Aspeed Technology, Inc. · TPEX:5274
Aspeed Technology — Conference Presentation (June 2024)
33 slides from Aspeed Technology's conference presentation, June 2024
Slide 1: AI Supply Chain – BMC in AI Servers
AI Supply Chain – BMC in AI Servers June 2024 © ASPEED Technology. Property and Confidential
Slide 2: Safe Harbor Notice
Safe Harbor Notice ASPEED’s statements of its current expectations are forward-looking statements subject to significant risks and uncertainties and actual results may differ materially from those contained in the forward- looking statements. Except as required by law, we undertake no obligation to
Slide 3: Agenda
Agenda ● Company Profile ● BMC is the Key to Optimize TCO ● BMC in AI Servers ● Product & Technology Development ● 2024 Q3 Outlook ● Q&A © ASPEED Technology. Proprietary and Confidential.
Slide 4: Company Profile
Company Profile © ASPEED Technology. Proprietary and Confidential.
Slide 5: Company Profile
Company Profile ● Founded in 2004 ● Fabless-lite IC design company ● Number of employees: 125 (as of Nov. 2023) ● Product lineup (as of FY2023) - Cloud & Enterprise (BMC/BIC/PFR): 89% of revenue, #1 in BMC - Smart AV (Cupola360 & AVoIP SoC): 11% of revenue, #1 in AV over IP (1G Ethernet) #1 in indus
Slide 6: Historical Revenue
Historical Revenue Million TWD 6,000 5,000 4,000 3,000 2,000 1,000 0 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 © ASPEED Technology. Proprietary and Confidential.
Slide 7: Milestones
Milestones ASPEED founded • ISO 9001:2000 certified • Listed on the Taiwan OTC • Joined Open Compute Project (OPC) stock market • Introduced new product line: • Introduced 2nd gen BMC SoC AST2100/2050/1100 • Listed on Taipei Exchange Cupola360 Spherical Image Processor • Introduced 3rd gen BMC • Int
Slide 8: Awards & Recognition
Awards & Recognition 2014 - 2023 2020 2021 2022 2023 Forbes Asia’s Best Lenovo Technology Chairman & President COO Mr. CJ Hsieh Chairman & President Under A Billion Innovation Award Mr. Chris Lin received received SEMI Industry Mr. Chris Lin received for 10 consecutive Outstanding ICT Elite Contribu
Slide 9: BMC is the Key to Optimize TCO
BMC is the Key to Optimize TCO © ASPEED Technology. Proprietary and Confidential.
Slide 10: Mean Time Between Failure
Mean Time Between Failure • MTBF is the key to drive down Total Cost of Ownership • λn : the failure rate of the component n Note: MTBF stands for Mean Time Between Failure Source: Fault-Tolerance in Large-Scale Parallel Machines with Buffered Co-scheduling, Fabrizio Petrini, Kei Davis and Jose Carl
Slide 11: BMC is the Key to Reduce TCO
BMC is the Key to Reduce TCO • Error Detection and Logging • Handling and Recovery • Out-of-Band Management RAS Engine Optimal Total Cost of Ownership AI-based preventative maintenance • Maximize system uptime • Improve resilience Note: RAS stands for Reliability, Accessibility and Serviceability ©
Slide 12: BMC in AI Servers
BMC in AI Servers © ASPEED Technology. Proprietary and Confidential.
Slide 13: BMC as the Key Component in AI Servers
BMC as the Key Component in AI Servers For Hopper HGX ⚫ 12 BMCs in 4 compute trays ⚫ ⚫ 12 BMCs ⚫ ⚫ © ASPEED Technology. Proprietary and Confidential.
Slide 14: BMC as the Key Component in AI Servers
BMC as the Key Component in AI Servers For Blackwell NVL36 ⚫ 36 BMCs in 9 compute trays ⚫ 9 BMCs in 9 switch trays 9 BMCs 36 BMCs © ASPEED Technology. Proprietary and Confidential.
Slide 15: BMC as the Key Component in AI Servers
BMC as the Key Component in AI Servers For Blackwell NVL72 ⚫ 72 BMCs in 18 compute trays ⚫ 9 BMCs in 9 switch trays 9 BMCs 72 BMCs © ASPEED Technology. Proprietary and Confidential.
Slide 16: BMC per Rack
BMC per Rack BMC Count 90 $1260 ~ $1350 75 60 $700 ~ $750 45 81 30 45 15 12 0 H100 Server NVL36 NVL72 BMC / rack © ASPEED Technology. Proprietary and Confidential.
