LSI has transformed strategically to focus on storage and networking technologies for datacenters, mobile networks, and client computing. It is benefiting from growth in flash storage and mobile networks. LSI provides silicon and software solutions across server and storage connectivity, networking, hard disk drives, and flash storage. It aims to bridge the growing gap between increasing data and network traffic growth and limited IT spending increases.
Internap’s John Freimuth and Steve LeClair of VMware discuss different paths businesses take toward cloud adoption, how to evolve your own cloud strategy and key considerations for choosing a provider to meet your virtualization goals.
Internap’s Adam Weissmuller and Michael Carman of VMware discuss different paths businesses take toward cloud adoption, how to evolve your own cloud strategy and key considerations for choosing a provider.
Internap’s Adam Weissmuller and Michael Carman of VMware discuss different paths businesses take toward cloud adoption, how to evolve your own cloud strategy and key considerations for choosing a pro
Internap’s John Freimuth and Steve LeClair of VMware discuss different paths businesses take toward cloud adoption, how to evolve your own cloud strategy and key considerations for choosing a provider to meet your virtualization goals.
Internap’s Adam Weissmuller and Michael Carman of VMware discuss different paths businesses take toward cloud adoption, how to evolve your own cloud strategy and key considerations for choosing a provider.
Internap’s Adam Weissmuller and Michael Carman of VMware discuss different paths businesses take toward cloud adoption, how to evolve your own cloud strategy and key considerations for choosing a pro
Simplificando el Contact Center en una sola plataforma de ColaboraciónMundo Contact
Giselle Aranda, Business Development Manager of Collaboration for MidMarket de Cisco en el marco del Congreso CRM + Social Media + Centros de Contacto México 2012 en el WTC de la Ciudad de México
Jambey Clinkscales gave presentation on "The Value of Cloud in the Business Technology Ecosystem" at the 2011 BDPA Technology Conference in Chicago.
Jambey shared his thoughts on the workshop during BDPA iRadio Show interview held on August 28, 2011 --> http://www.blogtalkradio.com/bdpa/2011/08/29/bdpa-iradio-workshop-presenters
Workshop Presenter:
Jambey Clinkscales
Capabilites and Program Manager, HP Enterprise Services
Topic: The Value of the Cloud in the Business Technology Ecology
BDPA New York Chapter
Join CIGNEX Datamatics, Alfresco's Global Platinum Partner, as they share the case study experience of a leading supplier of auto parts, regarding their implementation of Alfresco as a Contract Lifecycle Management solution. The webinar will feature information related to the business drivers, challenges and solution architecture and also include a live demonstration.
Peter Coffee presentation on enterprise cloud computing to CIO Forum in Schaumburg IL 6 April 2010 with new material on Chatter and social tools as well as U.S. Census case study
Established in 1988, DataVox offers businesses the convenience of working with a single advanced technology partner to design, coordinate, implement, service and maintain all aspects of their communication, information technology and security systems.
Cloud Computing and Big Data - Charles Fanxuyunhao
Charles Fan, Senior VP of VMware gave the talk at CAISS Annual Conference 2012, as part of the panel discussion: Storage Component Technologies - Enable Big Data and Make Better Cloud Computing.
Simplificando el Contact Center en una sola plataforma de ColaboraciónMundo Contact
Giselle Aranda, Business Development Manager of Collaboration for MidMarket de Cisco en el marco del Congreso CRM + Social Media + Centros de Contacto México 2012 en el WTC de la Ciudad de México
Jambey Clinkscales gave presentation on "The Value of Cloud in the Business Technology Ecosystem" at the 2011 BDPA Technology Conference in Chicago.
Jambey shared his thoughts on the workshop during BDPA iRadio Show interview held on August 28, 2011 --> http://www.blogtalkradio.com/bdpa/2011/08/29/bdpa-iradio-workshop-presenters
Workshop Presenter:
Jambey Clinkscales
Capabilites and Program Manager, HP Enterprise Services
Topic: The Value of the Cloud in the Business Technology Ecology
BDPA New York Chapter
Join CIGNEX Datamatics, Alfresco's Global Platinum Partner, as they share the case study experience of a leading supplier of auto parts, regarding their implementation of Alfresco as a Contract Lifecycle Management solution. The webinar will feature information related to the business drivers, challenges and solution architecture and also include a live demonstration.
