® *trademarks property of respective companies onewire confidential one wire communications, inc....

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*Trademarks property of respective companiesONEWIRE Confidential

ONEWIRECommunications, Inc.

Networking at 1st Meter™

Corporate Overview

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Introducing ONEWIRE Communications

• Launched October, 2001• Headquarters Portland, Oregon• Status Privately held• Financing Founders

• Business Silicon, software and board products

• Objective Provide solutions for 1st Meter

connectivity

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Introducing Ourselves

• Vikas Aditya – More than 12 years of proven industry experience in Network Interfaces,

switches and software solution– Director of SW Engineering for World Wide Packets (1+ year)– Manager/Technologist for Technology and Architecture Development –

Intel Network and Communications group (7+ years)

• Jing-Fan Zhang– More than 15 years of experience in silicon and ASIC design for

Networking and Communication systems– Team leader for system on a chip solution for World Wide Packets– ASIC Manager/Team Leader for Intel’s Gigabit and ADSL silicon design

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Introducing Ourselves

• Jie Ni– More than 12 years of experience in ASIC and System design – HW Engineering Manager and Chief Architect for Advance Component

Division of Intel Server Group– Team Leader/Architect for Intel Networking System Division

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Connectivity for 1st Meter

• ONEWIRE - One Architecture for– 10/100/1000 Ethernet, 1G/10G Ethernet and 1G/2G Fiber Channel– Server, desktop and mobile platform connectivity– Fabric for computing and communication systems

• Unique solution– Leverages expertise in analog and digital design, and software– Flexible to handle existing and new protocols, future proof– Highly integrated, cost effective

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What’s the Problem

PCI/PCI-X

USB2.0

ATA Local I/O

AGP

Hub Link

Processor Bus

CPUCPU

HDHD I/O BridgeI/O Bridge

Memory Bridge

Memory Bridge MemoryMemoryGraphicsGraphics

LANInterface

LANInterface

Storage HBA

Storage HBA

ClusterInterface

ClusterInterface

Processor and Memory bandwidths growing rapidly

Connectivity requirements increasing. 1G->10G, 2G FC

Bottleneck

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More about the problem

• Attempts to solve the problem– Use more wires (PCI-X) or different buses (HyperTransport, RapidIO)– Scale PCI using fabric from vendors such as StarGen and PLX– Offloading Protocol stacks into Network silicon (FC, TOE)

• Changing Dynamics– 3GIO (a high speed serial bus) proposed to replace PCI– Storage networks and IP/Ethernet networks are converging

• FC and Ethernet share the similar physical layer• ISCSI, IFCP protocols being implemented

– Ethernet is the de-facto interconnect technology • 1G to desktop and 10G in data center coming very soon

No general solution, each addressing a niche market segment, more expensive, and often proprietary

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Background on 3GIO

• Serial bus enabling high-speed connection between components– Offers increased bandwidth for emerging applications– Universal replacement for PCI

• Announced 8/3/2001 – Approved by PCI-SIG– Proposed by Intel – Endorsed by Compaq, Dell, IBM and Microsoft– Several companies rush to join the working group

• 3Com, 3DLabs, Adaptec, Agilent, Altera, AMD, ASUSTeK, ATI, Emulex, Foxconn, LSI Logic, Molex, NEC, NVIDIA, Phoenix, Radisys, SMSC, ServerWorks, SiS, Tektronix, TI and Xilinx

The technology has staying power, 10 years would be its minimum life, and you probably imagine it going well beyond that" Roger Tipley, PCI-SIG president

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Opportunity to ride a major transitionB

andw

idth

Time (Relative)

1Gbps

4Gbps

8Gbps

16Gbps

PCI to 3GIO transition

• Cost players (Asante, Dlink) not expected to keep up

• Bigger players (Intel, 3Com) likely to develop products but slow (reluctant) to cannibalize their cash cow businesses

EISA to PCI transition –

• Intel emerged as a strong player in the NIC market

• SMC, AMD, National and many small players suffered

32Gbps

64Gbps

3GIO 2.5Gbps x1 10Gbps x4

PCI-X 133Mhz/64bit 8Gb/s

PCI-X 66Mhz/64bit 4Gb/s

PCI 64bit 2Gb/s

EISA

ISA

PCI 32bit 1Gb/s

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The Opportunity

0

200

400

600

800

1000

1200

1400

1600

1800

2000

2001 2005

Ultra Dense Servers (KU)(DataQuest 5/17/01)

0%

20%

40%

60%

80%

100%

1999 2001

3U High 1U High

• Trend towards dense server is clear– Total rack mounted share as % of total servers increased from 6% to 37%– 3U servers share decreased from 62% in Q1’99 to 16% in Q1’01– 1U servers share increased from 2% to 40% for the same period– Ultra dense servers units to grow from 50K in 2001 to 2M in 2005 ($4.5B revenue)

Need for high performance in a low footprint/low power package.

