting Management Software)................................................... 63
F5 Networks (Networking).................................................................. 63
FalconStor (Storage Management Software)........................................... 63 IP Stor ........................................................................................................................................63
Fujitsu Siemens (Blade Servers) ........................................................ 64 Fujitsu Siemens Blade Server Products ................................................................. 64 Primergy BX300 .........................................................................................................................64 Product Comparison Tables.......................................................................................................64 Server Overview........................................................................................................ 65 Blade Servers ............................................................................................................ 65 PRIMERGY BX300 Server.........................................................................................................65 PRIMERGY BX600 Server.........................................................................................................65 Setup and Management Tools ...................................................................................................67 BX300 vs. BX 600 ......................................................................................................................68 Rack Servers ............................................................................................................. 68 Tower Servers ........................................................................................................... 68 Storage....................................................................................................................... 69 System Management .................................................................................................................69 Server Start (Installation) ...........................................................................................................69 Server View (Management) .......................................................................................................69 Remote View (Service Board)....................................................................................................69 ServerView (Integration) ............................................................................................................69 RemoteDeploy (Automated Remote Installation).......................................................................69 ADS (Automated Deployment Services - Microsoft Windows Server 2003) .............................69 DeskView (Management for business clients) ...........................................................................69 System Solutions...................................................................................................... 69 Disaster Tolerance: Primergy Duplex Data Manager ................................................................69 Clustering Index .........................................................................................................................69 Microsoft Cluster Server.............................................................................................................70 Oracle Parallel Server ................................................................................................................70 FSC Reliant Cluster for Linux.....................................................................................................70 Primergy RX100.........................................................................................................................72 Primergy L200............................................................................................................................72 Primergy P250 ...........................................................................................................................72 Primergy RX300.........................................................................................................................72 Primergy R450 ...........................................................................................................................72 Primergy T850............................................................................................................................72
GoAhead Software ......................................................................... 72 SelfReliant 7500......................................................................................................... 72
HP .................................................................................................... 74 Proliant ISS Servers.................................................................................................. 75 HP Blade Server Products........................................................................................ 75 BL10e .........................................................................................................................................75 BL20p .........................................................................................................................................76 Product Comparison Tables.......................................................................................................76
Ch. 0 – Table of Contents 12 © 2003-10 IMEX Research
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ProLiant BL10e G2.....................................................................................................................79 ProLiant DL 320 G2 ...................................................................................................................79 ProLiant DL 380 G3 ...................................................................................................................79 ProLiant DL760 G2 ....................................................................................................................80 ProLiant ML330 G3 ....................................................................................................................80 ProLiant ML370 G3 ....................................................................................................................80 ProLiant ML570 G2 ....................................................................................................................80
Ibrix (Storage File System)....................................................................... 80
IBM (Blade Servers) ............................................................................. 81 IBM Blade Server Products ...................................................................................... 81 BladeCenter HS20 .....................................................................................................................81 Blade Servers........................................................................................................ 81 BladeCenter (Chassis).............................................................................................. 84 Switch Module ........................................................................................................... 84 IBM Blade Center Product Specs ..............................................................................................84 BladeCenter HS20..................................................................................................... 86 BladeCenter HS40..................................................................................................... 86 JS20............................................................................................................................ 86
InfiniCon.......................................................................................... 87 InfiniServ 7000 HCA.................................................................................................. 87
Inkra (Switches).................................................................................. 87 Company....................................................................................................................................87 Market ........................................................................................................................................87 Products .....................................................................................................................................88 Strategy ......................................................................................................................................88 Funding ......................................................................................................................................89 Inkra Team .................................................................................................................................89
Intel .................................................................................................. 91 Blade Servers ............................................................................................................ 91 Features & Benefits....................................................................................................................91 Benefits ......................................................................................................................................91 Key Features of Industry Standard Servers...............................................................................92 Intel’s Blade OEMs.................................................................................................... 94 Intel’s WW Blade Distributors.................................................................................. 95 Germany.....................................................................................................................................95 France ........................................................................................................................................95 Spain ..........................................................................................................................................95 UK ..............................................................................................................................................95
LeoStream....................................................................................... 96 LeoStream VMC (Virtual Machine Controller) ........................................................ 96
Mellanox Technologies .................................................................. 97 InfiniHost HCA Card.................................................................................................. 97
Moonlight Systems......................................................................... 97
Ch. 0 – Table of Contents 13 © 2003-10 IMEX Research
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NEC.................................................................................................. 98 NEC Express5800/BladeServer".............................................................................. 98
