Mellanox Analyst Day 2013 - presented by Shai Cohen, Chief Operating Officer - October 25, 2013

1. Mellanox’s Operational Excellence
Shai Cohen – Chief Operating Officer
October 25, 2013

2. 100Gb/s and Beyond – The Mellanox Physical Layer
 The industry today is adopting 10Gb/s
 For us, 56Gb/s is a fact
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Feeding the hunger for BW for compute, storage, & switching
Shipping since 2011, the only high volume provider today
Legacy switch chips, NIC chips, boards, systems and cables
IPTronics 56Gb/s interconnect chips are part of our solution
 Silicon photonics shipped 1M ports
• Kotura
• VOA, Mux, De-mux
Mellanox 100Gb/s is based on proven and deployed technologies
© 2013 Mellanox Technologies
- Mellanox Confidential -
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3. Deepen the Foundations, Add Value
 Mainstream VCSEL-based solutions
• Common 850nm standard
Excellent People
 Silicon photonics-based solutions
• Improved reliability
• Extended reach
• 1550nm standard
Heritage of selling products
Strong Technology
© 2013 Mellanox Technologies
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4. Extending Technology Leadership
Storage
Server / Compute
 Vertically Integrated
• North – South
• Technology ingredients
 End-to-End Solutions
• East – West
• Solution components
Software
Firmware
Applications
Systems
Boards
Connectors
Cables
Substrate
Chip
Integrated SerDes
Active Interconnect
Silicon Photonics
© 2013 Mellanox Technologies
- Mellanox Confidential -
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5. Ownership and Control
Margin
Value
Performance
Resiliency
Secret sauce
Quality
Feature set
Reliability
Power
Cost
© 2013 Mellanox Technologies
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6. ‘Best of Breed’ Silicon Physical Technologies
Feature rich, low power
25Gb/s analog SerDes
CMOS switch and NIC
Fastest, >25Gb/s, optical
Modulator & photo diode
Silicon Photonics
100Gb/s laser / modulator driver
and Trans Impedance Amplifier
SiGe BiCMOS chips
High-speed electrical & optics
Packaging & assembly
© 2013 Mellanox Technologies
- Mellanox Confidential -
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7. Divide and Conquer
 Design each element with best of breed technology
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– ‘Unfair advantage’
Switch / NIC chips
Light source
Modulator
Photo diode
Laser / modulator driver
Trans Impedance Amplifier
 Simply put each element in the right place
 Don’t over integrate or mix incompatible things
 Align to industry roadmap for packaging solutions
© 2013 Mellanox Technologies
- Mellanox Confidential -
– Cost and quality
– Time to market
– Economy of scale
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8. Conservative Innovation
 Simpler implementation compared to competition
 Mainstream processes and materials
 Innovative products and technologies
 Strong intellectual property
Waveguide
3.0
3.0
Modulator
+
Photons like space
Low losses
Lower cost assembly
Electrons like proximity
High frequency
Highest performance, lowest power & cost, highest quality & reliability products
© 2013 Mellanox Technologies
- Mellanox Confidential -
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Best ROI
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9. Best ROI – Switch Silicon Example
 Two years after SwitchX general availability, competition is still behind
 What matters in switch silicon?
• Highest switching capacity
• Lowest latency
• Lowest power
Switching Capacity (Bpps)
Latency (µsec)
3
Power (Watt/Gb)
3.5
1.2
3
1
2.5
2.5
1
2
3
0.8
2
2
1.44
1.5
2.5
0.6
0.5
1.5
1
0.95
0.4
0.2
0.2
0.5
0
1
0.4
0.5
0
1st
Competition
chip
Trident+
Competition
Trident2
© 2013 Mellanox Technologies
2nd
chip
SwitchX
Trident+
Trident2
Competition 1st chip Competition 2nd chip
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SwitchX
0
Competition 1st chip Competition 2nd chip
Trident+
Trident2
SwitchX
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10. Current Physical Interconnect Product Portfolio
Server / Compute
Storage
Switch / Gateway
Front / Back-End
Virtual Protocol Interconnect
Virtual Protocol Interconnect
56G IB & FCoIB
56G InfiniBand
10/40/56GbE & FCoE
10/40/56GbE
Comprehensive InfiniBand and Ethernet Product Portfolio
Cables
Passive copper cables
ICs
Modules
Active optical cables
QSFP optical module LR4
QSFP optical module SR4
SFP VOA
• TransImpedance Amplifier
• VCSEL Driver
• VOA Chips for VMUX
Hybrid cables
© 2013 Mellanox Technologies
Converters / Splitters
QSFP optical module
SFP+ optical module
- Mellanox Confidential -
1/4/8 channels VOA
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11. From 10 to 100Gb/s Systems
 World’s only 56Gb/s solutions shipping today
• Huge cluster deployments
• Directors, TORs, blades, NICs
• 5-years of experience with 40Gb/s
 Best efficiency and ROI
• Highest performance and port density
• Lowest power and cost
 Intimate knowledge of ultra high-speed challenges
• Materials, signaling, testing, manufacturing
• Backplanes, mechanical, thermal, reliability
648 Ports 56Gb/s
 Ready for 100Gb/s
48 Ports 10GbE and 12 Ports 40GbE
© 2013 Mellanox Technologies
- Mellanox Confidential -
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12. Global Operations
Denmark
Germany
Fremont, CA
Sunnyvale, CA
Monterey Park, CA
Boston, MA
France
Beijing
Israel
Mexicali, MX
Guadalajara, MX
Suzhou
Kunshan
Shenzhen
Hong Kong
Nagano
Tokyo JP
Kagoshima
Shanghai
Taiwan
Malaysia
Mellanox Offices
Manufacturing Sites
Logistic Centers
© 2013 Mellanox Technologies
Local Presence in Asia, Europe and the US
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13. Addressing our Customers Needs
 Worldwide supply chain and logistics coverage
 Multiple sourcing, 1st tier partners
 Automated infrastructure and quality systems
 Resilient, flexible, scalable operations
Mellanox Production Line – China
Mellanox Multi Chip Testing – Taiwan
© 2013 Mellanox Technologies
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14. Best In Class Partners
Our Partners are Part of Mellanox
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15. Thank You
Thank You
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