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Keynote presentation researched and built by IT Brand Pulse for Huawei to present at the Private Sector Summit.
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Page 1
Big Wave Riding Embracing Hyperscale Innovation
Jane Li COO Huawei Enterprise USA
Private Sector IT ASSEMBLY 2014
Page 2
Waves are Driven by the Wind The bigger the wind, the bigger the wave.
Page 3
First Movers
Net Worth Mark Zuckerberg $33B Larry Page $32B Jeff Bezos $30B Sergey Brin $30B Jack Ma $26B Ma Huatang $15B Robin Li $15B
Page 4
Late Movers
Cost Cutting
Traditional Enterprise Infrastructure PC Client Computing
Mergers & Acquisitions
Stock Buybacks
Page 5
Before the Big Bang Slow Rate of Change
Proprietary Technology Expensive Hardware, Software & Service
Page 6
Why Data Center IT Changed Slowly
Core Business
IT
100%
0%
Spending
Impact of IT savings on overall P&L is small. And if IT continuity has a big impact on the core business, organizations take the lowest risk approach.
Industry
IT
Spending
as a % of
Revenue
Software Publishing & Internet Services 6.7%
Banking & Financial Services 6.3%
Media & Entertainment 5.0%
Education 4.7%
Professional Services 4.2%
Healthcare Providers 4.2%
Telecommunications 3.8%
Insurance 3.2%
Pharmaceuticals, Life Sciences & Medical Products 3.2%
Utilities 2.8%
Transportation 2.6%
Industrial Electronics and Electrical Equipment 2.5%
Consumer Products 1.9%
Industrial Manufacturing 1.7%
Retail & Wholesale 1.5%
Chemicals 1.3%
Food & Beverage Processing 1.3%
Energy 1.1%
Construction, Materials and Natural Resources 1.0%
Page 7
The Big Bang
Hyperscale
Page 8
Hyperscale IT Spend Model
100%
0%
Q1 2014 Revenue
AWS - $1.2B
Non-AWS
13.8B Non-AWS and AWS
$1.59B
100%
0%
Q1 2014 Spending on Technology
AWS - $1B (est.)
Page 9
Why Data Center IT is Emerging at the Speed of Light
100%
0%
Spending
IT
(Core Business)
Other
Amazon operating income in Q1 was $146M. A 40% savings in IaaS spending due to use of open-source technology = $400M or $1.6B/yr.
Facebook revenue was $10.8B and net income was $1.07B in 3 years 2010-2012. During that period they reported savings of $1.2B by doing their own designs
Profitability is dependent on hyperscale-driven innovation and savings.
Page 10
Hyperscale has Taken the Wind out of Traditional Enterprise IT
2010 2011 2012 2013 2014 (est.)
Cisco 40.0 43.2 46.1 48.6 49.0
Dell 52.9 61.5 62.1 56.9
EMC 17.0 20.0 21.7 23.2 24.0
HP 126.0 127.2 120.4 112.3 112.0
IBM 99.9 106.9 104.5 99.8 97.0
0
20
40
60
80
100
120
140Annual Revenue ($B)
Page 11
It all came together in 2014
1980 1985 1990 1995 2000 2005 2010 2015 2020
Contract Manufacturer
Original Design Manufacturer & Open Source Hardware
Original Equipment Manufacturer
Enterprise IT
Hyperscale driven innovation
New class of OEMs
Integration of mobile and wireless
Webscale IT
Open-Source Software
Commercial Versions of Open-Source Cloud Platform
Hyperscale Computing
Wired/Wireless Carrier ICT & Smartphone Manufacturer
Page 12
Vendors are at a Crossroads
Smart Phones & Tablet Client Computing
Global Wired and Wireless Networking
Cloud OS, Servers, Storage, Networking & Apps
Data Center as a Service
Research & Development
PC Client Computing
Traditional Enterprise Infrastructure
Cost Cutting
Stock Buybacks
Mergers & Acquisitions
Page 13
Vendors Going in Surprising New Directions
Page 14
Last Year’s Weather Report for Enterprise IT OEMs
“Not a cloud in the sky”
Page 15
In 2014 the Enterprise IT OEM Clouds Rolled In
15
Page 16
IBM is Ahead in the Race to Pass the Hardware Baton
Page 17
1985 Vertical Integration
Sell
Mfg.
