how will workloads define the data center in the next year tbr's 4q12 data center benchmark
DESCRIPTION
The TBR Computing research team recorded a webinar on April 16, 2013 recapping vendor performance reported in TBR's 4Q12 Data Center Benchmark. This deck is from that presentation. Senior Analyst Christian Perry shared his perspective on the latest results and provided webinar attendees with additional insight into vendor performance and the future of the data center market. He then fielded questions from the audience related to this research. Questions for discussion included: • Which workloads will help to evolve converged infrastructure? • Which workloads are impacting changes to storage and networking hardware? • What are the up-and-coming workloads that will shape future data center trends?TRANSCRIPT
TBR
TECHNOLOGY BUSINESS RESEARCH, INC.
TBR’s Computing Business QuarterlySM
Research Highlights and OutlookTechnology Business Research (TBR) Quarterly Webinar Series
April 16, 2013
TBR
2 TBR Quarterly Webinar Series | 4.16.13 | www.tbri.com | ©2013 Technology Business Research, Inc.
Christian PerrySenior Analyst — Data Centers
• Data center ecosystems• Servers: x86, proprietary, microservers• Storage: SAN, NAS, flash• Converged infrastructure/integrated systems• Private/hybrid cloud• High-performance computing
Twitter: @ITwriter
Email: [email protected]
Computing Business Quarterly Research Highlights and 2013 Outlook: Webinar Presenter
TBR
3 TBR Quarterly Webinar Series | 4.16.13 | www.tbri.com | ©2013 Technology Business Research, Inc.
• Data Center Landscape Overviewo GTM changes, CIO role evolution
• Data Center Benchmarko High performance and low power are
driving server segments
o Analytics is driving the storage market
o Network virtualization is becoming a disruptor
CBQ 4Q12 Research Highlights and Outlook: Agenda
TBR Data Center Benchmark Vendors:
BrocadeBullCiscoDellEMCFujitsuHDSHPHuaweiIBMJuniperNECNetAppOracleQuantumUnisys
TBR
4 TBR Quarterly Webinar Series | 4.16.13 | www.tbri.com | ©2013 Technology Business Research, Inc.
Business requirements are dictating the evolution of server go-to-market efforts as customers increasingly focus on workloads
Vendor: “This server will satisfy any of your workloads; trust us.”
Vendor: “Whatever your workload, we have the solution.”
Traditional server go-to-market model
Emerging server go-to-market model
2013: Workload Focus2011: Mixed Use
CBQ 4Q12 Research Highlights and 2013 Outlook: GTM Shift
TBR
5 TBR Quarterly Webinar Series | 4.16.13 | www.tbri.com | ©2013 Technology Business Research, Inc.
Traditional CIO roles are changing as IT grows closer to the lines of business in the enterprise
CBQ 4Q12 Research Highlights and 2013 Outlook: CIO Role
ENTERPRISEChanging Nature of the CIO
2011 2013
TBR
6 TBR Quarterly Webinar Series | 4.16.13 | www.tbri.com | ©2013 Technology Business Research, Inc.
• Consolidation continues to occur at both a hardware level and a workload level in data centers.•Unique pairings of hardware, software and services can help
drive growth around this consolidation.
Data center vendors are going to market with a workload focus to align with the business-led IT requirements of customers
Data Center Hardware Vendor Trends for 2013
•Data center hardware vendors are listening to customers’ business requirements.
• Correlation to workloads is essential to customers and critical to marketing.
• IBM, for example, positions its System x eX5 portfolio as a set of solutions designed to accommodate various workloads.
• The ability to correlate workloads to business requirements could mean the difference between a sale and no sale.IMAGE SOURCE: IBM.COM
CBQ 4Q12 Research Highlights and 2013 Outlook
TBR
7 TBR Quarterly Webinar Series | 4.16.13 | www.tbri.com | ©2013 Technology Business Research, Inc.
• Calxeda’s first ARM-based server and HP’s Project Moonshot are poised to bring microservers plenty of attention.•Workloads such as Internet content delivery will drive much of the
initial growth for the microserver segment.
CBQ 4Q12 Research Highlights and 2013 Outlook: Servers
Server Vendor Trends for 2013• The x86 server market is outpacing other hardware segments in
average revenue growth.• TBR sees two trends that will pressure x86 vendors to innovate
their platforms: microservers and proprietary servers.• The mainframe transition to x86 architecture continues.
• Intel’s dominance in the x86 microprocessor market is nearly uncontested — but other platforms are drawing customer interest.• Proprietary chipmakers such as Oracle and IBM continually
update their architectures for performance and stability.
As the x86 server leads data center growth, low-power and high-performance threats loom large on the horizon
IMAGE SOURCE: CALXEDA.COM
IMAGE SOURCE: ORACLE.COM
TBR
8 TBR Quarterly Webinar Series | 4.16.13 | www.tbri.com | ©2013 Technology Business Research, Inc.
CBQ 4Q12 Research Highlights: Key Trends — Servers
Cisco’s continued UCS momentum delivers market-leading x86 revenue growth that shows few signs of slowdown
Cisco sees large server revenue increases as other vendors see decreases
Note: Sphere size depicts size of revenue.
TBR
9 TBR Quarterly Webinar Series | 4.16.13 | www.tbri.com | ©2013 Technology Business Research, Inc.
• Storage vendors are in a period of transition as customers increasingly look to the cloud to handle certain workloads.
•New technologies and trends are driving new storage use cases, creating challenges for large storage vendors.
CBQ 4Q12 Research Highlights and 2013 Outlook: Storage
Storage Vendor Trends for 2013
• Flash-based technologies drive innovation across portfolios and create sales opportunities.
• EMC, NetApp, Dell and others are investing heavily in flash.
