Upload
others
View
2
Download
0
Embed Size (px)
Citation preview
.
@ Copyright 2019 Xilinx
Forward-Looking Statements
During the course of this presentation, we may provide projections or other forward-looking statements regarding
future events and/or future financial performance. Forward-looking statements and projections can be identified by
the use of words such as “expect”, “anticipate”, “believe”, and “estimate” and specifically include, without limitation,
information pertaining to Fiscal 2020 performance, longer-term revenue and profitability performance, and future
market developments, such as total available or total serviceable markets. Undue reliance should not be placed on
such forward-looking statements and projections, which speak only as of the date they are made. We undertake no
duty to update such forward-looking statements. Actual events and results may differ materially from those in the
forward looking statements and are subject to risks and uncertainties. We refer you to the documents the Company
files from time to time with the Securities and Exchange Commission, specifically, the Company’s last filed Form
10-K. These documents identify important risk factors that could cause actual results to differ materially from those
contained in our projections and other forward-looking statements.
Use of Non-GAAP Financial Information
This presentation contains both non-GAAP and GAAP numbers. We provide a reconciliation between non-GAAP
and GAAP numbers in the appendix to this presentation, as well as on our website at investor.xilinx.com.
© Copyright 2019 Xilinx, Inc. Xilinx, the Xilinx logo, Artix, Vivado, Kintex, Spartan, Virtex, Zynq, Alveo and other designated brands included
herein are trademarks of Xilinx in the United States and other countries. All other trademarks are the property of their respective owners.
2
.
@ Copyright 2019 XilinxIncludes silicon + board revenue
FY19 RevenueFY18 Revenue
$232M
$159M
46%increase
Data Center is the Fastest Growing End Market
2
.
@ Copyright 2019 Xilinx
Explosion of Unstructured Data
VIDEOANALYTICS
MACHINE
LEARNING
FINANCIALLIFE
SCIENCES
DATABASE Apps
NetworkStorage
Compute
3
.
@ Copyright 2019 Xilinx
Xilinx Data Center SAM Opportunity
FY24FY20
$6.1B
$1.8B
36%CAGR
Source: IHS & Xilinx Estimates Compute Network Storage4
.
@ Copyright 2019 Xilinx
October 2019
Live Hyperscale Cloud Data Centers
The Clear Leader in FPGA as a Service
5
.
@ Copyright 2019 Xilinx
Today
65May 2018
27Today
555May 2018
84Today
3089May 2018
716
PartnersApplications Developers Trained
Accelerator ProgramPublished Apps Companies + Academia
>6x>2x >4x
Growing Acceleration Ecosystem
6
.
@ Copyright 2019 Xilinx
Compute Acceleration PerformanceVideo Transcoding for VP9 Live Stream
FPGA
ASIC
GPU
CPU
Frames per second
1x
30x
30x higher performance
25% cost reduction
7Source: Xilinx Analysis
.
@ Copyright 2019 Xilinx
Compute Acceleration PerformanceGenomic Data Analytics
FPGA
GPU
CPU
Performance
90x
1x
Accelerates diagnosis & treatment by 90x
8Source: Xilinx Analysis
.
@ Copyright 2019 Xilinx
Compute Acceleration PerformanceReal-time ML Inference
FPGA
GPU
CPU
Performance
100x
1x
20x
100x higher performance
Significant cost reduction
9Source: Xilinx Analysis
.
@ Copyright 2019 Xilinx
Network Acceleration: Making SmartNICsFaster and Smarter
Data Center Customer BenefitsSaving CPU cycles
Increasing network throughput
Accelerates applications such as search engine, malware detection, ad insertion…
SolarFlare SmartNIC PartnershipProcessing >100 million packets/sec
Power usage on 1 FPGA < 75 watts
FY24 SAM: $1.3B
10
.
@ Copyright 2019 Xilinx
Xilinx to Acquire Solarflare
World Class Networking Talent
Key Technologies:
Application acceleration
Server security
Network adapters
Critical NIC IP and software stack
enable next generation SmartNICs
11
Announced on April 24, 2019
.
@ Copyright 2019 Xilinx
Storage Acceleration: SmartSSD Partnership
CPUDRAM
FPGA
SSD
FPGA
SSD
FPGA
SSD
5x Speedup forData-Intensive Workloads
Compression
Encryption
Database query offloads
Reduces TCO >2x
Increases performance
Frees up CPU cycles
FY24 SAM: $800M
12
.
@ Copyright 2019 Xilinx
Current Data Center Architecture
CPU
CPU
Compute Accelerator
Compute Accelerator
SSD
CPU
SSD
CPU
CPU
NIC
NIC
NIC
NIC
NIC
PCIe
13
.
@ Copyright 2019 Xilinx
Enhanced Data Center Architecture
CPU
CPU
Compute Accelerator
Compute Accelerator
SmartSSD
CPU
SmartSSD
CPU
CPU
Smart
NIC
Smart
NIC
Smart
NIC
Smart
NIC
Smart
NIC
PCIe
14
.
@ Copyright 2019 Xilinx
Data Center Platforms
Storage Platform Network PlatformCompute Platform
Software Stack
Hardware
IDE
Firmware
Libraries, Compilers, Middleware
Software Frameworks
Python/Java/C++ Programmability
Software Applications
Hardware Devices and Boards
15
.