Design
US RoW
2005 Original Design Manufacturer
Sell
US RoW
2015 Original Equipment Manufacturer
US RoW
1995 Contract Manufacturer
Sell
US RoW
Design
A New Group of HW OEMs are Ready to Carry the Baton
Page 18
Same Servers, New Perspective
89%
12%
36% 36%
IBM Lenovo
Software GM%
x86 Server GM%
x86 Server GM%
PC GM%
Page 19
Client Computing Tectonics
Thin Clients 1.5M in 2015
PCs 278M in 2014
Smartphones & Tablets 2.35B in 2014
Page 20
Information and Communications Technology (ICT)
Communications Building Blocks
Cell Networks WiFi Networks
Optical Fiber Networks Cell Phones
Tablets Video Surveillance
Video Conferencing VoIP
IT Building Blocks
Servers Storage
Networks Virtualization
Page 21
Coming Soon An Epic Land Rush for the Wide Open Software Defined Data Center
Page 22
You won’t have to buy the whole album to get one app
Network Software Suite
Network OS
Network OS QOS Load Balancing Firewall Network Monitoring IPv6 Encryption FCoE NVGRE VXLAN Network OS Network OS
Network Services
Eagles Justin Timberlake Pit Bull MC Hammer U2 Marvin Gaye Mariah Carey Rolling Stones Rolling Stones Usher Miley Cyrus Bruce Springsteen
OpenStack Apps
Page 23
Data Center App Innovation will Explode
Page 24
New Growth in the Data Center Ecosystem
Amazon
HP
Client Computing
Data Center Computing
Cloud Computing
Carrier Infrastructure
Cisco
Samsung
Google Microsoft
Huawei
Ericsson
Huawei Apple
IBM Huawei
Lenovo
Cisco
Cloud OS Apps
Page 25
IT Inflection Point Business goes on the new heights
10x change in an element of the business. What worked before doesn’t work now. The executives are the last to know.
3 Dimensional Strategy Hyperscale Driven Technology
Global Partnerships
Pick Winners of the Future
Source: Only the Paranoid Survive, by Andy Grove
Traditional Enterprise IT
Business declines
Page 26
Data Center Strategy is 3-Dimensional Chess
Hyperscale Innovation
Partnerships
Cloud
Page 27
We Must Leap into Hyperscale Driven Innovation Flash Storage ● Object Storage ● Scale-Out Storage ● Converged Systems ● Software Defined Networking ● Network Function Virtualization ● NoSQL ● In Memory Computing ● Software Defined Storage
Page 28
Partnering with Innovation Leaders is Global
Storage Samsung’s New
Bright Spot - WSJ
Processors ARM Snags 95 Percent Of Smartphone Market - CRN
Servers Lenovo Agrees
to Buy IBM Server Business
- Dealb%k
Networking China Telecom and
Huawei deploy world's first SDN - Light Reading
Personal Computers Apple is Driving Computer
Sales in the Workplace - WSJ
Software SAP Solidifies
Market Leadership - Forbes
Most people are familiar with calculations such as “if you invested $10,000 in Microsoft stock in 1986 when it went public, your stock would now be worth more than $1.8M.”
The challenge for investors has always been to identify potential super performers of tomorrow before their stock becomes highly valued in the marketplace.
The strategy is to look for areas of hyper-growth. Find the dominant players (Gorillas) in these spaces, and gradually concentrate on a few.
The Gorilla Game: Picking Winners in High Technology Book by Geoffrey Moore, Tom Kippola, and Paul Johnson
The challenge for IT has always been to identify:
Discontinuous innovation—breakthrough trends which offer such compelling benefits that new standards and operating models are quickly developed to help the trend succeed.
Companies that provide new products or services that can bring about a sea-change in how IT does business, where new supply chains and new efficiencies can bloom quickly and create enormous economic value.
The Gorilla Game for IT: Picking Winning OEMs
Page 31
Companies bringing about sea change. Discontinuous innovation. The creation of enormous economic value for you.
What it Takes to Ride the New IT Wave
Introducing
Page 33
1938 The birthplace
of Silicon Valley
Palo Alto
1979 China’s first Special
Economic Zone
Shenzhen
Page 34 34
150,000 employees. Products deployed in over 140 countries, serving more than one third of the world's population.
