Survey
* Your assessment is very important for improving the workof artificial intelligence, which forms the content of this project
* Your assessment is very important for improving the workof artificial intelligence, which forms the content of this project
ONEWIRE Communications, Inc. Networking at 1st Meter™ Corporate Overview ® ONEWIRE Confidential *Trademarks property of respective companies Introducing ONEWIRE Communications • Launched October, 2001 • Headquarters Portland, Oregon • Status Privately held • Financing Founders • Business Silicon, software and board products • Objective Provide solutions for 1st Meter connectivity ® ONEWIRE Confidential *Trademarks property of respective companies Introducing Ourselves • Vikas Aditya – More than 12 years of proven industry experience in Network Interfaces, switches and software solution – Director of SW Engineering for World Wide Packets (1+ year) – Manager/Technologist for Technology and Architecture Development – Intel Network and Communications group (7+ years) • Jing-Fan Zhang – More than 15 years of experience in silicon and ASIC design for Networking and Communication systems – Team leader for system on a chip solution for World Wide Packets – ASIC Manager/Team Leader for Intel’s Gigabit and ADSL silicon design ® ONEWIRE Confidential *Trademarks property of respective companies Introducing Ourselves • Jie Ni – More than 12 years of experience in ASIC and System design – HW Engineering Manager and Chief Architect for Advance Component Division of Intel Server Group – Team Leader/Architect for Intel Networking System Division ® ONEWIRE Confidential *Trademarks property of respective companies Connectivity for 1st Meter • ONEWIRE - One Architecture for – 10/100/1000 Ethernet, 1G/10G Ethernet and 1G/2G Fiber Channel – Server, desktop and mobile platform connectivity – Fabric for computing and communication systems • Unique solution – Leverages expertise in analog and digital design, and software – Flexible to handle existing and new protocols, future proof – Highly integrated, cost effective ® ONEWIRE Confidential *Trademarks property of respective companies What’s the Problem CPU Processor Bus AGP Memory Bridge Graphics Memory Processor and Memory bandwidths growing rapidly Hub Link USB2.0 I/O Bridge HD ATA Local I/O Bottleneck PCI/PCI-X LAN Interface Storage HBA Cluster Interface ® ONEWIRE Confidential *Trademarks property of respective companies Connectivity requirements increasing. 1G->10G, 2G FC More about the problem • Attempts to solve the problem – Use more wires (PCI-X) or different buses (HyperTransport, RapidIO) – Scale PCI using fabric from vendors such as StarGen and PLX – Offloading Protocol stacks into Network silicon (FC, TOE) No general solution, each addressing a niche market segment, more expensive, and often proprietary • Changing Dynamics – 3GIO (a high speed serial bus) proposed to replace PCI – Storage networks and IP/Ethernet networks are converging • FC and Ethernet share the similar physical layer • ISCSI, IFCP protocols being implemented – Ethernet is the de-facto interconnect technology • 1G to desktop and 10G in data center coming very soon ® ONEWIRE Confidential *Trademarks property of respective companies Background on 3GIO • Serial bus enabling high-speed connection between components – Offers increased bandwidth for emerging applications – Universal replacement for PCI • Announced 8/3/2001 – Approved by PCI-SIG – Proposed by Intel – Endorsed by Compaq, Dell, IBM and Microsoft – Several companies rush to join the working group • 3Com, 3DLabs, Adaptec, Agilent, Altera, AMD, ASUSTeK, ATI, Emulex, Foxconn, LSI Logic, Molex, NEC, NVIDIA, Phoenix, Radisys, SMSC, ServerWorks, SiS, Tektronix, TI and Xilinx The technology has staying power, 10 years would be its minimum life, and Roger Tipley, PCI-SIG president you probably imagine it going well beyond that" ® ONEWIRE Confidential *Trademarks property of respective companies Opportunity to ride a major transition 64Gbps 32Gbps PCI to 3GIO transition • Cost players (Asante, Dlink) not expected to keep up Bandwidth 16Gbps • Bigger players (Intel, 3Com) likely to develop products but slow (reluctant) to cannibalize their cash cow businesses 3GIO 2.5Gbps x1 10Gbps x4 8Gbps PCI-X 133Mhz/64bit 8Gb/s 4Gbps PCI-X 66Mhz/64bit 4Gb/s PCI 64bit 2Gb/s 1Gbps PCI 32bit 1Gb/s EISA to PCI transition – • Intel emerged as a strong player in the NIC market ISA EISA • SMC, AMD, National and many small players suffered Time (Relative) ® ONEWIRE Confidential *Trademarks property of respective companies The Opportunity 3U High Ultra Dense Servers (KU) (DataQuest 5/17/01) 1U High 2000 1800 1600 1400 1200 1000 800 600 400 200 0 100% 80% 60% 40% 