Slide 17: Capex Efficiency
Capex Efficiency Thousand USD 120 100 80 60 100 40 20 40 37 20 0 General Server H100 Server NVL36 NVL72 Capex Efficiency Note: Capex efficiency is defined as the amount of server spend that will contribute to one BMC demand © ASPEED Technology. Proprietary and Confidential.
Slide 18: BMC Market Forecast
BMC Market Forecast ⚫ BMC shipments for AI servers will surpass the BMC demand from general server in 2030. K Units 20,000 60% 51.2% 50% 16,000 45.7% 40.4% 40% 12,000 32.0% 30% 8,000 24.7% 18.6% 20% 4,000 10.8% 10% - 0% 2024 2025 2026 2027 2028 2029 2030 BMC in AI Server BMC in General Server BMC in
Slide 19: Product & Technology Development
Product & Technology Development © ASPEED Technology. Proprietary and Confidential.
Slide 20: Product Portfolio
Product Portfolio BMC：AST2500, AST2600, AST2700 Cloud & BIC：AST1030 Enterprise PFR：AST1060 I/O Expander：AST1700 AV Matrix：AST1520, AST1530, A1540 Smart AV AV Extender: AST1620, AST1630 Cupola360：AST1220, AST1230, AST1240 © ASPEED Technology. Proprietary and Confidential.
Slide 21: BMC in Traditional Server Architecture
BMC in Traditional Server Architecture © ASPEED Technology. Proprietary and Confidential.
Slide 22: Prevailing BMC in DC-SCM Architecture
Prevailing BMC in DC-SCM Architecture © ASPEED Technology. Proprietary and Confidential.
Slide 23: Next Generation BMC
Next Generation BMC © ASPEED Technology. Proprietary and Confidential.
Slide 24: Next Generation BMC with I/O Expander
Next Generation BMC with I/O Expander © ASPEED Technology. Proprietary and Confidential.
Slide 25: BMC with I/O Expander Demo Board
BMC with I/O Expander Demo Board © ASPEED Technology. Proprietary and Confidential.
Slide 26: AST2700 Enhancement and Innovation
AST2700 Enhancement and Innovation The most powerful BMC ever built (28x faster) ◼ 1 ARM Cortex® –A35 (Quda-core 1.6GHz per core) ◼ 2 ARM Cortex® –M4 (400MHz) ◼ 2 RISC-V CPU ✱ Multi-Thread benchmark between AST2600 and AST2700 The 1st BMC supports Dual-Node ◼ AST2750 Integration of Southbridge featu
Slide 27: AST1700 Vantage Point
AST1700 Vantage Point Simplify the H/W Design ◼ Firmware-less and LTPI interface connect to AST2700 ◼ EIO (I3C, I2C, GPIO, JTAG, PWM, FAN Tech…) Simplify the S/W Development ◼ No S/W development, upgrade, maintenance and protection efforts ◼ Seamlessly controlled by AST2700 series product Differenti
Slide 28: BMC Business Strategy
BMC Business Strategy General Server AI Server Trend Low single-digit growth rate Hyper growth rate Strategy Maximize dollar content • Reduce Total Cost of Ownership (TCO) per server © ASPEED Technology. Proprietary and Confidential.
Slide 29: 2024 Q3 Outlook
2024 Q3 Outlook © ASPEED Technology. Proprietary and Confidential.
Slide 30: Business Outlook
Business Outlook Cloud & Enterprise Solutions ⚫ Capturing the opportunity of strong demand in AI servers. ⚫ Mild recovery of general server shipments in 2024. ⚫ Maximize the dollar value per server - by higher BMC ASP and introducing Security Chip and I/O Expander Smart AV ⚫ AVoIP is expected to mai
Slide 31: Business Outlook
Business Outlook For 2024 Q3, we currently expect: ⚫ Consolidated Revenue: Around NT$1.6 billion ~ 1.7 billion ⚫ Gross margin: 63.2% ~ 64.7% © ASPEED Technology. Proprietary and Confidential.
Slide 32: Q&A
Q&A © ASPEED Technology. Proprietary and Confidential.
Slide 33: © ASPEED Technology. Proprietary and Confidential.
© ASPEED Technology. Proprietary and Confidential.
ASPEED Technology — Conference Presentation (June 2024) on 6ix