A Global Company
Page 35
First China Brand in Top 100
Page 36
Arsenal, English Premier League A.C. Milan, Serie A
Paris Saint Germaine, France Ligue Atletico Madrid, La Liga
Page 37
Page 38
45 of 50 Carriers Who Connect the Clouds are powered by Huawei
A Vast Portfolio of Enterprise, Carrier & Consumer Products
Enterprise Product Portfolio
UC&C
Security
Unified Management Bring Your
Own Device
Software Defined
Network
Cloud
Data Center
Conferencing Telepresence IVS UC Contact Center
Data Center
Infrastructure Server Storage VDI Networking Power
Enterprise Network &
Enterprise Wireless
DC Network OTN/Microwave IP Network GSM-R/LTE
Creating Value for Customers
Page 40
World’s Fastest Growing Storage Manufacturer
Oracle
Quantum Dell
HP IBM
NetApp
EMC
HDS Fujitsu NEC
Huawei
-30%
-20%
-10%
0%
10%
20%
30%
2013 Storage Revenue Year-to-Year Change Leaders
Source: 2013 TBR Computing Data Center Benchmark Report
Page 41
#2 Fastest Growing x86 Server Manufacturer
Oracle Fujitsu
Bull HP IBM Unisys
NEC Dell
Huawei Cisco
-30%
-20%
-10%
0%
10%
20%
30%
40%
50%
60%
70%
2013 Revenue Year-to-Year Change Leaders
Source: 2013 TBR Computing Data Center Benchmark Report
Page 42
World’s Fastest Growing Tier-1 ICT OEM
Annual Revenue (Billions)
$0
$5
$10
$15
$20
$25
$30
$35
$40
2008 2009 2010 2011 2012 2013
Page 43
What Huawei Brings to IT Organizations
Traditional Enterprise IT Enterprise-Class Expensive HW Expensive SW
Expensive Service Technology Follower
Enterprise ICT Enterprise-Class Affordable HW Affordable SW
Affordable Service Technology Leader
Hyperscale Commodity
Affordable HW Affordable SW
Affordable Service Technology Leader
Page 44
Positioned to Help You Build on the 3rd Platform
90% of Growth in the Next 10 Years Will Come From the 3rd Platform
LAN/Internet Client/Server
Mainframe Terminal
3rd Platform
2nd Platform
1st Platform
Cloud
Mobile
Big Data Analytics
Social Business
Emerging Markets
Innovative Industry Solutions
Page 45
A Leader in the Red Hot China Market
2012
Spending
2012
Growth
2013
Spending
2013
Growth
2014
Spending
2014
Growth
Devices 627 2.9% 666 6.3% 694 4.2%
Data Center
Systems 141 2.3% 147 4.5% 154 4.2%
Enterprise
Software 278 3.3% 296 6.4% 316 6.8%
IT Services 881 1.8% 927 5.2% 974 5.1%
Telecom
Services 1,661 -0.1% 1,701 2.4% 1,742 2.4%
Overall IT 3,588 1.2% 3,737 4.2% 3,881 3.8%
Worldwide IT Spending Forecast
0.0%
2.0%
4.0%
6.0%
8.0%
10.0%
12.0%
China GDP Growth
Leading the transition to Software Defined Data Centers with carriers and cloud service providers
#1 Telecommunications
Page 47
www.wocloud.cn
Page 48
Data Center 1 of 2
Langfang #4 World’s Largest
6,673,624 Square Feet. $USD 1 Billion
Page 49
Hohhot #5 World’s Biggest
6,436,818 Square Feet. $USD 1.97 Billion
Data Center 2 of 2
Page 50
Wo Cloud Data Centers Under Construction
Langfang
Harbin
Zhengzhou Wuxi
Chongqing
Dongguan
Hong Kong
Guinan Xi’an
Hohhot
Page 51
Wo Cloud Architecture
VxLAN
TOR
VxLAN
Gateway
FW Exit router
server
VxLAN
TOR
VxLAN
Gateway
FW Exit router
server server
DC 1 DC 2
DCI
PCE+
vSwitch
TOR
vSwitch
server
TOR
SCiON
FusionSphere Openstack vCenter System Center
Page 52
FusionSphere Cloud OS
VxLAN
TOR
VxLAN
Gateway
FW Exit router
server
VxLAN
TOR
VxLAN
Gateway
FW Exit router
server server
