SAN 2001 Report
Availability April 2, 2001

Storage Area Networks (SAN)

Infrastructure, Products and Market Opportunities

 

TABLE OF CONTENTS

 

INTRODUCTION

EXECUTIVE SUMMARY
2000 - The Year of SAN EX-2
Fibre Channel and the Interconnecting Fabric EX-2
Management Software EX-6
The Storage Subsystems EX-6
The Array Industry EX-14
Applications EX-14
Storage Services EX-14
The User's View EX-15
IP Storage - A storm in the Life of SAN EX-19
Positioning SAN & NAS EX-19
SAN - Roadmap EX-20
Conclusion EX-24

MARKET OVERVIEW
Market Driving Forces 1-4
Value of Data in the Enterprise 1-4
New Applications Spurring Storage Explosion 1-4
The Cost of Managing Storage 1-5
Requirement for Continuous Data Availability 1-7
Ubiquity of Heterogeneous Environments 1-7
Technology 1-9
Centralization and Consolidation 1-11
Defining SAN 1-13
Storage Networking 1-13
Network Attached Storage 1-16
SAN Advantages/Positioning SAN & NAS 1-16

ARCHITECTURES AND TECHNOLOGY

2.1 The Interconnecting Fabric
2-2
Fibre Channel Topology 2-2
Host Bus Adapters 2-6
Bridges and Routers 2-9
Hubs 2-9
Switches 2-13
FC-AL Storage Switch or Loop Switch 2-15
Directors 2-17
Other Topologies & Protocols 2-20
SSA (Serial Storage Architecture) 2-20
Gigabit Ethernet 2-20
2.2 SAN Management Software (SAN Intelligence) 2-21
Administrative Management & Enterprise Management 2-23
Data Management 2-26
Storage Resource Management 2-26
Storage Network Management 2-26
File Management 2-28
Where does SAN Intelligence reside? 2-29
Storage Virtualization 2-29
2.3 Storage Systems & Products 2-35
Disk Drive Technology 2-35
Disk Drive Performance & Architecture 2-35
IDE Drives 2-38
SMART 2-38
Object Based Storage Device 2-39
Disk Array & Controllers 2-39
More On RAID 2-43
What Does RAID Stand for/ 2-43
Data Striping 2-43
Different RAID Levels 2-44
Possible Approaches to RAID 2-45
2.4 SAN Over IP 2-47
Fibre Channel and Ethernet 2-47
Bridging the Networks 2-48
ISCSI and SEP 2-48
SAN Transport Protocol 2-52
VI or Virtual Interface Protocol 2-52
More on VI 2-53
Fibre over IP and IP over Fibre Channel 2-55
2.5 SAN over NAS 2-57
Convergence of SAN & NAS 2-62
2.6 Infiniband (IB) 2-65
More On Infiniband 2-65
2.7 SAN Roadmap 2-70

APPLICATIONS
Drivers for Storage Applications 3-2
SAN Applications 3-2
Backup in a SAN Environment 3-8

Centralized Management 3-6
Support for Sharing Removable - Media Libraries 3-6
LAN-less and Server-less Backup 3-7
Heterogeneous Platform Support 3-7
Real - Time (or window-less) Backup 3-7
Clustering 3-11
Web Serving 3-11
Storage Services 3-11
Storage Utility 3-14
Data Replication, Mirroring and Remote Vaulting 3-14
Resource and Data Sharing 3-14
Resource Sharing 3-14
Dynamic Resource Sharing 3-15
Data Copy Sharing 3-15
True Data Sharing 3-15
Concurrent Data Sharing 3-15
Vertical Applications 3-16
E-Commerce 3-19
New Applications for Data Storage (Non-traditional) 3-20
Projections for Data Storage Growth 3-20

THE USER'S VIEW
Survey Results 4-3
Site Demographics 4-3
Storage Characteristics 4-8
SAN Implementation Plans 4-10
Applications 4-10