Peter Coffee presentation on enterprise cloud computing to CIO Forum in Schaumburg IL 6 April 2010 with new material on Chatter and social tools as well as U.S. Census case study
Established in 1988, DataVox offers businesses the convenience of working with a single advanced technology partner to design, coordinate, implement, service and maintain all aspects of their communication, information technology and security systems.
Cloud Computing and Big Data - Charles Fanxuyunhao
Charles Fan, Senior VP of VMware gave the talk at CAISS Annual Conference 2012, as part of the panel discussion: Storage Component Technologies - Enable Big Data and Make Better Cloud Computing.
Nytro™ Application Acceleration Architecture
Intelligent Solid-state Storage Solutions for Acceleration Datacenter Applications
With Nytro™ Products, LSI delivers smarter, faster application acceleration solutions by combining SSDs with intelligent software that analyzes data hot spots to determine which data is best processed in Flash and which is best stored in HDDs, enabling you to select the right amount of flash for the price and performance you need. It’s fast, smart, and easy.
FAST. Up to 12x in database transactions improvement, Up to 10x latency reduction for SAN connected storage. Powered by the LSI SandForce flash storage processor.
SMART. Right-sized solutions provide a choice rather than one-size fits all. Intelligently use flash and hard drives together for to achieve the optimal price/performance. Seamless caching and acceleration software analyzes data hot spots.
EASY. LSI solid-state storage solutions just plain work. No tuning, no rewrites, no hand-placing data. Transparent and seamless application acceleration with minimal impact to existing IT infrastructure, and extensive OS support. A breadth of product portfolio so solutions can be cost-effectively tailored.
Nytro™ Product Family
The Nytro™ Product Family is the most comprehensive, trustworthy, and highest-performance portfolio of enterprise solid-state storage solutions for customers who seek to unlock unparalleled application acceleration and reduced TCO. Because LSI technologies are so widely deployed within the datacenter and undergo rigorous internal and external qualification testing, Nytro™ products deliver ease of implementation, seamless integration, extensive OS support, reliability and future-proof scalability. That’s the smarter way to faster.
Enabling a hardware accelerated deep learning data science experience for Apa...DataWorks Summit
Deep learning techniques are finding significant commercial success in a wide variety of industries. Large unstructured data sets such as images, videos, speech and text are great for deep learning, but impose a lot of demands on computing resources. New types of hardware architectures such as GPUs and faster interconnects (e.g. NVLink), RDMA capable networking interface from Mellanox available on OpenPOWER and IBM POWER systems are enabling practical speedups for deep learning. Data Scientists can intuitively incorporate deep learning capabilities on accelerated hardware using open source components such as Jupyter and Zeppelin notebooks, RStudio, Spark, Python, Docker, and Kubernetes with IBM PowerAI. Jupyter and Apache Zeppelin integrate well with Apache Spark and Hadoop using the Apache Livy project. This session will show some deep learning build and deploy steps using Tensorflow and Caffe in Docker containers running in a hardware accelerated private cloud container service. This session will also show system architectures and best practices for deployments on accelerated hardware. INDRAJIT PODDAR, Senior Technical Staff Member, IBM
Cross Platform Mobile Apps with APIs from Qcon San FranciscoCA API Management
Building cloud and API driven mobile apps introduces numerous complexities around syncing, caching, and securing data. In this presentation Alex Gaber explored numerous tools and frameworks including best practices around building HTML5 cross-platform hybrid native applications.
Many companies are looking to move their CRM application from an on-premise to an on-demand environment. This webinar discusses the benefits and best practices of migrating from Siebel to Salesforce.com.