NexCom (Blade Servers) ..................................................................... 98 Company.................................................................................................................... 98 Products..................................................................................................................... 98 Blade Systems ...........................................................................................................................98 Server Blade...............................................................................................................................99 Accessory Blade ........................................................................................................................99 HS 420A.....................................................................................................................................99 HS 416 .......................................................................................................................................99 HS 309 .......................................................................................................................................99 HS318A....................................................................................................................................100 HS309 ......................................................................................................................................100
OceanLake .................................................................................... 104 mScope .................................................................................................................... 104
OmniCluster (14South Networks) ............................................... 105 ApplianceBlade ....................................................................................................... 105
PolyServe ...................................................................................... 105 UNIX Replacement ..................................................................................................................107 Server Consolidation................................................................................................................108 Data Consolidation...................................................................................................................109 Matrix HA..................................................................................................................................109
Polywell Computers ..................................................................... 111
Precision I/O ................................................................................. 114
Quadrics........................................................................................ 115
RLX Technologies ........................................................................ 115 RLX ServerBlade Systems.......................................................................................................117 Product Line .............................................................................................................................120 Prices - 8 Blades System Solution...........................................................................................120 Blade Management SW - Control Tower XT............................................................................122 Integration of RLX Server Blade & NAS Storage.....................................................................122 Blast Cluster Solution...............................................................................................................122 HPC Cluster Manager ..............................................................................................................123 Compute Cluster Solution ........................................................................................................123 MPI Compute Cluster Solution.................................................................................................123
Sun Microsystems........................................................................ 124 Blade Servers .......................................................................................................... 124 Top Selling points of Sun Blades .......................................................................... 126
Sychron ......................................................................................... 128
Tatung ........................................................................................... 128 Application of Blade Server......................................................................................................128
Ch. 0 – Table of Contents 14 © 2003-10 IMEX Research
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Products................................................................................................................... 129 TUD-2016.................................................................................................................................129 TUD-3011.................................................................................................................................132 TUD-4010 Server Blade Specifications ...................................................................................135
Veritas (Blade Servers Management SW) .............................................. 137 Blade Management in the Data Center.................................................................. 137 Blade Server Management Architecture ............................................................... 138 Blade Server Management Module........................................................................ 139 Integrated Switch Management ............................................................................. 140 Deployment Manager by VERITAS OpForce ..........................................................................141 Standard-based Building Blocks for Blade Management ................................... 142 Integrated Blade Server Diagnostics .................................................................... 142
Conclusion................................................................................................................... 143
7. Suppliers: Portfolio & Strategies Adaptec, Inc....................................................................... 11
Overview .................................................................................................................... 11 Management .............................................................................................................. 11 Financials................................................................................................................... 12 Products..................................................................................................................... 12 Competition ............................................................................................................... 16
Alacritech........................................................................... 16
Overview .................................................................................................................... 16 Management .............................................................................................................. 17 Financials................................................................................................................... 17 Products..................................................................................................................... 17 Competition ............................................................................................................... 21
Altiris .................................................................................. 22
Overview .................................................................................................................... 22 Management .............................................................................................................. 22 Financials................................................................................................................... 22 Products..................................................................................................................... 23 Competition ............................................................................................................... 25
AMD .................................................................................... 25 Overview .................................................................................................................... 25 Management .............................................................................................................. 25 Financials................................................................................................................... 28 Products..................................................................................................................... 28 Competition ............................................................................................................... 28
Amphus.............................................................................. 29
Overview .................................................................................................................... 29
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Management .............................................................................................................. 29 Financials................................................................................................................... 29 Products..................................................................................................................... 29 *Competition.............................................................................................................. 31
Angstrom ........................................................................... 31
Overview .................................................................................................................... 31 Management .............................................................................................................. 31 *Financials ................................................................................................................. 31 Products..................................................................................................................... 31 *Competition.............................................................................................................. 32
Appro.................................................................................. 32
Overview .................................................................................................................... 32 *Management............................................................................................................. 32 *Financials ................................................................................................................. 32 Products..................................................................................................................... 32 *Competition.............................................................................................................. 34
