ATCA vs. Blade Servers A battle rages for your next generation hardware platform (H-01) AudioCodes at a Glance 13 Years of Operation Focused on VoP Media Gateway & Media Server Technology and Systems Adding Session Border controller Over 15 Million Channels Shipped to Over 75 Countries Leader in Innovation and Quality of VoP Solutions Executing, Profitable and Growing NASDAQ: AUDC; Public since 1999 Over 4 years of consecutive quarterly growth Improving Operating Model, 13% of Sales $143M in Cash Employee Geographical Breakdown: ~ 730 Employees and Growing Nth & Sth America 240 • Global Presence HQ & R&D in Israel; EMEA 470 APAC 22 R&D extensions in the USA (NC, NJ, CA, TX) and the UK 3 Sales & Support Offices in US (7 offices), Mexico, Brazil, Argentina, France, UK, Germany, Russia, China, Singapore, India, Korea, Japan A Battle Rages Blade Servers ATCA Telecom Applications Market 4 ATCA – What is it? • Platform for both telecom and computing applications • High Availability features • Specified by PCI Industrial Computers Manufacturers Group (PICMG 3.0) • Successor to cPCI • ETSI and NEBS-ready • Many redundancy features • Highly Scalable • Centralized management Alliance Systems ATCA Chassis 5 ATCA Physical Form Factor • Dimensions: – Front board size 8U x 280 mm – Rear board size 8U x 70 mm • Connects directly to front board 6 ATCA – Benefits for Telecom • Larger physical board – More usable board space • 200W / board – Faster / more processors • Improved mechanical design – Better heat dissipation – Interface to rear transition modules • 1Gbps Base Interface • Choice of Fabric Interfaces – Ethernet, Fibre Channel, StarFabric, PCI-Express, RapidIO • Separate IPMI management 7 AudioCodes TP-12610 ATCA vs. CPCI Attribute PICMG 2.16 (cPCI/CPSB) PICMG 3 ATCA Size 6U x 160mm x .8” ; 57 sq in 8U x 280mm x 1.2”; 140 sq in 2 x PMC 4 x PMC ; 8x AMC 35-50W, central converter 5/12/3.3V on backplane 150-200W, distributed converter Dual 48V on Backplane 38 Gb/s 2.4 Tb/s Managment OK Advanced Clocks, update bus No Yes Regulatory conformance Vendor specific In-standrad Mezzanine Power Bandwidth 8 ATCA Interfaces • Zone 1 – Power – Dual 48V, distributed conversion – Management – Dual redundant IPMB – Keying • Zone 2 – Base interface – Dual star GBETH for control (CPSB like) – Fabric interface – PICMG 3.X – Update channel – between adjacent slots for 1+1 redundancy – Clocks – 8KHz,19.4MHz,GP, dual redundant • Zone 3 – Vendor-specific Rear connections – Backplane is open 9 ATCA Fabric Interface Types The Fabric is Dedicated for Bearer Data: – Packet voice (IP/ATM) – TDM voice (H110 - like) PICMG 3.X – 3.1 – Ethernet and Fiber Channel – 1GBit/s Very common and widely supported o TDM and ATM support problematic – 3.2 – InfiniBand, 2.5Gb/s – 3.3 – StarFabric, 2.5Gb/s Designated for TDM, Packet and PCI transport o Questionable availability so far o Supported by StarGen only – 3.4 – PCI-Express & Advanced Switching o Targeted to all types of Fabric applications PCI-express Widely supported – Driven by PC industry Sponsored by Intel, Alcatel, Siemens etc. Chipsets still NA – 3.5 – RapidIO & Advanced Fabric Interface, 2Gb/s The Big Question: 10 Which one will dominate? ATCA Market Forecast Merchant ATCA CPU Blades, Current and Projected Markets,2005-2010 (US$ in Millions) 2005-2010 CAGR: 88.27% $150 $125 $130.2 $100 $75 $78.8 $50 $41.2 $25 $0 2005 2006 Source: VDC 11 2007 Advanced Mezzanine Card • Modular hot-swap cards – – – – – – – – 12 Processor Resources DSP Resources Packet Processors PSTN Network Interfaces WAN Interfaces Serial Interfaces Disk storage and more GE Fanuc Processor AMC Advanced Mezzanine Card • Promise of Mix-n-match – CPU Blades – Carrier Blades • Enables “one-blade” applications • Core of the MicroTCA architecture 13 Diagram courtesy PICMG MicroTCA • Platform to host multiple AMCs • Range of Sizes – Single wide – Double wide • Applications – Telecommunications – Military – Industrial GE Fanuc MicroTCA Chassis 14 Blade Servers • Packaging multiple servers into one physical chassis, sharing common storage networking, and management resources. • Value Proposition – – – – • • • • 15 Reduces cabling/clutter Reduces power consumption Easier to manage Simplifies upgrades/replacements IBM BladeCenter Focus is on Servers Manufactured by IBM, Intel, Dell, HP, Sun… Mostly proprietary Little interoperability between vendors Blade Server Market Incompatible 16 Blade Server Market 17 Chassis Options BladeCenter HT BladeCenter T BladeCenter BladeCenter H 18 Resources Available For IBM BladeServer: IBM PCI Expansion Unit (PEU) AudioCodes TP-1650 Media Gateway GE Fanuc AMC Carrier 19 Market Situation Cost # Available Software Applications 20 Comparison: ATCA vs. Blade Servers 21 Feature / Capability ATCA Blade Servers Commercial Volumes No Yes Modular (AMC / MicroTCA) Yes Limited Enterprise and Telco versions No Yes Chassis Management Yes Yes Telecom-friendly Rear Transition Modules Yes Limited NEBS Yes Some Interoperability / Open Specification High Low Where will they fit? Telecom Applications Billing / Management Applications Access / Edge 22 ATCA Fit Blade Server Fit Too expensive Excellent Good Good Excellent Poor Other Interesting Facts: Intel is investing heavily in ATCA Sun abandon their proprietary blade server and has adopted ATCA HP has strong telecom history/partnerships HP has struck a deal with Intel to deliver ATCA IBM has opened up the BladeCenter specification via IEEE and Blade.org IBM is aggressively working with a range of ISV partners 23 Questions? ? 24 More information Booth #115 25