2. The New LSI
LSI has completed a vast strategic transformation in almost every dimension
Centered within persistent secular trends: Data & Traffic Growth
Focused on bringing acceleration and intelligence to storage and networking
for datacenters, mobile networks and client computing
LSI’s Flash and Mobile Network opportunities add to exciting growth
Strong financial performance, zero debt and focused on driving outstanding
growth and expansion of operating performance
2
3. Executive Leadership Team
President & CEO
Abhi Talwalkar
Chief Operating
Officer
Jeff Richardson
CFO & Chief Human
General Resources &
Counsel & Administrative
Corp. Marketing
Secretary Officer Gautam
Jean Rankin Bryon Look Srivastava
3
4. Key Takeaways from Q1’12 Earnings Call
Financials
Financials
Revenues: $622M from continuing operations
Q1 2012 Product Revenue
Non-GAAP Gross Margins: 52.4%
Non-GAAP Operating Expenses: $224M IP
Non-GAAP EPS from continuing operations: $0.20 5%
Cash & Short-term Investments: $623M Networking
17%
No Debt
Business Highlights Server & Storage
78%
Networking: Secured Axxia multi-core processor
wins at two top base station OEMs and in a
Datacenter Switch application
Flash: FSP wins in Intel 520 & 330 series of SSDs
Flash: PCIe Flash Adapter wins with Oracle & IBM
SAS: Awarded the industry’s first 12Gb SAS RoC
design wins with 2 top tier server OEMs
HDD: Set a new record in Q1 for SoCs shipped to
our largest customer
4
5. Focused on Storage and Networking
Businesses End Markets Product Lines 2011 Revenue
$2.044B
HDD: SoC & Preamps
37%
HDD/Flash $751M
Flash Storage Processors
Storage
Semi RAID Adapters
Server & Server
36%
Storage SAS
External Storage $736M
Connectivity
SAN Fabric
Invest- Standard Products
ment
Networking areas Custom Products 22%
Networking
Semi PC Connectivity $454M
Networking Legacy
5%
IP IP IP Licensing
$103M
5
6. LSI Benefiting from Numerous Inflections
Social The new consumer portal (shopping, email, entertainment)
Platforms Enterprise increasingly adapting for e-collaboration
Smart Clients & Rise of smart phones, tablets and other intelligent clients
Mobile Internet Connectivity explosion reshaping the network
Rapid proliferation across consumer and enterprise platforms
Video
Massive increase in storage capacity and network bandwidth
Collection & real time analysis of massive amounts of data
Big Data
Datacenter architecture evolving to support Big Data analytics
Rapid evolution of DCs for TCO, agility & growing demand
Cloud
Clouds of all shapes, sizes, and business models
6
7. The Result: The “Data Deluge” Gap
2011-2015
Network Traffic CAGR ~ 32%
Storage Capacity Needs CAGR ~50%
Source: Cisco VNI 2011, IDC 2011
“Bridging the Gap”
Growth
Technology Scaling e.g., Moore’s law
“Acceleration Through Intelligence”
But…IT Spending CAGR ~ 5%
Telecom Equipment Spending CAGR ~ 7%
Source: Gartner Dec 2011
7
Time
8. LSI’s Competitive Foundation
Silicon and Broad multi-segment offerings
Software Solutions Complete and hardened FW and SW solutions
How We Sustain Our Leadership
Time-to-Market Accelerating product cadence
Advantage Leading on critical industry transitions
Broad IP Comprehensive storage and networking IP
Portfolio Accelerating process technology
Silicon Continuing to drive greater integration
Integration Unique and flexible engagement model
8
9. Our Software and Firmware Advantage
Advanced Software Options Advanced Software Options
Predictor Profiling SW
Multiple generations of
hardened and trusted firmware and
Multi-Server Protection FastPath software stacks
High Availability CacheCade Pro
Networking Layer
Data Protection Layer Direct Drive Firmware SSD Firmware Networking Stacks
Enterprise Grade OEM Specific
MegaRAID Stack Acceleration APIs
Drivers Firmware
Fusion MPT Firmware Fusion MPT Firmware DuraClass Enterprise Run Time & OS
OS Drivers OS Drivers & Client Firmware Drivers
SAS PCIe Flash Adapters SandForce Flash Axxia Platform
MegaRAID Application Acceleration Storage Processors
9
10. Broad Product Offerings: Silicon and Software Solutions
Server & Storage
Networking HDD Flash
Connectivity
Axxia™Standard
Product Family
SAS HBAs
Custom Silicon PCIe® Flash
MegaRAID HBAs Adapters
Software Software Software
2015 SAM = $4.6B 2015 SAM = $2.4B 2015 SAM = $4B 2015 SAM = $2.8B
’11-’15 SAM CAGR = 12% ’11-’15 SAM CAGR = 8% ’11-’15 SAM CAGR = 10% ’11-’15 SAM CAGR = 31%
Source: LSI estimates
LSI 2015 SAM = $13.8B, ’11-’15 CAGR = 13%
10
11. Networking Product Categories
Network Aggregation & Service
Access Control Gateways
Axxia™ Processor Family Custom Silicon Solutions
Mobile
Networks
Control and Data Plane Baseband
Enterprise/
Datacenter Media Processing Switching and Routing
Security and Content Ethernet Connectivity
11
12. Flash
Growing Gap between System Requirements and Flash
Filled by Flash Storage Processors
Increasing Writes
Higher Reliability
More Performance
System
Requirements
Increasing Dependence on
Flash Storage Processors
All flash is different and changes
every 18 months!
