Global Engineering Collaboration Using CAD in the Cloud

Transcription

1 Global Engineering Collaboration Using CAD in the Cloud Brendan Hickey Director, PLM and Collaboration Applied Materials GPU Technology Conference, San Jose March, 2013

2 Safe Harbor Statement This presentation may contain forward-looking statements, including those regarding Applied s industry outlooks, opportunities and Q2 13 expectations. Forward-looking statements are subject to known and unknown risks and uncertainties that could cause actual results to differ materially from those expressed or implied by such statements, including uncertain global economic and industry conditions, demand for electronic products and semiconductors, and customers new technology and capacity requirements; the concentrated nature of Applied s customer base; and other risks described in Applied s most recent Forms 10-Q and 10-K filed with the SEC. All forward-looking statements are based on management s estimates, projections and assumptions as of February 13, 2013, and Applied undertakes no obligation to update any forward-looking statements. This presentation may also contain non-gaap financial measures, along with reconciliation information. 2 Corporate Overview Data as of FYQ1 13

3 Enabling and Accelerating Innovation Applied Materials is the global leader in providing manufacturing solutions for the semiconductor, flat panel display and solar photovoltaic industries The Global Strength of Applied Stock Ticker: Market Cap*: FY 2012 Revenue**: FY 2012 R&D**: Nasdaq: AMAT $16.4 billion $8.7 billion $1.2 billion Founded: November 10, 1967 Headquarters: Santa Clara, California Fortune 500 Ranking: 251 Employees***: Patents: ~13,700 worldwide ~10,300 issued * As of February 11, ** Fiscal year-end October 28 *** Excluding temporary and interns 3 Global Information Systems

4 The Most Exciting Industries on Earth Semiconductor Display Solar 20,000,000x reduction in COST PER TRANSISTOR in 30 years 1 20x reduction in COST PER AREA in 15 years 2 5x reduction in COST PER WATT in 4 years 3 1 Source: SIA, IC Knowledge LLC 2 Source: Display Search, Nikkei BP, Applied Materials 3 Source: Photon Consulting 2012 In 1976, a 32GB smartphone would have cost more than 4 BILLION DOLLARS 4 Global Information Systems

5 Global Scale and Reach Germany Massachusetts India Montana China Switzerland California Texas Taiwan Italy Israel Singapore Global Concurrent Engineering 90 locations in 19 countries 5 Global Information Systems

6 Applied s CAD Solution: Internal Desktop CAD Cloud Traditional Multisite Private Desktop Cloud Internet Internet 3 o Engineering desktops & applications are hosted in Applied datacenters o Connect from anywhere with a notebook computing device and use server CPU/GPU o Applications are run on powerful servers connected to enterprise data via hyperlan 6

7 Applied s CAD Solution: Desktop Cloud for Engineers Kalispell, MT Amsterdam Gloucester, MA Santa Clara Austin Europe North America Germany Switzerland Italy Israel Bangalore Xi an S. Korea Japan Tainan Singapore Asia global engineers are supported by 3 consolidated data centers 7

8 CAD Desktop Cloud: Results by the Numbers Multisite synchronization transaction reduction Multisite synchronization errors reduction Large Assembly load-time reduction Large assembly load failures from memory limit CAD users working from home (% of total hours) CAD users satisfaction improvement Simulation performance improvements Maximum assembly size in production (Full load) > 4X > 3.5X > 2X ~0 > 6% > 30% > 1.8X > 15GB 8

9 Challenges of Internal Desktop CAD Cloud GPU acceleration Applied s solution was first deployed >4 years ago no GPU passthrough or virtualization available. Until 2012, all sessions are real-mode 1 user per (workstation) server. Session brokering in use, overall ~1.7 users per server. Citrix VDI now in use for non-authors (e.g. buyers, manufacturing etc.). We would prefer a cost effective GPU accelerated solution. Multi-tenant solution in POC. New servers will have 2xGPU. Note server density is a major cost factor, GPU side car impacts density. Budget Justification ROI demonstrated through enabling work beyond the office. Payback in under 18 months including all infrastructure (>1,000 servers) Adoption: skeptical users, wariness around moving data from local to central locations Sufficient user benefits needed to overcome perceived risks (mobility, new capabilities, performance) Zero performance degradation is minimum required. Communicate clearly to users where data is stored, and how / when it moves The best presentation is a demonstration. Performance and Capacity: Very high demands placed on network and storage Once users are able to create very large assemblies, they will Data must be able to move easily and quickly between storage locations e.g. workspaces, suppliers Architecture and infrastructure should be thoroughly tested to ensure capability to handle additional load. Constant monitoring required. Skillset / capability requirements Vendor assistance is key to ensure successful application transition. Autodesk proved particularly helpful. Image management: Increase in central management of applications, requires significant change management and new expertise. New images must be released in under 6 hours to 1000 s of computers worldwide. 9

10 External Cloud Vs. Internal Cloud For 4 years, Applied Materials has run a private internal desktop CAD cloud In addition, Applied runs , HR applications, and other point solutions in external cloud. External cloud solutions are attractive lower infrastructure costs, lower overhead and easier to scale Source: External and internal clouds can coexist, it is not necessarily an either / or decision Key impediments to moving enterprise apps to external cloud (in no particular order) Higher level of trust is required where sensitive IP is involved Integration to corporate ERP, PDM and custom applications Managing customer IP, ITAR requirements Moving large datasets quickly between applications Budgeting, Op Ex versus Cap Ex. Cost of read users versus authors Fear of lock-in 10

11 Benefits of CAD Desktop Cloud Collaboration: Global access to data and applications Synchronization: Complexity & transactions greatly reduced Computing Power: Blade power available to CAD users Mobility: Users can easily work remotely and from home Security: Data does not leave the data centers Onboarding: Instant access to applications and data User Satisfaction: Vast improvement in user scorecards 11

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