Avocent .............................................................................. 34 Overview .................................................................................................................... 34 Management .............................................................................................................. 35 Financials................................................................................................................... 35 Products..................................................................................................................... 35 Competition ............................................................................................................... 36
Artesyn Technologies....................................................... 37
Overview .................................................................................................................... 37 Management .............................................................................................................. 37 Financials................................................................................................................... 37 Products..................................................................................................................... 37 Competition ............................................................................................................... 38
Banderacom (NetEffect) ................................................... 38
Overview .................................................................................................................... 38 Management .............................................................................................................. 39 Financials................................................................................................................... 39 Products..................................................................................................................... 39 *Competition.............................................................................................................. 40
BladeLogic......................................................................... 40 Overview .................................................................................................................... 40 *Financials ................................................................................................................. 40 Management .............................................................................................................. 40 Products..................................................................................................................... 40 *Competition.............................................................................................................. 41
Caldera (SCO).................................................................... 42
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Overview .................................................................................................................... 42 Management .............................................................................................................. 42 Financials................................................................................................................... 42 Products..................................................................................................................... 42 *Competition.............................................................................................................. 43
CentauriNet /Teraforce ..................................................... 43
Overview .................................................................................................................... 43 Management .............................................................................................................. 43 Financials................................................................................................................... 43 Products..................................................................................................................... 43 *Competition.............................................................................................................. 44
CenterRun.......................................................................... 44
CheckPoint ........................................................................ 44
Overview .................................................................................................................... 44 Management .............................................................................................................. 44 Financials................................................................................................................... 44 Products..................................................................................................................... 45 Competition ............................................................................................................... 47
Continuous Computing .................................................... 48
Overview .................................................................................................................... 48 Management .............................................................................................................. 49 Financials................................................................................................................... 49 Products..................................................................................................................... 50 *Competition.............................................................................................................. 54
Coventive Technologies................................................... 54
Overview .................................................................................................................... 54 *Management............................................................................................................. 54 *Financials ................................................................................................................. 54 Products..................................................................................................................... 54 *Competition.............................................................................................................. 55
Computer Associates ....................................................... 56 Overview .................................................................................................................... 56 Management .............................................................................................................. 56 Financials................................................................................................................... 56 Products..................................................................................................................... 56 *Competition.............................................................................................................. 57
CoalSere............................................................................. 57
Overview .................................................................................................................... 57 Management .............................................................................................................. 58 *Financials ................................................................................................................. 58 Products.................................................................................................................... 58 *Competition.............................................................................................................. 58
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Corosoft ............................................................................. 58
Overview .................................................................................................................... 58 Management .............................................................................................................. 59 *Financials ................................................................................................................. 59 Products..................................................................................................................... 59 *Competition.............................................................................................................. 60
Cubix .................................................................................. 60 Overview .................................................................................................................... 60 Management .............................................................................................................. 60 Financials................................................................................................................... 61 Products..................................................................................................................... 61 *Competition.............................................................................................................. 62
Dell...................................................................................... 62
Overview .................................................................................................................... 62 Management .............................................................................................................. 62 Financials................................................................................................................... 63 Products..................................................................................................................... 63 Competition ............................................................................................................... 64
eGenera.............................................................................. 64
Overview .................................................................................................................... 64 Management .............................................................................................................. 65 Financials................................................................................................................... 65 Products..................................................................................................................... 65 Competitors............................................................................................................... 66
Ensim ................................................................................. 66
Overview .................................................................................................................... 66 Management .............................................................................................................. 67 *Financials ................................................................................................................. 67 Products..................................................................................................................... 67 *Competition.............................................................................................................. 69