VENDORS AND PRODUCTS
SAN Vendors 5-2
Company Product Surveys 5-11 to 5-73

REVENUES AND FORECASTS
Industry Size & Growth 6-2
Storage 6-2
Forecasts 6-3
SAN - Market Penetration & Revenue 6-4
Disk Arrays 6-4
Management Software/Risks 6-5
Fibre Channel Components/Risks 6-6

COMPANY PROFILES AND STRATEGIC DIRECTIONS 7-1 to 7-100

GLOSSARY 8-1

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LIST OF TABLES

 

TABLE PAGE

ES-1 EXTERNAL VS. INTERNAL STORAGE EX-12

1-1 AVERAGE COST OF SYSTEM FAILURE 1-8

2-1 FIBRE CHANNEL LAYERS 2-5
2-2 PRICING PER PORT OF FIBRE CHANNEL COMPONENTS 2-12
2-3 COMPARISON OF ESCON & FICON 2-18
2-4 PROTOCOL STACK NETWORK STORAGE APPROACHES 2-50
2-5 COMPARISONS OF FIBRE CHANNEL, ETHERSTORAGE, INFINIBAND 2-69

5-1 MAJOR COMPANIES DRIVING SAN 5-5
5-2 COMPANIES ANALYZED IN THIS REPORT 5-7
5-3 KEY SAN PARTICIPANTS - APPLICATIONS 5-9

6-1 NAS, SAN & DAS REVENUE PROJECTIONS 6-10
6-2 DISK SYSTEMS FACTORY REVENUE FORECAST 6-13
6-3 2000 SAN AND DIRECTED NAS REVENUE SHARES 6-17
6-4 OPEN SYSTEMS SAN/NAS DISK SHIPMENT REVENUEW 6-19
6-5 SAN, NAS, DAS EXTERNAL STORAGE FORECAST 6-25
6-6 FIBRE SAN AND IP SAN REVENUE PROJECTION 6-28
6-7 STORAGE MANAGEMENT REVENUE FORECASTS 6-32
6-8 INFRASTRUCTURE SAN COMPONENTS FORECAST 6-38
6-9 NAS, SAN AND FC REVENUE FORECAST 6-41
6-10 TOTAL RECAP 6-45

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LIST OF FIGURES

 

FIGURE PAGE

ES-1 NAS & SAN REVENUE FORECAST EX-4
ES-2 INFRASTRUCTURE SAN COMPONENTS EX-5
ES-3 STORAGE MANAGEMENT REVENUE EX-8
ES-4 OPEN SYSTEMS SAN & NAS EX-9
ES-5 DISK ARRAY SYSTEMS TOTAL EX-10
ES-6 NAS, SAN,&DAS EX-11
ES-7 TOTAL MARKET RECAP EX-13
ES-8 SAN APPLICATIONS EX-16
ES-9 SAN IMPLEMENTATION PLANS EX-17
ES-10 SAN STOPPERS EX-18
ES-11 FIBRE SAN AND IP SAN EX-21
ES-12 APPLICATIONS EX-22
ES-13 SAN DEPLOYMENT EX-23

1-1 STORAGE DRIVING FORCES 1-3
1-2 ESTIMATED DATA SIZES 1-6
1-3 AVERAGE COST OF SYSTEM FAILURE 1-8
1-4 AFFORDABLE BANDWIDTH & INFORMATION SHARING 1-10
1-5 ENTERPRISE SEGMENTATION 1-12
1-6 STORAGE AREA NETWORK 1-13
1-7 EVOLUTION OF SAN 1-15

2-1 ELEMENTS OF A SAN 2-3
2-2 STORAGE AREA NETWORK IN A LARGER NETWORK SYSTEM 2-4
2-3 HOST BUS ADAPTER FUNCTIONAL DIAGRAM 2-8
2-4 FC-AL ACTIVE HUB 2-10
2-5 MIGRATION TO FULL FABRIC 2-14