@ Copyright 2019 Xilinx
Continued Investment in Comprehensive SW Stack
Storage Platform Network PlatformCompute Platform
Software
Frameworks
Hardware
IDE
Firmware
Libraries, Compilers, Middleware
Software Frameworks
Python/Java/C++ Programmability
Software Applications
TensorFlow FFMpeg NVMe-OF ROCE SDN / NFV Openstack
ML Video Compression Key Value Encryption OVS
XRT- Open Source Common Runtime Library
Compute Shell
Firmware & Runtime
Storage Shell
Firmware & Runtime
Network Shell
Firmware & Runtime
Hardware Devices and Boards
Libraries, DSA,
Middleware
Compilers
Firmware
16
.
@ Copyright 2019 Xilinx*Partial List of Xilinx Applications Ecosystem Partners
FINANCIAL VIDEO
LIFE
SCIENCES
MACHINE LEARNING
ANALYTICS
On-premiseFPGA as a Service
FINANCIAL VIDEO
LIFE
SCIENCES
MACHINE LEARNING
ANALYTICS
Growing ISV Ecosystem
17
.
@ Copyright 2019 Xilinx
Scaling Alveo Platform Partners
OEM Partners
VARs
Distributors
Customers
18
.
@ Copyright 2019 Xilinx
Expanding Xilinx Value with ACAP
Designed for SW programmability
Integrates acceleration functions
Higher performance
More power efficient
19
.
@ Copyright 2019 Xilinx
Versal AI Inference Performance
Sources:
GPU: Nvidia T4 TensorRT 5, Published March 2019
(INT8, Batch=4, 1.5ms Latency)
Alveo Versal Card, Projected (INT8, Batch=8, 1.5ms Latency)
2,604
9,086
0
2,000
4,000
6,000
8,000
10,000
12,000
Alveo VersalGPU
1x
Resnet50 Inference Performance
3.5x
Images/Sec
4.5x 11,812Xilinx Pruning
20
.
@ Copyright 2019 Xilinx
Versal Whole Application Acceleration
Smart City
117 ms
Decode Detect + Classify
4 Channels 1080p
Camera IO
Pre-Processing PCIe
Video Decode
MLCPU
12nm GPU
Decode Detect + Classify
20 ms
32 Channels 1080p
Camera IOPCIe
Pre-
Processing ML
Video Decode
CPU
Versal ACAP
8x throughput 4x perf/watt 1/6 latency
21Source: Xilinx Analysis
Note: GPU - Nvidia T4
.
@ Copyright 2019 Xilinx
Today’s Enhanced Data Center Architecture
CPU
CPU
Compute Accelerator
Compute Accelerator
SmartSSD
CPU
SmartSSD
CPU
CPU
Smart
NIC
Smart
NIC
Smart
NIC
Smart
NIC
Smart
NIC
PCIe
22
.
@ Copyright 2019 Xilinx
CPU
CPU
ACAP
ACAP
SmartSSD
SmartSSD
ACAP
ACAP
ACAP
Smart
NIC
Smart
NIC
PCIe
Vision: ACAP for Distributed Adaptive Computing
Smart
NIC
AI
Engines
ARM CPUs
FPGA
ACAP Integrated Accelerator
23
.
@ Copyright 2019 Xilinx
CPU
CPU
SmartSSD
SmartSSD
Smart
NIC
Smart
NIC
PCIe
TOR Switch
CPU
CPU
SmartSSD
SmartSSD
Smart
NIC
Smart
NIC
PCIe
TOR Switch
Aggregator Switch
ACAP
ACAP
ACAP
ACAP
ACAP
ACAP
ACAP
ACAP
ACAP
ACAP
Distributed
Adaptive
Computing
Harnessing the Power and Flexibility of Multiple Accelerators
24
.
@ Copyright 2019 Xilinx
Virtualization of Acceleration Resources
CPU
CPU
SmartSSD
SmartSSD
Smart
NIC
Smart
NIC
PCIe
TOR Switch
CPU
CPU
SmartSSD
SmartSSD
Smart
NIC
Smart
NIC
PCIe
TOR Switch
Aggregator Switch
ACAP
ACAP
ACAP
ACAP
ACAP
ACAP
ACAP
ACAP
ACAP
ACAP
Distributed
Adaptive
Computing
Small
Workload
Small
Workload
Small
Workload
Small
Workload
25
.
@ Copyright 2019 Xilinx
Virtualization of Acceleration Resources
CPU
CPU
SmartSSD
SmartSSD
Smart
NIC
Smart
NIC
PCIe
TOR Switch
CPU
CPU
SmartSSD
SmartSSD
Smart
NIC
Smart
NIC
PCIe
TOR Switch
Aggregator Switch
ACAP
ACAP
ACAP
ACAP
ACAP
ACAP
ACAP
ACAP
ACAP
ACAP
Distributed
Adaptive
Computing
Medium
WorkloadMedium
Workload
26
.
@ Copyright 2019 Xilinx
Virtualization of Acceleration Resources
CPU
CPU
SmartSSD
SmartSSD
Smart
NIC
Smart
NIC
PCIe
TOR Switch
CPU
CPU
SmartSSD
SmartSSD
Smart
NIC
Smart
NIC
PCIe
TOR Switch
Aggregator Switch
ACAP
ACAP
ACAP
ACAP
ACAP
ACAP
ACAP
ACAP
ACAP
ACAP
Distributed
Adaptive
Computing
Large Workload
27
.
@ Copyright 2019 Xilinx
Value of Distributed Adaptive Computing
ComputeAccelerators
NetworkAccelerators
StorageAccelerators
Whole application acceleration across compute, networking and storage
Virtualization and independent scale-out of resources
Best compute optimization and utilization within the lowest power envelope
Significant TCO savings
28