F5 Networks....................................................................... 69 Overview .................................................................................................................... 69 Management .............................................................................................................. 70 Financials................................................................................................................... 70 Products..................................................................................................................... 70 *Competition.............................................................................................................. 71
FalconStor ......................................................................... 71
Overview .................................................................................................................... 71 Management .............................................................................................................. 72 Financials................................................................................................................... 72 Products..................................................................................................................... 73 Competition ............................................................................................................... 78
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FiberCycle.......................................................................... 78
Overview .................................................................................................................... 78 Management .............................................................................................................. 79 *Financials ................................................................................................................. 79 Products..................................................................................................................... 79 *Competition.............................................................................................................. 79
Force Computers .............................................................. 79 Overview .................................................................................................................... 79 Management .............................................................................................................. 80 Financials................................................................................................................... 80 Products..................................................................................................................... 80 *Competition.............................................................................................................. 81
Fujitsu Seimens................................................................. 82
Overview .................................................................................................................... 82 Management .............................................................................................................. 82 Financials................................................................................................................... 82 Products..................................................................................................................... 82 Competition ............................................................................................................... 83
Gateway ............................................................................. 84
Overview .................................................................................................................... 84 Management .............................................................................................................. 84 Financials................................................................................................................... 84 *Competition.............................................................................................................. 84
GoAhead Software ............................................................ 85
Overview .................................................................................................................... 85 Management .............................................................................................................. 85 *Financials ................................................................................................................. 85 Products..................................................................................................................... 85 *Competition.............................................................................................................. 86
HP ....................................................................................... 87 Overview .................................................................................................................... 87 Management .............................................................................................................. 87 Financials................................................................................................................... 87 Products..................................................................................................................... 88 Competition ............................................................................................................... 89
IBM...................................................................................... 90
Overview .................................................................................................................... 90 Management .............................................................................................................. 90 Financials................................................................................................................... 90 Products..................................................................................................................... 90 Competitors............................................................................................................... 91
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Intel..................................................................................... 92
Overview .................................................................................................................... 92 Management .............................................................................................................. 92 Financials................................................................................................................... 92 Products..................................................................................................................... 92 Competitors............................................................................................................... 93
InfiniCon............................................................................. 94 Overview .................................................................................................................... 94 Management .............................................................................................................. 94 Financials................................................................................................................... 95 Products..................................................................................................................... 95 *Competition.............................................................................................................. 95
Jareva (VERITAS).............................................................. 96
Overview .................................................................................................................... 96 Management .............................................................................................................. 97 Financials................................................................................................................... 97 Products..................................................................................................................... 98 Competition ............................................................................................................... 99
Lawrence Berkeley National Laboratory....................... 100
Overview .................................................................................................................. 100
Los Alamos National Laboratory................................... 101 Overview .................................................................................................................. 101
M&A Technologies.......................................................... 102
*Overview................................................................................................................. 102 Management ............................................................................................................ 102 *Financials ............................................................................................................... 102 Products................................................................................................................... 102 *Competition............................................................................................................ 102
Mellanox Technologies................................................... 103 Overview .................................................................................................................. 103 Management ............................................................................................................ 103 Financials................................................................................................................. 104 Products................................................................................................................... 104 Competitors............................................................................................................. 104
Microsoft .......................................................................... 105 Overview .................................................................................................................. 105 Management ............................................................................................................ 105 Financials................................................................................................................. 105 Products................................................................................................................... 106 Competitors............................................................................................................. 106
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MigraTEC ......................................................................... 107
Overview .................................................................................................................. 107 *Management........................................................................................................... 107 *Financials ............................................................................................................... 107 Products and Services ........................................................................................... 107 *Competition............................................................................................................ 107
