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IBM eServerTM
9/15/2006 © 2006 IBM Corporation
IBM eServer™
Sophie Bechu, Vice President,
Brand Advocate, Systems z, i & p
Integrated Supply Chain
IBM eServerTM
© 2006 IBM Corporation9/15/2006
Agenda
IBM’s Portfolio
Financial Summary
Systems & Technology Group
Design for Supply Chain Overview
IBM eServerTM
© 2006 IBM Corporation9/15/2006
IBM’s Portfolio is Balanced Between Services, Software and Hardware
delivers strong earnings growth and cash generation
has a strategically balanced portfolio of hardware, software, and services
Transformed itself by divesting commodity businesses and investing in higher value solutions
Integrates to create a unique value for clients
IBM…….
IBM eServerTM
© 2006 IBM Corporation9/15/2006
IBM 2Q06 Financial Summary
IBM eServerTM
© 2006 IBM Corporation9/15/2006
2Q06 Revenue and Gross Profit Margin
IBM eServerTM
© 2006 IBM Corporation9/15/2006
Geographic Revenue
IBM eServerTM
© 2006 IBM Corporation9/15/2006
Global Services
IBM eServerTM
© 2006 IBM Corporation9/15/2006
Software
IBM eServerTM
© 2006 IBM Corporation9/15/2006
Systems & Technology
IBM eServerTM
© 2006 IBM Corporation9/15/2006
IBM Systems & Technology Group MilestonesIBM is the #1 overall server vendor• #1 in blades and growing two-times faster than HP and three-times faster than
Dell in the x86 unit market.
IBM led in blade server revenue share for the eight consecutive quarters growing its blade revenue 61% in first quarter 2006 year-to-year.
IBM is the clear leader in worldwide supercomputing with Blue Gene as the #1 and #2 systems on the June 2006 TOP500 list of the world's fastest supercomputers.
–Blue Gene currently performs 280.6 trillion calculations per second or 280.6 teraflops.
IBM moved past Sun Microsystems and HP to take the top spot in UNIX server revenue in 2005.
IBM POWER5 processor-based systems, which power System i and System p platforms, currently hold 50 performance world records.
IBM leads the high-performance segment of the Intel-based server market, where technology innovation is crucial.
IBM eServerTM
© 2006 IBM Corporation9/15/2006
Focus on Innovation
In the 21st-century global economy, the pace and shape of innovation is being dramatically transformed. "The potential for innovation is only magnified by the emerging knowledge-based global economy," Palmisano said. "Today, the basis of innovation is less focused on things, and more on ideas, collaboration and expertise. And in our restless, 24-hour networked world, innovative ideas can move around the world with the click of a mouse.“ - Sam Palmisano
Chairman and CEO IBM
“We will fight our battles not on the low road to commoditization, but on the high road of innovation.” - Howard Stringer, Chairman and CEO, Sony Corporation
“Constant reinvention is the central necessity at GE... We're all just a moment away from commodity hell.” - Jeffrey Immelt, Chairman and CEO, GE
“From this point forward, innovation will be the compass by which the company sets its direction.” - Bill Ford, Chairman and CEO, Ford Motor Company
IBM eServerTM
© 2006 IBM Corporation9/15/2006
Product Families
Mainframe
BladesIntel® processor-based
AMD processor-based
POWER-based IntegratedPOWER-based UNIX®
Clusters
System Storage DS familySystem Storage Tape Family
System Storage Resiliency Family
System Storage Open Software family
Leadership Technology
Technology & Packaging
ProcessorsIBM z/Architecture™
Power ArchitectureX-ArchitectureCell Broadband Engine™
Enabling On Demand Business
Information On Demand
Grid Computing
Capacity on Demand
Grid Computing
Supercomputing Capacity On Demand
Infrastructure Solutions
SOAProduction, office & industrial printers
Retail hardware and software
IBM eServerTM
© 2006 IBM Corporation9/15/2006
Advances in technology give us new options to drive innovation in the business
Resources without limits– Smart objects – Supercomputing for everyone– Storage