Big data analytics for competitive differentiation will drive vendor opportunities for big data–specific storage solutions
• Big data analytics will drive a resurgence in the hardware storage market in the coming quarters.• Business leaders are now more familiar with the workloads that
bring business results, such as analytics.
IMAGE SOURCE: MELLANOX.COM
TBR
10 TBR Quarterly Webinar Series | 4.16.13 | www.tbri.com | ©2013 Technology Business Research, Inc.
CBQ 4Q12 Research Highlights: Key Trends: Storage
Storage vendors are finding opportunities in converged infrastructure through strategic partnerships and new customer use cases
EMC and NetApp deliver unique value propositions tied to end-to-end solutions
Note: Sphere size depicts size of revenue.
TBR
11 TBR Quarterly Webinar Series | 4.16.13 | www.tbri.com | ©2013 Technology Business Research, Inc.
CBQ 4Q12 Research Highlights and 2013 Outlook: Networking
•Network virtualization is giving vendors the opportunity to add value and flexibility to their portfolios.•New standardization efforts will drive consolidation in the market
and will help protect incumbent vendors.
Network virtualization vendors will leverage Open Daylight to create opportunities in a market ripe for innovation
Cisco continues to lead the data center networking segment in revenue size, but up-and-comers such as Dell and Huawei are lowering prices and focusing on services and support to take share.
•Demand is growing for solutions that reduce costs and improve operational efficiency, and that drive demand for product-attached maintenance and professional services.• Cloud, mobility and SDN are key growth points in this area.
IMAGE TECHETRON.COM
IMAGE SOURCE: EWEEK.COM
Networking Vendor Trends for 2013
TBR
12 TBR Quarterly Webinar Series | 4.16.13 | www.tbri.com | ©2013 Technology Business Research, Inc.
Huawei’s aggressive pricing and Dell’s service-led strategy help vendors create valuable traction in the data center networking segment
CBQ 4Q12 Research Highlights: Key Trends — Networking
SDN will create further disruption in an evolving market
Note: Sphere size depicts size of revenue.
TBR
13 TBR Quarterly Webinar Series | 4.16.13 | www.tbri.com | ©2013 Technology Business Research, Inc.
Hardware refinements remain critical, but the go-to-market messaging must connect with customers’ business pains
Vendor: “This server will satisfy any of your workloads; trust us.”
Vendor: “Whatever your workload, we have the solution.”
Traditional server go-to-market model
Emerging server go-to-market model
2013: Workload Focus2011: Mixed Use
CBQ 4Q12 Research Highlights and 2013 Outlook: Conclusion
TBR
14 TBR Quarterly Webinar Series | 4.16.13 | www.tbri.com | ©2013 Technology Business Research, Inc.
Quarterly Topics TBR Analysis
Workloads evolve the data center
• Determine how vendors are adapting their hardware portfolios to accommodate evolving workload requirements.
• Track how vendors are changing their go-to-market approaches to resonate with customers who place an increased focus on workloads.
• Determine how workloads are changing the server landscape in x86 and proprietary servers, as well as microservers.
Proprietary server vendors battle for supremacy
• Track the progress of Oracle’s SPARC refresh and how it is — or is not — serving to reinvigorate the vendor’s hardware business.
• Track IBM’s continued path with Power, particularly in light of Oracle’s claims of a better price-performance value proposition.
• Determine the impact of continued innovation in the UNIX/RISC space on other server segments, such as x86 and microservers.
Flash-based storage begins to take center stage
• Track how flash-based storage technologies are morphing the traditional storage vendor landscape, in portfolios, revenues, profitability and opportunity.
• Determine the threats that flash-based storage presents to traditional storage vendors that rely heavily on disk-based products to drive their portfolios.
• Determine if and when flash will serve as an entry into higher-volume, higher-margin storage sales.
Data center vendors shift their strategies as customers move their focus from speed and feeds to business-led workload requirements
CBQ 4Q12 Research Highlights and 2013 Outlook: Next Quarter Syndicated Topics
TBR
15 TBR Quarterly Webinar Series | 4.16.13 | www.tbri.com | ©2013 Technology Business Research, Inc.
For additional information, please contact:
John Spooner James McIlroyDirector, Computing Practice Vice President of [email protected] [email protected]
Christian PerrySenior Analyst — Data Centers, Computing Practice
Twitter: @ITwriterEmail: [email protected]
Technology Business Research, Inc.Hampton, N.H.Twitter: @TBRIncSlideShare: www.slideshare.net/tbr_market_insightYouTube: www.youtube.com/user/TBRIChannelLinkedIn: www.linkedin.com/company/technology-business-research
CBQ 4Q12 Research Highlights and 2013 Outlook: Q & A
Questions?
TBR
TECHNOLOGY BUSINESS RESEARCH, INC.
About TBR
Technology Business Research (TBR) is a leading independent technology market research and consulting firm specializing in the business and financial analyses of hardware, software, networking equipment, wireless, portal and professional services vendors.
Serving a global clientele, TBR provides timely and accurate market research and business intelligence in formats that are tailored to clients’ needs. Our analysts are available to further address client-specific issues or information needs on an inquiry or proprietary consulting basis.
TBR has been empowering corporate decision makers since 1996.
To learn how our analysts can address your unique business needs, please visit our website or contact us today.
Contact Us
[email protected] Merrill DriveHampton, NH 03842USA
This report is based on information made available to the public by the vendor and other public sources. No representation is made that this information is accurate or complete. Technology Business Research will not be held liable or responsible for any decisions that are made based on this information. The information contained in this report and all other TBR products is not and should not be construed to be investment advice. TBR does not make any recommendations or provide any advice regarding the value, purchase, sale or retention of securities. This report is copyright-protected and supplied for the sole use of the recipient. Contact Technology Business Research, Inc. for permission to reproduce.