DC 1 DC 2
DCI
PCE+
vSwitch
TOR
vSwitch
server
TOR
SCiON
FusionSphere Openstack vCenter System Center
FusionManager
FusionCompute
OpenStack
FusionStorage FusionNetwork
Cloud Boot & Provisioning Service
Nova Cinder Neutron
KeyStone Glance
Swift Heat
Ceilometer
KVM Storage Hypervisor
Cinder volume driver Nova-compute driver Neutron plugin
DSware
HA Framework
Auto Deployment
Smooth Upgrade
Log & Monitoring
API Proxy
Portal Multi-DC
Mgmt Account &
Billing Application Automation
Backup
SCiON Controller
Virtual and Physical Network Elements
Page 53
Wo Cloud Delivering Value Added Services (VAS) on Demand
Virtual Networking Pool
VM VM VM VM VM VM
Huawei SDN
Controller
Virtual Server Pool
Network Devices
VM VM VM VM VM VM
Virtual Server Pool
Value Added Services
Services Tethered to Static Tunnels Services Provisioned When and Where Needed
#3 Smart Phone Supplier
Huawei Ascend P6 - The world’s thinnest smart phone
Page 55
4G LTE Mobile Computing
0
500
1,000
1,500
2,000
2,500
3,000
3,500
4,000
4,500
2012 2013 2014 2015 2016 2017 2018
Global Subscriber Forecast
Huawei Ericsson Nokia Alcatel-Lucent Others
2014 Equipment Market Share Leader
Base Stations Smartphones Gateways Core Network Security Antennas Management
Supplier to #1 Largest eCommerce Site
Hyperscale Infrastructure
2012 Gross Merchandize Value ($B)
Alibaba 171.2
Amazon 87.8
eBay 67.8
Fastest Growing Tier-1 Enterprise OEM
Scale-out Servers, Storage & Networking
Page 58
SAP HANA Appliance for Large Enterprises
FusionCube
Hypervisor
Hardware installation Software installation Configuration Test Service Support
A Turn-Key Converged System Solution
Page 59
Advanced Converged System Architecture
FusionCube
Converged System Outside Scale-Out Computing & Storage Inside
Storage Server 1
CPU Memory
DB DB
CPU Memory
Database Server 1
DB DB
CPU Memory
Database Server 2
Storage Server 2
CPU Memory
DB DB
CPU Memory
Database Server N
Storage Server N
CPU Memory
56Gb Cluster Network
Page 60
Effect of Increased Convergence Levels on IT Costs, Uptime, and Speed of Deployment
0.9982
0.9984
0.9986
0.9988
0.9990
0.9992
0.9994
0.9996
0.9998
1.0000
-
5
10
15
20
25
30
1. Traditional 2. Standardized 3. Optimized 4. Automated 5. Adaptively Sourced
Availability
Mean Time to Deploy New Services (Days)
Annual IT Costs (000) per Gbps Workload Throughput
Convergence Level
Discrete Servers
Virtualized Servers
Annual Costs (000) or Days
Page 61
A Global Innovation Leader
Discontinuous Innovation
Incremental Change Exploitive
Incremental Change
Existing Products New Products
Exis
tin
g M
arke
ts
New
Mar
kets
Traditional Enterprise
HW, SW & Service
Private Clouds
Converged Systems
Big Data
Cloud Apps
Mobile Clients Enterprise ICT
Enterprise IT Servers, Storage, Networking
SW Defined
Datacenter
Web Apps
Cloud Providers
SSD
Hyperscale
Discontinuous Innovation: the radical advances that profoundly alter the basis for competition in the industry.
Page 62
Leading a Sea Change to Enterprise ICT
1970 1980 1990 2000 2010 2020
$ B
illio
ns
The Freedom to…
Air Travel
Fly Drive
Autos
Global Innovation, Higher Quality and Lower Price
Cell Phones
Talk
ICT
Compute
Page 63
Join us in Mastering The Big Waves Hyperscale-driven Technology, ICT, and Global Innovation
Thank You