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0

5

10

15

20

25

30

35

2001 2005

Appliance ServersRevenue ($B)

• Appliance Servers growing at a rapid 56% Year to Year growth rate– Revenues jump from $3.8B in 2001 to $31.4 in 2005– NAS (Network Attached Storage) accounts for 55% share of appliance servers in

2005

High throughput and flexible Network/Storage Interface needed.

NAS Appliances Share in 2005

Others45%

NAS55%

The Opportunity

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The Opportunity

• 1GE and 10GE drive bulk of revenue– Total 1GE adapter market expected to grow from $168M in 2001 to $1.7B in 2005

1GE at desktop and 10GE at servers offers a broad market potential

$0

$200

$400

$600

$800

$1,000

$1,200

$1,400

$1,600

$1,800

2001 2005

GE NIC TAM ($M)(Cahners Instat)

$-

$200,000

$400,000

$600,000

$800,000

$1,000,000

$1,200,000

$1,400,000

$1,600,000

$1,800,000

1999 2000 2001 2002 2003 2004

Sili

con

TA

M (

$K)

Silicon TAM (Dell’Oro)

10/100 Managed

1GE

10GE

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Market Segments

• Mid to high range ServersNext generation (10G), High Throughput, Low CPU overhead, Investment Protection

• Ultra-Dense (Blade) ServersSmall form factor, Low Power, High speed internal interconnect

• Business DesktopLow cost gigabit connectivity, High Performance

• Business MobileSmall form factor, Low Power

• Server AppliancesHigh Throughput, Low CPU overhead, Unique features

• Telecom/Network Systems1G/10G network interfaces, rugged connectors, high speed fabric interconnect

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Products

• 3GIO Port Logic IPRevenue and Partnerships

• 3GIO + 1G/10G Ethernet ControllerFlexible, High Performance, solution for Server market segment

• 3GIO + Wireless LAN ControllerLow Power and small form factor for wireless LAN adapter

• 3GIO + 1G/2G Fibre Channel ControllerHigh Performance solution for Fibre channel market segment

• 3GIO + 10/100/1G Ethernet ControllerSmall footprint, integrated product for desktop/mobile market segments

• 3GIO Switch siliconFor desktops/servers and communication chassis markets

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ONEWIRE Network Interface

Packet Processor and Data Mover


3GIO Port Logic(Multiple Ports)


Intelligent Packet Processor and Data Mover Logic

Supports multiple logical flows

Same Architecture blueprint leveraged across multiple products

Flexible Wire Interface(10/100/1000)(1G/10G/FC)

Flexible Wire Interface(10/100/1000)(1G/10G/FC)

BufferBuffer BufferBuffer

SERDESSERDESSERDESSERDES

Multi-Port 3GIO Port Logic

Flexible Network Interface

Integrated SERDES

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ONEWIRE Switch Silicon





Intelligent Packet Processor and Data Mover Logic

Supports multiple logical flowsBufferBuffer

Multi-Port 3GIO Port Logic

Integrated SERDESSERDESSERDES

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ONEWIRE Software

NDIS interfaceNDIS interface

Device DriverDevice Driver

ApplicationsApplications

TCP/IPTCP/IP

Socket Service Provider

Socket Service Provider

LANInterface

LANInterface

Traditional Data Transfer

TDI interfaceTDI interface

SOCKETS interfaceSOCKETS interface

ONEWIRE Software

ONEWIRE Software

ONEWIRE Data Transfer

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ONEWIRE Solution for End Stations

PCISLOT

...SLOT

USB2.0

Local I/O

Processor Bus

CPU Subsystem

I/O Subsystem

MemoryMemory

CPUCPU CPUCPU

Configurable LAN/Storage Interface

Configurable LAN/Storage Interface

Memory Bridge

Memory Bridge

GraphicsGraphics I/O BridgeI/O Bridge3GIO Switch

3GIO Switch

ONEWIRE - One Architecture

• Flexible, Standards based

• Future Proof

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ONEWIRE Solution for Communication Systems

Line Blade (1)Fabric

Blade(s)

Control Blade

Processor Bus

MemoryMemory

CPUCPU CPUCPU

3GIO Switch

3GIO Switch

Memory Bridge

Memory Bridge

LAN Interface

LAN Interface

LAN Interface

LAN Interface

3GIO Switch

3GIO Switch

3GIO Switch

3GIO Switch

LAN Interface

LAN Interface

LAN Interface

LAN Interface

3GIO Switch

3GIO Switch

3GIO Switch

3GIO Switch

Line Blade (N)

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Who will buy ONEWIRE solution

• Server OEMs– IBM, HP, Compaq, Dell etc.