MontaVista Software....................................................... 108 Overview .................................................................................................................. 108 Management ............................................................................................................ 108 Financials................................................................................................................. 108 Products................................................................................................................... 108 Competitors............................................................................................................. 109
Motorola ........................................................................... 110
Overview .................................................................................................................. 110 Management ............................................................................................................ 110 Financials................................................................................................................. 110 Products................................................................................................................... 110 Competition ............................................................................................................. 111
MPC Computers (MicronPC) .......................................... 112
Overview .................................................................................................................. 112 Management ............................................................................................................ 112 Financials................................................................................................................. 112 Products................................................................................................................... 112 *Competition............................................................................................................ 112
NEC................................................................................... 113
Overview .................................................................................................................. 113 Management ............................................................................................................ 113 Financials................................................................................................................. 113 Products................................................................................................................... 113 *Competition............................................................................................................ 113
Network Appliance.......................................................... 114 Overview .................................................................................................................. 114 Management ............................................................................................................ 114 Financials................................................................................................................. 114 Products................................................................................................................... 114 Competition ............................................................................................................. 115
Newisys............................................................................ 116
Overview .................................................................................................................. 116 Management ............................................................................................................ 116 Financials................................................................................................................. 116 Products................................................................................................................... 116 *Competition............................................................................................................ 116
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Nexcom ............................................................................ 117
Overview .................................................................................................................. 117 Management ............................................................................................................ 117 Financials................................................................................................................. 117 Products................................................................................................................... 117 *Competition............................................................................................................ 119
Nortel Networks............................................................... 120 Overview .................................................................................................................. 120 Management ............................................................................................................ 120 Financials................................................................................................................. 120 Products................................................................................................................... 120 Competition ............................................................................................................. 120
Novadigm (HP) ................................................................ 121
Overview .................................................................................................................. 121 Management ............................................................................................................ 121 Financials................................................................................................................. 121 *Products ................................................................................................................. 122 Competition ............................................................................................................. 122
Omnicluster (14 South Networks) ................................. 123
Overview .................................................................................................................. 123 Management ............................................................................................................ 123 Financials................................................................................................................. 123 Products................................................................................................................... 123 *Competition............................................................................................................ 124
Opsware ........................................................................... 124
Overview .................................................................................................................. 124 Management ............................................................................................................ 124 Financials................................................................................................................. 124 Products................................................................................................................... 125 Competition ............................................................................................................. 125
OSA Technologies (Avocent)......................................... 125 Overview .................................................................................................................. 125 Management ............................................................................................................ 126 Financials................................................................................................................. 126 Products................................................................................................................... 126 Competition ............................................................................................................. 127
Paceline Systems (Motorola) ......................................... 127
Overview .................................................................................................................. 127 Products................................................................................................................... 127
Performance Technologies ............................................ 128
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Overview .................................................................................................................. 128 Management ............................................................................................................ 128 Financials................................................................................................................. 128 Products................................................................................................................... 128 Competition ............................................................................................................. 130
PFU ................................................................................... 130
Products................................................................................................................... 130
Plate Spin......................................................................... 130 Products................................................................................................................... 130
PLX Technology .............................................................. 131
Overview .................................................................................................................. 131 Management ............................................................................................................ 131 Financials................................................................................................................. 131 Products................................................................................................................... 132 Competition ............................................................................................................. 132
PolyServe......................................................................... 132 Overview .................................................................................................................. 132 Management ............................................................................................................ 132 Financials................................................................................................................. 133 Products................................................................................................................... 133 *Competition............................................................................................................ 133