Computing power is everywhere – Embedded devices– RFID– Pervasive network capabilities
Connectedness of everything– Open standards– Virtualization – Service-Oriented Architecture
Examples driving change:
IBM eServerTM
© 2006 IBM Corporation9/15/2006
1. Extend core systems innovation and leadership– Deliver on the IBM Systems Agenda– Focus on small and medium businesses– Pursue opportunities in emerging countries – Maintain product leadership
2. Leverage collaborative innovation and expand into adjacent opportunities– Technology Collaboration Solutions
• Semiconductor solutions• Intellectual property• Technology development and manufacturing• Power Management
– Reliability, Availability and Efficiency
Systems & Technology Group Strategy
IBM eServerTM
© 2006 IBM Corporation9/15/2006
Openness Drives Power EverywherePervasive use of POWER builds out ecosystem
Pervasive in high volume products
Used acrossthe industry as embeddedtechnology
DS8000System p5-595System i5-595
System i5-520System p5-520
System p5 & System i5 Express
Power in Core Systems
IBM eServerTM
© 2006 IBM Corporation9/15/2006
The IBM Systems FamilyInnovative, proven technology providing platform choice to match unique business needs
xSeries®
Innovation comes standard.BladeCenter®
Simplify data center complexity.System Storage™
Connected. Protected. Complete.System z™
The flagship for IBM Systems innovation and the heart of a highly secure, resilient and integrated infrastructure.
System p™
Get the power to do more, spend less.
Retail Store SolutionsLeading-edge hardware and
software for the most demanding retail environments
System i™Integration. Simplicity. Solutions.
Simplify your IT.Innovate your business.
IBM Printing SystemsInnovative output solutions for high-speed production printing, distributed print and
industrial applications
IBM eServerTM
© 2006 IBM Corporation9/15/2006
IBM Integrated Supply Chain Strategy
Today the forces of globalization and commodization are unstoppable. And this has created a challenge that is as tough as it is clear: How to cut costs and grow simultaneously. In response, our strategy is to exploit innovation; and adopt a new competitive approach focused on leveraging our global expertise to dramatically lower cost positions and improve productivity, speed, flexibility, and resilience to drive growth.
We have the incredible opportunity to become the integrating force for IBM -- the "glue" that holds the company together and aligns all of our resources in the most important direction -- our clients.
IBM eServerTM
© 2006 IBM Corporation9/15/2006
Design for Supply Chain (DfSC) Overview:Offerings designed for supply chain efficiency and effectiveness...
DfSC Supply ChainCapabilities
Global Logistics
Service Execution
Procurement
Manufacturing
Supply/Demand
Cust. Fulfillment
Configurator
Marketing Strategies and Product Plans
Technology and Design Portfolios
Development
Brand
DfSCDfSC Supply ChainCapabilities
Global Logistics
Service Execution
Procurement
Manufacturing
Supply/Demand
Cust. Fulfillment
Configurator
Global Logistics
Service Execution
Procurement
Manufacturing
Supply/Demand
Cust. Fulfillment
Configurator
Marketing Strategies and Product Plans
Technology and Design Portfolios
Development
Brand
Development
Brand
• Maximize commonality, modularity, universality, and postponement
• Optimize sourcing, planning, manufacturing, and delivery• Address supply chain limitations and leverage supply chain
capabilities
Product Design Supply Chain
IBM eServerTM
© 2006 IBM Corporation9/15/2006
….and are distinguished by decisions based on life cycle impacts
Development (EC) Exp----------------------------------------------------------------Supply & Demand Planning----------------------------------------------------------Order Management ------------------------------Sourcing/Fulfillment plans -----------------------Material Acquisition ---------------------------------------------Bill of Material (BMC) --------------------------------------------Manufacturing MVA ----------------------------------------Inventory Carrying ----------------------------------------------------------------Warranty/Service ------------------------Obsolescence Risk ----------