• PC and Mobile Platform OEMs– IBM, Compaq, HP, Dell, Toshiba, Sony etc.

• Server and Network appliance vendors– Network Appliance, Cisco, Checkpoint etc.

• Ultra Dense server vendors– IBM, Compaq and many new players (RLX, Egenera) etc.

• Communication system vendors– In SAN and Voice Gateway space

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Why will they buy ONEWIRE solution

• Industry focus is shifting towards serial interconnects for several reasons– Low pin count – Smaller board space– Low power– High Performance

• ONEWIRE solution provides– High levels of integration – analog/digital– Complete optimized solution with best in class software– Time to market

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Why will we win

• Right Timing– 3GIO based products expected in later 2003– We expect to tape out in fall 2002 coinciding with 3GIO specification release

giving us a market leadership position• Right Team with relevant expertise and experience

– Solid experience with Ethernet, LAN controllers, PCI and switching– Solid experience in building teams and delivering winning products

• Right Location– Strong connections with Intel product and lab groups

• Right Focus– Focused team skilled at solving this problem

• Right Strategy– We are addressing a broad market that already exists– We plan to partner with right manufacturing vendors– We plan to target a few but large design wins by focusing on key customers

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Competition

• Legacy Bus architectures– PCI and PCI-X

• Alternative Bus architectures– HyperTransport, RapidIO, StarGen

• Incumbents– Intel – Market leader in Ethernet NIC space– Broadcom – Aggressively pursuing Ethernet NIC market– Qlogic, Emulex – Market leaders in FC and SAN space

• Other emerging startups

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Where are we so far

• Engineering– Completed design of critical blocks– Finishing up rough area requirements for silicon– C level simulation started

• Business– Market data collected indicating that there is a broad market potential– Feature level requirement definition started

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Financial Plan

• Seed Money (Target November’01)– Will allow us to demonstrate our design - Simulation model of silicon

and working Software stack– Engage with early customers and fine tune the business model

• Series A (Target June’02)– Will allow early manufacturing of silicon and boards– Put a working product in customer hands and go for design wins

• Series B (Target March’03)– Ramp up volume manufacturing

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Seed Money Requirements

• Seeking $2M Seed financing

• Expected to allow ONEWIRE to hire additional talent, procure tools and working space and demonstrate a working design in Q2’02

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Backup

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Motivation for a new Serial bus

• I/O bus hasn’t kept up to date with increase in processor speeds and Network speed– Processor subsystems going to 2Ghz and beyond– Networks scaling to 1Gbps for desktop and 10Gbps for servers

• Requirements for I/O bandwidth are increasing– Network speed– Disk speed and Video bandwidth

• Many point solution in place to solve a single set of problem– AGP, S-ATA, LPC, PCI-X

• Serial interconnect within system is the solution– Concept already validated by many activities such as HyperTransport, StarGen,

PLX, even switched Ethernet• 3GIO to bring a single/common solution around which industry is

converging– Strong PCI roots– SW investment protected

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Key Goals for 3GIO

• Goals:– Broadly adopted industry solution

• Spanning multiple segments: Desktop, Mobile, Server, Workstation, embedded and Communications

• Chip-to-chip, board-to-board (plug-in adapters), docking• Industry leading performance and price/performance

– Enable first product introductions in 2H ’03• Provide Evolutionary path to future• Boot/run Windows* XP* without any changes

• Non Goals:– Coherent interconnect for processors– Memory interconnect– Cable interconnect for cluster solutions

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Key Requirements

• Low cost, high volume– Cost at or below PCI cost structure at system level

• Supports multiple market segments– Unifying I/O interconnect technology for Desktop, Mobile, Server, Communication

platforms, Workstations and Embedded

• PCI compatible software model– Boot Operating Systems, Configuration/Device Driver Interfaces

• Advanced Features– Power management, QoS, Hot Attach/Detach, RAS

• Performance– Scalable performance– High Bandwidth/pin, Low overhead and Low latency

® *trademarks property of respective companies onewire confidential one wire communications, inc....

Documents

meter onewire

meter connectivity slide

adsl silicon design

effective slide

network silicon fc

asic design

years of experience

g fc bottleneck slide