ProMicro........................................................................... 133
Overview .................................................................................................................. 133 Products................................................................................................................... 133
qLogic .............................................................................. 134 Products................................................................................................................... 134
Racemi ............................................................................. 134
Overview .................................................................................................................. 134 Management ............................................................................................................ 134
Racksaver ........................................................................ 135
Management ............................................................................................................ 135 Products................................................................................................................... 135
Radisys ............................................................................ 138 Overview .................................................................................................................. 138 Management ............................................................................................................ 138 Financials................................................................................................................. 138 Products................................................................................................................... 138 Competition ............................................................................................................. 139
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Raritan.............................................................................. 139
Overview .................................................................................................................. 139 Management ............................................................................................................ 140 Products................................................................................................................... 140
RealScale Technologies ................................................. 141
Overview .................................................................................................................. 141 Management ............................................................................................................ 141 Products................................................................................................................... 141
Resonate .......................................................................... 141
Products................................................................................................................... 141
RLX Technologies........................................................... 142 Overview .................................................................................................................. 142 Management ............................................................................................................ 142 Financials................................................................................................................. 142 Products................................................................................................................... 142 Competition ............................................................................................................. 144
SBS Technologies........................................................... 145
Overview .................................................................................................................. 145 Management ............................................................................................................ 145 Financials................................................................................................................. 145 Products................................................................................................................... 145
Scalant ............................................................................. 146
Overview .................................................................................................................. 146 Management ............................................................................................................ 146 Products................................................................................................................... 146
Scali.................................................................................. 146
Products................................................................................................................... 146
Sun ................................................................................... 147 Overview .................................................................................................................. 147 Management ............................................................................................................ 148 Financials................................................................................................................. 148 Products................................................................................................................... 148 Competition ............................................................................................................. 150
TerraSpring...................................................................... 150
Think Dynamics............................................................... 150
VMWare (EMC)................................................................ 150 *Overview................................................................................................................. 150
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*Management........................................................................................................... 150 *Financials ............................................................................................................... 150 *Products ................................................................................................................. 150 *Competition............................................................................................................ 150
Zentra Solutions/Rebel.com........................................... 150
Overview .................................................................................................................. 150 Products................................................................................................................... 151
Zetari ................................................................................ 151 Overview .................................................................................................................. 151
8. Channels of Distribution Blade Servers - Industry Structure ................................................. 3
Channel Financials ..................................................................................................... 3
SMB Market OpportunityBlade Servers Supply Chain ................. 4
Blade Servers Supply Chain............................................................ 5 Notebook Computers ODM Suppliers....................................................................... 5 Blade Servers - ODM Suppliers - ............................................................................... 5
System Integrator Programs ........................................................... 6 ISVs .............................................................................................................................. 6 Vendor ISV programs...................................................................................................................6 ISV Program Plans...................................................................................................... 6 ISVs by Vertical Markts............................................................................................... 6 Cross-Industry ..............................................................................................................................6 Government..................................................................................................................................6 Education .....................................................................................................................................7 Healthcare....................................................................................................................................7 ISVs by Certification ................................................................................................... 7 ISV by Geography ....................................................................................................... 7 Europe.......................................................................................................................... 7
Channel Programs............................................................................ 8
Support.............................................................................................. 8 Pricing and Distribution ................................................................................................................8 Promotions ...................................................................................................................................9 Newsroom ....................................................................................................................................9 Events - Roadshows & Convention participation.........................................................................9 Channel Sales - Organizations & Responsibilities.......................................................................9 Technical Support ........................................................................................................................9
Channel Partners............................................................................ 10 Intel Blade Servers OEMs’s & Resellers ................................................................. 10
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Anders & Rodewyk...........................................................................................................................10 Intel Reseller center .................................................................................................. 11
Distributors ..................................................................................... 12 North America ........................................................................................................... 12
Top 500 VARs ................................................................................. 13