2-6 SAN INTERCONNECT COMPARASON 2-16
2-7 SAN NETWORK COMPONENTS 2-19
2-8 STORAGE MANAGEMENT HIERARCHY 2-22
2-9 COMMAN INTERFACE MODEL FOR MULTI-VENDOR 2-24
2-10 ZONING EXAMPLE 2-25
2-11 INBAND AND OUT OF BAND MANAGEMENT DATA PATHS 2-27
2-12 STORAGE VIRTUALIZATION 2-33
2-13 FABRIC LEVEL STORAGE VIRTUALIZATION 2-34
2-14 ACCESS, ROTATIONAL AND SEEK TIME TRENDS 2-36
2-15 DATA RATE TRENDS FOR ENTERPRISE & MOBILE STORAGE 2-37
2-16 SMART ATTRIBUTES 2-40
2-17 HOW USD WORKS 2-41
2-18 CENTRALIZED AND VIRTUAL STORAGE 2-42
2-19 NETWORK STORAGE EVOLUTION 2-51
2-20 TOTAL COMMUNICATIONS LATENCY 2-54
2-21 VI ARCHITECTURE DATA FLOW 2-56
2-22 APPLICATIONS 2-59
2-23A FCP PERFORMANCE LEADS TCP/IP 2-60
2-23B HARDWARE ACCELERATION CHANGES 2-61
2-24 STORAGE NETWORK DIRECTIONS 2-63
2-25 BLOCK &FILE ACCESS FROM A STORAGE POOL 2-64
2-26 INFINIBAND DEVICES IN A SIMPLE CONFIGURATION 2-67
2-27 INFINIBAND USED TO CLUSTER PROCESSORS 2-68
2-28 SAN DEPLOYMENT 2-71

3-1 FOMPUTERS AND COMPUTER NETWORKS DRIVE STORAGE DEMAND 3-3
3-2 NETWORK COMPUTERS EVERYWHERE 3-4
3-3 SAN APPLICATIONS 3-5
3-4 LAN BACKUP 3-8
3-5 LAN LESS BACKUP 3-9
3-6 SERVERLESS BACKUP 3-10
3-7 STORAGE AREA NETWORKS 3-13
3-8 APPLICATIONS- SERVER DATA THROUGHPUT RANGE 3-17

4-1 OPERATING SYSTEMS USED IN COMPANY NETWORKS 4-4
4-2 INCREASE IN DATA STORAGE REQUIREMENTS 4-5
4-3 EXTERNAL & INTERNAL MANGEMENT AVERAGE CUSTOMERS 12MO. 4-6
4-4 MOST INPORTANT CRITERIA FOR ENTERPRISE STORAGE VENDOR 4-7
4-5 REASONS TO INSTALL ENTERPRISE STORAGE 4-8
4-6 BARRIERS TO ENTERPRISE STORAGE DEPLOYMENT 4-9
4-7 SAN IMPLEMENTATION PLANS 4-11
4-8 EXPECTED SAN USAGE AND PLANS 4-12
4-9 SAN STOPPERS 4-13
4-10 SIZE OF COMPANIES FIRST SAN 4-14
4-11 SAN APPLICATIONS 4-15
4-12 EXPECTED USES OF SAN 4-16
4-13 NAS APPLICATIONS 4-17