20% 0% 1999 • 2001 2001 2005 Trend towards dense server is clear – Total rack mounted share as % of total servers increased from 6% to 37% – 3U servers share decreased from 62% in Q1’99 to 16% in Q1’01 – 1U servers share increased from 2% to 40% for the same period – Ultra dense servers units to grow from 50K in 2001 to 2M in 2005 ($4.5B revenue) Need for high performance in a low footprint/low power package. ® ONEWIRE Confidential *Trademarks property of respective companies The Opportunity Appliance Servers Revenue ($B) NAS Appliances Share in 2005 Others 45% 35 30 25 20 15 10 5 NAS 55% 0 2001 • 2005 Appliance Servers growing at a rapid 56% Year to Year growth rate – Revenues jump from $3.8B in 2001 to $31.4 in 2005 – NAS (Network Attached Storage) accounts for 55% share of appliance servers in 2005 High throughput and flexible Network/Storage Interface needed. ® ONEWIRE Confidential *Trademarks property of respective companies The Opportunity Silicon TAM (Dell’Oro) $1,800,000 $1,600,000 10GE $1,400,000 Silicon TAM ($K) $1,800 $1,600 $1,400 $1,200 GE NIC TAM ($M) (Cahners Instat) $1,000 $800 $600 $400 $200 $0 $1,200,000 $1,000,000 1GE $800,000 $600,000 $400,000 2001 2005 10/100 Managed $200,000 $- • 1999 2000 2001 2002 2003 2004 1GE and 10GE drive bulk of revenue – Total 1GE adapter market expected to grow from $168M in 2001 to $1.7B in 2005 1GE at desktop and 10GE at servers offers a broad market potential ® ONEWIRE Confidential *Trademarks property of respective companies Market Segments • Mid to high range Servers Next generation (10G), High Throughput, Low CPU overhead, Investment Protection • Ultra-Dense (Blade) Servers Small form factor, Low Power, High speed internal interconnect • Business Desktop Low cost gigabit connectivity, High Performance • Business Mobile Small form factor, Low Power • Server Appliances High Throughput, Low CPU overhead, Unique features • Telecom/Network Systems 1G/10G network interfaces, rugged connectors, high speed fabric interconnect ® ONEWIRE Confidential *Trademarks property of respective companies Products • 3GIO Port Logic IP Revenue and Partnerships • 3GIO + 1G/10G Ethernet Controller Flexible, High Performance, solution for Server market segment • 3GIO + Wireless LAN Controller Low Power and small form factor for wireless LAN adapter • 3GIO + 1G/2G Fibre Channel Controller High Performance solution for Fibre channel market segment • 3GIO + 10/100/1G Ethernet Controller Small footprint, integrated product for desktop/mobile market segments • 3GIO Switch silicon For desktops/servers and communication chassis markets ® ONEWIRE Confidential *Trademarks property of respective companies ONEWIRE Network Interface Buffer Packet Processor and Data Mover Intelligent Packet Processor and Data Mover Logic Buffer Flexible Wire Interface (10/100/1000) (1G/10G/FC) 3GIO Port Logic (Multiple Ports) SERDES SERDES Supports multiple logical flows Multi-Port 3GIO Port Logic Flexible Network Interface Integrated SERDES Same Architecture blueprint leveraged across multiple products ® ONEWIRE Confidential *Trademarks property of respective companies ONEWIRE Switch Silicon Packet Processor and Data Mover Intelligent Packet Processor and Data Mover Logic Buffer Supports multiple logical flows 3GIO Port Logic (Multiple Ports) SERDES ® ONEWIRE Confidential *Trademarks property of respective companies Multi-Port 3GIO Port Logic Integrated SERDES ONEWIRE Software Applications SOCKETS interface Socket Service Provider TDI interface Traditional Data Transfer ONEWIRE Software TCP/IP ONEWIRE Data Transfer NDIS interface Device Driver LAN Interface ® ONEWIRE Confidential *Trademarks property of respective companies ONEWIRE Solution for End Stations CPU Subsystem CPU CPU Processor Bus Memory Bridge Memory 3GIO Switch I/O Bridge I/O Subsystem Graphics USB2.0 Local I/O PCI Configurable LAN/ Storage Interface S L ... O T S L O T ONEWIRE - One Architecture • Flexible, Standards based ® ONEWIRE Confidential • Future Proof *Trademarks property of respective companies ONEWIRE Solution for Communication Systems Control Blade CPU CPU Processor Bus 3GIO Switch Fabric Blade(s) 3GIO Switch 3GIO Switch Memory Bridge Memory 3GIO Switch 3GIO Switch LAN Interface LAN Interface LAN Interface LAN Interface ® ONEWIRE Confidential Line Blade (1) *Trademarks property of respective companies Line Blade (N) Who will buy ONEWIRE solution • Server OEMs – IBM, HP, Compaq, Dell etc. • PC and Mobile Platform OEMs – IBM, Compaq, HP, Dell, Toshiba, Sony etc. • Server and Network appliance vendors – Network Appliance, Cisco, Checkpoint etc. • Ultra Dense server vendors – IBM, Compaq and many new players (RLX, Egenera) etc. • Communication system vendors – In SAN and Voice