Global 500 Companies by Vertical Industries.............................. 22 Aerospace & Defense ................................................................................................................22 Banking ......................................................................................................................................23 Insurance....................................................................................................................................24 Business Services & Supplies....................................................................................................24 Capital Goods.............................................................................................................................24 Chemicals...................................................................................................................................24 Conglomerates...........................................................................................................................25 Construction ...............................................................................................................................25 Consumer Durables ...................................................................................................................25 Diversified Financials .................................................................................................................25 Drugs & Biotechnology...............................................................................................................26 Food Markets .............................................................................................................................26 Food Drink & Tobacco ...............................................................................................................26 Health Care Equipment & Services ...........................................................................................26 Materials.....................................................................................................................................27 Media..........................................................................................................................................27 Oil & Gas Operations .................................................................................................................27 Retailing .....................................................................................................................................27 Semiconductors .........................................................................................................................28 Software & Services...................................................................................................................28 Technology HW & Equipment ....................................................................................................28 Telecommunications services ....................................................................................................28 Trading companies.....................................................................................................................29 Transportation ............................................................................................................................29 Utilities........................................................................................................................................29
Distributors ..................................................................................... 30 European Union ........................................................................................................ 30 ASIA PACIFIC ............................................................................................................ 32 LATIN AMAERICA ..................................................................................................... 35 Govt ............................................................................................................................ 39 Education................................................................................................................... 39 Worldwide...................................................................................................................................40 Corporate ...................................................................................................................................40 VMWare Customers .................................................................................................. 41 Education ...................................................................................................................................41 Food ...........................................................................................................................................41 Government................................................................................................................................41 Healthcare & Pharmaceuticals...................................................................................................41 Law.............................................................................................................................................41 Leisure........................................................................................................................................41 Manufacturing.............................................................................................................................41 Media..........................................................................................................................................41 Prof. Services & Consulting .......................................................................................................41 Retail ..........................................................................................................................................41
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Technology.................................................................................................................................41 Transportation & Freight ............................................................................................................41 Utilities........................................................................................................................................41
Resellers ......................................................................................... 42
Pricing Structures - Blade Servers ............................................... 44 Street Prices - Blade Servers ................................................................................... 44
9. Research Methodology & Resources METHODOLOGY............................................................................... 2
PRIMARY DATA........................................................................................................... 2 FACTORS FUELING GROWTH................................................................................... 3
MARKETS.......................................................................................... 3 Market Sizing............................................................................................................... 3
MARKET SEGMENTS....................................................................... 5 Servers......................................................................................................................... 5 Server Platform forecast by price/performance segments:..........................................................5 Server Platforms forecast by major OS categories:.....................................................................5 Servers forecast by price categories:...........................................................................................6 Server market segments by Channels of Distribution:.................................................................6 Server and storage subsystems market segments by File Systems: ..........................................6 Storage subsystems................................................................................................... 6 Storage Subsystem segmentation by applications categories ....................................................6 Storage subsystems segmentation by Geography ......................................................................6 Data Networking.......................................................................................................... 6 LANS ............................................................................................................................ 6 Routers.........................................................................................................................................6 Switches .......................................................................................................................................6 Hubs (Shared Media) ...................................................................................................................6 NICs .............................................................................................................................................6 WANS ........................................................................................................................... 7 Access..........................................................................................................................................7 Backbone .....................................................................................................................................7 Voice/Data Convergence............................................................................................ 7 Voice over Packets Applications..................................................................................................7 Packetized Voice over FR, IP, ATM.............................................................................................7 MARKET DEMAND FORECAST ................................................................................. 7 Market Demand............................................................................................................................7 Near Term Forecast (next 1-2 years)...........................................................................................7 Long-Term Forecast (next 2-5 years) .........................................................................................7 MARKET SHARES....................................................................................................... 7 GEOGRAPHIC COVERAGE........................................................................................ 8
IMEX DEFINITIONS & TERMINOLOGY............................................ 8 DEFINITIONS ............................................................................................................... 8 TERMS.......................................................................................................................... 8
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Computer Systems & Servers......................................................................................................8 Storage Subsystems ....................................................................................................................8 Data Networking...........................................................................................................................8
REFERENCES................................................................................... 9 RELATED IMEX RESEARCH ...................................................................................... 9