6-1 IBM STORAGE TECHNOLOGY PROGRESSION 6-4
6-2 FIBRE CHANNEL HOST CONNECTION PENETRATION 6-6
6-3 DISK DRIVE SHIPMENT FORECAST 6-7
6-4 NAS, SAN REVENUE FORECAST 6-8
6-5 NAS, SAN, AND DAS REVENUE FORECAST 6-9
6-6 DISK ARRAY SYSTEMS TOTALS 6-12
6-7 ARRAY SYSTEMS PRICE EVOLUTION 6-14
6-8 DISK ARRAY MARKET SHARES, INTERNAL / EXTERNAL 6-15
6-9 2000 SAN, AND NAS MARKET SHARES BY COMPANY 6-16
6-10 OPEN SYSTEMS SAN, AND NAS DISK SHIPMENT REVENUES 6-18
6-11 OPEN SYSTEM SAN, AND NAS DISK SHIPMENT REVENUES 6-20
6-12 SAN, NAS, AND DAS REVENUE PROJECTION 6-22
6-13 SAN, NAS, AND DAS PERCENT REVENUE PROJECTION 6-23
6-14 SAN, NAS, AND DAS INTERNAL, EXTERNAL, DEDICATED 6-24
6-15 INTERNAL VERSUS EXTERNAL STORAGE TRENDS 6-26
6-16 FIBRE CHANNEL AND IP SAN REVENUE PROJECTIONS 6-27
6-17 MIRRORING, RAID, JBOD REVENUE PROJECTIONS 6-29
6-18 STORAGE MANAGEMENT REVENUE 6-31
6-19 STORAGE MANAGEMENT REVENUE IN PERCENT 6-33
6-20 ARRAY VERSUS STORAGE MANAGEMENT REVENUE 6-34
6-21 OPEN SYSTEM STORAGE SOFTWARE MARKET SHARES 6-35
6-22 INFRASTRUCTURE SAN COMPONENTS 6-37
6-23 AVERAGE PRICE PER PORT- SWITCHES AND HUBS 6-39
6-24 NAS, SAN, AND FC COMPONENTS REVENUE PROJECTIONS 6-40
6-25 2000 HBA REVENUE MARKET SHARES 6-42
6-26 2000 SWITCHES REVENUE MARKET SHARES 6-43
6-27 TOTAL RECAP 6-44

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SAN - Report Objectives

 

Businesses throughout the world are adapting IT infrastructures to an increasingly dynamic information environment, driven by growing user adoption of the Internet. The Internet revolution is causing businesses to rethink every interaction with customers, suppliers and partners. Storage is at the heart of this revolution. Storage networking is looked upon as a data access enabler, and SAN architectures are capturing CIO's attention as the prime candidates for reliable and scalable data processing.

The objective of this report is to analyze the different implementation approaches, compare products functionality, identify the major players and assess their strategic direction and their market shares. The report also forecasts the market evolution. The following are some of the questions that this report will address:

1- Market Overview
· What are the trends affecting storage, and what is prompting the changes?
· How are Application Service Providers (ASP) affecting the storage industry?
· How has SAN evolved and what promises does the future hold?

2- Applications, Users
· How do the users perceive SAN? What are their motivation, their complaints, their wishes?
· How can SAN help implement web serving, storage utility?

3- Architecture and Technology
· What are the recent technological advances in software management, in interconnecting techniques?
· How does SAN compare to NAS? Are these architectures complementary or competing?
· Is Fibre Channel in danger of extinction? Is FC over IP a viable solution?
· Will the new protocols (iSCSI, VI, InfiniBand) help or slow SAN expansion?

4- Market Opportunities
· How large is the market potential, and how will the different scenarios unfold?
· What are the vendors market shares, and how can new entrants affect this distribution?

5- Market Participants and Strategic Directions
· What are the major 30 vendors implementing or shipping? How are their products positioned? Who is leading the market, the technology?
· Who are the candidates for partnership?

6- Products
· What are the product segments, and how are products differentiated in class levels?
· How do competing products compare? What trends will most likely materialize?

SAN - Who should read the Report

The report is addressed to marketing managers, planning executives, and system designers from storage system component vendors, integrators, value-added resellers and application service providers. It also addresses Managers of Information Systems and Information Technology personnel responsible for re-architecting their enterprise Storage and Data Management system. The report will also benefit investors and venture capitalists.

 

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