Gateway space ® ONEWIRE Confidential *Trademarks property of respective companies Why will they buy ONEWIRE solution • Industry focus is shifting towards serial interconnects for several reasons – Low pin count – Smaller board space – Low power – High Performance • ONEWIRE solution provides – High levels of integration – analog/digital – Complete optimized solution with best in class software – Time to market ® ONEWIRE Confidential *Trademarks property of respective companies Why will we win • Right Timing – 3GIO based products expected in later 2003 – We expect to tape out in fall 2002 coinciding with 3GIO specification release giving us a market leadership position • Right Team with relevant expertise and experience – Solid experience with Ethernet, LAN controllers, PCI and switching – Solid experience in building teams and delivering winning products • Right Location – Strong connections with Intel product and lab groups • Right Focus – Focused team skilled at solving this problem • Right Strategy – We are addressing a broad market that already exists – We plan to partner with right manufacturing vendors – We plan to target a few but large design wins by focusing on key customers ® ONEWIRE Confidential *Trademarks property of respective companies Competition • Legacy Bus architectures – PCI and PCI-X • Alternative Bus architectures – HyperTransport, RapidIO, StarGen • Incumbents – Intel – Market leader in Ethernet NIC space – Broadcom – Aggressively pursuing Ethernet NIC market – Qlogic, Emulex – Market leaders in FC and SAN space • Other emerging startups ® ONEWIRE Confidential *Trademarks property of respective companies Where are we so far • Engineering – Completed design of critical blocks – Finishing up rough area requirements for silicon – C level simulation started • Business – Market data collected indicating that there is a broad market potential – Feature level requirement definition started ® ONEWIRE Confidential *Trademarks property of respective companies Financial Plan • Seed Money (Target November’01) – Will allow us to demonstrate our design - Simulation model of silicon and working Software stack – Engage with early customers and fine tune the business model • Series A (Target June’02) – Will allow early manufacturing of silicon and boards – Put a working product in customer hands and go for design wins • Series B (Target March’03) – Ramp up volume manufacturing ® ONEWIRE Confidential *Trademarks property of respective companies Seed Money Requirements • Seeking $2M Seed financing • Expected to allow ONEWIRE to hire additional talent, procure tools and working space and demonstrate a working design in Q2’02 ® ONEWIRE Confidential *Trademarks property of respective companies Backup ® ONEWIRE Confidential *Trademarks property of respective companies Motivation for a new Serial bus • I/O bus hasn’t kept up to date with increase in processor speeds and Network speed – Processor subsystems going to 2Ghz and beyond – Networks scaling to 1Gbps for desktop and 10Gbps for servers • Requirements for I/O bandwidth are increasing – Network speed – Disk speed and Video bandwidth • Many point solution in place to solve a single set of problem – AGP, S-ATA, LPC, PCI-X • Serial interconnect within system is the solution – Concept already validated by many activities such as HyperTransport, StarGen, PLX, even switched Ethernet • 3GIO to bring a single/common solution around which industry is converging – Strong PCI roots – SW investment protected ® ONEWIRE Confidential *Trademarks property of respective companies Key Goals for 3GIO • Goals: – Broadly adopted industry solution • Spanning multiple segments: Desktop, Mobile, Server, Workstation, embedded and Communications • Chip-to-chip, board-to-board (plug-in adapters), docking • Industry leading performance and price/performance – Enable first product introductions in 2H ’03 • Provide Evolutionary path to future • Boot/run Windows* XP* without any changes • Non Goals: – Coherent interconnect for processors – Memory interconnect – Cable interconnect for cluster solutions ® ONEWIRE Confidential *Trademarks property of respective companies Key Requirements • Low cost, high volume – Cost at or below PCI cost structure at system level • Supports multiple market segments – Unifying I/O interconnect technology for Desktop, Mobile, Server, Communication platforms, Workstations and Embedded • PCI compatible software model – Boot Operating Systems, Configuration/Device Driver Interfaces • Advanced Features – Power management, QoS, Hot Attach/Detach, RAS • Performance – Scalable performance – High Bandwidth/pin, Low overhead and Low latency ® ONEWIRE Confidential *Trademarks property of respective companies