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External Use
Global Engineering Collaboration
Using CAD in the Cloud
Brendan Hickey
Director, PLM and Collaboration
Applied Materials
Email: brendan_hickey@amat.com
GPU Technology Conference, San Jose
March, 2013
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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.
Safe Harbor Statement
2 Corporate Overview – Data as of
FYQ1’13
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Enabling and Accelerating Innovation
Global Information Systems 3
Applied Materials is the
global leader in providing
manufacturing solutions for the
semiconductor, flat panel display
and solar photovoltaic industries
Stock Ticker: Nasdaq: AMAT
Market Cap*: $16.4 billion
FY 2012 Revenue**: $8.7 billion
FY 2012 R&D**: $1.2 billion
Founded: November 10, 1967
Headquarters: Santa Clara, California
Fortune 500 Ranking: 251
Employees***: ~13,700 worldwide
Patents: ~10,300 issued
The Global Strength of Applied
* As of February 11, 2013.
** Fiscal year-end October 28
*** Excluding temporary and interns
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Solar
The Most Exciting Industries on Earth
Global Information Systems 4
20,000,000x reduction in
COST PER TRANSISTOR
in 30 years1
20x reduction in
COST PER AREA
in 15 years2
5x reduction in
COST PER WATT
in 4 years3
In 1976, a 32GB smartphone
would have cost more than
4 BILLION DOLLARS 1 Source: SIA, IC Knowledge LLC
2 Source: Display Search, Nikkei BP, Applied Materials
3 Source: Photon Consulting 2012
Display Semiconductor
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Global Scale and Reach
Switzerland
Taiwan
China
Germany
Italy
Singapore
Israel
California
5 Global Information Systems
Texas
Montana
Massachusetts India
Global Concurrent Engineering – 90 locations in 19 countries
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Internet
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
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Internet
Traditional Multisite Private Desktop Cloud
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Applied’s CAD Solution: Internal Desktop CAD “Cloud”
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Applied’s CAD Solution: Desktop Cloud for Engineers
Santa Clara
Kalispell, MT
Austin
Amsterdam Germany
Switzerland
Italy Japan
Singapore
Tainan
Xi’an
Bangalore
North America
Asia
Europe
S. Korea
Israel
3000+ global engineers are supported by 3 consolidated data centers
Gloucester, MA
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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
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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.
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External Cloud Vs. Internal “Cloud’
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
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For 4 years, Applied Materials has run a private
internal desktop CAD “cloud”
In addition, Applied runs email, HR applications, and
other point solutions in external cloud.
External cloud solutions are attractive – lower
infrastructure costs, lower overhead and easier to
scale Source: http://www.vi.net/blog
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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
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Questions?
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