– Per bit cost dropping 30% YoY
– Endurance, Reliability,
Performance, Interface
Program / Erase Cycles
100K
Error Correction
Requirements (per KB)
60-bit
Flash 10K
40-bit
Fewer Writes
24-bit
Lower Reliability
3K
Cell Geometries Previous Current Next 12-bit
Generation Generation Generation
30% Cost Reduction Y-Y
5x nm 3x nm 2x nm 3-bit per
MLC MLC MLC cell
Time
12
13. Why LSI in Flash Storage Processors
Industry Recognized
Leader in Flash Only vendor supporting flash from ALL 6 flash suppliers
Storage Processors Only vendor supplying custom FSPs to multiple flash suppliers
Client
Best-in-class performance and reliability
Enterprise
Complete
Product Portfolio Reference Manufacturing
Designs Tools and Kits
FW FW
Client Enterprise
Standard through full-custom engagement models
Flexible
Engagement Model Ability to customize to specific flash technology (per generation)
Only company that provides complete solution including firmware
Strong Technology
Leading Intellectual Property (i.e. Interfaces, Processors, etc)
base in Custom &
Storage Silicon Strong leadership in Industry Standards
13
14. Flash
Why LSI in Enterprise PCIe Flash Adapters
Uniquely Positioned Fully offloaded architecture does not tax server CPU
in PCIe Flash Low-host memory footprint
Solutions Based on industry-leading SandForce Flash Storage Processor
Complete PCIe
PCIe
Flash Solution Flash MegaRAID +
Caching
Portfolio Adapters CacheCade
Software
Proven Enterprise Key supplier to all major OEMs for servers and storage
Experience Generations of successful validation in server ecosystem
9 of the top 10 server OEMs run on LSI’s MegaRAID software
Technologies and
Nytro portfolio offers full range of flash capacity with seamless
Capabilities for
caching & acceleration software Unique in the industry
Sustained
Advantage Full portfolio for storage ecosystem (HDD, SSD, RAID, Flash)
Industry-leading LDPC error correction - key for future Flash
14
15. Flash
Well-Positioned to Lead in Flash
Complete Portfolio
Flash Storage
Industry-Leading Technology Processors (FSPs)
Manufacturing
FW
Tools and Kits
Complete Portfolio of Products SSD Evaluation
Units
• Ultrabook/Notebook Flash Storage Processors
• Enterprise Flash Storage Processors Flash Solutions Caching Reference
Software Designs
• Enterprise Flash Solutions
Flexible Engagement Model Flexible Engagement Model
• Standard Product Flash Storage Processors
for quick TTM
Flexible
• Custom Flash Storage Processors for Engagement
Firmware
highly-tailored solutions Model
Large and Growing Customer Base
• Flash Suppliers
All Customer Segments / All Product Segments
• Server and System OEMs
• Datacenter/Cloud
• Ultrabook Notebook Manufacturers
Fast Growing Market
15
16. LSI is a Solid Business with New Growth Drivers
Core Business
HDD: Leading the technology migration curve in HDD SoCs; #2 supplier
Strength
SAS: Broadest portfolio of SAS silicon & RAID software in the industry; #1 supplier
Networking: Investment areas growing at a 28% CAGR over the past 5 years
Flexible business model: Able to provide standard or integrated custom products
New Product
SandForce Flash Storage Processors in Computing and Enterprise
Cycles
PCIe at Server and Web2.0 customers
Axxia Multi-core processors in Base Stations & Enterprise applications
Custom products in Wireless & Enterprise
Share Gain
HDD SoC shipments to new customers and Preamp expansion
Opportunities
Enterprise HDD SoC volume at existing customers
Romley and 12Gb SAS inflection points for Server silicon & software
Growth in the Channel for Server solutions
16