Aftermarket Service & Support
LogisticsCustomer Fulfillment
Manufacturing
Market & Sell Solutions
Procurement
Manage Cust. & Partner Relations
Planning
Manage Sales& Marketing ContentProduct &
Solution Development
Understand Markets & Customers
Portfolio Supply Chain Strategy Product End-of-Life
Source
Plan
Make
Deliver
Development (EC) Exp |-------------------------------------------------------------|Supply & Demand Planning |--------------------------------------------------------|Order Management |-----------------------------|Sourcing/Fulfillment plans |-----------------------|Material Acquisition |---------------------------------------------|Bill of Material (BMC) |-------------------------------------------|Manufacturing MVA |----------------------------------------|Inventory Carrying |--------------------------------------------------------------|Warranty/Service |----------------------|Obsolescence Risk |---------|
IBM eServerTM
© 2006 IBM Corporation9/15/2006
Design for Supply Chain Techniques 101
Software determines CD player or CD-RW or DVD functionality at final assembly
Combination CD/CD-RW/DVD
Interchangeable CD player, CD-RW or DVD “plug & play”
CD player
Generic Example
Personalize component only when customer requirement is known
A component designed to suit every conceivable need
A common interface that accepts different components
Component used in multiple end products (industry standard)
Description IBM ExampleDfSC Technique
Optimization of pluggable vs embedded VRM’s.
VRM output voltage setting based on installed component.
Postponement
Power supplies that operate over full voltage range (100v - 240v AC)
Universality
Common, Pluggable VRM’s (Voltage Regulation Module)
Modularity
Same power supply and/or chassis used across multiple product offerings.
Commonality
IBM eServerTM
© 2006 IBM Corporation9/15/2006
Active Power Part Numbers Continue to Trend Down
0
500
1000
1500
2000
2000 2001 2002 2003 2004 2005 2006 2007
Active Power Part Number Trend
Non RoHS
ChassisConsolidation &
Product line simplification RoHS
“Active Parts”Redunction Focus
Projection
IBM eServerTM
© 2006 IBM Corporation9/15/2006
Datacom Equipment Power Density Chart
22 kW
15 kW
30 kW38 kW
Individual Rack Capacity
IBM eServerTM
© 2006 IBM Corporation9/15/2006
Trends That Affect Power, Packaging, and Cooling 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009
Technology DriversProcessors
Power Density (W/CM ) 2
Chip Voltage (VDC)
IOPCI PCI X 4x IB Cables/Switches
4x IB & IB Modules 10 Gb Enet
2 1.0
Cooling
Cooling AbilityW/CM
2
U
Heat PipesChilled Air / Water 1
15Technology Enablers
20
3.3V, 5V, 12V
5V, 12V Hybrid
12V Distributed
Power
Power Density (W/in )3 3
20
Market DriversCPU cores perRack* (42U)
168 cores
ServersPackaging
Rack / Tower Rack Optimized Modular Scalar Systems
Server Blade - High Power
Server Blade - Low Power
Media
Form Factor (HDD, CD, FDD)
36 GB 750 GB SATA
3.5" 2.5" SFF, SCSI
HDD density
336 cores
PCI Express 40 Gb Enet
300 GB
2.5" SAS
Vapor Chamber
15 22
Chilled Air Racks
Multicore 2x
FBD Memory
Multicore4x
3.5" SATA/ SAS
(single core) (dual core)488 cores(quad core)
( * blade servers)42
0.8
Multicore8x
4035
40
Power Efficiency ( % )
94%90%
80%
92%85%
Outputs
IBM eServerTM
© 2006 IBM Corporation9/15/2006
Let’s Grow Together !!!
In summaryIBM plans to:
Extend core systems leadership
Become accelerators of innovation
Grow faster than the industry
Produce the best productLeast Cost
Best Quality and Reliability
On Time Deliveries
To Achieve These Goals:
Collectively we must improvePower efficiency
Reliability
Silicon Solutions
Packaging
Openness
Shared Innovation
IBM eServerTM
© 2006 IBM Corporation9/15/2006